Critical Minerals
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X @TechCrunch
TechCrunch· 2025-10-20 21:57
Leaders of the country's governments announced they would work together to secure critical minerals supplies outside of Chinese control. The deal includes a new gallium refinery in Western Australia. https://t.co/pW1HreRzpL ...
US to Get More Access to Australian Rare Earths, Critical Minerals
Bloomberg Television· 2025-10-20 19:47
We are discussing critical minerals and rare earths, and we're going to be signing an agreement that's been negotiated over a period of four or five months. And it was sort a good timing that we got it done just in time for the visit. And we work together very much on rare earths, critical minerals and lots of other things.And we've had a very good relationship. We've been working on that for quite a while. In about a year from now, we'll have so much critical mineral and rare earths that you won't know wha ...
How the Australia mineral deal plays into U.S. relations with China
NBC News· 2025-10-20 18:10
US-Australia Economic & Military Alliance - US and Australia announce a $3 billion joint venture project to develop critical minerals, potentially yielding $50 billion in these minerals [2] - The US-Australia military alliance, dating back to World War I, could continue to benefit both countries through sales of American planes and military technology [4] - From Australia's perspective, this alliance partly aims to contain China in their neighborhood [4] US-China Trade Relations - Despite trade tensions, the US President believes good trade deals can be made with China, including the purchase of American soybeans [3] - The President suggests that current economic pressure between the world's two largest economies will ultimately "work out fine" [3] Middle East Ceasefire - The US President indicates that if the ceasefire between Hamas and Israel doesn't hold, Israel, with US support, would forcibly disarm Hamas [4] - The White House believes it has done the "heavy lifting" to establish the ceasefire and expects other regional partners, particularly Gulf Arab countries, to ensure it holds [6] - The White House has declared victory in the Middle East and needs that victory to hold [7]
X @Bloomberg
Bloomberg· 2025-10-20 15:58
US President Trump signed an agreement with visiting Australian Prime Minister Albanese to boost access to critical minerals and rare earths as the US looks to reduce reliance on Chinese supply chains https://t.co/Ju5WsLJPaB ...
VanadiumCorp Provides Overview of Lac Laura Gold Property
Thenewswire· 2025-10-20 13:00
Core Viewpoint - VanadiumCorp Resource Inc. is advancing its exploration efforts at the Lac Laura Property in Quebec, strategically located near the Cooke Mine, with plans for a comprehensive evaluation program in response to rising gold prices [1][6]. Company Overview - VanadiumCorp Resource Inc. is a Canadian mineral exploration company focused on developing vanadium-rich assets in Quebec, including the Lac Doré Vanadium Project and a pilot plant for vanadium electrolyte production [10]. Property Details - The Lac Laura Property consists of 39 mineral claims covering 550.65 hectares, compliant with provincial regulations [1]. - The property is situated in the Chapais Mining District, known for its copper-gold vein systems and volcanogenic massive sulphide lenses [2]. - Historical exploration by Minnova Inc. reported approximately 163,295 tonnes grading 5.83 g/t gold in the 113 North Zone, but this estimate is not compliant with NI 43-101 and requires further verification [3][5]. Historical Exploration - Limited drilling was conducted by VanadiumCorp between 2007 and 2012, with a data review by CSA Global Mining Industry Consultants in 2020 recommending further exploration [4]. - High-grade historical grab samples included 128.5 g/t Au, 113 g/t Ag, and 2.61% Cu, indicating potential mineralization [8]. Future Plans - The company has initiated a 2025–2026 evaluation program to compile and reinterpret legacy data, aiming to design a work plan for 2026 as part of its asset optimization strategy [6].
Maxus Mining Announces Appointment of Robert Eckford as Technical Advisor & Marketing Agreement
Globenewswire· 2025-10-20 12:00
VANCOUVER, British Columbia, Oct. 20, 2025 (GLOBE NEWSWIRE) -- Maxus Mining Inc. (“Maxus” or the “Company”) (CSE: MAXM | FRA: R7V), is pleased to announce the appointment of Mr. Robert Eckford as a Technical Advisor to the Company. Robert Eckford is a seasoned mining executive and financial strategist with a strong track record of leading transformational transactions in the gold sector. He brings deep expertise in mergers, acquisitions, and operational integration, having played key roles in over $2.5 bill ...
Antimony forerunner Larvotto fields $1.40/sh takeover bid from US peer; HotCopper users balk
The Market Online· 2025-10-20 02:07
Core Viewpoint - Larvotto Resources (ASX:LRV) has received a takeover offer from United States Antimony Corporation at $1.40 per share, which is perceived as low by investors on HotCopper [1] Group 1: Company Developments - Larvotto Resources is recognized for having Australia's largest undeveloped antimony project, along with evidence of gold and tungsten at its Hillgrove site [2] - The latest reports indicate that no minerals have been extracted yet, suggesting that both American and Australian companies are closely monitoring developments in the sector [3] - The takeover offer from USAC coincides with a diplomatic meeting between U.S. President Donald Trump and Australian Prime Minister Anthony Albanese, focusing on access to critical mineral deposits [3][4] Group 2: Market Context - The Australian rare earths sector has seen positive momentum, particularly following China's restrictions on rare earth exports [5] - There is potential for Australia to introduce price floors for critical minerals, similar to actions taken by the Pentagon for MP Materials earlier this year [5] - Larvotto Resources last traded at $1.31 per share, indicating a slight difference from the takeover offer [5]
Antimony: The Overlooked Critical Mineral Powering a New US–Australia Alliance
Small Caps· 2025-10-16 21:53
Core Insights - Antimony is increasingly recognized for its strategic importance in defense, energy storage, and industrial applications, leading to heightened capital flows and diplomatic focus on Australian small-cap companies [1][2][22]. Industry Overview - Antimony (Sb) is classified as a critical mineral by the US Geological Survey, essential for national security due to its unique applications in munitions and high-temperature electronics [2]. - China dominates the global antimony supply, producing approximately 60% of the total output as of 2024, and controls much of the downstream processing capacity [3][4]. Supply Chain Dynamics - China's environmental regulations and resource depletion are causing a decline in domestic antimony output, with significant export restrictions expected to impact global supply starting in 2025 [4][5]. - Recent customs data indicates that China's antimony exports fell by around 88% in June 2025 compared to January levels, attributed to stricter export controls and crackdowns on smuggling [5][9]. Geopolitical Context - The US is heavily reliant on imports for its antimony supply, with no significant domestic production since the closure of its last major mine, increasing vulnerability to supply disruptions [10]. - In response to these challenges, the US government is actively seeking to bolster domestic production and secure supply chains through initiatives like JPMorgan's US$1.5 trillion "Security and Resiliency Initiative" [12][21]. Australian Market Opportunities - Australian companies such as Nova Minerals and Resolution Minerals are positioned as key suppliers to the US, with strategic projects focused on antimony [13][16]. - Other notable Australian small-cap companies with antimony exposure include Larvotto Resources, Trigg Minerals, and Critical Resources, all of which are advancing projects with significant antimony potential [17][20]. Future Outlook - The intersection of policy and capital is shaping a new phase of mining investment, with antimony emerging as a critical mineral that could redefine industrial self-sufficiency for allied nations [21][23]. - As geopolitical tensions rise, antimony is expected to gain prominence not only in commodity markets but also on the global diplomatic stage [22].
NevGold Discovers High-Grade Oxide Antimony “Bullet Zone” From Surface with 2025 Step-Out Drilling: 14.90 g/t AuEq Over 4.6 Meters (3.76% Antimony And 0.29 g/t Au) Within 2.42 g/t AuEq Over 53.3 Meters (0.57% Antimony And 0.22 g/t Au) at Limo Butte, Nevada
Globenewswire· 2025-10-16 11:30
Core Insights - NevGold Corp. has discovered high-grade oxide antimony in the new "Bullet Zone" at its Limousine Butte Project in Nevada, significantly expanding the mineralization footprint at the Resurrection Ridge target area [1][3][4] Group 1: Discovery and Exploration - The Bullet Zone was identified through a 150-meter step-out drillhole, marking a significant advancement in the company's geological model [1][3] - The highest-grade antimony interval drilled to date at the project was recorded, with grades reaching up to 8.9% Sb [4] - The drilling results include 14.90 g/t AuEq over 4.6 meters in the Upper Zone and 0.82 g/t AuEq over 32.0 meters in the Lower Zone [4][13] Group 2: Future Plans and Activities - NevGold plans to continue its exploration program at Limousine Butte, focusing on expanding areas with significant mineralization potential [3][5] - The company aims to complete an initial gold-antimony Mineral Resource Estimate (MRE) for both Resurrection Ridge and Cadillac Valley [4][5] - Ongoing activities include Phase II metallurgical testwork and evaluating historical geological data [4][5][18] Group 3: Strategic Importance of Antimony - Antimony is classified as a "Critical Mineral" by the U.S. government, essential for national security and various technological applications [26][23] - The U.S. Executive Order aims to strengthen domestic mineral production, highlighting the importance of projects like Limousine Butte in reducing reliance on foreign sources [23][24] - The global supply of antimony is heavily dependent on China, which has restricted exports, further emphasizing the need for domestic production [28][26]
Canadian Foreign Minister Anand on Trade and Geopolitics
Bloomberg Television· 2025-10-16 05:56
Canada's Trade and Economic Strategy - Canada is doubling down on the Indo-Pacific strategy, focusing on diversifying supply chains and building trading relationships across the region [2] - Canada aims for a Free Trade Agreement (FTA) with ASEAN in 2026 [2] - Canada is prioritizing its sovereign and economic interests through diplomacy, leveraging its natural resource wealth, including critical minerals and energy [5][6] - Canada is actively diversifying supply chains, as evidenced by the Foreign Minister's visit to the Indo-Pacific region [7] Canada-China Relations - China is one of Canada's largest trading partners, although trade with the United States accounts for approximately 80% of Canada's total trade [8] - Canada's strategy with China involves challenging where necessary and cooperating where possible, with a key focus on opening strategic dialogue [9][10] - Canada seeks to balance trade opportunities with the need to address issues such as human rights and the South China Seas in its relationship with China [10] Energy and Resources - Canada possesses a competitive advantage in LNG and is witnessing global demand for its LNG and other energy resources [15][16] - Canada is developing its capacity for LNG and has multiple large national projects, including wind, LNG, and nuclear energy, attracting international investment interest [15][16] Canada-India Relations - Canada is taking a step-by-step approach to mend relations with India, focusing on public security and law enforcement dialogue [21] - Canada and India finalized a joint statement for cooperation on public security, energy, critical minerals, resilient trade routes, and agriculture [5][22] Multilateral Engagement - Canada is the host of the G7 and is actively engaged with G7 counterparts across various government ministries [6] - Canada is a proponent of multilateralism and is committed to promoting multilateral engagement across trade, defense, security, and global organizations [19][20]