Joe Carroll gave us a little overview. This news sending shares of some of these rare earth companies higher, even higher today. What do we know about the president's plans.What does he hope to accomplish here. So all we know right now is that they're launching a $12 billion fund of sorts to allow for something called Project Bolt to purchase critical minerals to put into a strategic stockpile that is specifically available to U.S. private companies. The idea here is we've had a national defense stockpile o ...

What exactly is Project Vault. It's a stockpile specifically for the private sector of what the administration would probably consider critical minerals in critical minerals. Obviously, we know about rare earths.But yeah, I mean, that's that's kind of the main thrust here is the idea that we've we've had a strategic stockpile for defense purposes for ages. The difference here is in the event that the commercial industry, the you know, private companies have a shortage of materials, the administration wants ...

Combination strengthens Eldorado’s exceptional growth profile Pro-Forma Company to generate sector-leading free cash flow and profit margins Long-life assets with near-term organic expansion and scale Diversifies portfolio with addition of a project of Canadian national importance Dan Myerson to join Board of Directors (All amounts expressed in U.S. dollars unless otherwise noted) VANCOUVER, British Columbia, Feb. 02, 2026 (GLOBE NEWSWIRE) -- Eldorado Gold Corporation (TSX:ELD) (NYSE:EGO) (“Eldorado”) and ...

Core Viewpoint - Apollo Silver Corp. has been accepted into the U.S. Defense Industrial Base Consortium (DIBC), which aims to enhance collaboration across industry, academia, and government to support U.S. defense and national security priorities [1][4]. Group 1: DIBC Membership - The DIBC focuses on strategic and critical materials essential to U.S. national security, including initiatives to improve the resilience and security of domestic critical mineral supply chains [2]. - As a member of the DIBC, Apollo Silver will engage in federally sponsored initiatives related to the mining and processing of critical minerals such as silver, zinc, and barite [4]. - The acceptance into the DIBC highlights the strategic importance of U.S.-based critical mineral assets, particularly silver, which was included in the USGS List of Critical Minerals in November 2025 [5]. Group 2: Company Projects - Apollo Silver's Calico Project hosts significant silver mineralization along with barite and zinc, which are classified as critical minerals and are vital for industrial, infrastructure, and defense applications [3]. - The company is advancing the second largest undeveloped primary silver project in the U.S., with the Calico Project recognized for its large, bulk minable silver deposit and significant barite and zinc credits [6]. - Apollo Silver also holds an option on the Cinco de Mayo Project in Chihuahua, Mexico, which features a major high-grade carbonate replacement deposit [6]. Group 3: Leadership and Strategy - The company is led by an experienced management team, positioning it to advance its assets and deliver value through exploration and development [6]. - The CEO of Apollo Silver emphasized the company's alignment with U.S. priorities focused on supply-chain security, industrial resilience, and national defense [5].

Companies that mine critical minerals are looking more like defense contractors these days. One sign: Many are hiring retired generals. https://t.co/A2aY1sXv9v ...

India is looking to remove taxes on import of equipment for processing critical minerals and spur manufacturing of rare earth magnets locally, a move aimed at minimizing dependence on China https://t.co/g9Bckeo3I5 ...

Core Viewpoint - Elektros Inc. has engaged Ludlow Consulting to improve its corporate messaging, media relations, and investor engagement strategies, positioning itself favorably within the lithium market cycle [1] Company Summary - Elektros Inc. is a hard-rock lithium mining developer with operations in Sierra Leone [1] - The company aims to enhance its visibility and communication with shareholders through strategic advisory services [1] Industry Summary - The current market positioning of Elektros is seen as an attractive opportunity for investors interested in the critical minerals sector, particularly lithium [1]

Core Insights - Greenland Resources Inc. is advancing its Malmbjerg project in Greenland, which focuses on molybdenum and magnesium production, with significant potential for supplying the EU market [1][2] Company Overview - Greenland Resources is a Canadian public company regulated by the Ontario Securities Commission, primarily focused on developing its 100% owned Climax-type primary molybdenum deposit in central east Greenland [2] - The Malmbjerg project features an environmentally friendly open-pit mine design, emphasizing reduced water usage and low ecological disturbance [2] Project Highlights - The Malmbjerg project has a capital expenditure (capex) of US$820 million, with a levered after-tax internal rate of return (IRR) of 33.8% and a payback period of 2.4 years, based on a molybdenum price of US$18 per pound [2] - Proven and probable reserves are estimated at 245 million tonnes with a grade of 0.176% MoS, equating to 571 million pounds of contained molybdenum [2] - The project is expected to produce an average of 32.8 million pounds of molybdenum annually during the first ten years, meeting approximately 25% of the EU's total yearly consumption and 100% of its defense needs [2] Market Context - The EU is the second-largest molybdenum user globally, consuming around 122 million pounds annually, which constitutes 19% of global demand [5] - Molybdenum is critical for enhancing the properties of steel and is essential for various industries, including automotive and defense, which represent about 18% of the EU's GDP [5] Strategic Importance - The Malmbjerg project is recognized as a priority EU project under the European Commission's RESourceEU initiative, highlighting its strategic importance for the EU's raw materials supply [3][4] - The project aims to supply environmentally friendly high-quality primary molybdenum from a responsible source, addressing the EU's reliance on imports, particularly from China [5] Financial and Operational Developments - The company is in discussions with the European Commission, national governments, and financial institutions regarding equity financing and grants for the project [3] - An updated letter of interest from Export Development Canada indicates potential support of up to USD$275 million for the project's development [3] - The company has secured binding long-term offtake agreements with major steel companies across Europe, ensuring price protection and stable demand [3] Future Engagements - Greenland Resources plans to present the Malmbjerg project at the BMO Capital Markets' Global Metals, Mining & Critical Minerals Conference on February 24, 2026, and during Greenland Day at the PDAC on March 2, 2026 [3]

Energy Partnership with the US - Indian oil and gas companies are exploring investments in natural gas liquefaction facilities in the US to deepen energy partnership amid geopolitical volatility [1] - Indian firms are evaluating equity infusion in US gas liquefaction projects that are under construction or nearing final investment decision [2] - The US is India's sixth largest energy trade partner, with hydrocarbon trade exceeding $13.7 billion in fiscal year 2024-25, and both countries aim to increase bilateral energy trade to $20 billion [5] Collaboration with Japan - Indian oil and gas producers are exploring collaborations with Japanese E&P companies for joint bidding under the Open Acreage Licensing Policy (OALP) [4] - India invited Japanese oil companies to participate in the ongoing tenth round of auctions under the OALP, with ethanol and biofuels identified as key areas for partnership [6] - Major Japanese E&P companies such as INPEX Corporation, JAPEX, and JX Nippon Oil & Gas Corp are involved in these discussions [7] Technological Advancements - India and Japan discussed collaboration opportunities in automation, digitalization, AI-enabled predictive analytics, SCADA systems, and advanced instrumentation to enhance efficiency in oil and gas and new energy segments [8] - Yokogawa Electric Corporation has shown strong interest in enhancing investment in India [8] Investor Confidence - Global and domestic companies have expressed strong confidence in India's growth trajectory and are keen to expand their business presence in the country [9] - Prime Minister Narendra Modi interacted with CEOs of about 27 global and domestic energy giants, indicating strong engagement in the energy sector [10]

India classified coking coal as a critical mineral, a decision aimed at accelerating exploration and boosting supply, aiding the steel industry https://t.co/o3XDnDcaCY ...