Core Viewpoint - Rise Gold Corp. has initiated a review of historical data suggesting that its Idaho-Maryland mine may contain significant tungsten deposits, which are critical for U.S. defense applications [1][4]. Company Overview - Rise Gold Corp. is an exploration-stage mining company based in Nevada, USA, with its principal asset being the historic Idaho-Maryland Gold Mine located in California [8]. Historical Context - The Idaho-Maryland mine operated from 1862 to 1957, producing approximately 2.4 million ounces of gold at an average grade of 0.50 ounces per ton [2]. - In 1954, the mine began exploring for tungsten, leading to the production of tungsten trioxide concentrate until operations were suspended in 1957 due to a significant drop in tungsten prices [3]. Tungsten Significance - Tungsten is classified as a critical mineral by the U.S. government, essential for various defense applications, and the U.S. has not had a domestic supply since 2015 [4]. - China currently dominates global tungsten production, accounting for 84% of the supply, and has recently imposed restrictions on tungsten exports [4]. Exploration and Development Plans - The company has engaged experts to review historical tungsten data and generate recommendations for further exploration, which may include re-assaying existing drill cores [7]. - The historical association of the Idaho-Maryland mine with tungsten has made it a candidate for federal sponsorship as the U.S. seeks to reshore its critical defense industries [5].

Core Insights - Energy Fuels Inc. reported increased uranium sales and strong low-cost uranium mining, with production expected to exceed guidance for 2025 [2][3][4] - The company successfully produced 29 kilograms of dysprosium oxide and is preparing for the production of terbium oxide [4][15] - A recent upsized offering of $700 million in convertible senior notes has bolstered the company's working capital to nearly $1 billion [4][6] Financial Highlights - As of September 30, 2025, the company had $298.5 million in working capital, including $94 million in cash and cash equivalents, and no debt [6][28] - The company reported a net loss of $16.7 million for Q3-2025, an improvement from a net loss of $21.8 million in Q2-2025 [6][10] - Total revenues for Q3-2025 were $17.7 million, with uranium concentrate revenues at $17.4 million [28] Uranium Production and Sales - The company sold 240,000 pounds of U3O8 at a weighted average price of $72.38 per pound during Q3-2025 [10] - The Pinyon Plain mine had an average grade of 1.27% U3O8, one of the highest in U.S. history [9] - Expected uranium production for 2025 is between 700,000 and 1 million pounds of finished U3O8, with a strong position to meet or exceed this guidance [10][11] Rare Earth Elements (REE) Developments - The REE market has seen significant improvements, with NdPr prices increasing by approximately 25% from June to September 2025 [16] - The company is advancing its Donald Project in Australia, which is expected to produce significant quantities of rare earth oxides starting in 2027 [16][20] - Energy Fuels is collaborating with Vulcan Elements to create a domestic supply chain for rare earth permanent magnets [20] Market Conditions and Future Guidance - The spot price of U3O8 was $82.50 per pound as of October 31, 2025, indicating a favorable market for uranium sales [16] - The company expects to sell 160,000 pounds of U3O8 in Q4-2025 under existing long-term contracts [10] - Preliminary guidance for 2026 includes expected sales of 620,000 to 880,000 pounds of U3O8 [10]

Core Insights - Trilogy Metals Inc. secured a significant approval from the U.S. federal government for its Ambler Mining District project, which includes a key infrastructure link and a 10% stake acquisition by the government [1][2] Group 1: Company Developments - Trilogy Metals' share price increased by 15.9% on October 24 after Alaska executed essential right-of-way permits for the Ambler access project, reinstating a 50-year right-of-way across federal lands [2] - The approved 211-mile industrial access road into the Ambler Mining District enhances Trilogy's development prospects, which had previously faced delays [3] - The company's market capitalization is approximately $984.3 million [3] Group 2: Stock Performance - Trilogy Metals' stock price has risen dramatically this year, increasing from just over $1 in early 2025 to above $10 recently due to government-backed developments [4] - The stock reached a 52-week high of about $11.29 on October 14, following a $35.6 million investment announcement from the U.S. government [5] - Year-to-date, the stock has gained 251%, and it has increased by 542% over the past year [5] Group 3: Market Sentiment - Despite the stock's volatility and speculative nature, the recent rally indicates a market reevaluation of Trilogy's prospects in critical minerals and infrastructure access [6] - The stock appears overvalued compared to industry peers, with a price-book ratio of 6.1x [7]

Historical Production: approximately 95 tonnes of high-grade antimony-bearing material was shipped from the historic Alps-Alturas Mine site averaging 57.2% Sb3VANCOUVER, British Columbia, Nov. 03, 2025 (GLOBE NEWSWIRE) -- Maxus Mining Inc. (“Maxus” or the “Company”) (CSE: MAXM | FRA: R7V), is pleased to provide a summary of exploration highlights on the western block of its flagship Alturas Antimony Project (Please see Figure 1). The Alturas West Block (“Alturas West” or the “Project”) is comprised of 899 h ...

Group 1 - First American Uranium Inc. has changed its stock symbol from URM to NIOB, effective November 5, 2025, on the Canadian Securities Exchange [1] - The company has graduated from the OTC Pink to the OTCQB Venture Market, with the ticker changing from OTCPK: FAUMF to OTCQB: NIOMF, effective October 31, 2025 [2] - The CEO of First American expressed excitement about the new Canadian symbol and the graduation to OTCQB, stating that these initiatives align with the company's mission to advance the critical minerals agenda in North America [3] Group 2 - First American Uranium Inc. is focused on the acquisition and development of precious, base, and critical mineral assets, with properties including the Silver Lake property in British Columbia and a newly acquired land package in Quebec [3] - The Quebec properties enhance the company's exposure to rare earth elements (REE), niobium (Nb), and nickel-copper (Ni-Cu) occurrences, which are strategically important for energy and defense applications [3]

Economic Outlook - The Bank of Canada has cut its policy rate from 2.50% to 2.25%, indicating that further cuts are unlikely as they do not address the underlying productivity issues in the economy [4] - Canada's economy is undergoing "structural changes," leading to concerns that it may become less competitive compared to the U.S. [4] Digital Economy - Canada's digital economy generates over $100 billion annually, but 87% of innovation is foreign-owned, highlighting a lack of Canadian-controlled venture funding for research and development [7] - In 2025, U.S. startups raised $91.5 billion in venture funding, while Canada only generated $920 million, with 80% of that being U.S.-controlled [8] Government Initiatives - Ucore Rare Metals Inc. received $18 million from the Pentagon to build a commercial plant in Louisiana, with shares increasing by 700% [9] - The U.S. government is actively partnering with private enterprises, such as JPMorgan's $1.5 trillion strategic-industries investment fund, to enhance growth and innovation [10] Critical Minerals - Canada is competing against U.S. initiatives that secure tangible commitments for critical minerals, while Ottawa is focused on long-term international agreements [11] - Canada plans to lead a new G7 critical-minerals pact to stabilize markets and combat China's dominance in this sector [12] Infrastructure Development - Ontario's Premier signed a partnership with the Webequie First Nation for a critical-mineral supply road, which is expected to generate 70,000 jobs and add $22 billion to the economy [13][14] - Delays in road construction due to federal reviews could hinder the development of critical minerals in Canada [14]

EU and Chinese negotiators continued talks in Brussels on critical minerals a day after President Donald Trump said US access to China’s rare earths were “settled:" Here's Your Evening Briefing https://t.co/ZaLHG3no6u ...

Core Insights - The U.S. is heavily reliant on imports for rare-earth magnets, primarily from China, which poses risks to supply security and industrial resilience [1][4][3] - China's dominance in the rare-earth industry allows it to control prices and influence various downstream industries, including electric vehicles and defense systems [4][2] - The U.S. is taking steps to rebuild its rare-earth supply chain, with initiatives like REAlloys' merger and the support from the U.S. Export-Import Bank [5][6][10] Industry Overview - The rare-earth sector is critical for technologies such as electric vehicles, wind turbines, and medical imaging, with demand projected to quadruple by 2040 [17][18] - China currently produces about 70% of mined rare-earth materials, refines nearly 90% of global output, and manufactures approximately 92% of the world's permanent magnets [4][3] - The U.S. Department of Defense has committed over $439 million to develop a domestic mine-to-magnet capability, indicating a strategic shift in policy [10][21] Company Developments - REAlloys is establishing a fully integrated supply chain from mining to magnet production, with significant projects in Saskatchewan and Ohio [7][9][8] - The company has secured a $200 million Letter of Interest from the U.S. Export-Import Bank, which supports its efforts to create a domestic supply chain [6][11] - A strategic partnership with Japan's JOGMEC aims to enhance technology transfer and co-investment in magnet production, highlighting international collaboration [12][14][16] Market Dynamics - The price volatility of rare-earth materials has been exacerbated by China's export controls, impacting global supply chains [19][20] - The U.S. is focused on creating a diversified supply chain that includes allied nations, moving away from dependence on Chinese processing [26][27] - Companies like MP Materials and Energy Fuels are also positioning themselves as key players in the critical minerals space, with significant investments and strategic partnerships [28][31][34]

The Group of Seven nations are set to announce a critical minerals production alliance that would include supply agreements in a bid to counter China’s dominance of the market. https://t.co/azCjfjIizd ...

Mining companies are selling shares at the fastest clip in a decade, and investors looking for exposure to sharply higher gold prices and in-demand critical minerals can’t get enough. https://t.co/HdowSijIdE ...