Critical Mineral Supply

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William Blair Initiates US Antimony With Outperform as Defense Demand Builds
Financial Modeling Prep· 2025-10-20 19:10
Core Viewpoint - William Blair initiated coverage on United States Antimony Corp. (NYSE: UAMY) with an Outperform rating, highlighting the company's strategic position in critical mineral supply and U.S. national security needs following a recent Defense Logistics Agency (DLA) award [1] Group 1: Market Conditions and Company Position - Antimony prices have increased approximately fourfold over the past year, exceeding $55,000 per ton, creating a favorable market environment for the company [2] - US Antimony possesses a contract mill capable of processing significant ore volumes and has a portfolio of valuable assets, including mining rights in Alaska and claims in Canada [2] Group 2: Operational Developments - Management is nearing completion of an expansion at Thompson Falls, Montana, which will increase throughput by sixfold, supporting a $245 million DLA contract for antimony metal ingots [3] - The company has an adjacent flotation facility and operations in Madero, Mexico, which are expected to maintain steady processing activity [3] Group 3: Supply Chain and Future Prospects - The company has secured seven international supply contracts from non-Chinese sources, each with antimony grades above 50%, indicating ample near-term feedstock [4] - Progress is being made on a mining permit and Department of Defense approvals for 30,000 acres of mining rights in Alaska, with operations potentially commencing next year [4] Group 4: Additional Resource Holdings - Beyond antimony, the company holds 455 claims for cobalt in Ontario's Sudbury Basin and has acquired 100% of the Fostung tungsten properties in southwestern Ontario [5] - The Preston, Idaho deposit is noted as the only domestic source of zeolite, which is utilized in water filtration and animal feed [5]
Taseko Announces Start of Wellfield Operations at Florence Copper and Third Quarter Gibraltar Operational Results
Globenewswire· 2025-10-15 11:00
VANCOUVER, British Columbia, Oct. 15, 2025 (GLOBE NEWSWIRE) -- Taseko Mines Limited (TSX: TKO; NYSE American: TGB; LSE: TKO) (“Taseko” or the "Company") is pleased to provide an update on progress at its 100%-owned Florence Copper project in Florence, Arizona and third quarter operational results at its Gibraltar Mine. Final regulatory approvals have been received and the operating team at Florence is now in the process of commencing wellfield operations, which marks the start up of the commercial productio ...
Stock news for investors: Cineplex and Aritzia post strong results despite industry headwinds
MoneySense· 2025-10-10 06:39
Cineplex says box office revenue for the third quarter totalled $159.5 million, down from $174.9 million a year earlier.Cineplex chief executive Ellis Jacob says outside a tough comparative last August, with the release of Deadpool & Wolverine, the third-quarter box office performed well compared with a year ago. He added that the success of Taylor Swift, The Official Release Party of A Showgirl last weekend marked a dynamic start to the fourth quarter.Cineplex has 171 movie theatres and entertainment venue ...
Perpetua Resources in talks with Glencore, others for US antimony processing
Reuters· 2025-09-26 01:08
Core Viewpoint - Perpetua Resources is in discussions with Glencore, Trafigura, and other companies to establish a partnership for refining antimony in the U.S., aiming to enhance Western supplies of this critical mineral due to China's export restrictions [1] Group 1 - Perpetua Resources is actively seeking partnerships to refine antimony [1] - The initiative is part of a broader strategy to increase Western supplies of antimony [1] - China's export restrictions on antimony have prompted this move [1]
Western Star Resources Signs MOU with The Real American Corp to Advance U.S. Expansion Strategy
Thenewswire· 2025-09-16 12:00
Core Viewpoint - Western Star Resources Inc. has signed a Memorandum of Understanding (MOU) with The Real American Corp to enhance its presence in the U.S. mining sector, focusing on strategic minerals, particularly Tungsten [1][2][3]. Group 1: Partnership and Growth Strategy - The partnership with The Real American Corp is a significant milestone in Western Star's long-term growth strategy, aimed at building a substantial land bank of strategic mineral assets [2]. - This collaboration aligns Western Star with U.S. national priorities regarding critical minerals, which are essential for defense, clean energy, and high technology sectors [3]. Group 2: Local Expertise and Industry Engagement - Through the MOU, Western Star will leverage The Real American's local expertise to drive operational growth and create long-term value for shareholders [4]. - To strengthen its relationships in Nevada, Western Star plans to apply for membership in the Nevada Mining Association (NVMA), which will provide access to the state's mining supply chain and industry networks [5]. Group 3: Company Overview - Western Star Resources is a mineral exploration and development company focused on increasing shareholder value through cost-effective exploration practices and strategic partnerships [6]. - The company currently owns nine non-surveyed contiguous mineral claims totaling 4,797 hectares in British Columbia [6].
Churchill Very Pleased to Report High Grade Antimony >10%Sb, and Gold >10g/t Au at Black Raven Past-Producers, NL
Globenewswire· 2025-05-28 11:00
Core Insights - Churchill Resources Inc. has reported significant assay results from due-diligence sampling at the Frost Cove Antimony and Stewart Gold mines, indicating grades of over 10% antimony and over 10 g/t gold, respectively [1][2][8] - The company has executed a definitive agreement to acquire a 100% interest in the Black Raven Antimony Property, which is expected to enhance its strategic focus on antimony and gold [2][23] - The Black Raven property is situated in a geologically favorable area with a history of high-grade mineralization, and systematic exploration is planned to further assess its potential [3][5][24] Company Overview - Churchill Resources Inc. is focused on strategic critical minerals in Canada, particularly at its Black Raven property, which encompasses past-producing mines [30][31] - The company aims to leverage Newfoundland and Labrador's robust minerals industry, which includes world-class mines and processing facilities, to enhance its exploration efforts [6][30] Industry Context - Antimony is classified as a critical mineral, essential for national security and modern technology, with over 90% of global production controlled by non-Western countries [7] - Recent export restrictions from China have led to record prices for antimony, exceeding $50,000 per tonne, highlighting the strategic importance of domestic sources in North America [7] - The demand for antimony is driven by its applications in military, flame retardants, and emerging energy storage technologies, making it increasingly vital for economic and national security [7]
Perpetua Resources' Stibnite Gold Project Selected as Priority Project by White House
Prnewswire· 2025-04-21 11:00
The Stibnite Gold Project, with its recently secured Record of Decision from the U.S. Forest Service in January 2025, is uniquely positioned to supply the critical mineral antimony, which is essential to national security and energy technology. The final federal decision, the U.S. Army Corps of Engineers Clean Water Act 404 permit, is on track for a decision in Q2 2025. The Executive Order, issued on March 20, 2025, directs federal agencies to streamline permitting for identified Priority Projects, empowers ...