Core Viewpoint - Titan Mining Corporation is accelerating its development to become the first end-to-end natural flake graphite producer in the U.S. in 70 years, supported by a US$15 million investment from a leading institutional equity investor [1][4]. Investment Details - The investment will be executed through a private placement of 6,666,666 special warrants at a price of US$2.25/C$3.10 per warrant [4][9]. - This funding, along with US$5.5 million from the U.S. EXIM Bank, positions Titan to expedite the completion of the Kilbourne Graphite Feasibility Study in 2026 and move towards construction [2][9]. Strategic Importance - The investment is seen as a strong endorsement of Titan's strategy to re-establish a domestic graphite supply chain, enhancing U.S. critical minerals security [4][8]. - Titan aims to deliver shareholder value through operational excellence and the development of critical minerals assets [8]. Warrant Structure - The warrants will be exercisable in two tranches, with 50% at a 35% premium and the remaining 50% at a 65% premium to the issue price [5][9]. - The company has the option to call the warrants if its common shares trade above 150% of the exercise price for 15 trading days within any 30-day period [6][9].

Core Insights - G7 members and the EU are considering implementing price floors and taxes on certain Chinese exports to boost rare earth production and encourage investment [1][5][6] Group 1: Rare Earth Production and Export Controls - China, as the leading producer of rare earths, introduced export controls in April, impacting European automakers and leading to a fast-tracking of licenses for European companies in May [2][3] - Despite improvements, European companies are facing rising license bottlenecks, which threaten further losses and shutdowns [2] Group 2: G7's Critical Minerals Action Plan - G7 countries, excluding Japan, are heavily reliant on China for critical materials, prompting the launch of a Critical Minerals Action Plan in June [3] - Technical teams from G7 nations convened in Chicago to discuss regulatory measures on foreign investment in critical materials to reduce dependency on China [4] Group 3: Regulatory and Taxation Discussions - G7 countries are divided on implementing geographical restrictions, such as local content rules or limits on sourcing from China in public procurement [5] - Discussions included the possibility of a carbon tax or tariff on Chinese rare earth exports based on non-renewable energy usage in production [5] Group 4: Price Floors and Subsidies - Officials are considering government-backed price floors to stimulate domestic production, a strategy recently adopted by the U.S. [6] - Australia is also contemplating a price floor for critical minerals projects, including rare earths, while Canada is positively inclined towards this idea but has not made a commitment [6][7]

Core Insights - Liberty Star Minerals is emphasizing the significance of its Hay Mountain Project in Arizona as a key asset for the U.S. critical mineral strategy [1] - The company is advocating for federal support and expedited permitting processes to enhance the development of domestic mineral resources [3][4] Congressional Support - Representative Paul Gosar sent a letter to various Cabinet Secretaries urging them to prioritize Arizona's mining projects, specifically mentioning the Hay Mountain property [2] - The letter highlights the connection between mineral security and national security, advocating for a review and support of mining initiatives [2] Call to Action - Liberty Star is calling for federal engagement to facilitate the exploration and development of the Hay Mountain Project, emphasizing the need for regulatory support [3] - The company believes that Arizona's mineral resources can significantly contribute to American industries if supported by the government [3] Leadership Advocacy - Chairman Pete O'Heeron's meetings in Washington, D.C. aimed to raise awareness about domestic mineral opportunities and the need for federal backing [4] - O'Heeron stressed the importance of mineral properties like Hay Mountain in securing essential resources for the U.S. economy and national security [4] Hay Mountain Project Overview - The Hay Mountain Project is located in the Tombstone Mining District and is identified as a promising source of copper, gold, molybdenum, and other critical minerals [5] - Recent exploration efforts, including diamond core drilling, have shown promising results with elevated values of copper, lead, and zinc, indicating potential for large-scale mineral development [5] - The project is positioned as a vital resource as the U.S. aims to reduce reliance on foreign supply chains and transition to clean energy [5]