Core Viewpoint - Electra Battery Materials Corporation is actively participating in key global mining and battery materials conferences to advance its strategy of onshoring North American critical minerals refining and strengthening relationships with stakeholders [2][3][4]. Upcoming Engagements - Electra will attend the Investing in African Mining, Indaba from February 9-12, focusing on future cobalt hydroxide feed supply for its North American refinery, with initial deliveries targeted for 2027 [3]. - At the BMO Global Metals, Mining and Critical Minerals Conference, CEO Trent Mell will engage in one-on-one meetings with institutional investors to discuss the company's strategy and recent progress [4]. - During the PDAC 2026 Convention from March 1-4, Electra's leadership will meet with government and industry participants to discuss long-term critical minerals supply in North America [5]. - VP, Commercial, Michael Insulan will present at the Tokyo Battery Summit on March 17-18, addressing North American resource policy and supply-chain resilience [5]. Corporate Update - The company has engaged Epstein Research for three months starting February 1, 2026, to enhance awareness through social media and produce content, with a total compensation of US$7,500 for the term [6]. Project Focus - Electra is constructing North America's only cobalt sulfate refinery and holds significant land in Idaho's Cobalt Belt, positioning itself as a cornerstone for cobalt and copper production [8]. - The company is also exploring black mass recycling opportunities to recover critical materials from end-of-life batteries and evaluating growth in nickel refining and other battery materials [9].

Core Viewpoint - Red Mountain Mining is advancing towards a listing on the OTCQB equity market, aiming to enhance its market presence and attract US investors [1][5]. Company Developments - The company has pursued an aggressive acquisition strategy, securing antimony assets in key mining districts, including Yellow Pine, Utah, and Silver Dollar, which are near significant projects like Perpetua Resources' Stibnite project [2]. - Progress has been made at the Armidale antimony-gold project in New South Wales, located near Australia's largest antimony deposit, the Hillgrove project [3]. Market Positioning - Increased interest from US investment banks is expected to create value-accretive opportunities for the company [4]. - The planned listing will align Red Mountain with US peers in the critical minerals sector, potentially improving valuation metrics and attracting specialized US investors [5]. Strategic Alignment - The move is anticipated to enhance the company's alignment with the US government's initiative to secure a domestic supply of critical minerals, particularly antimony [6]. Industry Context - Approximately 90% of global antimony production is controlled by China, Russia, and Tajikistan, posing supply risks for Western nations [7]. - The recent export ban from China has led to acute supply shortages, with antimony prices reaching US$60,000 per tonne, prompting the US government to issue emergency declarations and allocate significant funding for domestic production [8].

Core Insights - The US Government is in discussions to acquire a stake in Critical Metals Corporation to enhance control over critical minerals, particularly focusing on the Tanbreez project in southern Greenland [1][3] - Critical Metals has amended its agreement with Rimbal to increase its ownership in the Tanbreez project from 42% to 92.5% by issuing approximately 14.5 million ordinary shares [2][3] - The transaction is pending approval from the Greenland Government, and European Lithium will maintain a 7.5% minority stake in the project [3] Financial Details - The amended agreement specifies a fixed issuance of 14.5 million ordinary shares at a price of $8 per share, with the original agreement valued at $116 million [2][3] - Critical Metals has announced a securities purchase agreement to raise $35 million through a private investment in public equity transaction to support the development of the 4.7-billion-tonne rare earth deposit at Tanbreez [4][5] Strategic Context - The US Government's interest aligns with recent efforts to secure stakes in companies that are key suppliers of critical minerals for the US market [3] - The current US government shutdown is not expected to impact negotiations as key personnel are classified as essential workers [4] - Critical Metals' CEO emphasized the growing need for heavy rare earths in the West, highlighting the strategic importance of the Tanbreez project [5][6]