Core Viewpoint - Apollo Silver Corp. has been accepted into the U.S. Defense Industrial Base Consortium (DIBC), highlighting the strategic importance of U.S.-based critical mineral assets, particularly silver, barite, and zinc, in supporting national security and defense priorities [5][4]. Company Overview - Apollo Silver is advancing one of the largest undeveloped primary silver projects in the U.S., the Calico Project, which contains significant silver mineralization along with barite and zinc, classified as critical minerals essential for various industrial and defense applications [3][6]. - The company also holds an option on the Cinco de Mayo Project in Mexico, which features a major high-grade carbonate replacement deposit [6]. Industry Context - The DIBC focuses on enhancing the resilience and security of domestic critical mineral supply chains, which are vital for U.S. defense and industrial applications [2]. - Membership in the DIBC allows Apollo Silver to engage in federally sponsored initiatives related to the mining and processing of critical minerals, aligning with U.S. priorities on supply-chain security and industrial resilience [4][5].

Core Viewpoint - The U.S. government's increased strategic focus on Greenland is drawing attention to several companies involved in critical materials, military supply chains, and energy, highlighting potential investment opportunities in this sector [1][14]. Group 1: MP Materials (MP) - MP Materials is a leading player in the rare earth sector in the U.S., with significant backing from the Department of Defense, positioning it as a strategic asset amid potential supply-chain changes related to Greenland [2][3]. - The stock is currently trading at $67.67, reflecting a 27% increase over the past month, driven by geopolitical developments [3]. Group 2: V2X (VVX) - V2X is a defense and logistics company with substantial involvement in U.S. military operations in Greenland, operating under a $4 billion contract [5][6]. - The stock price is at $65.05, having risen nearly 17.5% in the last 30 days, indicating strong market interest due to the potential for increased defense spending in the region [6]. Group 3: Critical Metals Corp (CRML) - Critical Metals Corp owns the largest rare earth deposit in Greenland, positioning itself to benefit from heightened focus on critical minerals [8][9]. - The company is advancing operations in southern Greenland, aiming to become a key supplier amid growing investor interest in supply-chain security [9]. - Despite being a speculative investment with commercial production expected only in 2028, CRML's stock has surged nearly 82.5% over the past month, attracting risk-oriented investors [10][11].

Core Viewpoint - Stardust Power Inc. has engaged 38 North Solutions to enhance its federal policy and funding strategy, focusing on critical minerals and domestic lithium manufacturing as it progresses with its project development [1][2][3]. Company Overview - Stardust Power is an American developer of battery-grade lithium carbonate, aiming to strengthen U.S. energy security through resilient supply chains [6]. - The company is constructing a lithium refinery in Muskogee, Oklahoma, with an annual production capacity of up to 50,000 metric tons of battery-grade lithium carbonate [6]. Partnership with 38 North Solutions - 38 North Solutions will provide guidance on federal public-policy priorities and critical-minerals initiatives, facilitating engagement with relevant agencies [2][3]. - The firm specializes in critical minerals, energy, and advanced manufacturing, helping companies navigate federal processes and access incentives [3][7]. Strategic Importance - The partnership is timely as the U.S. focuses on critical minerals and domestic energy independence, enhancing Stardust Power's position in Washington, D.C. [4]. - The company has established relationships with state and local officials, securing potential incentives, including an analysis indicating up to $257 million in support from the Oklahoma Department of Commerce [4]. Project Development and Funding - The City and County of Muskogee approved a $27 million Tax Increment Financing (TIF) district to fund public infrastructure improvements for the refinery [4]. - Stardust Power is actively engaging with federal authorities for additional incentives aligned with key project milestones [4]. Industry Context - Critical minerals are central to U.S. national security, and Stardust Power's mission aligns with federal mandates to secure domestic supply chains [5]. - The production of battery-grade lithium in the U.S. supports energy security and the onshoring of manufacturing, contributing to American job creation [5].