Core Viewpoint - Makenita Resources Inc. has joined the Canadian Association of Defence and Security Industries (CADSI) to enhance its critical and strategic mineral portfolio, particularly in light of the increasing focus on domestically sourced critical minerals [1][3]. Company Overview - Makenita Resources Inc. operates several projects in Canada, including the Sisson West Tungsten Project, which spans approximately 9,845 contiguous acres in New Brunswick, adjacent to the Sisson Tungsten Mine [7]. - The company also holds the NTX Rare Earth Project in Quebec, covering about 9,000 acres, and the Hector Property in Ontario, which is prospective for cobalt, silver, and diamonds [7]. Industry Context - CADSI serves as the national voice for Canada's defence, security, and cyber sectors, facilitating collaboration among industry, government, and military stakeholders [2]. - The emphasis on critical minerals is growing within the mining sector, with Makenita's President highlighting the importance of these resources for national and allied security [3]. Membership Benefits - Membership in CADSI provides Makenita access to defence industry forums, policy roundtables, technical workshops, and networking opportunities, which will aid in understanding emerging needs and procurement trends related to critical minerals [3].

Core Insights - The partnership between Datavault AI and American Strategic Minerals Inc. (ASMI) aims to tokenize U.S. mined and refined metals, starting with antimony, and is expected to generate up to $2 billion in refined antimony-backed stable coins [2][3][4] Partnership Overview - The collaboration involves a $78.2 million digital tokenization initiative, with Datavault AI entitled to earn up to a 20% equity interest in ASMI upon meeting performance milestones [2][4][5] - The first tokenized element will be antimony, followed by gold, copper, and silver [2][4] Strategic Importance - This initiative represents the first tokenization of a U.S. critical defense mineral, unlocking value from domestic antimony assets and integrating Datavault AI's digital financial infrastructure with resource development [4][6] - ASMI aims to reduce reliance on foreign sources, particularly from China, by developing high-value mineral assets domestically [6][12] Resource Details - ASMI's flagship asset is located in the Hassayampa Mining District, Arizona, with an estimated reference resource of approximately 39,100 tonnes of antimony [15] - The project has significant expansion potential, with exploration targets indicating 1.2-1.8 million tons of mineralized material containing between 50,000 and 67,000 tonnes of antimony [15] Operational Framework - The partnership utilizes Datavault AI's proprietary platforms (DataScore®, DataValue®, and Data Vault®) to digitize ownership interests in ASMI's antimony resource through blockchain-based tokenization [8][10] - This approach aims to transform traditionally illiquid critical mineral assets into digital instruments, providing new capital formation pathways [8][10] Market Context - Antimony is designated as a critical mineral essential for defense systems, energy storage, and advanced manufacturing, with China controlling approximately 48% of global antimony mine production and 64% of refining capacity [12][13] - The ASMI antimony resource is strategically significant for U.S. efforts to strengthen critical mineral independence [13][14]

Core Insights - Scandium Mining Corp. has released an updated investor presentation highlighting the Nyngan project in New South Wales, Australia, which is now fully shovel-ready, making it one of only two primary scandium deposits at this advanced stage in the western world [1][3] Company Overview - Scandium Mining Corp. is focused on advancing critical mineral resources, particularly scandium, which is essential for high-performance applications in aerospace, defense, and clean power generation [2][3] - The company is committed to responsible development and long-term value creation through its primary scandium deposit [3] Market Demand - The demand for scandium is increasing due to its unique properties, such as exceptional strength-to-weight ratio and improved corrosion resistance when alloyed with aluminum, making it indispensable for next-generation lightweight materials [2] - Innovative manufacturers and governments are increasingly recognizing scandium's role in advanced technologies and sustainable solutions [2]

Core Viewpoint - United States Antimony Corporation (USAC) is a leading producer and processor of critical minerals, specifically antimony, zeolite, and others, and is the only fully integrated antimony company outside of China and Russia [1] Company Announcement - USAC announced that its Chairman and CEO, Mr. Gary C. Evans, will be featured live on FOX News's Mornings with Maria on March 11, 2026, at approximately 8:30 am Eastern Time [1]

Core Viewpoint - The United States Antimony Corporation has been awarded $27 million by the Department of War to enhance domestic extraction, processing, and refinement of critical materials under the Defense Production Act [1] Group 1: Company Overview - US Antimony is the only domestic processor of antimony and producer of finished antimony products in the United States [1] - The funding aims to support innovation and expansion in the critical materials sector [1] Group 2: Government Investment - The $27 million investment is part of efforts to bolster domestic capabilities in critical materials, which are essential for various industries [1] - The approval of these investments was delayed due to a government shutdown that occurred last year [1]

Core Insights - Homerun Resources Inc. has signed a non-binding Letter of Intent (LOI) with Jundu Ltda. for the extraction, processing, and sale of high-purity silica sands from the Santa Maria Eterna Silica Sand District in Brazil [2][9] - The LOI outlines a projected annual demand of approximately 365,000 tonnes of silica, which will be utilized for various applications including solar glass and advanced purification processes [3][9] - This agreement is a significant step in Homerun's business plan, supporting the development of a Bankable Feasibility Study for a solar glass manufacturing facility [4][9] Company Overview - Homerun is focused on building a silica-powered backbone for the energy transition, with operations centered around high-purity low-iron silica resources in Bahia, Brazil [8] - The company aims to transform raw silica into essential products that facilitate clean power adoption and deliver shareholder value [8][11] Partnership Details - Jundu Ltda. is a leading Brazilian producer of industrial minerals, particularly high-purity quartz sand, and is jointly owned by Sibelco and Saint-Gobain [7] - The partnership will leverage Jundu's existing processing infrastructure and capabilities to support large-scale silica sales and enhance operational efficiency [3][9] - The LOI includes provisions for the potential construction of a new silica processing plant within Homerun's industrial complex to optimize capital efficiency [9] Strategic Goals - The LOI is aligned with Homerun's Phase 1 and Phase 2 business plan milestones, focusing on supply, extraction, processing, and logistics to generate revenue [4][9] - Homerun's forecast demand for silica is aimed at supporting the development of Latin America's first dedicated high-efficiency solar glass plant [10] - The company is committed to best-in-class ESG practices while creating a scalable platform for clean energy manufacturing in the Americas [11]

Core Viewpoint - Scandium Canada Ltd. has secured a non-refundable contribution agreement of up to $6,915,478 from Natural Resources Canada's Global Partnerships Initiative to advance its Crater Lake scandium and rare earth elements project, marking a significant step for Canada's leadership in critical minerals [1][2][6]. Funding and Project Details - The GPI contribution represents 69% of the project costs and will be utilized to enhance the company's processes for the beneficiation, extraction, and purification of scandium and rare earth elements [3]. - The funding will support the progression to FEL-3 engineering standards, including detailed design, specifications, and a comprehensive cost estimate and execution schedule [3]. International Partnerships - The federal support allows immediate value creation for strategic partners through the Scandium+ division, particularly with Gränges Powder Metallurgy, which is integrating Scandium Canada's proprietary alloys into its product offerings [4]. - Scandium Canada is positioned to leverage its metallurgical expertise to recover scandium from polymetallic deposits, addressing challenges in separation and purification [4]. - The partnerships aim to build resilient, non-Chinese supply chains for critical minerals, enhancing collaboration as the Crater Lake project progresses [5]. Company Vision and Goals - Scandium Canada aims to become a market leader in scandium and is focused on the development and commercialization of aluminum-scandium alloys, particularly for 3D printing and advanced manufacturing [8]. - The company emphasizes its commitment to building a responsible economy through innovation and agility, supported by the strategic importance of the Crater Lake project as North America's largest primary source of scandium [6][8].

Core Viewpoint - A fire at Eramet Grande Côte's Wet Concentration Plant has led to a production shutdown and the declaration of force majeure, impacting operations significantly and suspending production guidance for 2026 [1][3][9]. Group 1: Incident Details - The fire occurred on February 22, 2026, and was contained by the same evening, with no reported casualties [9]. - The fire was confined to the first stage of the Wet Concentration Plant, while the second stage and the Mineral Separation Plant were unaffected [2][3]. - The shutdown of the Wet Concentration Plant will result in a prolonged suspension of operations across the entire site, with no restart date currently determined [3][9]. Group 2: Impact on Production and Operations - The company had previously projected production of over 900 kt of Heavy Mineral Concentrate (HMC) for 2026, but this guidance has now been suspended due to the incident [5][9]. - Investigations are ongoing to determine the cause of the fire and assess the condition of the affected facilities, with updates to be provided as more information becomes available [3][10]. Group 3: Communication and Community Engagement - Eramet Grande Côte has notified affected customers and suppliers about the activation of force majeure provisions under relevant contracts [4][9]. - The company emphasizes the safety of employees and surrounding communities, implementing mechanisms for ongoing engagement and information updates with local stakeholders [8].

Core Viewpoint - NioBay Metals Inc. has released a new resource estimate for the Crevier niobium and tantalum project, marking a significant update from the previous estimate in 2010, with improved resource classification and economic modeling [1][2][9]. Overview of the 2026 MRE - The 2026 Mineral Resource Estimate (MRE) was conducted by IOS Geoscientific Services and adheres to NI 43-101 regulations, incorporating updated drilling data and metallurgical tests from 2022 to 2025 [2][8]. - The estimate includes a major revision of production costs and various selling price scenarios, focusing on marketing niobium as a specialty product [2][7]. Resource Classification - The new estimate has converted 16,257,000 tons at 0.17% Nb₂O₅ and 201 ppm Ta₂O₅ into measured resources, a category that was previously undefined in the 2010 estimate [3][5]. - The comparative parameters show that the total measured and indicated resources have increased to 20,733,000 tons with a consistent Nb₂O₅ grade of 0.17% [5]. Economic Considerations - The resource estimate is based on an optimized pit shell and includes a preliminary production cost estimate derived from metallurgical tests [7][14]. - The cut-off grade for reporting was calculated using a niobium price of US$82/kg, with a corresponding cut-off grade of 0.1124% Nb₂O₅ equivalent [14]. Future Prospects - The Crevier project is positioned to potentially focus exclusively on producing niobium oxide for battery and superalloy manufacturers, indicating a strategic direction for the company [10]. - The updated resource estimate is seen as a key milestone for NioBay in discussions with potential clients and partners, enhancing the foundation for future fieldwork [9]. Company Background - NioBay Metals aims to lead in low carbon consumption mining practices while ensuring the participation of Indigenous communities in its operational territories [13]. - The company holds a 72.5% interest in the Crevier project and a 100% interest in the James Bay Niobium Project [13].

Core Viewpoint - Noram Lithium Corp. has announced the inclusion of molybdenum as a valuable byproduct credit in its upcoming Preliminary Economic Assessment, expanding its portfolio of critical minerals [1] Group 1: Company Developments - The Project now includes multiple U.S.-designated critical minerals such as lithium, molybdenum, cesium, rubidium, and potash potential [1]