Group 1 - Uranium Energy Corp. (NYSE:UEC) has secured State regulatory approval and commenced operations of three additional header houses at Christensen Ranch, with one more awaiting approval and three under construction [1][2] - The new header houses and ongoing wellfield development at Christensen Ranch are expected to significantly expand production capacity in Wyoming [2][3] - The Burke Hollow mine in South Texas is ready for operations and is awaiting final approval from the Texas Commission on Environmental Quality, which will enable its startup [2] Group 2 - Uranium Energy Corp. is involved in uranium and titanium mining, including exploration, extraction, and processing of uranium concentrates and titanium minerals, with operations in Wyoming, Texas, Saskatchewan, and other regions [4]

About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...

Market Overview - There is a noticeable shift towards a risk-on sentiment in the equity markets, with positive price action observed [1] - Gold is trading higher, currently up approximately 3.5%, reflecting its behavior as a risk asset [2][3] - Crude oil prices have decreased, falling below $88 per barrel, indicating reduced inflation risk [4] Gold Market - Gold is currently priced at $4,562 per troy ounce, with structural bullishness still present despite recent pullbacks [5][7] - Goldman Sachs maintains a bullish outlook on gold, projecting prices to reach $4,400 per ounce, driven by central bank purchases [6] Palantir Technologies - Palantir's shares are rising following reports of its involvement in a consortium developing software for the Pentagon's $185 billion Golden Dome missile defense system [8][9] - The software is expected to be ready for testing by summer 2026, potentially providing Palantir with a high-margin opportunity [10] - Rosenblatt has reiterated a buy rating on Palantir with a price target of $200, reflecting a positive sentiment despite valuation concerns [11] Chewy Inc. - Chewy's shares have surged by 13.5% due to a strong outlook, indicating resilience in demand despite macroeconomic pressures [13] - The company reported an earnings miss of 27 cents per share, slightly below the expected 28 cents, but revenue met expectations at approximately $3.4 billion [14] - Active users have increased by 4%, and spending per customer is on the rise, suggesting a solid position for future growth [15]

Core Viewpoint - Greenland Mines Ltd has secured the icebreaker M/V Argus for its 2026 Skaergaard field program, enhancing Arctic logistics and operational efficiency for the project [1][4][10]. Group 1: Vessel Details and Operational Impact - The M/V Argus will transport supplies, equipment, and personnel from Reykjavík, Iceland, to the Skaergaard area, serving as the primary offshore logistics hub during the field campaign [2][3]. - The vessel is equipped to accommodate approximately 40-50 personnel, providing essential support for multidisciplinary field teams and operations [6]. - M/V Argus features a helideck and special aviation fuel storage, facilitating direct helicopter operations from the ship, which is crucial for accessing the Skaergaard site [6][9]. Group 2: Strategic Importance and Advantages - Chartering M/V Argus is considered a significant operational win for Greenland Mines, as it is one of the few ice-class vessels available in the North Atlantic, providing advantages in safety, flexibility, and efficiency [4][7]. - The vessel's capabilities allow for an integrated and efficient technical field program, reducing logistical complexity and maximizing productive field time for geological and environmental studies [9][10]. - Greenland Mines emphasizes the importance of securing M/V Argus early, reinforcing its commitment to safe and professional field execution as it advances towards an exploitation license application [10]. Group 3: Project Overview and Resource Potential - The Skaergaard intrusion is recognized as one of the largest undeveloped resources of gold, palladium, and platinum, with significant potential for strategic metals important to energy transition and high-technology supply chains [11]. - The project has a 2022 NI 43-101 indicated and inferred mineral resource of 25.4 million ounces of PdEq and 23.5 million ounces of AuEq, with an estimated gross in-situ resource value of approximately $68 billion based on February 2026 metal prices [13].

Core Viewpoint - Bessor Minerals Inc. has terminated its asset purchase agreement for the Jagrite Graphite Project in British Columbia, following a previous announcement made in September 2025 [1]. Company Overview - Bessor Minerals Inc. is focused on the exploration and development of its Golden Eagle property in the Yukon and the Redhill volcanogenic massive sulphide deposit in British Columbia [2]. - The company holds a 1% Net Smelter Return (NSR) on certain claims in the Blackwater Mine, which is operated by Artemis Gold Inc. [2].

Core Viewpoint - Energy Fuels has successfully produced high-purity terbium oxide in Utah, marking the first U.S. primary production of this critical "heavy" rare earth material in decades, which is essential for commercial and defense technologies [1][2][3]. Production Achievements - The company produced its first kilogram of 99.9% pure terbium oxide at the White Mesa Mill in Utah, using monazite ore sourced from the U.S. [2][3]. - Prior to this, Energy Fuels produced nearly 30 kg of 99.9% pure dysprosium oxide, another critical heavy rare earth oxide [2][3]. Economic and Strategic Importance - The CEO of Energy Fuels emphasized that this achievement demonstrates the ability to economically produce high-purity heavy rare earth oxides at scale in the U.S., ensuring a reliable source for high-performance magnet and defense technologies [3]. - The production of these materials is crucial due to Chinese export controls, highlighting the need for secure western supply chains [3]. Future Production Plans - The company plans to produce terbium oxide at a rate of approximately one kilogram per week and aims to expand its production capabilities for other heavy rare earth elements such as samarium, europium, and gadolinium [4][5]. - By 2027, the expanded commercial circuit is expected to recover up to 35 tonnes of dysprosium and 12 tonnes of terbium per year, in addition to processing 850 to 1,000 tonnes of neodymium-praseodymium (NdPr) from about 10,000 tonnes of monazite [5]. Long-term Development - Energy Fuels is developing a Phase 2 Circuit, expected to be operational by 2029, which will increase the Mill's rare earth oxide production capacity to over 6,000 tonnes per annum of NdPr oxide, along with significant quantities of terbium and dysprosium oxides [6]. - The company plans to continue sourcing monazite concentrates from U.S. companies and import from allied nations, while also installing circuits for processing mixed rare earth concentrates [7].

Core Viewpoint - Comstock Inc. will participate in the Lytham Partners 2026 Industrials & Basic Materials Investor Summit on April 1, 2026, showcasing its commitment to clean energy systems and resource sustainability [1][2]. Company Overview - Comstock Inc. specializes in innovating and commercializing technologies that support clean energy systems by efficiently extracting and converting under-utilized natural resources into reusable metals, including silver, aluminum, and gold, primarily from end-of-life photovoltaics [3]. Communication Strategy - The company utilizes its investor relations link and main website, along with social media platforms like X.com, LinkedIn, and YouTube, to disclose material non-public information and comply with regulatory obligations [4].

Market Overview - The S&P/ASX 200 index closed up sharply, gaining 154.90 points or 1.85% to 8,534.30, marking its strongest daily gain since February 9, 2026 [2][6] - The index has lost 1.23% over the last five days and 2.07% year to date [2] Inflation Data - Consumer prices were unchanged in February, resulting in a decrease in the annual inflation rate to 3.7%, down from 3.8% in the previous month [2][6] Top Gainers - DroneShield Limited (DRO) led the top gainers, closing at 4.260, up 0.690 or 19.33% [3][6] - Silex Systems Limited (SLX) followed, ending at 5.550 after rising 0.660, marking a 13.50% increase [3][6] - Other notable gainers included Vulcan Energy Resources Limited (VUL) up 11.90%, Liontown Limited (LTR) up 11.61%, and Bellevue Gold Limited (BGL) up 11.07% [3][6] Sector Performance - Eight of the eleven sectors ended higher, with the Materials sector being the best performer, gaining 4.41% [5][6] - Financials increased by 1.3%, with three of the "Big Four" banks advancing between 0.6% and 1.7% [7] Energy and Mining - Oil prices fell around 4%, leading to a 2.3% decline in energy stocks, with Woodside Energy and Santos sliding 3.2% and 2.3%, respectively [6][7] - Miners climbed 4.6%, with Rio Tinto gaining 1.6% after the Australian government announced A$2 billion ($1.39 billion) over 10 years to support the Boyne Smelters [7] Market Expectations - Markets imply a near 50% chance that the Reserve Bank of Australia will raise its cash rate from 4.1% at its next meeting on May 5, 2026, potentially reaching 4.75% by year-end [5][6]

Core Viewpoint - Armory Mining Corp. has acquired historical data for its Riley Creek antimony-gold project and plans to conduct a detailed analysis using modern interpretation methods and advanced software, with the review expected to start immediately and work to commence within 90 days [1]. Historical Data Acquisition - The company has obtained historical geophysical survey data from a 1995 airborne survey conducted by Dighem, which covered approximately 575 line kilometers with various advanced geophysical instruments [2]. - The original interpretation in 1997 identified 11 areas of interest based on geophysical anomalies, highlighting multiple fault systems and potential intrusive contacts [3]. Modern Data Analysis Program - The company plans to digitize and analyze the complete geophysical dataset using current processing algorithms and interpretation techniques, which may reveal additional geological features and exploration targets [4]. - The CEO stated that applying modern processing techniques to the dataset is expected to yield valuable insights and assist in identifying priority drill targets, enhancing understanding of structural controls on antimony mineralization [5]. Project Location and Geology - The Riley Creek project is located on Graham Island in the Queen Charlotte Islands, British Columbia, and is accessible year-round via logging roads [6]. - The regional geology includes Jurassic Yakoun Formation sedimentary rocks, Tertiary Masset Formation volcanic flows, and Tertiary plutonic intrusions [6]. Company Overview - Armory Mining Corp. is focused on minerals critical to the energy, security, and defense sectors, controlling an 80% interest in the Candela II lithium brine project in Argentina and 100% interests in both the Ammo and Riley Creek antimony-gold projects [7].

OROM-CROSS GRAPHITE PROJECT March 2026 LSE:BRES blencoweresourcesplc.com Driving to First Production We are witnessing the first fundamental shift in graphite markets as western offtakers actively seek ex-China supply BUT EX-CHINA SUPPLY IS LIMITED 3 Produces: • 75% concentrate • 95% purified graphite CHINA DOMINANCE New ex-China Graphite Suppliers First global shift away from China if new ex-China mines can deliver DIFFICULTIES IN MOST GRAPHITE PROJECTS GETTING FUNDED First mover advantages next 24 months ...