Core Insights - Century Lithium Corp. has reported positive results from its ongoing test work on the recovery of rare earth elements (REEs) from primary lithium leach solutions generated from its Angel Island lithium project in Nevada [1] - Initial testing indicates that high REE recoveries can be achieved without impacting lithium recovery in the extraction process [1] Company Summary - Century Lithium Corp. is focused on the extraction of lithium and rare earth elements, highlighting its 100%-owned Angel Island lithium project in Nevada [1] - The company is actively engaged in test work to enhance the recovery processes for both lithium and REEs [1]

Market Overview - The local share market remained flat, with the XJO index staying within the 8,500 points range and not reaching 9,000 points since late October, indicating a lack of a Santa Rally [2] - Australian bond yields reached nearly year-long highs, influenced by the RBA cash rate remaining stable [3] Sector Performance - Energy and materials sectors led the gains on Tuesday, while real estate also performed well, driven by Goodman Group [3] - IT sector lagged, reflecting trends from Wall Street [3] Company Highlights - African Gold surged after announcing its acquisition by Montage Gold, with market reaction delayed due to an ASX announcement outage [4] - Titomic's stock jumped 15% following successful tests of its cold spray additive technology [4] - Tungsten Mining's stock rose after announcing a new exploration target, highlighting tungsten's growing importance as a critical mineral [5] - Zip Co experienced a nearly 10% drop intraday, attributed to profit-taking and repositioning after a strong performance in recent months [5] - Core Lithium's stock fell in line with other lithium stocks, as excitement over lithium benchmarks was overshadowed by rising gold prices [6] - Star Entertainment Group's shares dropped nearly 7% following board changes, despite initial optimism regarding Bally's directors [6]

Core Insights - Lithium Americas Corp. (NYSE:LAC) experienced a significant increase in stock price, surging by 18.78% week-on-week, driven by rising lithium prices [1][3] - The company's Thacker Pass mine, one of the largest lithium resources in the US, has received support from the US government, which acquired a 5% stake in the company and another 5% in the mine [2] Financial Performance - In the third quarter, Lithium Americas reported a widened net loss of $199.16 million, a staggering increase of 2,243% from $8.5 million in the same period last year, primarily due to higher losses on financial instruments [3] - Operating expenses rose by 58% to $9.7 million from $6.15 million year-on-year, attributed to increased exploration expenditures [4] Business Outlook - Despite the financial losses, the company remains optimistic about its operations, stating it is "full steam ahead on construction" for the Thacker Pass mine project [4] - The workforce at the site has grown to approximately 700 workers, with over 80% of detailed engineering completed, indicating tangible progress in construction activities [5]

NOT FOR DISTRIBUTION TO UNITED STATES NEWSWIRE SERVICES OR FOR RELEASE, PUBLICATION, DISTRIBUTION OR DISSEMINATION DIRECTLY, OR INDIRECTLY, IN WHOLE OR IN PART, IN OR INTO THE UNITED STATES. BUENOS AIRES, ARGENTINA / ACCESS Newswire / December 1, 2025 / NOA Lithium Brines Inc. (TSXV:NOAL)(Frankfurt:N7N) ("NOA" or the "Company") is pleased to announce the closing of its previously announced "bought deal" private placement (the "Offering") for gross proceeds of C$5,918,692 from the sale of 22,764,000 units of ...

Summary of Key Points from the Conference Call Industry Overview - **Industry**: Lithium Market - **Current Trends**: Lithium prices are experiencing a resurgence, with lithium carbonate prices up approximately 55% and spodumene prices up about 83% from their June lows. This increase is primarily driven by strong demand from energy storage systems (ESS) and inventory destocking in China [2][10][11]. Core Insights and Arguments - **Demand Dynamics**: - Demand for lithium is expected to grow significantly, with estimates indicating a 19% increase (approximately 307kt LCE) in 2026, driven by electric vehicles (EVs) and ESS [19]. - The demand for EVs is projected to account for around 208kt of the incremental demand, while ESS is expected to contribute approximately 62kt [19]. - China's ESS battery sales in the first nine months of 2025 reached 211GWh, marking a 66% year-on-year increase, supported by policy reforms and subsidies [16]. - Domestic commercial vehicle battery installations surged by 136% year-on-year, reflecting rising EV adoption due to supportive policies [17]. - **Supply Forecast**: - The lithium market is anticipated to remain in surplus, with a projected supply increase of approximately 298kt, countered by a demand increase of 307kt [3][29]. - Refined lithium supply (excluding recycling) is expected to grow by 35% year-on-year in 2025 and 16% in 2026, driven by the ramp-up of key projects globally [24][26]. - Major contributors to the incremental production in 2026 include projects in Goulamina, Da Hongliutan, and SQM's Atacama [25]. - **Market Risks**: - There are heightened risks of supply disruptions due to potential unrest in lithium-producing regions, particularly in Mali, and delays in the restart of CATL's mine [12][28]. - A 10% increase in demand or supply disruptions could shift the market from surplus to a small deficit [3][35]. Company-Specific Insights - **SQM (Sociedad Química y Minera de Chile)**: - **Rating**: Maintain Buy; target price increased to USD 71.00 from USD 48.00. - **Rationale**: Strong operational performance, solid balance sheet, and expected volume growth. The company is well-positioned to benefit from rising lithium prices due to its lower production costs [4][41][48]. - **Financial Estimates**: Revenue for 2026 is projected at USD 4.854 billion, with EBITDA of USD 1.755 billion and net income of USD 613 million [52]. - **Albemarle (ALB)**: - **Rating**: Maintain Hold; target price increased to USD 117.00 from USD 87.00. - **Rationale**: The company is improving free cash flow generation and balance sheet strength through cost-cutting measures and efficiency improvements. However, uncertainty around future lithium prices poses risks [59][66]. - **Financial Estimates**: Revenue for 2026 is projected at USD 5.504 billion, with adjusted EBITDA of USD 1.375 billion [63]. - **Lithium Americas (LAC) and Lithium Argentina (LAR)**: - **Rating**: Hold for both companies, with target prices slightly adjusted. LAC's target price is USD 4.70, and LAR's is USD 4.75 [4][5]. Additional Important Insights - **Price Sensitivity**: The stock prices of lithium companies are highly sensitive to fluctuations in lithium prices. For SQM, a 20% increase in lithium prices could lead to a 21% increase in NAV per share [42][48]. - **Market Sentiment**: The current sentiment in the lithium market is buoyed by strong demand and the potential for supply disruptions, despite the overall expectation of a surplus market in the near term [9][29]. This summary encapsulates the key points discussed in the conference call, highlighting the dynamics of the lithium market, company-specific insights, and potential risks and opportunities.

Core Insights - The article discusses investment opportunities arising from government policies during President Trump's administration, particularly in the energy and technology sectors [3][5][6]. Investment Opportunities - The U.S. government has made significant investments in sectors like rare earths and uranium, leading to substantial stock price increases for companies like MP Materials Corp. and Cameco Corp. [3][4]. - The Biden administration's initiatives, such as the $555 billion Build Back Better Act, have laid the groundwork for a multitrillion-dollar investment in artificial intelligence, with estimates of a $3 trillion "AI war chest" [6][26]. Company Focus: Lithium Americas Corp. - Lithium Americas Corp. (LAC) has recently secured a $100 million investment from the U.S. government, which will acquire a 5% equity stake in the company [10]. - The company is positioned to benefit from the growing demand for lithium, especially as the U.S. aims to increase domestic production [11]. - LAC's Thacker Pass project in Nevada is expected to complete construction by 2027, despite previous regulatory challenges [11]. Company Focus: Alcoa Corp. - Alcoa Corp. (AA) has seen its stock price recover after a period of low valuations, driven by a cyclical downturn in aluminum prices [13][14]. - The demand for aluminum is expected to rise due to its applications in AI data centers, which require lightweight materials for power distribution and thermal management [15]. - Recent tariff adjustments by the Trump administration have positively impacted Alcoa's stock, with a reduction in tariffs from 50% to 25% [17][18]. Market Dynamics - The article highlights the chaotic nature of government investment strategies, particularly in AI, and the need for investors to stay informed about policy changes and market trends [24][25]. - The aluminum market is facing supply constraints, with American stockpiles dwindling, which could further drive up prices and benefit companies like Alcoa [21][22].

TNR Gold Corporate Update and Strategic Review of the Developing M&A OpportunitiesNovember 28, 2025 6:18 PM EST | Source: TNR Gold Corp.Vancouver, British Columbia--(Newsfile Corp. - November 28, 2025) - TNR Gold Corp. (TSXV: TNR) ("TNR", "TNR Gold" or the "Company") is pleased to provide a corporate update and announce that the Company is continuing its strategic review of developing M&A opportunities."TNR Gold Corp is your gateway to the green energy rEVolution and gold stability," stated Ki ...

Lithium miner Albemarle came out on top, while Super Micro Computer led the list of worst performers. ...

Group 1 - The core viewpoint of the articles highlights the strong performance of the lithium mining sector, with the China Rare Metals Theme Index rising by 2.25% as of 13:05 on November 28, 2025, driven by significant gains in stocks such as Shengxin Lithium Energy (up 7.33%) and Dongfang Tantalum (up 6.43%) [1] - According to a report from CITIC Securities, overseas lithium production remained flat quarter-on-quarter in Q3 2025, indicating reduced enthusiasm among overseas mining companies to increase production amid low lithium prices earlier in the year [1] - Despite a recovery in lithium prices in Q3 2025, feedback from overseas mining companies has been slow, although South American lithium extraction companies reported significant operational improvements and maintained an optimistic outlook for Q4 2025 [1] - The institution anticipates that the lithium industry chain will continue to experience destocking due to strong demand for energy storage batteries, with lithium prices potentially exceeding expectations, raising the upper limit of the lithium price forecast to 120,000 yuan/ton [1] - Investors are advised to focus on low-cost stocks and companies with expected resource production increases during the rebound in lithium prices [1] Group 2 - As of October 31, 2025, the top ten weighted stocks in the China Rare Metals Theme Index include Northern Rare Earth, Luoyang Molybdenum, Huayou Cobalt, Salt Lake Industry, Ganfeng Lithium, Tianqi Lithium, Zhongmin Resources, China Rare Earth, Western Superconducting, and Xiamen Tungsten, collectively accounting for 60% of the index [1] - The Rare Metals ETF (562800) tracks the China Rare Metals Theme Index, providing a convenient tool for investors to gain exposure to the rare metals sector [2] - Investors can also explore investment opportunities in the rare metals sector through the Rare Metals ETF linked fund (014111) [2]

Core Points - Surge Battery Metals Inc. has finalized transaction documents for a joint venture with Evolution Mining Limited to develop the Nevada North Lithium Project [1] - The transaction is set to close on December 1 and 2, 2025, following the U.S. Thanksgiving holidays [1][2] Company Overview - Evolution Mining Limited is a prominent global gold miner operating six mines, including five wholly-owned mines and an 80% stake in Northparkes [3] Project Details - The Nevada North Lithium Project is located in the Granite Range, Nevada, with significant lithium-bearing clay deposits identified over a strike length of more than 4,300 meters and a width exceeding 1,500 meters [4] - The project has an inferred resource of approximately 8.65 million tons of Lithium Carbonate Equivalent (LCE) with a grade of 2,955 ppm Li at a cutoff of 1,250 ppm [4] - A recently completed Preliminary Economic Assessment (PEA) indicates an after-tax NPV at 8% of US $9.17 billion and an after-tax IRR of 22.8% at a price of US $24,000 per ton LCE, with an OPEX of US $5,243 per ton LCE [4]