Vale, one of the world’s top iron ore suppliers, delivered stronger than expected second-quarter results, defying weaker sales and softer iron ore prices as a surge in output helped bolster earnings. https://t.co/rIrkx4WZx2 ...

Australia’s iron ore machine is slowing. Prices are falling, mines are aging, and there’s no clear back-up plan. Read @kathgemm and @PaulAlainHunt's deep dive into the Pilbara's fading glory days. https://t.co/4yfvO635m5 ...

Market Overview & Demand - Rare earth metals are a group of 17 metals found almost everywhere but difficult to extract [2] - Rare earth metals are useful in various products including EV cars, phones, medical equipment, and military equipment [2] - Researchers forecast yearly demand to grow to approximately 240,000 tons by 2030, driven by decarbonization targets [2] Supply Chain & Geopolitics - 70% of all rare earths are mined in China and 90% are processed there [4] - China recently announced export restrictions, potentially threatening global industries [4] Environmental & Technological Considerations - Extracting and processing rare earths can produce toxic waste [3] - Opportunities exist for new recycling technologies and less toxic mining/processing methods [5] - The US and EU are investing in processing plants [5] Future Outlook - Demand for rare earths is expected to outpace technologies that reduce their need [6] - How the demand is met may look very different in the years to come [6]

Core Viewpoint - FLINT Corp reported a decrease in revenues year-over-year but achieved improved operating results, demonstrating resilience in its business model and operational strength [3][4]. Financial Performance - Revenue for Q2 2025 was $148.3 million, a decrease of 10.1% from Q2 2024, but an increase of 7.6% from Q1 2025 [8][9]. - Gross profit for Q2 2025 was $18.5 million, up 2.9% from Q2 2024 and up 28.5% from Q1 2025, with a gross profit margin of 12.5% [10][11]. - Adjusted EBITDAS for Q2 2025 was $9.6 million, representing a 16.1% increase from Q2 2024 and an 88.3% increase from Q1 2025, with an Adjusted EBITDAS margin of 6.5% [12][9]. - SG&A expenses for Q2 2025 were $9.4 million, down 7.5% from Q2 2024, maintaining a consistent percentage of revenue [11][9]. Liquidity and Capital Resources - As of June 30, 2025, liquidity, including cash and available credit facilities, was $97.4 million, an increase of 133.5% from $41.7 million in the same period of 2024 [8][9]. - The company has an asset-based revolving credit facility with a maximum borrowing limit of $50 million, maturing on April 14, 2027 [14]. Corporate Updates - The annual meeting of common shareholders was held on June 24, 2025, where the election of directors and the appointment of auditors were approved [19].

Core Insights - SSR Mining (SSRM) is significantly impacted by the suspension of operations at its Çöpler mine in Türkiye, which has been halted since February 13, 2024, due to a heap leach pad slip [1][9] - The Çöpler mine was a major contributor, producing 220,999 gold equivalent ounces in 2023, accounting for 31% of SSRM's total gold production [2][9] - SSRM is working with authorities to restart the Çöpler mine, but the timeline for resuming operations remains uncertain [3] Financial Impact - Contributions from the Çöpler mine to SSRM's revenues have decreased to 7% in 2024, down from 31% in 2023 and 2022 [2][9] - In the first quarter of 2024, SSRM incurred reclamation and remediation costs of approximately $272.9 million due to the Çöpler incident [4][9] - The company has estimated future reclamation and remediation costs related to Çöpler to be between $250 million and $300 million, in addition to $22.5 million incurred in Q1 2024 [4] Production Outlook - Despite the challenges from the Çöpler mine, SSRM projects gold production between 320,000 and 380,000 ounces in 2025, which is higher than the 275,013 ounces produced in 2024 [3] - The consensus estimate for SSRM's earnings in 2025 is $1.21 per share, indicating a year-over-year increase of 332% [13] Market Performance - Year-to-date, SSRM shares have increased by 73.2%, outperforming the industry growth of 16.1% [8] - SSRM is currently trading at a forward 12-month price-to-earnings multiple of 6.75X, compared to the industry average of 14.86X [11]

Industry Issue - South African government's attempt to "smoke out" illegal miners had disastrous consequences [1] - Food reserves were getting alarmingly low [1] Resource Scarcity - Without the rope, there was no way out [1]

Eric Trump’s stake in a four-month-old Bitcoin mining venture could be worth $367 million when it goes public in coming weeks https://t.co/czYnsTZj48 ...

Group 1 - Angkor Resources Corp. is providing aid to displaced residents affected by the recent border conflict between Thailand and Cambodia, which has caused significant hardship for tens of thousands of Khmer citizens [1][4] - The company contributed five tonnes of rice and household containers to support community members whose homes were damaged or who were evacuated due to the conflict [2][3] - The border conflict has resulted in over 260,000 people being displaced on both sides, with a ceasefire agreement reached on July 28, 2025 [4] Group 2 - Angkor Resources Corp. is a public company listed on the TSX-Venture Exchange, focusing on mineral and energy solutions in Cambodia and Canada [6] - The company is involved in carbon capture and gas conservation projects in Saskatchewan, Canada, as part of its commitment to environmental and social projects [6] - Angkor's mineral subsidiary holds three exploration licenses in Cambodia, and its energy subsidiary has an onshore oil and gas license covering 7,300 square kilometers in Block VIII, which was voluntarily reduced in size [6]

Group 1 - Proactive provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The company focuses on medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [3] - Proactive's news team delivers insights across various sectors including biotech, pharma, mining, natural resources, battery metals, oil and gas, crypto, and emerging technologies [3] Group 2 - Proactive is committed to adopting technology to enhance workflows and improve content production [4] - The company utilizes automation and software tools, including generative AI, while ensuring all content is edited and authored by humans [5]

Core Viewpoint - Electra Battery Materials Corporation is initiating metallurgical testing on cobalt feedstock from two North American sources to enhance its cobalt refinery feedstock pipeline and support the development of a resilient critical minerals supply chain in North America [1][2]. Group 1: Cobalt Feedstock Testing - The initiative aims to integrate domestic cobalt sources from the historic Cobalt Camp in Ontario and the Iron Creek project in Idaho, supplementing existing global supply agreements [1][2]. - Preliminary results from the North American feedstock program are expected by the end of 2025, which will inform potential modifications to the processing flowsheet [3][5]. - The in-house laboratory is installing equipment to evaluate new feedstocks, focusing on processing arsenic-bearing polymetallic sulfide materials [3][4]. Group 2: Strategic Importance - The initiative aligns with U.S. and Canadian government efforts to localize critical mineral supply chains and reduce reliance on foreign processing, particularly from China [6]. - Electra's refinery is positioned as a foundational element of the North American battery ecosystem, designed to adapt to changing regional feedstock and market needs [6]. Group 3: Iron Creek Project - The Iron Creek project is located in the Idaho Cobalt Belt and has outlined an Indicated mineral resource of 4.4 million tonnes grading 0.19% cobalt and 0.73% copper [10]. - The project is a key component of Electra's strategy to establish a fully integrated North American supply chain for battery-grade cobalt [12]. Group 4: Financial Update - Electra has entered into an At The Market Offering Agreement with H.C. Wainwright & Co. to offer common shares with an aggregate offering price of up to US$5,500,000 [13][14].