Core Insights - M2i Global has appointed Jon Najarian to its Advisory Board, bringing significant expertise in capital markets and trading [1][3] - The collaboration aims to establish a complete global value supply chain for critical minerals, reducing reliance on foreign sources, particularly China [3] - The appointment coincides with M2i Global's merger with Volato Group, creating a dual-platform growth company focused on critical minerals and aviation software [3] Company Overview - M2i Global specializes in developing and executing a global value supply chain for critical minerals, ensuring access for national defense and economic security [9][10] - Volato Group is a technology-driven private aviation company that offers innovative solutions in aviation software and on-demand flight access [8] - Both companies are working towards creating a Strategic Mineral Reserve in partnership with the U.S. Federal Government to address global shortages of essential minerals [10] Leadership Background - Jon Najarian has extensive experience in trading and capital markets, having founded Mercury Trading and co-founded optionMONSTER and tradeMONSTER [4][5][6] - He has been a prominent media personality, contributing to various financial news programs and is recognized as an options trading expert [7][6]

ZESTY Technology and Funding - Calix has secured a grant agreement with ARENA for $44.9 million to fund up to 50% of the ZESTY Demonstration Plant Project in Australia[43, 46] - The total project budget for the ZESTY demonstration plant, including commissioning and initial testing, is estimated at $90 million[44] - ZESTY is protected by 12 patent families[132] Market Opportunity and Drivers - The iron and steel industry accounts for up to 8% of global CO2 emissions[76] - Countries representing 78% of global GDP have net-zero commitments, driving demand for low-emission technologies[76] - The estimated total addressable market for ZESTY is projected to grow to approximately 790 million tonnes per annum (MT pa) of DRI by 2050[137, 162] ZESTY's Competitive Advantages - ZESTY's technology targets a low hydrogen consumption approach, aiming for the theoretical minimum required for reduction[132, 143, 161] - Pilot testing of ZESTY has achieved metallisation degrees ranging from 70% to 98%[143] - The estimated production cost of green HBI using ZESTY is between US$390 and US$500 per tonne[143]

Core Viewpoint - Avalon Advanced Materials Inc. has successfully closed a second drawdown of $1,300,000 from a convertible security funding agreement totaling up to $15,000,000 with Lind Global Fund II, LP, aimed at advancing strategic projects and corporate initiatives [1][2] Funding Agreement - The company has completed the second drawdown of $1,300,000 from a total funding agreement of $15,000,000 with Lind Global Fund II, LP [1] - The funds will be allocated towards advancing strategic projects, including byproduct innovation through its subsidiary Lake Superior Lithium Inc. [2] Analcime Research Project - Avalon is advancing its Analcime Utilization Project, which aims to enhance the value of byproducts from lithium processing, supported by Ontario's Critical Minerals Innovation Fund [3] - The project focuses on developing solutions for analcime, a byproduct from lithium hydroxide production, which may improve the durability and carbon profile of concrete [4] - Ongoing hydrometallurgical test work is being conducted to produce analcime samples from spodumene concentrate [5] Sustainability and Economic Impact - The analcime project is expected to provide sustainability benefits by reducing carbon emissions and creating new revenue opportunities [6] - Avalon aims to contribute to the repair and expansion of provincial highways while positioning itself as a leader in the global critical minerals economy [7] Company Overview - Avalon Advanced Materials Inc. is focused on developing strategic assets for secure, domestic supply chains in critical minerals, particularly lithium [9] - The company is advancing the Lake Superior Lithium Inc. facility, which will serve as a vital link between northern Ontario's lithium resources and the growing EV battery manufacturing base [9]

Trade and Economic Strategy - Canada prioritizes multilateralism in trade and economic matters within the Indo-Pacific region, aiming to build resilient supply chains and diversify trade relationships [2] - Canada is actively negotiating a free trade agreement with ASEAN to benefit businesses and stakeholders in both regions [2] - Despite existing robust trade agreements, Canada emphasizes the importance of the Canada-ASEAN free trade agreement due to stress in the global economic environment [4] - Canada aims to finalize the ASEAN free trade agreement as soon as possible, focusing on resilient supply chains for the benefit of business and other stakeholders [5] - Canada is committed to opening doors to trade, free trade, and multilateralism amidst global geostrategic stress [8] - Diversification is considered the most important economic tool for Canada as a trading nation committed to multilateralism [15] Energy and Resources - Canada positions itself as a powerhouse in energy and critical minerals, with LNG shipments leaving Canadian shores [6] - Canada views energy and natural resources as its superpower, leveraging its competitive advantage [14] Trade Relations and Tariffs - Canada acknowledges the impact of tariffs, particularly from the US, on sectors like autos, steel, and aluminum [7][8] - Canada is engaged in complex negotiations with the United States to address tariffs and reach an agreement [8] - Canada has counter tariffs in place and is working to secure the best deal for Canadian industry and workers [12] - Approximately 300 billion USD of trade passes through the US-Canada border daily, emphasizing the need for an agreement that addresses the needs of Canadian workers, businesses, and the population [10]

Core Insights - Ramaco Resources, Inc. has appointed Michael Woloschuk as Executive Vice President for Critical Mineral Operations, bringing over 30 years of experience in the critical minerals industry [1][5][6] - Woloschuk previously served as Global Executive Director of Critical Minerals for Fluor Corporation and has been involved in the Brook Mine project [2][3] - The Brook Mine in Sheridan, Wyoming is positioned as a promising project for developing a domestic supply of critical minerals [6][7] Company Overview - Ramaco Resources, Inc. operates in the metallurgical coal sector and is emerging as a producer of rare earth elements and critical minerals [7] - The company has active mining complexes in Central Appalachia and the Brook Mine, where significant deposits of rare earth elements have been discovered [7] - Ramaco holds approximately 50 intellectual property patents and related agreements in connection with its operations [7] Leadership and Strategic Vision - Woloschuk's extensive background includes roles in mining companies, engineering firms, and private equity, providing a multi-disciplinary approach to project management [3][4] - The company views Woloschuk's appointment as a strategic boost and a sign of confidence in the Brook Mine's potential [5][6] - Woloschuk expressed excitement about contributing to Ramaco's strategic vision for the Brook Mine [6]