Key Points The U.S. government is looking to secure supplies of rare earth metals and lithium. Any government investment implies new resources and government contracts for companies. 10 stocks we like better than Critical Metals › For long periods of history the White House avoided picking winners in the stock market. Not anymore! In fact, you might now call President Donald Trump the Stock Picker in Chief. Companies the current administration has directed investments into so far include Intel, ...

One of the world’s top copper producers, Peru, looks to turn around its energy and critical minerals mining industry with deals with foreign firms to boost oil production and supply and launch lithium mining projects. Peru, the South American oil producer and major copper miner, has struggled to revive its energy and mining sectors in recent years amid prolonged political instability and a security and crime crisis, which could soon bring about the end of President Dina Boluarte’s term in office. After y ...

Core Viewpoint - Surge Battery Metals Inc. is conducting a non-brokered private placement of 1,851,852 units at a price of $0.27 per unit, aiming to raise gross proceeds of $500,000 to support general working capital [1][2]. Company Overview - Surge Battery Metals is a Canadian mineral exploration company focused on securing domestic lithium supply through its Nevada North Lithium Project, which is essential for electric vehicle production [4]. - The company is listed on the TSX Venture Exchange in Canada and the OTCQX Market in the US, positioning itself as a key player in lithium exploration and contributing to the sustainable future of the electric vehicle industry [4]. Nevada North Lithium Project - The Nevada North Lithium Project is located in the Granite Range, southeast of Jackpot, Nevada, and has identified a mineralized zone of lithium-bearing clays over a strike length of more than 4,300 meters and a width exceeding 1,500 meters [5]. - The project has an inferred resource of approximately 8.65 million tonnes of Lithium Carbonate Equivalent (LCE) with a grade of 2,951 ppm Li at a cutoff of 1,250 ppm [5].

Silicon Valley startup Lilac Solutions has a method to get lithium for batteries that’s cheaper, easier on the environment and less water-intensive than mining: it plans to pull it from the Great Salt Lake.The U.S. could become a major supplier of lithium for batteries in the next few years after the Trump administration took a stake in the developer of a massive mine in Nevada. But Silicon Valley startup Lilac Solutions thinks it’s got a better idea that avoids the higher costs and environmental harms of t ...

Lithium Americas (LAC) is a mining company developing the Thacker Pass lithium mine in northern Nevada, the largest known lithium deposit in the United States. The company’s operations focus on supplying battery-grade lithium carbonate to North America’s critical minerals supply chain, supporting a transition toward renewable energy and electric vehicles. Lithium Americas is a Canadian company headquartered in Vancouver. More News from Barchart Lithium Americas Stock Lithium Americas has delivered rema ...

Core Insights - American Lithium Corp. has highlighted the significant cesium resource within the Falchani Lithium deposit and announced recent optimization results for the processing flowsheet, including potential cesium recovery [1][2][4] Group 1: Cesium Resource and Importance - Cesium is recognized as a critical mineral in the U.S. and Canada due to its rarity and strategic importance, with the U.S. entirely reliant on imports [2] - The Falchani deposit is positioned as one of the world's largest cesium resources, which could enhance North American supply chains [2] Group 2: Processing and Optimization - Test work conducted at ANSTO laboratories in Australia and ongoing equipment testing in Peru are paving the way for the pilot plant phase [3] - The Falchani mineralization supports a straightforward processing flowsheet that produces high-purity lithium carbonate and a saleable mixed cesium sulfate product, with strong recoveries at low additional costs [4][5] - Future work aims to increase the cesium content of the sulfate by-product above 18% [4] Group 3: Resource Estimates - As of October 30, 2023, the Falchani deposit contains significant measured and indicated resources of cesium, with 43,539 tonnes in the measured category and 392,742 tonnes in the indicated category [6][5] - The deposit also includes inferred resources of 393,668 tonnes of cesium [6] Group 4: Economic and Technical Advancements - The company has demonstrated the ability to process Falchani's lithium rocks into battery-grade lithium carbonate, cesium sulfate, and sulfate of potash (SOP), indicating extensive technical progress [5] - Cost improvements include reduced sulfuric acid use and lower reagent demand, which enhance project economics [6]

Core Viewpoint - Liontown Resources has amended its loan and spodumene supply agreements with Ford Motor to enhance near-term liquidity and gain flexibility in marketing output as production increases at its Kathleen Valley lithium project in Western Australia [1] Group 1 - The amendments to the agreements are aimed at bolstering the company's liquidity position [1] - The changes will provide Liontown with more flexibility in marketing its lithium output [1] - The adjustments come as production ramps up at the Kathleen Valley lithium project [1]

The Trump trade has taken on a literal connotation, with the White House recently investing in several mining and technology companies that have publicly traded stocks. Historically, the U.S. government has avoided direct ownership of public companies to maintain free-market principles and prevent favoritism. Instead, it usually supports broader industries through grants and subsidies, tax incentives, or regulatory support.Under President Trump, the White House has broken this precedent, but has focused on ...

Key Points On Monday, the U.S. government announced significant investments in two metals companies, and both stocks flew higher. Shoring up domestic lithium supply is a top priority for this White House, making Standard Lithium a possible target for government investment. 10 stocks we like better than Standard Lithium › Shares of Standard Lithium (NYSEMKT: SLI) are soaring on Wednesday, up 8.3% as of 12:47 p.m. ET. The jump comes as the S&P 500 (SNPINDEX: ^GSPC) and Nasdaq Composite (NASDAQINDEX: ...

Core Insights - The Trump administration has acquired direct ownership stakes in five major publicly traded companies as part of a national security strategy to secure domestic supply chains for semiconductors, critical minerals, and steel [4][9]. Group 1: Government Investments - The Department of Defense (DoD) entered a public-private partnership with MP Materials to counter China's dominance in the rare earth market, acquiring a 15% stake, making it potentially the largest shareholder [1][7]. - The administration converted previously awarded CHIPS Act grants into a $5.7 billion investment for a 10% equity stake in Intel Corp, aimed at preventing a potential spinoff of its unprofitable foundry business [2][3]. - The government also acquired a 10% stake in Lithium Americas Corp as part of negotiations to restructure a $2.26 billion federal loan for the Thacker Pass lithium mine, expected to be the largest lithium operation in the Western Hemisphere by 2028 [7]. Group 2: Stock Performance - MP Materials' stock price increased from $45.11 to $74.33, a gain of 64.77% since the government's stake acquisition on July 11 [7]. - Lithium Americas' stock advanced by 20% from $7.04 to $8.45 following the government's stake acquisition on October 1 [7]. - Trilogy Metals' stock surged 215.30% in after-hours trading following the announcement of a 10% stake acquisition through a $35.6 million investment [8]. Group 3: Strategic Implications - The acquisition of a "golden share" in US Steel Corporation grants the U.S. government permanent veto authority over key corporate decisions, reflecting a significant shift in government involvement in key industries [4][18]. - The administration's strategy may extend to acquiring stakes in major defense contractors, indicating a broader approach to securing domestic supply chains [9].