Core Viewpoint - International Lithium Corp. (ILC) is optimistic about the recovery in lithium prices and its implications for the Raleigh Lake project, highlighting significant price increases since June 2025 [1][2]. Price Recovery - Lithium Carbonate prices have surged from USD 8,535 per tonne in June 2025 to USD 19,747 per tonne by January 8, 2026, marking a 131% increase. Spodumene Concentrate (SC6) prices rose from USD 630 to USD 1,800 per tonne, a 185% increase [2]. - The current SC6 price in CAD is CAD$2,498.40 per tonne, based on an exchange rate of USD=CAD 1.3880 [2]. Economic Projections for Raleigh Lake - The Preliminary Economic Assessment (PEA) for the Raleigh Lake project indicates a Net Present Value (NPV) of CAD$223.1 million (pre-tax) and CAD$215.1 million (post-tax) at the current SC6 price of CAD$2,498.40 per tonne, with an Internal Rate of Return (IRR) of 33.1% (pre-tax) and 32.7% (post-tax) [4]. - Sensitivity analysis from the PEA shows that at a SC6 price of CAD$2,100 per tonne, the NPV would drop to CAD$122.3 million (pre-tax) and CAD$120.1 million (post-tax) with an IRR of 23.2% (pre-tax) and 23.0% (post-tax) [5]. Project Development and Strategic Focus - ILC is in the process of converting mining claims at Raleigh Lake into a mining lease and is planning further work at the site, including a PEA for rubidium [7]. - The Raleigh Lake project covers 32,900 hectares and is ILC's most significant project in Canada, with excellent access to infrastructure [13][14]. - The company aims to optimize the value of its existing projects while exploring new opportunities, particularly in Southern Africa and Zimbabwe [12][16]. Industry Context - The demand for lithium is driven by the increasing need for high-tech rechargeable batteries, electric vehicles, and energy storage solutions, positioning lithium as a critical resource in the transition to a sustainable economy [10][16]. - ILC's projects are strategically aligned with the growing demand for critical metals, supported by political initiatives in major economies to secure supplies [10].

Flash | 08 Jan 2026 06:49:31 ET │ 9 pages China Battery Materials Lithium into 1st week of Jan – lithium shifts back to stockpiling after 5M destocking CITI'S TAKE Lithium inventory reads first stockpiling data after 5M destocking. Within that, we see downstream cathode makers are resistant to the surging lithium price as inventory of downstream declines to ~36.5k tons – the lowest level since Mar-25 whilst current cathode monthly output is ~38% higher than that time. Lithium witnesses an exciting week ente ...

Energy and Geopolitics - Former President Trump announced a meeting with the top 14 oil companies at the White House, emphasizing the potential for the U.S. to capture "trillions of dollars worth of oil" from Venezuela following the ousting of Nicolás Maduro [2][7] - U.S. officials indicated the necessity for the U.S. to control Venezuela's oil sales and revenues to restore its oil industry, with Trump stating American oil companies are ready to invest billions in infrastructure [2][7] - Proceeds from seized Venezuelan oil are planned to be placed into U.S.-controlled offshore accounts [2] Lithium and International Relations - Ukraine has awarded its Dobra lithium field to a consortium with connections to Trump allies, indicating a shift towards business-driven ties with the U.S., although significant mining and profits are expected to take years [3][7] China's Economic Dynamics - China is experiencing its fastest inflation rate in nearly three years, primarily due to rising food costs, while domestic car sales are cooling, leading to a projected increase in car exports [4][7] Healthcare Sector Developments - Johnson & Johnson has finalized an agreement with the U.S. government to reduce drug prices, part of broader efforts to make medications more affordable [5][7] International Diplomacy - Italian Prime Minister Giorgia Meloni is set to visit South Korea to enhance strategic partnerships and cultural exchanges [6][7] - Japan's Finance Minister Katayama will meet with U.S. counterparts to discuss rare earth supplies, noting that Japan's consumption trends remain stable [6][7] Market Movements - The KOSPI index in the Seoul Stock Market reversed an early loss of 1.14% to turn positive, reflecting broader global economic shifts [6]

Core Viewpoint - Sigma Lithium Corporation's stock declined after Bank of America Securities expressed a bearish outlook, citing unresolved operational delays and liquidity issues that overshadow any potential rebound in lithium prices and hinder the company's near-term production capabilities [1][2]. Operational and Liquidity Challenges - The analyst highlighted that the company has not provided clarity on the restart of mining operations or the receipt of prepayment funds, both of which are essential for addressing balance sheet concerns [3]. - Despite a 158% increase in stock price since the November 14 earnings call, the analyst believes there is more downside risk, as the stock currently reflects expectations of large mining volumes despite minimal progress in resolving operational and liquidity challenges [3]. Production and Market Outlook - Delays in the first phase of production (P1) could impact the timing of the second phase (P2), further affecting the company's ability to capitalize on favorable market conditions through optimal production [4]. - Although the lithium market outlook has improved due to production discipline and strong demand, Sigma Lithium cannot benefit from higher prices without consistent production [4]. Financial Estimates and Revisions - The analyst revised the fiscal 2026 concentrate sales forecast to 210,000 tons SC5, down from 298,000 tons, but noted that lower first-quarter costs and higher prices in the second and fourth quarters, along with 190,000 tons of tailings sales, could help mitigate volume shortfalls, raising 2026 EBITDA to $97 million from $85 million [5]. - EPS estimates were adjusted to a loss of 15 cents for 2025 (previously a loss of 21 cents), 51 cents for 2026 (previously 46 cents), and 78 cents for 2027 (previously 73 cents) [5]. Stock Performance - Sigma Lithium shares were reported down 15.29% at $13.26 at the time of publication [6].

Core Insights - Midland Exploration Inc. has announced the results of its 2025 drilling campaign for lithium on the Galinée project, which is located near the Adina lithium deposit [7][19] - The drilling program included a total of 14 diamond drill holes and 9 reverse circulation drill holes, totaling 4,105.09 meters, with significant lithium and cesium mineralization identified [9][11] Drilling Results - The best lithium results from the 2025 drilling program include: - 1.14% Li2O over 30.59 meters, including 1.77% Li2O over 18.39 meters (hole TLIB0051) - 0.53% Li2O over 22.90 meters, including 1.09% Li2O over 6.10 meters (hole TLIB0044) - 1.08% Li2O over 17.10 meters (hole TLIB0034) [11][12] - New cesium mineralization was identified with results such as: - 9.15% Cs2O over 6.40 meters (hole TLIB0006) - 1.89% Cs2O over 12.10 meters (hole TLIB0044) [11][13] Geological Observations - The Galinée project exhibits two distinct styles of lithium mineralization: - The Iceberg area features a stacked spodumene pegmatite system that is 10 to 20 meters thick - South of Iceberg, the pegmatites are generally less than 10 meters thick and laterally extensive [15][16] - The Iceberg spodumene pegmatite bodies remain open along strike and to depth, indicating potential for further exploration [16] Project Background - The Galinée project is strategically located approximately 5 kilometers east of the Adina deposit, which has significant mineral resources [19] - Midland has a partnership with Rio Tinto Exploration Canada Inc. (RTEC) under an option agreement, with RTEC recently paying $487,500 as part of this agreement [20] Future Plans - Further drilling is planned to better define the geometry and extension of the lithium pegmatites identified in the current drilling campaign [16]

Investment Thesis - The mineral industry, particularly rare earth minerals and lithium, is highlighted as a capital-intensive market with varying winners [1] - Lithium is identified as a crucial driver for electric vehicle (EV) adoption, with a significant demand forecasted [1] - Standard Lithium (SLI) is recommended as a Strong Buy due to its trading at a discount to future cash flows and potential for growth by 2026 [1] Stock Performance - SLI's stock price has shown a strong uptrend, breaking the $5 level and establishing it as a support level [2] - In comparison to competitors like Lithium Americas (LAC) and Piedmont Lithium (PLLTL), SLI has outperformed, with LAC and PLLTL experiencing declines of 46.2% and 99.84% over five years, respectively [2] - The performance of SLI is attributed to its asset base and the potential of the Smackover Formation [2]

MONTREAL, Jan. 08, 2026 (GLOBE NEWSWIRE) -- Brunswick Exploration Inc. (TSX-V: BRW, OTCQB: BRWXF; “BRW” or the “Company”) is very pleased to announce a maiden, open-pit Mineral Inferred Resource Estimate (“MRE”) of 52.2 million tonnes (“Mt”) grading 1.08% Li2O and 131ppm Ta2O5 for its wholly owned Mirage Project located in the Eeyou Istchee Baie-James region of Quebec, Canada (see Figure 1). The MRE was prepared in accordance with the National Instrument (“NI”) 43-101 standards by PLR Resource Inc. and Syne ...

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Market Performance - Wall Street experienced modest gains in Q4 2025, with the S&P 500 up 1.9%, Dow Jones up 3.3%, and Nasdaq Composite up 2.1% [1] - The small-cap index Russell 2000 increased by 1.6% during the same period [1] Federal Reserve Actions - The Federal Reserve implemented three rate cuts in 2025, starting in September, with two occurring in Q4 [2] - The Fed's outlook for 2026 remains cautious, projecting only one rate cut next year, maintaining the Fed Funds rate at 3.4% [3] Economic Impact of Government Shutdown - The longest U.S. government shutdown began on October 1, 2025, and lasted until November 12, 2025, significantly halting economic progress in Q4 [4] AI Industry Developments - OpenAI formed multibillion-dollar partnerships with companies like Oracle, NVIDIA, AMD, and Broadcom in 2025 [5] - SoftBank sold 32.1 million shares of NVIDIA and reduced its stake in T-Mobile, raising $9.17 billion to fund a $22.5 billion investment in OpenAI [6] AI Market Concerns - OpenAI's CEO indicated that the AI market may be in a bubble, raising investor caution due to concerns about circular financing and investment payoffs [7] Cryptocurrency Trends - Bitcoin prices fell approximately 6% in 2025, starting at about $93K, peaking at $126K in October, and declining towards year-end [8] ETF Performance - Silver ETFs saw significant gains, with abrdn Physical Silver Shares ETF up 52.1% and iShares Silver Trust up 52.0%, driven by supply constraints and industrial demand [11] - Biotech ETFs also performed well, with Virtus LifeSci Biotech Clinical Trials ETF up 43.7% and ALPS Medical Breakthroughs ETF up 31.8%, supported by favorable regulatory developments and funding conditions [13] - Lithium ETFs experienced growth, with Sprott Lithium Miners ETF up 33.4% and iShares Lithium Miners and Producers ETF up 31.4%, driven by rising demand for electric vehicles and energy storage [15]

Core Viewpoint - Lithium Argentina AG reported strong operational results for 2025, achieving production at the high end of its annual guidance and setting a record for quarterly production in Q4 2025 [1][3]. Operational Highlights - Full-year 2025 production totaled approximately 34,100 tonnes of lithium carbonate, within the guidance range of 30,000 to 35,000 tonnes [8]. - Q4 2025 production reached approximately 9,700 tonnes, with an average operating rate of 97% of nameplate capacity [8]. - Cash operating costs for Q4 2025 are expected to be below $6,000 per tonne, a decrease from $6,285 per tonne in Q3 2025, indicating continued operational optimization [8]. - The Cauchari-Olaroz operation is expected to reduce net debt by $26 million in Q4 2025, with $15 million distributed to both Ganfeng and Lithium Argentina, and over $150 million in liquidity from cash and available undrawn debt facilities [8]. - The company submitted environmental permit and RIGI applications for a Stage 2 expansion of 45,000 tonnes per annum (tpa) of lithium carbonate production capacity [8]. Leadership Updates - Alec Meikle has been promoted to President, responsible for executing the company's strategic plan and managing key external relationships [4][6]. - John Kanellitsas will transition from Executive Chairman to Chairman of the Board, focusing on long-term strategy and industry partnerships [5][6]. - The leadership changes are aimed at strengthening governance and clarifying roles within the company [6].