Group 1 - Energy Fuels Inc (NYSE:UUUU) achieved its first U.S. production of 99.9%-pure terbium oxide at its White Mesa mill in Utah, leading to an 8.4% increase in stock price to $19.57 [1] - The company aims to expand commercial operations with a target set for 2027, contributing to the strengthening of domestic rare earth production [1] - MP Materials (MP), a sector peer, also saw a 2.3% increase in stock price, benefiting from Energy Fuels' breakthrough [1] Group 2 - Year-to-date, UUUU stock is up 34% and has more than quadrupled year over year, although it remains approximately 30% below its 15-year high of $27.90 reached on January 28 [2] - A potential short squeeze could drive the stock back to its previous highs, with short interest down 3.2% in the last two reporting periods, yet 35.09 million shares sold short still represent 14.8% of UUUU's total available float [2] - The 10-day put/call volume ratio at major exchanges indicates a higher-than-usual rate of put options being picked up, ranking above 96% of readings from the past year [3]

Core Insights - ReElement Technologies, an innovator in rare earth element and critical mineral refining, is participating in multiple conferences to discuss critical mineral supply chains and circular economy solutions [1] Conference Participation - ReElement Technologies will participate in the 12th Annual UNC Clean Tech Summit on March 9-10, 2026, focusing on energy innovations and the cleantech economy [1] - Mark LaVerghetta, Co-founder and Executive Director of ReElement, will be on the "Circularity / Closing the Loop: Critical Minerals and Rare Earths" panel on March 9 [1] - The 2026 REMADE® Circular Economy Tech Summit & Conference will take place on March 11-12, 2026, where Ben Kincaid, CEO of ReElement Technologies Africa, will discuss recycling critical minerals [1] - Rhett Rezendes, Government Relations Associate at ReElement, will attend the "Financing the Next Critical Minerals Frontier" event on March 11, focusing on securing America's critical mineral supply chain [1] Company Overview - ReElement Technologies is affiliated with American Resources Corporation and specializes in high-performance refining for rare earth and critical battery elements [1] - The company utilizes a multi-mineral, multi-feedstock platform technology to refine recycled materials and create a cost-effective, environmentally safe circular supply chain [1] - American Resources Corporation focuses on the extraction and processing of critical minerals and aims to develop efficient upstream and downstream operations in the critical mineral supply chain [1]

Core Insights - The United States Antimony Corporation (USAC) is a leading producer and processor of antimony, zeolite, and other critical minerals, and is noted as the only fully integrated antimony company outside of China and Russia [1] Company Participation - USAC's senior management is participating in the Centurion One Capital 9th Annual Growth Conference, an invitation-only event [1] - Gary C. Evans, the Chairman and CEO of USAC, will deliver a corporate presentation on March 5, 2026, at 10:30 am ET [1]

Core Viewpoint - NioCorp Developments Ltd. is set to host a live webinar to provide updates on the construction launch of the mine portal at the Elk Creek Critical Minerals Project in Nebraska [1] Group 1 - The webinar is scheduled for March 9, 2026, at 12:00 PM ET [1] - NioCorp is recognized as a leading U.S. critical minerals developer [1]

Core Viewpoint - Global Li-Ion Graphite Corp. intends to change its name to "LION Critical Minerals Corp." to better reflect its strategic focus on critical minerals essential for advanced energy systems and national security infrastructure [1][2]. Company Strategy - The proposed name change aligns with the company's broadened mandate and reinforces its position in the critical minerals supply chain, which has become increasingly important due to global demand [2][3]. - The company aims to build a resilient and scalable platform to meet the growing global demand for strategic materials like graphite, thereby enhancing shareholder value [3]. Leadership Perspective - Jason Walsh, Chairman of the Company, emphasized that the name change is a defining step in the company's development, focusing on delivering secure critical mineral solutions for mission-critical supply chains [4]. - The company has a solid pipeline of commercial opportunities and is well-positioned to advance its strategy and create lasting value for shareholders [4]. Operational Details - The effective date of the name change will be announced once confirmed and approved by the Canadian Securities Exchange, with trading under the current ticker symbol "LION" remaining unchanged [4]. - There will be no changes to the company's share capital in connection with the name change [5]. Company Background - Global Li-Ion Graphite Corp. is focused on restarting production of high-grade graphite assets in Madagascar, positioning itself to participate in the expanding global critical minerals supply chain [6].

Core Viewpoint - Atlas Critical Minerals Corporation has appointed James Schloffer as Chief Technical Officer, bringing over 15 years of experience in critical minerals, which is expected to enhance the company's technical capabilities and project execution [1][4]. Company Overview - Atlas Critical Minerals Corporation (NASDAQ: ATCX) focuses on critical minerals essential for energy, technology, and defense applications, including rare earths, graphite, and uranium [5]. - The company aims to build a diversified global supply chain for strategic minerals necessary for the artificial intelligence revolution, energy transformation, and defense uses [5]. Appointment of CTO - James Schloffer has extensive experience in process engineering across various critical minerals, including lithium, rare earths, graphite, uranium, vanadium, and iron ore [1][4]. - His previous roles include significant contributions to projects in Brazil and other jurisdictions, which aligns with the company's strategic focus [4][8]. Project Portfolio - Atlas Critical Minerals controls over 218,000 hectares of critical minerals portfolio in Brazil, advancing projects in rare earths, nuclear-grade graphite, uranium, and iron ore [4]. - The company is advancing its Alto do Paranaíba and Iporá rare earths projects, as well as the Malacacheta Graphite Project, which recently achieved nuclear-grade purity of 99.9995% carbon [8]. Technical Expertise - Mr. Schloffer's background includes direct experience in rare earths processing, graphite concentrator process design, and uranium and vanadium project engineering, which will support the company's ongoing projects [8]. - His familiarity with Brazilian mining projects, including the Neves Lithium Project, enhances the company's operational capabilities in the region [8].

Core Viewpoint - HUB Cyber Security Ltd. is expanding its Trust Rails infrastructure into real-world asset validation by acquiring Ferrox Critical Minerals Ltd. and its Tivani minerals project in South Africa, which is set to commence production in FY 2026 [1][5]. Company Overview - HUB Cyber Security Ltd. operates at the intersection of military-grade cybersecurity and Secured Data Fabric (SDF) infrastructure, focusing on regulated and mission-critical environments [2]. - The company aims to enhance its Trust Rails platform by integrating verified real-world assets, allowing for governance, validation, and transactions within a secure infrastructure [3]. Tivani Project Details - The Tivani project contains approximately 519 million tons of titaniferous magnetite ore, with significant resources of titanium dioxide, iron, and vanadium, relevant to aerospace, defense, and energy transition sectors [4]. - Over US$70 million has been invested in the Tivani project, advancing it to the development phase and positioning it for staged commercialization [5]. Strategic Integration - The acquisition of the Tivani asset is expected to serve as a foundational revenue source for HUB's Trust Rails platform, linking physical resources to digital trust [6][10]. - The company plans to advance commercialization through strategic offtake and customer arrangements focused on titanium dioxide feedstock, iron, and vanadium [7]. Growth and Operations - Trust Rails is anticipated to drive enterprise platform growth through recurring software, services, and workflows dedicated to validation, authorization, compliance enforcement, and asset-linked transaction controls [8]. - The proposed transaction includes the issuance of $125 million in equity consideration in four stages, contingent on market conditions and performance milestones [12][13].

Core Viewpoint - United States Antimony Corporation (USAC) is a leading producer and processor of critical minerals, specifically antimony, zeolite, and others, and is the only fully integrated antimony company outside of China and Russia [1] Group 1 - USAC's Chairman and CEO, Mr. Gary C. Evans, will be featured live on Bloomberg Television's Businessweek Daily [1] - The interview is scheduled to air at approximately 2:20 pm Eastern Time on February 10, 2026 [1]

Core Insights - The modern industry utilizes more than half of the periodic table, but only a few materials are deemed critical and indispensable [1] Group 1 - The focus is on producing objective, data-driven research primarily about small- to mid-cap companies, which are often overlooked by many investors [1] - Occasionally, large-cap companies are analyzed to provide a broader perspective on the equity markets [1]

Core Viewpoint - American Resources Corporation and its affiliate ReElement Technologies are participating in the Investing In African Mining INDABA 2026 to engage with stakeholders in the critical mineral sector [1] Group 1: Company Activities - American Resources Corporation and ReElement Technologies will be offering thought leadership at the event [1] - The companies aim to meet with customers, investors, and strategic partners within the critical mineral, technology, and industrial innovation ecosystems [1]