Core Insights - NioCorp has successfully raised $100 million in capital, which will support the advancement of the Elk Creek Critical Minerals Project [1] - The company has raised over $500 million in gross capital for the years 2025 and 2026, enhancing its position with the Export-Import Bank of the U.S. for proposed debt financing [1] - The company anticipates hosting a formal groundbreaking ceremony upon the completion of its overall project financing efforts [1] Financial Position - The recent capital raise of $100 million is part of a larger strategy to secure funding for the Elk Creek project [1] - The total gross capital raised exceeding $500 million in 2025/2026 indicates strong investor confidence and financial backing for the company's initiatives [1] Strategic Outlook - Strengthening ties with the Export-Import Bank of the U.S. suggests a focus on securing additional financing options for future growth [1] - The planned groundbreaking ceremony signifies a commitment to advancing the Elk Creek project, which is critical for the company's long-term objectives [1]

Core Viewpoint - Avalon Advanced Materials Inc. is focused on advancing critical minerals projects, particularly lithium and rare earth elements, to enhance North America's supply chain security [1][3]. Company Overview - Avalon Advanced Materials Inc. is a Canadian company dedicated to developing strategic assets that support secure domestic supply chains and long-term economic growth [3]. - The company is advancing the Nechalacho Rare Earth Elements and Zirconium Project in the Northwest Territories, which includes all light and heavy rare earth elements, yttrium, zirconium, tantalum, and niobium [3]. - Avalon is also developing Lake Superior Lithium Inc., Ontario's first midstream lithium hydroxide processing facility, located in Thunder Bay, to connect northern Ontario's lithium resources with the growing EV battery manufacturing base in southern Ontario and North America [3]. - The company is advancing the Separation Rapids Lithium Project through a joint venture with SCR Sibelco NV and is continuing exploration at its Snowbank lithium and Lilypad lithium-cesium deposits [3]. Upcoming Events - Lorin Crenshaw, the Chief Financial Officer, will present at the Red Cloud Securities 2026 Pre-PDAC Mining Showcase on February 27, 2026, at 10:00 a.m. ET [2]. - The presentation will consist of a 15-minute corporate overview followed by a 5-minute Q&A session [2].

Core Insights - Critical Metals Corp announced strong REE assay results from the Hill Deposit at the Tanbreez Heavy REE Project, with grades reaching up to 0.94% TREO, reinforcing the asset's world-class status and validating the company's development strategy [1][4]. Exploration Results - The announcement reports assay results from 33 drill holes, with a weighted average TREO+Y of 0.44% and grades ranging from 0.31% to 0.94%, including an average of 24.1% heavy rare earth oxides (HREO) [6][18]. - Gallium Oxide assays ranged from 87 ppm to 117 ppm, while Zirconium oxide assays varied from 1.04% to 3.81% [6][18]. - The results demonstrate strong correlation and consistency of high-grade REE mineralization within the existing Hill Deposit [6][18]. QA/QC and Methodology - A rigorous QA/QC review was conducted to verify the reliability of historical drilling and enhance geological understanding, confirming TREO grades within a tight 2–5% precision range [5][18]. - The resampling program involved 1,014 pulp samples from the 2010 drilling campaign, aimed at verifying the historical dataset and establishing a consistent analytical methodology [14][17]. Future Plans - The company plans priority infill resource drilling for the 2026 field season to convert inferred and indicated resources into measured resources [21][19]. - Ongoing metallurgical and environmental studies are being conducted to advance project permitting and feasibility [6][19]. - Active engagement with strategic partners and capital markets is underway to accelerate development [6][19]. Strategic Positioning - Critical Metals Corp aims to become a leading supplier of critical heavy rare earths, capitalizing on the growing global demand for these materials used in magnets, electric vehicles, defense, and advanced technologies [6][1]. - The Tanbreez project is strategically located in Southern Greenland, with year-round shipping access via deep water fjords, enhancing its logistical advantages [27][24].

Core Viewpoint - American Resources Corp's affiliated platform, ReElement Technologies Corporation, will participate in the Investing in African Mining Indaba 2026 conference to engage with stakeholders in the critical minerals sector [1] Group 1: Company Strategy - ReElement Technologies aims to build strong partnerships with African stakeholders to enhance minerals processing capabilities on the continent [1] - The strategy is designed to support industrialization and economic development in Africa while ensuring reliable and transparent critical mineral supply chains for American industry and allied nations [1] Group 2: Focus Areas - ReElement is focused on developing collaborative solutions to address supply chain vulnerabilities, particularly for rare earth elements and other strategic minerals essential for advanced manufacturing and clean energy technologies [1] - The company emphasizes the importance of these minerals for national security applications in the United States and partner countries [1] Group 3: Conference Significance - The Investing in African Mining Indaba conference is recognized as a premier global forum for mining professionals, investors, and industry leaders to explore Africa's mineral potential [1] - The event serves as a key platform for policy discussion, investment engagement, and strategic collaboration, shaping the future of mining and resource development in Africa [1]

Core Insights - SAGA Metals Corp. is strategically positioned to benefit from the U.S. government's "Project Vault," which aims to enhance domestic supply chains for critical minerals, particularly titanium, in alignment with national security priorities [1][3][4] Group 1: Project Vault and U.S. Strategic Initiatives - Project Vault establishes the U.S. Strategic Critical Minerals Reserve as a public-private partnership to store essential raw materials across U.S. facilities [2] - The Export-Import Bank of the United States (EXIM) has approved a Direct Loan of up to USD 10 billion to support Project Vault, aimed at strengthening U.S. production and processing capacity [3] - The initiative is part of a broader strategy by the Trump administration to counter China's dominance in critical minerals, particularly in refining [4] Group 2: Titanium's Strategic Importance - Titanium is recognized as a critical mineral for defense and aerospace applications due to its strength-to-weight ratio and corrosion resistance [11] - Over 90% of mined titanium is processed into pigment, highlighting a significant supply chain gap for aerospace-grade titanium [12] - The defense sector consumes a substantial portion of titanium, with some aircraft, like the F-15, comprising up to 40% titanium by weight [13] Group 3: SAGA Metals' Project Focus - SAGA's flagship Radar Ti-V-Fe Project in Labrador has achieved a 100% drilling success rate in 2025, with exceptional grades of titanium, vanadium, and iron [13] - The project is strategically located near existing infrastructure, enhancing its potential for supporting secure supply chains for defense and aerospace [14] - The evolving policy environment emphasizes the importance of North American critical minerals projects, reinforcing SAGA's focus on supply-chain security and advanced manufacturing [14] Group 4: Implications of Project Vault - SAGA Metals identifies key implications from Project Vault, including the rising strategic value of titanium and other critical metals in defense readiness and aerospace manufacturing [17] - There is potential for increased investment in North American exploration and processing capacity as governments prioritize secure supply [17] - Enhanced public-private cooperation is expected to create resilient supply chains and mitigate market disruption risks [17]

Core Insights - The announcement of "Project Vault" by the U.S. government aims to establish a strategic stockpile of critical minerals to enhance domestic supply chains and national security [1][2][4] - The initiative includes a Direct Loan of up to USD 10 billion from the Export-Import Bank of the United States to support partnerships in critical mineral production [3] - The focus on critical minerals, particularly titanium, is crucial for defense and aerospace applications, highlighting the need for secure supply chains [7][9] Company Overview - SAGA Metals Corp. is focused on the exploration of critical minerals, particularly titanium, which is essential for defense and aerospace sectors [1][11] - The company's flagship Radar Ti-V-Fe Project in Labrador has shown a 100% drilling success rate in 2025, with high grades of titanium, vanadium, and iron [10] - SAGA's strategic positioning in the critical minerals sector aligns with the U.S. government's initiatives to strengthen supply chains and reduce reliance on foreign sources [11][21] Industry Context - The U.S. is taking steps to counter China's dominance in critical minerals, particularly in refining processes, through initiatives like Project Vault [4][5] - The emphasis on allied coordination and preferential trade frameworks aims to stabilize critical mineral supply chains and mitigate risks associated with price fluctuations and supply disruptions [5][6][17] - Critical minerals are foundational for modern technology, with applications ranging from mobile devices to electric vehicle batteries and defense systems [12]

Core Insights - American Critical Minerals Corp. has achieved significant milestones in the past six months, particularly in relation to its Green River Potash and Lithium Project [1] Company Developments - The Company filed an amended and restated technical report concerning its Green River Potash and Lithium Project [1]

Core Viewpoint - Electra Battery Materials Corporation is actively participating in key global mining and battery materials conferences to advance its strategy of onshoring North American critical minerals refining and strengthening relationships with stakeholders [2][3][4]. Upcoming Engagements - Electra will attend the Investing in African Mining, Indaba from February 9-12, focusing on future cobalt hydroxide feed supply for its North American refinery, with initial deliveries targeted for 2027 [3]. - At the BMO Global Metals, Mining and Critical Minerals Conference, CEO Trent Mell will engage in one-on-one meetings with institutional investors to discuss the company's strategy and recent progress [4]. - During the PDAC 2026 Convention from March 1-4, Electra's leadership will meet with government and industry participants to discuss long-term critical minerals supply in North America [5]. - VP, Commercial, Michael Insulan will present at the Tokyo Battery Summit on March 17-18, addressing North American resource policy and supply-chain resilience [5]. Corporate Update - The company has engaged Epstein Research for three months starting February 1, 2026, to enhance awareness through social media and produce content, with a total compensation of US$7,500 for the term [6]. Project Focus - Electra is constructing North America's only cobalt sulfate refinery and holds significant land in Idaho's Cobalt Belt, positioning itself as a cornerstone for cobalt and copper production [8]. - The company is also exploring black mass recycling opportunities to recover critical materials from end-of-life batteries and evaluating growth in nickel refining and other battery materials [9].

Core Viewpoint - ILC Critical Minerals Ltd. is conducting a non-brokered private placement to raise up to CAD$2,500,000 by issuing 100,000,000 common shares at CAD$0.025 per share, with proceeds aimed at expanding operations in Southern Africa and Canada, as well as general working capital [1][2]. Use of Proceeds - The proceeds from the private placement will be allocated as follows if the full amount is raised: - Final payment for acquiring Lepidico Mauritius (if option exercised): CAD$450,000 (18%) - Exploration expenditure in Namibia and Canada: CAD$950,000 (38%) - Management fees to non-arms length parties: CAD$440,000 (17.6%) - Working capital: CAD$660,000 (26.4%) [3]. Company Operations and Strategy - ILC Critical Minerals Ltd. focuses on exploration activities in Ontario, Canada, and aims to expand into Southern Africa, particularly through the Karibib project in Namibia, which contains lithium, rubidium, and cesium [7][9]. - The company is strategically positioned to benefit from the increasing demand for critical minerals driven by the transition to electric vehicles and renewable energy [8][9]. - The primary focus for the next decade is to generate revenue from lithium and rubidium while contributing to environmental sustainability [10][16]. Project Highlights - The Raleigh Lake Project in Ontario is the most significant project, covering 32,900 hectares, with a Preliminary Economic Assessment indicating a post-tax NPV of CAD$342.9 million and a post-tax IRR of 44.3% based on a spodumene price of US$2,350 per tonne [14]. - The company has also applied for Exploration Permits in Zimbabwe, indicating a commitment to expanding its portfolio in Southern Africa [11][13]. Market Context - The demand for lithium and other critical minerals is expected to rise due to the growth of high-tech rechargeable batteries and the push for a greener economy [16]. - ILC aims to position itself as a preferred developer of lithium and critical minerals, capitalizing on the increasing global focus on self-sufficiency in critical mineral supplies [9][16].

Core Insights - M2i Global Inc is focused on reshaping the U.S. critical minerals supply chain to reduce reliance on foreign sources, which is crucial for national security and economic resilience [1][2]. Group 1: Company Mission and Strategy - The company's founding principle is to create a transparent, sustainable, and responsible critical minerals supply chain for the United States, emphasizing the connection between national defense and economic security [2][5]. - M2i Global is working on returning processing capabilities to the U.S. while sourcing materials from allied partners, particularly Australia, aligning with recent government investigations into critical mineral imports [4][5]. Group 2: Industry Context and Government Actions - The U.S. government has acknowledged its dependency on critical minerals, being 100% dependent on 12 of them and over 50% dependent on 29 others, highlighting the urgency of M2i's mission [5]. - The recent findings from the Department of Commerce's 232 investigation underscore the economic and national security implications of critical mineral imports, reinforcing the need for domestic solutions [3][5]. Group 3: Supply Chain Traceability - M2i Global aims to ensure the provenance of all critical minerals in its supply chain, addressing ethical concerns such as forced labor and child labor, which are critical for responsible sourcing [6][7]. - The company draws parallels between the current critical minerals situation and past issues with diamond sourcing, indicating a shift towards greater traceability and ethical standards in mineral extraction [6][7].