Grand Falls-Windsor, Newfoundland and Labrador--(Newsfile Corp. - January 15, 2026) - First Atlantic Nickel Corp. (TSXV: FAN) (OTCQB: FANCF) (the "Company" or "First Atlantic") notes that its Pipestone XL discovery of awaruite, a rare, naturally occurring nickel-iron-cobalt alloy, is relevant to critical mineral supply chain vulnerabilities outlined in the White House proclamation published January 14, 2026. The proclamation, titled "Adjusting Imports of Processed Critical Minerals and Their Derivative Pro ...

Core Insights - Energy Fuels Inc. is positioned as a leading U.S. producer of rare earth elements (REEs) and is working to restore the U.S. rare earth supply chain with its planned Phase 2 circuit expansion at the White Mesa Mill in Utah [1][2] Financial Highlights - The estimated capital cost for the Phase 2 Circuit is $410 million, which is lower than previous estimates [2] - The project has an estimated net present value (NPV) of $1.9 billion, translating to $7.96 per share, and an internal rate of return (IRR) of 33% after tax [2] - When combined with the Vara Mada project, the NPV increases to $3.7 billion or $15.26 per share [2] - Average annual EBITDA from the Phase 2 Circuit is projected to be $311 million for the first 15 years, increasing to $765 million when combined with the Vara Mada project [2] Production Capacity - The Phase 2 Circuit is expected to increase production capability to over 6,000 tonnes per annum (tpa) of NdPr, along with approximately 66 tpa of terbium and 240 tpa of dysprosium [2] - Annual expected REE oxide production over the 40-year life of the project includes 5,513 tpa NdPr, 48 tpa Tb, 165 tpa Dy, and other concentrates [2][3] Market Position - Energy Fuels aims to supply 45% of total U.S. rare earth requirements in the near term, including 100% of heavy REEs like terbium and dysprosium by 2030 [5] - The company’s production costs are expected to rank among the lowest globally, including those of Chinese producers [5] Regulatory and Development Timeline - Regulatory approval for the Phase 2 Circuit is anticipated by mid-2027, with planned construction and commissioning by Q1 2029 [2][3]

Core Viewpoint - Copper produced by Rio Tinto in Arizona using bacteria and acid will be utilized for data-center construction [1] Company Summary - Rio Tinto is employing innovative methods involving bacteria and acid for copper production [1] - The copper produced is specifically aimed at supporting the construction of data centers, indicating a strategic focus on the technology sector [1] Industry Summary - The use of copper in data-center construction highlights the growing demand for this metal in the technology industry [1] - The production method involving bacteria and acid reflects a trend towards more sustainable and environmentally friendly mining practices within the industry [1]

Core Viewpoint - Formation Metals is expanding its Phase 1 drill program at the N2 Gold Project to 14,000 metres, driven by promising initial results from drilling activities [1][2]. Company Update - The company is conducting a fully funded 30,000 metre drill program at its flagship N2 Gold Project in Quebec, which has a global historic resource of approximately 871,000 ounces of gold [1][3]. - The Phase 1 drill program has been expanded to 14,000 metres based on significant mineralization intervals identified in initial drilling [2][3]. - The company has completed 13 drill holes totaling 3,879 metres, with mineralization starting within the first 10 to 25 metres in several holes [2][3]. Drilling Results - Significant intervals of target mineralization have been reported, including: - N2-25-008: 208.8 metres starting at 28.6 metres downhole, with intervals over 40 metres wide [2]. - N2-25-011: 166.8 metres starting at 60.0 metres downhole, with intervals over 20 metres wide [2]. - Other drill holes have also shown long mineralized intervals, with some exceeding 100 cumulative metres [2][3]. Financial Position - The company has approximately C$12.3 million in working capital and zero debt, with an exploration budget of approximately $8.1 million for 2025-2026 [2][3]. Project Summary - The N2 Gold Project comprises 87 claims totaling approximately 4,400 hectares, with six primary auriferous mineralized zones open for expansion [3]. - Historical highlights include: - A Zone: Approximately 522,900 ounces identified at a grade of 1.52 g/t Au, with significant historical drilling completed [3]. - RJ Zone: Approximately 61,100 ounces identified at a grade of 7.82 g/t Au, with high-grade intercepts reported [3]. Future Plans - The company plans to focus on gold deposit expansion and discovery along identified zones and fault systems in the northern part of the N2 project for the 2026 exploration season [3].

UK MINISTER FOR INDUSTRY OFFICIALLY OPENS RARE EARTH MAGNET RECYCLING AND MANUFACTURING FACILITY AT TYSELEY ENERGY PARK, BIRMINGHAM CALGARY, AB / ACCESS Newswire / January 15, 2026 / Mkango Resources Ltd. (AIM:MKA)(TSX-V:MKA) ("Mkango") is pleased to announce the official launch of the rare earth magnet facility today at Tyseley Energy Park (the "Facility"). ...

ab 12 January 2026 Global Research Copper Copper capex cycle reinforces supply challenge Limited project approvals -> conviction of supply challenges from 2026 For the past 10yrs medium-term consensus on copper has been bullish but the supply side has found a way to bring enough copper to market to prevent physical shortages. What is different now? Despite increasingly bullish long-term views on copper from the big miners and generally robust returns on new copper projects, project approvals (FIDs) in 2023- ...

J P M O R G A N Global Markets Strategy 12 January 2026 Equity Strategy Cyclical groups to stay favoured Equity Strategy Mislav Matejka, CFA AC (44-20) 7134-9741 mislav.matejka@jpmorgan.com J.P. Morgan Securities plc Prabhav Bhadani, CFA (44-20) 7742-4404 prabhav.bhadani@jpmorgan.com J.P. Morgan Securities plc Nitya Saldanha, CFA (44 20) 7742 9986 nitya.saldanha@jpmchase.com J.P. Morgan Securities plc Karishma Manpuria, CFA (91-22) 6157-4115 karishma.manpuria@jpmchase.com J.P. Morgan India Private Limited A ...

Bloomberg should keep calm and carry on. There are good reasons to believe that emerging markets have entered a yearslong supercycle. The mechanisms that underpinned 2025’s outperformance, such as a weak dollar, benign global First, is it time to stockpile commodities? If one consequence of Russia’s invasion of Ukraine is central banks building up gold reserves and diversifying from Treasuries, then President Donald Trump’s oil grab in Venezuela and subsequent threats to take minerals-rich Greenland “the ha ...

Core Viewpoint - Zimtu Capital Corp. has acquired 2,400,000 shares of Apex Critical Metals Corp. at a price of $0.06667 per share, increasing its ownership stake in Apex to 10.87% on an undiluted basis and 7.58% on a partially diluted basis [1][2][3] Group 1: Acquisition Details - Zimtu acquired 2,400,000 shares of Apex, which represents an increase in its ownership from 7.75% to 10.87% of the issued and outstanding common shares of Apex on a fully diluted basis [2] - Prior to the acquisition, Zimtu owned 5,547,216 common shares of Apex [2] - Following the acquisition, Zimtu holds a total of 7,947,216 common shares and 278,336 share purchase warrants of Apex [2] Group 2: Regulatory Compliance - The acquisition exceeded 2% of the issued and outstanding common shares of Apex, triggering the requirement to file a news release under National Instrument 62-103 and National Instrument 62-104 [3] - Zimtu will file an early warning report regarding the acquisition, which will include additional information available on Apex's SEDAR profile [3] Group 3: Company Overview - Zimtu Capital Corp. is a public investment issuer focused on long-term capital appreciation for its shareholders, with operations in various sectors including mineral exploration, mining, technology, and life sciences [4] - The company trades on the TSX Venture Exchange under the symbol "ZC" and on Frankfurt under the symbol "ZCT1" [4]

Key TakeawaysGeopolitical tensions escalated in the Middle East as Iran shut its airspace amidst a U.S. carrier strike group deployment, raising concerns about regional stability and potential impacts on global oil markets.Alibaba (BABA) significantly upgraded its Qwen app, transforming it into an AI-powered lifestyle decision center with integrated food ordering and travel booking capabilities, intensifying competition in the super-app and AI e-commerce sectors.Indonesia’s stock market achieved a new recor ...