In this articleMPA stack of old mobile phones are seen before recycling process in Kocaeli, Turkiye on October 14, 2024. Anadolu | Anadolu | Getty ImagesAs the U.S. and China vie for economic, technological and geopolitical supremacy, the critical elements and metals embedded in technology from consumer to industrial and military markets have become a pawn in the wider conflict. That's nowhere more so the case than in China's leverage over the rare earth metals supply chain. This past week, the Department o ...

Century Lithium Corp. (TSX-V:LCE, OTCQX:CYDVF) is making progress toward becoming a key domestic supplier of battery-grade lithium carbonate, and a recent collaboration highlights the company's momentum. First Phosphate, a Canadian developer of LFP battery materials, successfully used Century Lithium’s lithium carbonate in the production of lithium iron phosphate (LFP) batteries—demonstrating real-world application of the Nevada-based company’s process. In this interview, CEO Bill Willoughby joins Proactive ...

Core Viewpoint - VanadiumCorp Resource Inc. has received conditional approval for a non-brokered private placement financing of up to $500,000 from the TSX Venture Exchange [1][3] Financing Details - The financing consists of up to 4,545,455 units priced at $0.11 each, with each unit comprising one common share and one common share purchase warrant [2] - Each warrant is exercisable for an additional common share at $0.15 for a period of two years from the date of issue [2] - The first tranche of the financing has been closed, issuing 1,590,909 units for total gross proceeds of $174,999.99 [3] - The financing is subject to final approval from the Exchange, and all securities issued will be under a four-month hold from the date of issue [3] - Proceeds from the financing will be used for working capital and general corporate purposes [3] Company Overview - VanadiumCorp is a Canadian critical metals exploration company that owns 100% of two strategic properties in Quebec: The Iron T and the flagship Lac Doré property [5] - The company is advancing innovative technologies to extract vanadium-titanium and potentially high-grade iron from its vanadiferous titanomagnetite projects [5] - Successful implementation of these technologies is expected to ensure a stable, long-term supply of critical metal deposits, including vanadium feedstock for electrolyte production [5] - The initial electrolyte facility located in Val-des-Sources, Quebec, will evaluate output quality and facilitate initial electrolyte production [5] - The company plans to expand electrolyte production for the international market, specifically for long-duration Vanadium Flow Batteries (VRBs) [5]

Group 1: Amprius Technologies - Amprius Technologies' stock price is rising, reaching multi-year highs in Q3 2025, driven by improved manufacturing capabilities and increased sales, with Q1 revenue exceeding consensus by approximately 35% [2][3] - The company specializes in advanced silicon-anode lithium-ion batteries, serving diverse industries including aerospace and defense, with a client base growing by roughly 65% in Q1 to over 100 [4] - Analysts unanimously rate AMPX as a Buy, expecting a 60% advance, with a high-end target of $15, indicating a potential 150% gain [5] Group 2: Joby Aviation - Joby Aviation is ramping up manufacturing capabilities and is on track for commercial operations in 2026, with a growing deal pipeline and regulatory processes progressing smoothly [8] - The company has secured a distribution agreement in Saudi Arabia, potentially worth $1 billion or more in total revenue within a few years [9] - Despite a Hold rating from analysts, increased coverage and price target increases are trending higher, with Q2 earnings expected to act as a catalyst for share price [11] Group 3: Ambarella - Ambarella is positioned for substantial long-term growth in the physical AI sector, focusing on computer vision semiconductor solutions and edge computing, with a consensus low 20% compound annual growth rate (CAGR) expected through the middle of the next decade [13] - Recent bullish price action includes a sharp advance in late June and early July, confirming a recent bottom and suggesting a potential move to the $80 range [14] - Analysts rate AMBA as a Moderate Buy, with expectations of a 25% advance at consensus [15]

Core Insights - First Phosphate Corp. has achieved a significant milestone in establishing a North American supply chain for lithium iron phosphate (LFP) batteries [1][5] - The company successfully produced commercial-grade LFP battery cells using 100% North American-sourced critical minerals, emphasizing domestic manufacturing independence in the energy storage sector [2][5] Company Developments - The production of LFP battery cells has been a three-year pilot project, starting with igneous phosphate rock from the company's property in Saguenay–Lac-Saint-Jean, Quebec [6] - The company plans to develop a phosphate mine by 2029, with a feasibility study currently underway [6] - The process involves producing phosphate concentrate, which is reacted with sulfuric acid to yield purified phosphoric acid, crucial for industrial applications [6] Supply Chain and Partnerships - The iron phosphate used in the batteries is sourced from the Bégin-Lamarche property, while lithium carbonate is obtained from Century Lithium in Nevada, and graphite is provided by Nouveau Monde Graphite in Quebec [7] - The company has partnered with Ultion Technologies in Nevada for the manufacturing of LFP battery cells, which are suitable for small mobility applications and can scale for large energy storage and electric vehicles [8] Future Plans - The company aims to transition from pilot to commercial scale production, with the LFP cathode plant expected to be operational by late 2026 or 2027, and the mine and phosphoric acid plant by 2029 or 2030 [8] - The goal is to produce fully North American LFP battery cells primarily from Quebec on a commercial scale by the end of the decade [8] Industry Context - The development of LFP technology originated in North America, with historical partnerships involving universities and research centers, but production shifted to China over the past two decades [9] - The recent achievement marks a reclaiming of energy storage independence for North America, showcasing the potential for domestic manufacturing using local critical minerals [9]

Core Viewpoint - Zynex, Inc. is under investigation for potential claims related to a class action complaint alleging that the company's board of directors breached their fiduciary duties by misleading investors about financial performance and operational practices [1][2]. Summary by Relevant Sections Allegations of Misconduct - The complaint claims that Zynex's management engaged in practices that artificially inflated the company's stock price through false statements regarding financial performance and compliance with insurance reimbursement policies [2]. - It is alleged that Zynex operated a systemic "oversupplying scheme," shipping excessive quantities of supplies to patients and billing insurers significantly more than necessary [2]. Financial Impact and Regulatory Scrutiny - The extent of Zynex's misconduct was revealed on March 11, 2025, when the company announced a revenue shortfall due to slower payments from insurers, particularly Tricare, which accounted for 20-25% of its annual revenue [3]. - Following the announcement, Zynex's stock price fell by $3.59 per share, or 51.3%, closing at $3.41 per share, indicating a severe loss of shareholder value and highlighting the company's exposure to regulatory and financial risks [4].

Core Viewpoint - Enovix's share price has surged due to improving production, strong demand, a surprise buyback authorization, and optimistic guidance, with expectations for significant growth in the coming years [1][3][6]. Group 1: Company Performance and Outlook - Enovix's revenue outlook has improved by approximately 35%, with a forecasted revenue of around $7.5 million, marking the beginning of anticipated substantial growth [1]. - The company is projected to grow at a hyper pace of 260% in fiscal year 2026, with expectations to exceed $2 billion in sales by 2035, representing over 6000% total growth [1]. - The decision to repurchase $60 million in shares reflects confidence in future revenue and cash flow, indicating a healthy balance sheet [3][4]. Group 2: Market Sentiment and Analyst Ratings - Analyst sentiment has shifted positively, with increasing coverage and a bullish outlook, despite earlier price target reductions [6][7]. - The current 12-month stock price forecast is $17.09, indicating a 24.57% upside potential based on 12 analyst ratings [7]. - Enovix is identified as a short-squeeze candidate, with nearly 30% of the stock shorted, which could lead to a price surge driven by short-covering [8]. Group 3: Industry Context and Applications - Enovix specializes in next-generation silicon anode lithium-ion batteries, which are suitable for various applications including electric vehicles, aerospace, IoT, and consumer products [2].

D-Wave Quantum (QBTS -4.59%), a provider of quantum computing services, took its investors on a wild ride after it went public by merging with a special purpose acquisition company (SPAC) nearly three years ago. It started trading at $10 a share, sank as low as $0.41 in May 2023, but now trades at around $16. D-Wave's stock bounced back as it launched a powerful new processor, the broader quantum computing market heated up again, and interest rates declined. But with a market cap of $5.3 billion, it trades ...

Core Viewpoint - Elong Power Holding Limited has entered into a strategic cooperation agreement with the Consumer Protection Agency of Indonesia to enhance electricity access and promote the new energy industry in Indonesia [1][2][3] Group 1: Strategic Cooperation Agreement - The agreement involves an investment of no less than US$1 billion for constructing integrated solar-plus-storage off-grid power systems in Indonesia's islands and rural areas [2] - Elong Power will provide comprehensive solutions and technical support for the large-scale application of lithium battery energy storage systems and the electrification of Indonesia's mining industry [2][3] - The collaboration aims to attract advanced Chinese new energy companies to invest in Indonesia, thereby accelerating the industrialization of the new energy sector [2][3] Group 2: Company Overview - Elong Power is a Cayman Islands exempted company focused on the research, development, manufacturing, sales, and service of high-power lithium-ion batteries and energy storage systems [4] - The company offers a comprehensive product and technology system, including battery cells, modules, and battery management systems, catering to high-power applications and long-cycle energy storage [5] - Elong Power's product portfolio includes lithium manganese oxide and lithium iron phosphate batteries, designed for various energy applications [5]

Core Points - Toyota Motor North America (TMNA) and its partners are donating over $600,000 for flood relief efforts in Kerr County and the Texas Hill Country following the July 4th flash floods [1][2] - The relief efforts include contributions to the Community Foundation of the Texas Hill Country's Kerr County Flood Relief Fund, matching contributions, in-kind donations, and volunteerism [1][4] Group 1: Donation and Relief Efforts - The donation will support vetted organizations providing rescue, relief, and recovery efforts in affected communities such as Hunt, Ingram, Kerrville, Center Point, and Comfort [4] - TMNA is implementing a Dealer Match Program, matching contributions from eligible Toyota and Lexus dealers up to $10,000 [6] - Toyota Financial Services (TFS) is offering payment relief options to affected customers, including extensions and deferred payments [5] Group 2: Community Commitment - Gulf States Toyota emphasizes its commitment to supporting local communities during hardships, reflecting the company's roots in Texas [3] - Team members at the San Antonio manufacturing plant are collecting essential supplies and donations to aid ongoing relief efforts [7] - Toyota's ongoing sustainable development commitments include partnerships with organizations like the American Red Cross for disaster response [8] Group 3: Company Overview - Toyota has been a significant presence in the U.S. for nearly 70 years, focusing on sustainable mobility through its brands and dealerships [9] - As of 2025, Toyota employs nearly 48,000 people in the U.S. and has produced over 35 million vehicles at its manufacturing plants [10] - Toyota Financial Services, with approximately 3,800 employees and over $150 billion in assets, provides finance and related products for Toyota in the U.S. [12][13]