Australian mining firm Ioneer is interested in bidding on a bundle of Rio Tinto’s US assets that produce boron, a critical mineral used in fertilizer, according to its top executive https://t.co/3YHTPVt2cP ...

Core Viewpoint - Nevada Lithium Resources Inc. has initiated a winter work program at its 100% owned Bonnie Claire lithium project to address questions from the 2025 Preliminary Economic Assessment (PEA) and evaluate the potential for additional critical mineral recovery, particularly cesium and rubidium, alongside lithium and boron [1][2][5]. Group 1: Project Development - The company is progressing with several recommendations from its PEA to establish a foundation for a larger work program in 2026 aimed at advancing the project towards a Pre-Feasibility Study [5]. - The CEO highlighted the multi-faceted nature of the work program, which is expected to yield valuable technical information with positive economic implications [2]. Group 2: Mineral Recovery Potential - Significant cesium (Cs) and rubidium (Rb) mineralization has been identified at Bonnie Claire, with initial tests indicating their presence in the pregnant leach solution (PLS) [6][7]. - A proof-of-concept study has been commissioned to evaluate the recovery potential of cesium and rubidium, which could enhance the project's economic viability [7][8]. Group 3: Technical Due Diligence - The company is conducting due diligence on the Hydraulic Borehole Mining Method (HBHM) to validate its suitability for extracting high-grade lithium and boron at Bonnie Claire [3][9]. - A global engineering firm has been retained to review the mine design and geotechnical conditions, ensuring the HBHM method is applicable to the geology of Bonnie Claire [11][12]. Group 4: Lithium Residency Research - The company has signed a research agreement with the University of Naples Federico II to investigate lithium distribution in clay minerals at Bonnie Claire [14]. - The research will utilize advanced techniques such as X-ray diffraction and Scanning Electron Microscopy to analyze ore textures and mineralogy, aiming to improve resource modeling [15][16]. Group 5: Economic Assessment - The 2025 PEA indicates a $6.829 billion after-tax net present value at an 8% discount rate, based on lithium carbonate priced at $24,000 per tonne and boric acid at $950 per tonne, with a projected after-tax internal rate of return of 32.3% [19].

Core Viewpoint - Rio Tinto is planning to sell its boron assets in California as part of its strategy to simplify operations under new CEO Simon Trott, with the sale expected to generate up to $2 billion [1][6]. Group 1: Company Strategy - The sale of the boron mine aligns with Rio Tinto's efforts to reorganize its operations into three divisions and review its minerals unit, which includes borates [5]. - The company has been focusing on maximizing earnings from its core businesses, primarily iron ore, copper, and aluminum [5]. Group 2: Asset Details - Rio Tinto's California boron assets include a mine and processing operations in the Mojave Desert, a refinery and shipping facility in Los Angeles, and the Owens Lake mining operation [1]. - These assets account for approximately 30% of global boron demand [2]. - The California boron mine has been operational for nearly 100 years and is a leading producer of borates and boron chemicals, with reserves expected to support production through the early 2040s [4]. Group 3: Market Context - Boron is utilized in various industrial applications, including fertilizers, glass and ceramics manufacturing, fiberglass insulation, and strengthening metal alloys [3]. - The U.S. has recognized boron as a critical mineral, highlighting its importance in economic and national security-related products [3]. Group 4: Sales Process - Rio Tinto has engaged UBS Group AG and JPMorgan Chase to assist with the sales process, which is anticipated to commence within the next two weeks [6]. - Potential bidders for the boron assets are likely to include private equity firms and chemical producers [6].

Rio Tinto is seeking to divest its US assets that produce boron, a critical mineral used in various applications ranging from fertilizers to glass making, say people familiar with the matter https://t.co/mBK2JD1KnU ...

Core Insights - American Lithium Minerals, Inc. (AMLM) has undergone a significant change in control with Worldwide Diversified Holdings, Inc. acquiring a controlling interest, marking a strategic shift towards building a diversified portfolio of minerals and rare earth assets globally, particularly outside of China [2][4] - The acquisition includes a flagship 1,730-acre property in Nevada, rich in lithium and boron, which are essential for electric vehicle batteries and advanced manufacturing, positioning AMLM to lead in mineral development [3][4] - AMLM aims to transition from a small-cap lithium explorer to a Nasdaq-listed commodity acquisition vehicle, integrating a Real-World Asset (RWA) tokenization suite to create a hybrid model for acquiring and consolidating commodity assets [5][6] Company Strategy - The company is focused on securing and expanding access to strategic mineral resources in North America, Australia, Canada, and Europe, aligning with recent U.S. and Australian initiatives to invest in minerals and rare earth development [3][4] - AMLM has formed a new subsidiary, American Mineral Resources, Inc., to launch a global mineral and rare earth development program, actively evaluating properties in mineral-rich zones and rare earth corridors across multiple continents [9] Market Positioning - The strategic acquisition is seen as a launchpad for reshaping the mineral and rare earth supply chain, driven by increasing demand for energy technologies and the need to diversify supply sources for national security and economic resilience [4] - By uplisting to Nasdaq and implementing a bifurcated tokenization platform, AMLM aims to bridge traditional public markets with asset-backed tokenization, enhancing liquidity and creating new revenue channels [6]

Canter Resources Highlights Boron's Addition to U.S. Critical Minerals List-Unlocking Strategic Advantages for the Columbus Lithium-Boron Project in NevadaNovember 17, 2025 7:00 AM EST | Source: Canter Resources Corp.Vancouver, British Columbia--(Newsfile Corp. - November 17, 2025) - Canter Resources Corp. (CSE: CRC) (OTC Pink: CNRCF) (FSE: 6010) ("Canter" or the "Company") Canter Resources is pleased to announce the addition of boron ("B") to the United States Geological Survey's (USGS) 2025 ...

Core Insights - The article discusses various vitamins and supplements, emphasizing their health benefits and potential for disease prevention, particularly in relation to aging and chronic conditions [1][2][3][4][5][6][7][8][9][10][11] Group 1: Vitamins and Their Benefits - Vitamins were originally discovered to prevent disease and optimize health, with Vitamin D being highlighted for its importance despite the lack of acute deficiency syndrome [1] - Spermidine, found in foods like wheat germ and beans, is associated with longevity and anti-aging effects, with Sweden having a recommended daily allowance (RDA) of 25-30mg [2] - Coenzyme Q10 (CoQ10) is noted for its cardioprotective and anti-aging properties, particularly beneficial for older individuals and those on statins [3] - Menaquinone-7 (MK-7), part of the K vitamin family, is linked to longevity and cardiovascular health, with natto being a significant source [4] - Ergothioneine, found in mushrooms and beans, is recognized for its anti-aging properties and overall health benefits [5] Group 2: Minerals and Other Supplements - Boron, although lacking a US RDA, is suggested to have various health benefits, particularly for older adults [6] - Sunlight exposure is emphasized for its role in vitamin D synthesis and overall health, with artificial light being a potential substitute for those lacking natural sunlight [7][8] - L-Carnosine, a dipeptide found in meats, is noted for its anti-aging and protective effects on various bodily systems, with potential applications in eye health [9] - Astaxanthin, an antioxidant found in seafood, is highlighted for its broad health benefits, including skin and cardiovascular health [10] - Curcumin, primarily found in Indian cuisine, is suggested as a natural alternative to OTC painkillers, with numerous health benefits [10] - Betaine is mentioned for its digestive aid properties and potential anabolic effects, particularly after heavy meals [11]

Summary of 5E Advanced Materials Conference Call Company Overview - **Company**: 5E Advanced Materials (Ticker: FEAM) - **Focus**: Development stage exploration project centered on boron, located in the Central Mojave Desert, USA [2][3] Industry Insights - **Boron Market**: - 5E holds the third largest boron deposit globally [3] - Boron is critical for over 300 applications, including high-tech materials and defense [7][9] - The boron market is projected to grow at a CAGR of 5% to 5.5% [10][12] - Current market dynamics show a contraction due to tariffs in China, but demand in the U.S. remains strong [11][12] Economic Potential - **Pre-Feasibility Study (PFS)**: Completed in August, showing a robust NPV of $725 million for the first phase of production [3] - **Market Capitalization**: Increased from $75 million pre-PFS to $150 million post-PFS [4] - **Production Capacity**: Permitted to produce 130,000 tonnes of boron annually, with a cost profile of $600 per tonne [34][38] - **Revenue Forecast**: Anticipated EBITDA of approximately $100 million annually at commercial scale [34] Competitive Landscape - **Global Supply**: The boron market is dominated by two companies, Edimaden (Turkey) and Rio Tinto's US Borax, controlling 85% of the supply [12][13] - **Rio Tinto's Strategic Review**: New CEO has put the borates business under review, potentially leading to divestiture [13][14] - **Cost Dynamics**: Rio Tinto's costs have increased by 60%, driven by lower-grade ore extraction [13][14] Regulatory and Critical Mineral Designation - **Critical Mineral Status**: Boron is recognized as a critical mineral by the UK, EU, and the U.S. Department of Defense [15][16] - **Public Comments**: 5E submitted comments advocating for boron's inclusion on the U.S. critical minerals list, alongside other industry stakeholders [19][20] Project Development - **Pilot Plant**: Operational for over two years, with 20 tonnes of product sent for testing in Taiwan [5] - **Infrastructure**: Well-positioned with access to water and power, essential for mining operations [27][28] - **Team Expertise**: Leadership includes experienced professionals from relevant industries, enhancing operational credibility [24][26] Future Opportunities - **Expansion Potential**: The project has a mine life of 39 years, with resources sufficient for over 100 years [22] - **Market Gaps**: Opportunity to produce ferroboron, currently not sourced in the U.S., filling a gap in the supply chain for magnets [46] Conclusion - 5E Advanced Materials is strategically positioned in the growing boron market, with strong economic fundamentals, a solid project pipeline, and potential for significant growth driven by increasing demand and critical mineral designation efforts [3][34][20]

Core Insights - Nevada Lithium Resources Inc. has identified significant rubidium and cesium mineralization in its Bonnie Claire lithium project, which could enhance the project's economic viability and contribute to the U.S. supply of critical minerals [1][3][4] Company Developments - The CEO of Nevada Lithium, Stephen Rentschler, highlighted that the presence of rubidium and cesium aligns with the U.S. Department of the Interior's Draft 2025 Critical Minerals List, potentially increasing the revenue from boron by-products identified in the Preliminary Economic Assessment (PEA) [2][4] - Initial analysis of the Pregnant Leach Solution (PLS) indicates that rubidium and cesium are recoverable, and the company is exploring various recovery options [3][20] Project Details - The Bonnie Claire project has a mine life of 61 years and a processing rate of nearly 3 million tonnes of ore annually, suggesting a substantial contribution to the U.S. domestic supply of critical minerals [3][28] - The project consists of two mineral deposits: an Upper Zone with moderate-grade lithium and boron, and a Lower Zone characterized by high-grade lithium and boron [5][6] Mineralization Findings - Significant cesium and rubidium mineralization was confirmed in all drill holes from the 2023 and 2024 drilling programs, with notable grades including 248 ppm Cs over 318.5 ft and 313 ppm Rb over 298.5 ft [9][10] - A strong positive correlation was found between cesium, rubidium, lithium, and boron grades, indicating potential for enhanced recovery and economic returns [12][13] Economic Assessment - The recently released PEA indicates an after-tax net present value of $6.829 billion at an 8% discount rate, based on lithium and boron pricing [28] - The company aims to optimize the lithium flowsheet while investigating recovery options for rubidium and cesium to further enhance project economics [20][32]

Core Viewpoint - ioneer has announced a significant upgrade to the economics of the Rhyolite Ridge Project, highlighting its strategic importance in the lithium and boron market in the United States [2][3]. Economic Upgrade - The Net Present Value (NPV) of the Rhyolite Ridge Project has increased by 38%, reaching just under $1.9 billion, which translates to approximately AUD 1 per share for ioneer [3]. - The project is expected to produce more lithium and boron without any changes in upfront capital expenditures [3]. Resource Details - The ore reserve for the Rhyolite Ridge Project is 260 million tonnes, consisting of three ore streams that are blended together [4].