Core Insights - Metallium, through its subsidiary Flash Metals USA, has signed a binding Letter of Intent with ElementUSA to recover gallium and scandium from red mud in Louisiana, with up to US$10.1 million in non-dilutive funding allocated for the initial deployment of its Flash Joule Heating technology [1][2] - The collaboration aims to support ElementUSA's development of a demonstration facility in Gramercy, Louisiana, focusing on the separation and purification of gallium and scandium from industrial waste [1][2] Company Overview - Metallium is focused on low-carbon, high-efficiency recovery of critical and precious metals from mineral concentrates and high-grade waste streams, utilizing its patented Flash Joule Heating technology [4] - The technology allows for the extraction of high-value materials such as gallium, germanium, antimony, rare earths, and gold from various feedstocks, including refinery scrap and e-waste [4] Industry Context - ElementUSA specializes in recovering critical minerals like gallium and scandium from industrial waste streams, employing advanced process development and various separation technologies [3] - The collaboration between Metallium and ElementUSA is positioned to enhance domestic capabilities in critical minerals, which are essential for defense, semiconductors, and advanced materials [2]

Core Insights - The signing of the United States-Australia Framework for Securing Supply of Critical Minerals and Rare Earths aims to mobilize at least US$1 billion in joint project financing to enhance supply chain security and sustainability for critical minerals and rare earth elements [2][3] Company Developments - Metallium Limited's CEO, Michael Walshe, highlighted the Framework's recognition of "scrap" as a strategic feedstock, which will lead to investments in minerals recycling technology and better management of critical-mineral scrap [3][4] - The company is utilizing its patented Flash Joule Heating technology to convert waste and mine tailings into high-purity critical metals, including rare earths, and is developing a scalable processing facility in Texas through its subsidiary, Flash Metals USA [4][6] Industry Context - The initiative directly addresses the challenge posed by Chinese dominance in the refining and processing of critical minerals, which are vital for defense, clean energy, semiconductor, and advanced manufacturing applications [2] - Metallium's approach aligns with U.S. strategic supply chain objectives, focusing on low-carbon and high-efficiency recovery of critical and precious metals from various waste streams [6]

Core Insights - Metallium Ltd. has announced a breakthrough method for recovering rare earth elements from end-of-life magnets, validated by peer-reviewed research from Rice University [1][2] - The new method utilizes Flash Joule Heating (FJH) combined with chlorination, which Metallium holds exclusive rights to commercialize [1][2] - The company aims to transition this technology from laboratory success to commercial deployment through its Texas pilot plant [2] Company Developments - The study led by Professor James Tour at Rice University was published in the Proceedings of the National Academy of Sciences on September 29, 2025 [2] - Metallium's CEO, Michael Walshe, emphasized the technology's potential for cleaner, faster, and more efficient processing of critical metals, representing a significant shift in global supply chains [2] - The company plans to build a national network of clean-tech metal recovery facilities in the United States, starting with its pilot-scale prototype system in Texas [2][3] Technology and Operations - Metallium's patented FJH technology allows for the extraction of high-value materials, including gallium, germanium, antimony, rare earth elements, and gold, from various feedstocks [3] - The first commercial site in Texas, operated by Metallium's subsidiary Flash Metals USA, is set to be commissioned in December 2025 [3]

Core Insights - Metallium Ltd. is set to add a second demonstration line at its Texas facility, focusing on rare earth elements (REE) and semiconductor feedstocks, with commissioning scheduled for December [1] - The company emphasizes the need for a secure supply chain for rare earth and critical metals in the U.S. due to recent Chinese export controls [2] - The Texas plant aims to recycle high-value metals from e-waste and provide a non-Chinese refining pathway for critical metals [3] Company Developments - Metallium is utilizing its patented Flash Joule Heating (FJH) technology to extract precious and critical metals from various feedstocks, including e-waste and mine tailings [4] - The company has established its first commercial site in Texas through its subsidiary, Flash Metals USA Inc. [5] - The plant's design has been scaled up from an original capacity of 360 tons per annum (tpa) to 8,000 tpa for PCB feed, with a target ramp-up to Stage 1 capacity by Q3 2026 [6] Technology and Operations - The FJH technology allows for the extraction of high-value materials such as gallium, germanium, and gold, and is designed to process a wide range of REE feedstocks [4][6] - The first FJH production line will focus on recovering metals from PCB e-waste, with commissioning scheduled for December 2025 [6] - The adaptability of the FJH technology provides a flexible processing route that reduces reliance on Chinese refining, addressing the full lifecycle of critical metals [6]

Core Insights - Metallium Limited's U.S. subsidiary, Flash Metals USA Inc., has signed a Memorandum of Understanding (MOU) with Glencore plc to explore long-term collaboration in electronic scrap supply and metal offtake in the U.S. [1][2] Company Overview - Metallium is focused on a low-carbon, high-efficiency method for recovering critical and precious metals from various waste streams, utilizing its patented Flash Joule Heating (FJH) technology [5][6]. - Glencore is a leading diversified natural resource company, involved in the production and marketing of over 60 commodities, and is a major player in e-waste recycling, processing around 100,000 tons of e-waste annually [4][5]. MOU Details - The MOU establishes a framework for collaboration, with Glencore expected to supply significant feedstock for Metallium's first commercial facility and purchase up to 75% of its marketable recycled products [5][6]. - The agreement is set to last until the end of the year, pending the negotiation and execution of definitive agreements [2][3]. Strategic Importance - The partnership is seen as a milestone for Metallium, securing critical feedstock and supporting its expansion plans, positioning the company alongside a major player in global recycling [3][4]. - Metallium's operations align with U.S. strategic supply chain objectives, enhancing its potential for near-term production and revenue generation [6].

Core Insights - Metallium Ltd. has entered into a binding Technology Collaboration Agreement with Ucore Rare Metals, aiming to develop a fully compatible feedstock-to-oxide refining pathway for rare earth elements (REEs) in the U.S. [1][2] Company Collaboration - The agreement will integrate Metallium's Flash Joule Heating (FJH) technology with Ucore's RapidSX REE separation technology, creating a streamlined refining process [2][3] - Each company will process feedstocks supplied by the other at their respective facilities in Houston and Louisiana, enhancing operational efficiency [3][4] Technology and Process - Metallium's FJH technology converts diverse feedstocks into high-purity chlorides, significantly simplifying conventional REE metallurgy [3][4] - Ucore's RapidSX technology, supported by an $18.4 million grant from the U.S. Department of War, will facilitate downstream separation into individual rare earth oxides [2][11] Strategic Importance - The collaboration supports U.S. government objectives to establish a secure and independent North American REE supply chain, reducing reliance on China, which currently dominates the global REE market [7][8] - The partnership aims to produce high-purity rare earth outputs critical for defense and commercial applications, positioning both companies at the center of a resilient U.S. supply chain [5][12] Future Developments - Metallium is progressing with collaborations with Meteoric and Rice University, and plans to process e-waste at its Texas demonstration plant in 2026 [4][10] - The companies will also explore the recovery of strategic heavy REE terbium and other valuable elements from waste materials [6]

Core Insights - Metallium, Ltd. has appointed Travis Langster to the Advisory Board of its U.S. subsidiary, Flash Metals USA, to enhance its commercialization efforts of the Flash Joule Heating (FJH) technology [1][2] Company Overview - Metallium specializes in extracting high-value critical minerals such as gallium, germanium, antimony, rare earth elements, and gold from various feedstocks including refinery scrap, e-waste, and monazite [1] - The company is commercializing its patented FJH technology through Flash Metals USA, which is developing its first commercial plant near Houston, Texas, with additional options in Massachusetts and Virginia [4] Appointment of Travis Langster - Travis Langster is recognized for his extensive experience in the aerospace and defense sectors, having held senior roles in the U.S. Department of Defense and contributing to the modernization of the U.S. defense industrial base [2][3] - His appointment is expected to strengthen Metallium's advisory capabilities, particularly in navigating the electronics and semiconductor supply chains [2] Strategic Importance - Langster emphasized the urgent need for the U.S. and its allies to secure sustainable supply chains for critical materials, particularly in the electronics and defense sectors [3] - Metallium's FJH technology is positioned as a transformative solution to address these supply chain challenges, supporting U.S. industrial base modernization and global supply chain resilience [3]

Core Viewpoint - Metallium Ltd. has secured a Phase I SBIR contract from the U.S. Department of Defense to recover gallium from waste streams, marking a significant step towards enhancing domestic supply chains for critical materials [1][2]. Group 1: Contract Details - The awarded contract is valued at A$100,000 and will utilize Metallium's proprietary Flash Joule Heating process to recover gallium from LED scrap and gallium-rich waste streams [1]. - The project is expected to be completed within six months, with plans for further funding applications following successful completion [2]. Group 2: Strategic Importance - Gallium is classified as a critical material for defense, semiconductors, and communications, with current supply largely dependent on non-allied nations, posing national security risks [3]. - The project aims to establish a domestic pathway for gallium recovery while also enabling the recovery of other valuable metals like germanium [3]. Group 3: Technological Innovation - Metallium is leveraging its patented Flash Joule Heating technology, developed at Rice University, to extract high-value materials from various waste streams, including e-waste and refinery scrap [3]. - The company has secured its first commercial site in Texas and has options for two additional sites in Massachusetts and Virginia [3].

Core Insights - Metallium Ltd. is expanding its operations in the U.S. by securing exclusive lease options for two additional sites for electronic waste processing, aiming to commercialize its Flash Joule Heating (FJH) metal recovery systems [1][2] Group 1: Expansion Strategy - The two new sites are located in Westport, Massachusetts, and Harrisonburg, Virginia, strategically positioned to access significant e-waste streams from the Northern Virginia data center corridor [2] - Both sites are fully permitted for industrial waste and e-waste processing, which eliminates lengthy regulatory delays typical in U.S. recycling projects, potentially accelerating deployment timelines [3] Group 2: Leadership Insights - The CEO of Metallium emphasized that Texas remains a priority, and the new lease agreements allow the company to replicate its Texas model with minimal upfront costs [4] - The CEO highlighted the importance of industry relationships in accessing high-quality opportunities and indicated that the company is positioned for rapid scale-up as partnerships and feedstock volumes increase [4] Group 3: Technology and Innovation - Metallium is utilizing a low-carbon, high-efficiency method for recovering critical and precious metals from various waste streams, including e-waste, through its patented FJH technology [5] - The FJH technology allows for the extraction of valuable materials such as gallium, germanium, antimony, rare earth elements, and gold from feedstocks like refinery scrap and e-waste [5]

Company Overview - MTM Critical Metals Ltd is a pioneer in sustainable critical metals processing and recovery, serving advanced industries such as semiconductors, e-waste recycling, and military defense [5] - The company utilizes proprietary Flash Joule Heating (FJH) technology for low-carbon extraction of critical materials, including rare earth elements, gallium, and germanium from mineral ore concentrates and high-value waste streams [5] - MTM Critical Metals is advancing efforts to recover critical materials from domestic waste streams through its U.S.-based subsidiary, Flash Metals, located in Houston [5] Market Position - MTM Critical Metals Ltd has upgraded to the OTCQX® Best Market from the OTCQB® Venture Market, marking an important milestone that enhances visibility among U.S. investors [1][3] - The upgrade allows the company to demonstrate its qualifications and build accessibility for both institutional and retail investors [4][3] Financial Disclosure - U.S. investors can access current financial disclosures and Real-Time Level 2 quotes for MTM Critical Metals Ltd on the OTC Markets website [2]