President Donald Trump announced “Project Vault” on February 2, creating a $12 billion U.S. critical mineral reserve. The news sent Critical Metals Corp. (CRML) surging 35% in a single trading session, and investors are now racing to understand which rare earth stocks could benefit most.With the federal government potentially becoming one of the sector’s largest customers, rare earth mining and processing companies are attracting serious attention.Here are the seven most important questions investors are as ...

Core Viewpoint - BHP is approaching the $50/share mark, driven by a rally in metals, which is nearing its all-time high and is comparable to the Commonwealth Bank [1][3] Metals Market Overview - The metals market is experiencing a significant rally, with expectations for continued strong performance through 2026, benefiting publicly-listed companies in the sector [2] - Various metals have shown substantial month-over-month price increases, including neodymium (+15%), tin (+20%), rhodium (+30%), aluminum (+11%), and indium (+40%), indicating a broader trend in the metals market [5][7] BHP and CBA Comparison - BHP and CBA have historically been close in market capitalization, reflecting their status as the two largest companies in Australia, which is an export-driven economy [3][8] - BHP last traded at $49.63/share, indicating its proximity to the $50 mark [8] Future Outlook - Analysts suggest that the current trends may signal the onset of a new commodities supercycle, particularly in metals [5][8]

As filed with the Securities and Exchange Commission on January 9, 2026. Registration No. 333-292006 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 AMENDMENT NO. 1 TO FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 _____________________________________ JAGUAR URANIUM CORP. (Exact name of registrant as specified in its charter) _____________________________________ | British Columbia | 1000 | Not applicable | | --- | --- | --- | | (State or other jurisdiction of | (P ...

Core Viewpoint - First American Uranium Inc. is optimistic about the Canadian government's new initiative to enhance critical minerals supply chains, viewing it as a significant opportunity for responsible domestic development of strategic minerals [2][3]. Company Overview - First American Uranium Inc. is a North American mineral exploration company focused on acquiring and developing precious, base, and critical mineral assets, including properties in British Columbia and Quebec [4]. Strategic Alignment - The company's niobium and neodymium assets align with Canada's national direction to build a more resilient and self-reliant critical minerals supply chain [2][3]. - The CEO of First American Uranium emphasized the strategic importance of sourcing critical minerals domestically, given Canada's abundant natural resources [3]. Market Positioning - First American Uranium is well-positioned to advance domestic production of niobium, which is essential for various low-carbon technologies and defense applications [5]. - The company aims to contribute to a diverse and resilient critical minerals supply chain through timely product development and strong environmental stewardship [5].

Core Insights - A significant demand for critical minerals is emerging, essential for electric vehicles, batteries, and clean energy systems, with two U.S.-listed ETFs, VanEck Rare Earth And Strategic Metals ETF (REMX) and Amplify Lithium & Battery Technology ETF (BATT), positioned at the forefront of this trend [1][2] ETF Overview - REMX focuses on rare earth and strategic metal miners, tracking the MVIS Global Rare Earth/Strategic Metals Index, and includes companies like MP Materials Corp, Lynas Rare Earths, and Pilbara Minerals, which are crucial in the U.S.-China supply chain dynamics [3] - BATT tracks the EQM Lithium & Battery Technology Index, combining miners such as Albemarle Corp and Glencore with downstream manufacturers like Panasonic and Samsung SDI, thus capturing both extraction and downstream demand from the EV and energy storage sectors [4] Performance Metrics - Both ETFs have expense ratios between 0.58% and 0.59%, with REMX managing approximately $1.3 billion in assets and BATT around $91 million; REMX has shown a 79% year-to-date return, while BATT has returned 55% year-to-date, reflecting differing investor interests and market conditions [5] - REMX's performance is heavily influenced by Chinese policy risks, while BATT's broader focus ties its performance to EV adoption and battery margins [6] Investment Implications - For investors interested in mining geopolitics, REMX offers a concentrated investment in supply scarcity, while BATT may appeal to those seeking a more diversified exposure to the clean energy sector [7]

Group 1: Industry Overview - China has expanded export controls on five new rare-earth elements and restricted key processing equipment, effective from November 8, which could significantly impact global supply [1] - China dominates the rare-earth elements market, controlling approximately 70% of global mining, 92% of refining, and 98% of magnet manufacturing [5] - The U.S. has recognized the need to reduce dependence on China for rare-earth element imports, leading to increased investments in domestic suppliers [6] Group 2: Company Performance - MP Materials, a key player in the rare-earth metals sector, has seen its stock price surge by 340% in 2025 through October 23, resulting in a high forward price-to-earnings (P/E) multiple [3] - The company mines and processes essential rare-earth elements like neodymium and praseodymium, which are critical for manufacturing strong magnets used in various applications, including electric vehicles and consumer electronics [7] - The U.S. Department of Defense has become MP Materials' largest shareholder with a $400 million investment, establishing a 10-year price floor for neodymium-praseodymium oxide and guaranteeing the purchase of 100% of output from its second magnet factory [9]

Core Insights - Lithium Corporation is focused on advancing North America's energy independence through the exploration and development of critical mineral resources [1] Group 1: Company Activities - Ongoing field exploration includes geological mapping and sampling at a site with identified enriched Rare Earth Element (REE) mineralization, specifically Neodymium and Dysprosium [1] - The company has applied to increase the size of its claim block to approximately 13,440 acres (5,438 hectares) to cover adjacent areas with geological similarities and potential for similar REE mineralization [1]

Core Points - The US and Australian governments have signed an agreement aimed at "critical mineral and energy dominance," which is expected to lead to significant investments in mining projects in both countries [2][4] - Arafura Rare Earths Ltd and other companies in the rare earth sector have seen their share prices increase following the announcement of this agreement [1][5] - The agreement includes a commitment of US$3 billion in investments over the next six months to develop critical projects across Australia [4] Investment Opportunities - The first project under the agreement is a gallium refinery in Western Australia, developed by Alcoa-Sojitz, which is projected to produce approximately 100 tonnes of gallium annually [3] - Arafura's NT Nolans project, which focuses on neodymium production, is another potential investment opportunity, with its share price rising over 9% [5] - Additional potential projects include titanium and zircon initiatives in Victoria, Queensland, and New South Wales, as well as a graphite mine in Queensland [5] Government Involvement - The US and Australian governments will gain stakes in the facilities built through this financing and will have rights to a portion of the rare earth supply [4] - The motivation behind this agreement is to diversify supply sources away from China, enhancing the strategic position of both countries in the critical minerals market [4]

Core Insights - Lithium Corp (LTUM) has made a significant discovery of enriched deposits of neodymium, dysprosium, and other rare earth elements at its fluorspar project in British Columbia, resulting in a 290% increase in share price in one trading session [1][6] - The timing of this discovery aligns with recent U.S. government investments in securing critical mineral supply chains, raising speculation about which junior miners could benefit next [2][5] Company Developments - The discovery covers over 5,700 acres of claims, prompting management to realign claim blocks for optimal coverage and initiate fieldwork to identify bedrock sources [3] - The essential nature of neodymium and dysprosium for high-performance electric vehicle motors and defense applications positions LTUM strategically within the market [3][4] Market Context - The market is currently in need of new supply stories for critical minerals, and LTUM's strong cash position relative to its debt provides it with the ability to advance exploration efforts without significant dilution [5] - The surge in LTUM's stock price reflects a rapid shift in investor sentiment towards junior explorers involved in critical minerals, especially in light of the U.S. administration's focus on domestic supply security [6]

Core Insights - Lithium Corp (LTUM) has made a significant discovery of enriched deposits of neodymium, dysprosium, and other rare earth elements at its fluorspar project in British Columbia, resulting in a 290% increase in share price in one session [1][6] - The timing of this discovery aligns with recent U.S. government investments in critical mineral supply chains, raising speculation about which junior miners could benefit next [2][5] Company Developments - The discovery spans over 5,700 acres of claims, prompting management to realign claim blocks for optimal coverage and to explore nearby geologically similar zones [3] - Fieldwork is currently underway to identify bedrock sources of these rare earth elements, which are crucial for high-performance electric vehicle motors and defense applications [3][4] Market Context - The market is currently in need of new supply stories for critical minerals, highlighting the potential for small companies like LTUM to attract attention [5] - Despite being a micro-cap company, LTUM's relatively strong cash position compared to its debt allows it to advance exploration efforts without significant dilution [5] Investor Sentiment - The rapid 290% surge in LTUM's stock price illustrates how quickly market sentiment can shift when junior explorers engage in the critical minerals narrative [6] - With the U.S. administration prioritizing domestic supply security and making substantial investments, LTUM has positioned itself as a speculative opportunity in the context of America's mineral strategy [6]