Rare Earth Elements

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Can the U.S. break China's rare earth dominance?
CNBC Television· 2025-08-12 16:30
Here at the White Mesa Mill in Utah, mineral company Energy Fuels is processing rare earth elements. These materials are crucial to modern-day technology. Rare earths refer to 17 elements on the periodic table whose atomic structure gives them special magnetic properties.Rare earth magnets power everything from electric vehicles and wind turbines to defense equipment, data centers, and high-tech consumer electronics. The United States used to be an industry leader of rare earth production up until the 1980s ...
E-Tech Resources Issues Corporate Update on Eureka Project with Licence Transfer Submission and Nuclear Fuels Designation
Newsfile· 2025-08-12 12:51
E-Tech Resources Issues Corporate Update on Eureka Project with Licence Transfer Submission and Nuclear Fuels DesignationAugust 12, 2025 8:51 AM EDT | Source: E-Tech Resources Inc.Halifax, Nova Scotia--(Newsfile Corp. - August 12, 2025) - E-Tech Resources Inc. (TSXV: REE) (FSE: K2i) ("E-Tech" or the "Company") is pleased to provide a corporate update on recent developments at its Eureka Project in Namibia.The Company has submitted the transfer of Exclusive Prospecting Licence (EPL 8748) to a n ...
General Timothy Ray, USAF (ret) Joins Critical Metals Corp’s Advisory Board
Globenewswire· 2025-08-11 12:30
NEW YORK, Aug. 11, 2025 (GLOBE NEWSWIRE) -- Critical Metals Corp. (Nasdaq: CRML) (“Critical Metals Corp” or the “Company”), a leading critical minerals mining company, today announced that General Tim Ray, USAF (ret) joined the Company’s newly formed Advisory Board, which will help Critical Metals Corp’s Board of Directors and executive management team as the Company develops its portfolio of critical minerals projects. The Advisory Board includes Christian Aramayo and Mathew August. “As Critical Metals Cor ...
Rare Earth Mining Stock Could Just Be Getting Started
Schaeffers Investment Research· 2025-08-08 17:00
The potential recovery of rare earth elements in Wyoming could make this stock attractive for speculators, especially on a pullback. Analyst outlook is minimal at best, with just three "buy" recommendations on the books, leaving plenty of room for optimism. Short interest is at an all-time high, surging 73% since June, while implied volatility (IV) is reasonable with the 30-day at 90% and options IV priced at 88%. Our recommended September 17 call has a leverage ratio of 3.6 and will double on a 27.8% pop i ...
Anomalous Rare Earth Elements in Smoky Quartz Samples within Quantum's Quest Property
Thenewswire· 2025-08-01 13:00
Vancouver, BC – TheNewswire - August 1, 2025 – Quantum Critical Metals Corp. (TSX.V: LEAP | OTCQB: ATOXF | FSE: 86A1) ("Quantum" or the "Company") is pleased to announce that it has completed additional research on its Quest critical mineral property which was acquired earlier this year to compliment the Company’s growing strategic resource portfolio (see news dated January 16, 2025). The mineral claim is in the Lake Chapiteau region of Québec and hosts a region of critical and rare earth elements in syeni ...
Dreadnought Resources (DRE) Earnings Call Presentation
2025-07-25 02:45
Company Overview - Dreadnought Resources Ltd (ASX:DRE) has a market capitalization of approximately $55.2 million [3] - The company has approximately $10 million in cash as of June 30, 2025 [3] - Top 20 shareholders hold approximately 32% of the company's shares [5] - The company's strategy includes developing the high-grade Star of Mangaroon to generate cash flow and finding more gold faster [7] Mangaroon Gold Project - The Star of Mangaroon has a maiden resource of 23,300 ounces of gold at 12.8 g/t Au, with 84% classified as Indicated [14] - A scoping study indicates a potential free cash flow of approximately A$50 million at A$4,600/oz gold [14] - Metallurgical testing shows an average total gold recovery of 96.7%, with 74.4% from gravity recovery [19] Exploration and Discovery - The company has defined five camp-scale prospects at Mangaroon through stream sediments [30] - Illaara Gold Project is one of the most underexplored greenstone belts in the Yilgarn region [38] - The Yin Ironstone Complex has a total resource of 29.98 million tonnes at 1.04% TREO at a 0.20% TREO cut-off [54, 67] - The Gifford Creek Carbonatite Complex has an inferred resource of 10.84 million tonnes at 1.00% TREO and 0.22% Nb2O5 at C3 [54] Partnerships and Commercialization - Teck is farm-in to Money Intrusion Ni-Cu-PGE project with A$15 million expenditure to earn 75% interest [47, 50]
American Rare Earths Advances Halleck Creek Demonstration Plant With A$15M Placement
Globenewswire· 2025-07-24 12:30
Core Insights - American Rare Earths has secured commitments for a private placement of approximately 46.9 million new shares at A$0.32 per share, raising A$15.0 million to advance the Halleck Creek Rare Earths Project in Wyoming [2][3][6] Placement Details - The placement shares will be issued at A$0.32 per share, representing an 18.8% discount to the 10-day VWAP [4] - Shares allocated under the placement will settle on July 30, 2025, and will rank equally with existing shares [4] Use of Funds - Proceeds from the placement will fund the development of the Halleck Creek project, including: - Development of a demonstration plant for the beneficiation process [7] - In-fill drilling at the Cowboy State Mine for future studies [7] - Engineering work [7] Project Significance - Halleck Creek is a world-class rare earth deposit aimed at reducing U.S. reliance on foreign supply chains, particularly from China [3][9] - The project is positioned to meet the growing demand for rare earth elements essential for defense and advanced technologies [9] - American Rare Earths is committed to environmentally responsible mining practices and collaborates with U.S. Government-supported R&D programs [9]
DevEx Resources (DEV) Earnings Call Presentation
2025-07-23 06:35
Company Overview - DevEx Resources is positioned as a rare ASX-listed uranium opportunity, focusing on underexplored uranium projects in the Northern Territory [12] - The company has a market capitalization of approximately $36.6 million (at 8.3c) and cash reserves of $7.8 million as of March 31, 2025 [19] - Major shareholders include Tim Goyder (Chairman) with 19.58% ownership and Paradice Investment Management Pty Ltd with 7.36% [20] Uranium Market and Strategy - The uranium market is experiencing a resurgence due to increased AI and nuclear energy demand versus shrinking supply [12] - A growing supply shortfall is forecast to increase by 200% by 2040, driving strong uranium market fundamentals [25] - DevEx's exploration strategy aims to replicate the success of the Athabasca Basin by focusing on the McArthur Basin [31] Project Highlights - The Nabarlek Uranium Project, 100% owned, is located in the Alligator Rivers Uranium Province, NT, with historical production of 24 Mlbs @ 1.84% U3O8 [39] - Multiple high-grade uranium intercepts have been identified from DevEx's 2023-2024 drilling campaigns at Nabarlek [39] - The Murphy West Uranium Project is an emerging uranium asset where DevEx is earning-in, with multiple large-scale uranium anomalies identified [56, 58] Kennedy Rare Earth Element Project - The Kennedy Project has a maiden Inferred Mineral Resource Estimate of 150Mt @ 1,000ppm TREO (470ppm TREO-CeO2) [71]
Snow Lake Acquires Strategic Stakes in Multiple U.S. Critical Minerals Projects
Newsfile· 2025-07-22 11:30
Core Viewpoint - Snow Lake Resources Ltd. is focusing on strategic investments in U.S.-based critical minerals projects to leverage new U.S. Administration policies aimed at accelerating domestic production of these minerals [1][4]. Investment Strategy - The company is actively seeking opportunities to acquire interests in U.S. critical minerals projects that can be fast-tracked into production, potentially creating substantial value for shareholders [3][5]. - CEO Frank Wheatley emphasized the alignment of Snow Lake's investments with U.S. strategic interests, particularly in uranium, antimony, and rare earths [4][5]. Specific Investments - **Uranium**: Snow Lake has committed AUD$1.4 million to GTi Energy's AUD$4.5 million equity financing to advance the Lo Herma uranium project in Wyoming, which has a resource estimate of 8.7 million pounds U3O8 and a projected annual production of 800,000 pounds U3O8 [6][7]. - **Antimony**: The company has acquired a strategic stake exceeding 5% in Resolution Minerals Ltd., which holds the Horse Heaven Project in Idaho, anticipated to meet approximately 35% of U.S. antimony requirements [8][11]. - **Rare Earths**: Snow Lake holds a cornerstone investment in Commerce Resources Corp., which is advancing the Ashram rare earth elements project in Quebec, one of the largest undeveloped rare earths projects in North America with a resource of 204.3 million tonnes averaging ~1.94% Total Rare Earth Oxides [13][15]. Government and Industry Support - There is unprecedented support from the U.S. government, industry, and public for domestic critical mineral production, highlighted by significant investments in MP Materials Corp, including USD$400 million from the U.S. Department of Defense and USD$500 million from Apple [18][19].
American Resources CEO on ReElement's rare earth tech– ICYMI
Proactiveinvestors NA· 2025-07-18 19:03
Core Viewpoint - American Resources Corp is making significant advancements in rare earth refining operations and expansion plans, particularly through its 19% stake in ReElement Technologies Corporation, which is refining critical and rare earth elements at competitive costs compared to Chinese producers [1][2]. Group 1: Company Overview - American Resources Corp took the company public several years ago and established ReElement Technologies Corporation, which is now a key player in the industry [2]. - The company is focused on refining critical and rare earth elements for both defense supply chains and commercial markets, sourcing raw materials from its own mines [3]. Group 2: Cost Competitiveness - ReElement Technologies is able to refine rare earth elements at costs between $25 to $35 per kilogram, significantly lower than the $110 per kilogram cost associated with traditional solvent extraction methods used by competitors [5]. - The refined products are sold at prices ranging from $65 to $500 per kilogram, with high-purity materials exceeding $5,000 per kilogram [5]. Group 3: Technological Advancements - The technology used by ReElement, originally developed in the 1960s, has been enhanced with modern computing power, allowing for efficient production without toxic processes [4][8]. - The company has achieved remarkable purity levels, recently shipping 99.999% pure gallium and terbium, which are among the most challenging heavy rare earth elements to purify [8]. Group 4: Strategic Initiatives - The launch of a rare magnet supply chain is significant as it addresses a gap in the U.S. market, with no other company able to produce these elements domestically at the same scale [6]. - American Resources Corp is committed to breaking the reliance on China for the defense supply chain, aiming to provide these materials domestically at competitive costs [7]. Group 5: Future Plans - The company has a $100 million commitment for a facility in Africa and is collaborating with an Australian company on direct lithium extraction, indicating plans for international expansion [9]. - Upcoming announcements are expected to showcase the company's capabilities and scale in the critical minerals space [10].