Core Viewpoint - The West can protect its critical mineral producers from China's predatory pricing through existing antidumping laws, which can neutralize supply flooding that threatens domestic investment [1]. Group 1: China's Market Strategy - China employs a dual strategy of restricting exports to inflate prices and then flooding the market to undermine Western competitors once they mobilize capital [3]. - The historical example of Molycorp illustrates how China's export restrictions led to a temporary price surge, attracting significant investment, only for prices to collapse when China restored supply, resulting in Molycorp's bankruptcy [6]. Group 2: Antidumping Laws as a Solution - The antidumping duties under the Tariff Act of 1930 can effectively counteract China's pricing strategies by imposing levies that increase as export prices fall, making predatory pricing less advantageous for China [9]. - This approach can extend the protective benefits seen in the MP Materials floor-price agreement across the domestic sector without requiring the government to become a permanent buyer or take equity stakes in projects [10]. Group 3: Legal and Strategic Framework - The legal basis for implementing antidumping duties is strong, as they are explicitly authorized by Congress and align with international trade agreements, providing a robust framework for action against China's practices [11]. - The U.S. can also coordinate with allies to initiate parallel antidumping proceedings against Chinese imports, establishing effective price floors across multiple Western markets [13]. Group 4: Need for Structural Protection - While independent pricing benchmarks and strategic stockpiles are beneficial, they do not eliminate China's ability to manipulate the market; systematic use of antidumping duties is necessary for long-term supply chain stability [14].

Belo Horizonte, Brazil--(Newsfile Corp. - February 23, 2026) - Atlas Critical Minerals Corporation (NASDAQ: ATCX) ("Atlas Critical Minerals" or "Company"), a company focused on critical minerals for energy, technology, and defense applications, is pleased to announce the appointment of James Schloffer as Chief Technical Officer. Mr. Schloffer is an accomplished process engineer with more than 15 years of study, design, project management, commissioning and operational experience across the full project lif ...

Core Viewpoint - Amaroq Ltd. intends to transition to the Main Market of the London Stock Exchange and voluntarily delist from the TSX Venture Exchange due to low trading volumes in Canada and to access greater market liquidity and institutional support [2][3][6][7]. Group 1: Delisting from TSX Venture Exchange - Amaroq Ltd. has applied for a voluntary delisting of its common shares from the TSX Venture Exchange, effective at the close of trading on March 19, 2026 [3]. - The company believes that the financial costs and administrative requirements of maintaining its TSXV listing are no longer justified due to comparatively low trading activity in Canada [4]. - Shareholder approval is not required for the delisting as the company's shares will continue to trade on AIM, Nasdaq Iceland, and OTCQX, which are considered satisfactory alternative markets [5]. Group 2: Transition to the Main Market of LSE - Amaroq is planning to upgrade its London listing to the Main Market of the London Stock Exchange to enhance market liquidity and broaden its investor base [6][7]. - The company has appointed Citigroup Global Markets Limited as the sponsor and financial adviser for this transition process [7]. - The transition is expected to be completed in 2026, aligning with the company's growth and the need for increased institutional support [7]. Group 3: Shareholder Information and Ongoing Obligations - Following the delisting from the TSXV, Canadian shareholders will need to ensure their shares are eligible for transfer and settlement as depositary interests through CREST [8]. - The company intends to maintain CDS eligibility for its shares until April 30, 2026, to allow Canadian shareholders time to complete the necessary processes [9]. - Despite the delisting, Amaroq will continue to be subject to ongoing disclosure and other obligations as a reporting issuer under applicable securities legislation in Canada [10]. Group 4: Company Overview - Amaroq Ltd. focuses on the identification, acquisition, exploration, and development of gold and strategic metal properties in South Greenland, with its principal asset being a 100% interest in the Nalunaq Gold mine [12]. - The company has a portfolio that includes advanced exploration projects for strategic metals such as Copper, Nickel, and Rare Earths [12].

Core Viewpoint - Mkango Rare Earths Limited (MKAR) is moving forward with a proposed business combination with Crown PropTech Acquisitions (CPTK), having submitted a draft registration statement to the SEC, which includes a proxy statement and prospectus for MKAR's common shares and warrants [1][2] Group 1: Proposed Business Combination - The proposed business combination was initially announced on July 3, 2025, and involves a merger between MKAR and CPTK [1] - MKAR's common shares and warrants are expected to be listed on the Nasdaq Stock Market under the symbols "MKAR" and "MKARW" upon closing of the transaction, subject to SEC review and shareholder approvals [2] Group 2: Company Overview - MKAR owns the advanced stage Songwe Hill rare earths development project in Malawi, along with uranium, tantalum, and niobium licenses, and a proposed rare earths separation project in Pulawy, Poland [3] - The Pulawy project is strategically located in a Special Economic Zone in Poland, adjacent to a major nitrogen fertilizer manufacturer, and benefits from established infrastructure [3] Group 3: Crown PropTech Acquisitions Overview - CPTK is a special purpose acquisition company (SPAC) incorporated in 2021, with approximately $5.79 million cash in trust, aimed at effecting a merger or similar business combination [4]

Core Insights - The podcast episode discusses Trump's strategies of onshoring and friendshoring to mitigate the US's reliance on China's dominance in critical minerals, particularly rare earths [1][2][3] Group 1: US-China Trade Relations - The US's dependence on China for rare earths and critical minerals was highlighted during the trade war, with China controlling approximately 70% of global rare earth mining and 90% of processing [2] - The trade tensions have prompted the US to reassess its supply chain vulnerabilities and seek alternative sources for critical minerals [2] Group 2: Strategic Approaches - Trump's administration has intensified efforts to secure domestic supply chains through onshoring (bringing production back to the US) and friendshoring (partnering with allied countries) [3] - The effectiveness of these strategies in countering China's mineral dominance is a focal point of discussion in the podcast, featuring insights from industry leaders [3][6] Group 3: Podcast Information - The podcast "Energy Technology: Industry Insights" releases episodes every Tuesday at 7 AM EST, available on various platforms including Spotify and Apple Podcasts [4] - The podcast aims to provide updates on developments in the power, oil and gas, and mining sectors, leveraging data and analysis from GlobalData [3][4]

Core Viewpoint - Premier Development & Investment, Inc. is set to provide a detailed update regarding its operations and transactions, including material acquisitions in lithium and uranium exploration, as well as a significant management appointment [1][2][3]. Group 1: Company Updates - The company will distribute a comprehensive update early next week, covering various undisclosed items as mentioned in previous press releases [1]. - Shareholders will soon receive information on several material transactions, which will be available on OTCIQ [3]. - An important appointment to the management team is expected to be announced shortly [3]. Group 2: Business Operations - Premier is engaged in lithium and uranium exploration in Nevada, covering approximately 3,800 acres through projects named "Silverpeak," "Stonewall Flat," and "Hombre" [5]. - The company also has rare earth exploration properties in New Mexico, specifically in the "Gallinas Mountains" [5]. - Additionally, Premier holds options over oil and gas wells in Oklahoma and owns 49.99% of the outstanding common stock of GNCC Capital, Inc., which is involved in gold and silver exploration projects [5]. Group 3: Investor Relations Strategy - The company has been actively working with specialist firms to enhance its investor relations strategy, aiming for proactive engagement with shareholders [4].

Core Viewpoint - Dateline Resources Limited has completed infill geophysics surveys at its Colosseum Gold and Rare Earth Project in California, indicating progress in exploration activities [1] Group 1: Project Development - The company has successfully completed infill gravity, magnetic, and radiometric surveys at the Colosseum Project [1] - This completion follows an induced polarisation (IP) survey conducted in December 2025, showcasing a systematic approach to project evaluation [1]

Core Viewpoint - Lindian Resources Ltd has advanced the Kangankunde Rare Earths Project in Malawi into the execution phase by placing orders for essential processing equipment and increasing construction activities across various fronts. Group 1: Project Execution - The company has placed procurement orders for critical processing packages, including the SAG mill, thickener and flocculation plant, shaking tables, and belt filters to enhance schedule certainty as construction accelerates [2] - The SAG mill is identified as the principal long-lead item with an estimated delivery timeframe of about 22 weeks, while the thickener and flocculation plant package is expected within roughly 14 weeks [3] - The project is on track with process plant construction and mine stripping set to commence in February, first blast in April, grid power energisation in July, and targeting first ore feed and first concentrate in November 2026 [4] Group 2: Workforce and Safety - More than 550 personnel are currently working on-site across multiple workfronts, achieving 200,000 LTI-free hours, reflecting the culture and discipline being built at Kangankunde [4][6] - The company is utilizing its owner-operator Komatsu fleet to maintain momentum and reduce reliance on third-party contractors, supporting various construction activities as part of a lower-capital execution strategy [7] Group 3: Infrastructure Development - Site activity is scaling up with bulk earthworks, access roads, and trafficable platform preparation progressing towards the main construction phase [6] - An aerial view of the site shows the construction of the administration precinct, including the admin building and site medical clinic, which supports operational readiness as site activity ramps up [5]

Core Viewpoint - The article discusses the strategic importance of rare earths in the context of the AI industry and the U.S. government's efforts to reduce dependence on China, which dominates the processing market [1][6][23]. Group 1: Market Reactions and Stock Movements - The announcement from the U.S. government led to a significant increase in stock prices, particularly for USAR, which rose from approximately $10 to nearly $30 within weeks [3][4]. - The market's reaction to government involvement often leads to rapid stock repricing, with some investors chasing momentum while others assess the implications of government actions [2][5]. Group 2: Investment Opportunities - Lango identifies three companies as potential beneficiaries of government support in strategic sectors: GlobalFoundries, Oklo, and Energy Fuels [9][10][15][19]. - GlobalFoundries is highlighted for its role in chip manufacturing, particularly in semiconductors that are critical for industrial and defense applications [12]. - Oklo is positioned as a candidate in the nuclear sector, benefiting from government prioritization of energy and its connections within the AI ecosystem [15][16]. - Energy Fuels is noted for its existing processing infrastructure, which is crucial for meeting domestic demand for rare earths and uranium [19][20]. Group 3: Strategic Insights - The shift from a monopoly to a duopoly in the rare earth market is seen as a positive development, as it suggests a larger domestic industry supported by government initiatives [6][7]. - The focus for investors should be on long-term expectations and the potential for government backing to accelerate timelines and reduce operational risks [8][22]. - The article emphasizes the importance of tracking actual changes in funding, contracts, and project milestones rather than reacting solely to headlines [24].

Economic Indicators - The Australian dollar has risen above 70 cents against the US dollar, with a potential interest rate hike anticipated due to inflation reaching nearly 4% [1] - Headline inflation in Australia is reported at 3.8%, while core inflation (Trimmed Mean) is lower at 3.3%, indicating a sticky inflation scenario driven primarily by rising electricity prices [11][12] - The increase in inflation has raised questions about previous interest rate cuts by the Reserve Bank of Australia (RBA), particularly in light of government power bill rebates that have now ended [14][15] Commodity Market Insights - Gold and silver prices are experiencing significant increases, attributed in part to a declining US dollar [1] - A report from Reuters suggests that the US may reconsider its price supports for rare earths miners, which could impact the critical minerals market [3] - The iShares Silver Trust has seen approximately US$35 billion in trades, indicating strong market interest in silver, comparable to the turnover of the SPDR S&P 500 ETF [8][9][10]