Critical Metals is a momentum stock, and incredibly hard to value.Critical Metals (CRML 8.60%) stock, a start-up miner of rare-earth elements, tumbled 9.8% through 1:35 p.m. ET this morning despite reporting some apparently good news for shareholders.Drilling at its exploratory Tanbreez Rare Earth Project in Greenland, Critical Metals has found evidence of minable quantities of yttrium, cerium, gallium, and hafnium, as well as zirconium, niobium, and tantalum. What this means for investorsThe company says t ...

GE Vernova has doubled its dividend and is entering a major growth phase. Keep an eye on this stock.Shares of GE Vernova (GEV +14.05%) sizzled in trading today, surging 15.9% to a 52-week high of $725 per share within minutes of the stock market's opening on Wednesday.The manufacturer of gas turbines stunned the markets today with ambitious financial goals through 2028 and moves to double its dividend per share and significantly increase its share repurchase program. That's not all. GE Vernova is also repor ...

Core Insights - Namibia Critical Metals Inc. announced the results of its Pre-Feasibility Study for the Lofdal Heavy Rare Earths Project, indicating significant potential for production of dysprosium, terbium, and yttrium, which are key economic drivers for the project [1] Company Summary - The company is focused on the Lofdal Heavy Rare Earths Project located in Namibia, which is expected to yield substantial quantities of critical rare earth elements [1] Industry Summary - The Lofdal deposit is positioned to contribute significantly to the supply of heavy rare earth elements, which are increasingly important in various high-tech applications and industries [1]

Rare Earth Export Restrictions & Impact - China has halted yttrium exports to the US after April, a key rare earth element [1] - Global yttrium exports from China have decreased by approximately 30% [1] US Dependence & Stockpile Depletion - Before export controls, the US imported 93% of its yttrium directly from China [2] - US industry stockpiles of yttrium have significantly decreased, with one trader reporting a drop from 200 tons to 5 tons [2] - US yttrium stockpiles are estimated to last between 1 to 12 months of consumption [2] Yttrium Applications & Strategic Importance - Yttrium is crucial for high-temperature superconductors, jet engines, advanced coatings, missile systems, lasers, and specialized ceramics [1] - The US is reliant on China for rare earth elements like yttrium [2]

Core Insights - American Resources Corp's subsidiary ReElement Technologies secured a landmark $1.4 billion financing commitment from the U.S. Department of Defense to support domestic magnet manufacturing and expand rare earth element processing capacity [1][6][7] Financing and Partnerships - The financing involves a partnership with Vulcan and the U.S. Office of Strategic Capital, with ReElement receiving approximately $80 million to enhance its purification capacity for both light and heavy rare earths [2][7] - This partnership aims to build a resilient domestic rare earth supply chain, which is crucial for U.S. national security and industrial growth [4][6] Facility Expansion - ReElement is expanding its facility in Marion, Indiana, which will support the production of up to 12,000 metric tons of rare earth oxides, with 5,000 metric tons allocated for this partnership [3][8] - The facility utilizes significantly less space compared to traditional solvent extraction methods and avoids toxic chemicals [8] Global Engagement and Market Demand - ReElement is experiencing increased global interest, particularly from defense and commercial clients, with active engagements in Asia, including collaborations with Posco in Korea and meetings in Laos [3][10] - The company is focusing on rare materials such as yttrium, gadolinium, and germanium, which are essential for both defense and industrial applications [4][10]

Core Insights - Terra Clean Energy Corp. has confirmed the rare earth element potential at its Fraser Lakes B Deposit through drilling and assays, highlighting significant quantities of rare earth oxides such as La₂O₃, Ce₂O₃, Yb₂O₃, and Y₂O₃ [1][7][12] Summary by Category Rare Earth Elements (REE) Potential - The Fraser Lakes B Deposit contains substantial amounts of light rare earth elements, which are critical for various industries including automotive, batteries, and electronics [2][5] - Specific applications of the rare earth elements include: - **Lanthanum**: Used in medical treatments and industrial applications like batteries and catalytic converters [2] - **Cerium**: Functions as a polishing agent and catalyst in automotive applications [3] - **Ytterbium**: Enhances stainless steel and is utilized in advanced technologies such as lasers and quantum computing [4] - **Yttrium**: Key for phosphors in LEDs, ceramics for fuel cells, and has medical applications [5] Project Development and Collaboration - The Fraser Lakes B Deposit is part of a multiyear study on REEs in northeastern Saskatchewan, supported by a government grant to the University of Saskatchewan [6] - Terra Clean Energy is actively involved in expanding the understanding and inventory of REEs in Canada, with ongoing drilling programs expected to enhance both uranium and REE resources [8] Infrastructure and Location - The Fraser Lakes B Deposit spans approximately 12,464 hectares and is located 18 kilometers outside the Athabasca Basin, with good infrastructure including proximity to power lines and roads [11][12] - The South Falcon East Project, which includes the Fraser Lakes B Deposit, has a historic inferred mineral resource of 6.9 million pounds of U3O8 at a grade of 0.03% [10]