USA Rare Earth, Inc. (NASDAQ:USAR) is one of the stocks Jim Cramer shared his takes on. A caller asked Cramer what he thinks of the company, and in response, he said: “See, I think that’s one of those year of magical investing stocks, and that year ended. I can’t bless it. Losing too much money.” Photo by Chris Liverani on Unsplash USA Rare Earth, Inc. (NASDAQ:USAR) supplies rare earth elements and other critical minerals, including neodymium, dysprosium, terbium, gallium, beryllium, and lithium. Cram ...

Wall Street analysts believe rising demand can boost lithium prices and Albemarle's earnings. ...

Key Points VanEck's rare earth metals ETF invests in businesses that are vital to the modern world. With 30 investments, it offers a quick and diversified way to invest in rare-earth metals. A lot of uncertainty surrounds this sector, and the ETF's long-term performance is mixed. 10 stocks we like better than VanEck ETF Trust - VanEck Rare Earth And Strategic Metals ETF › When Washington, D.C. started imposing tariffs on other nations, there were different responses. China's response included th ...

Toronto, Ontario--(Newsfile Corp. - December 17, 2025) - Volta Metals Ltd. (CSE: VLTA) (FSE: D0W) ("Volta" or the "Company") is pleased to announce, that as a result of excess demand, it has increased the size of its previously announced non-brokered private placement to raise gross proceeds of up to an aggregate of $2,100,000 (the "Offering"). In all other respects, the terms of the Offering will remain as previously disclosed in the announcement press release dated December 15, 2025.The Offering will inc ...

Core Viewpoint - Volta Metals Ltd. is conducting a non-brokered private placement to raise up to $1,500,000 through the issuance of Flow-Through Shares at a price of $0.23 per share, with the potential to increase the offering size by 25% to a total of $1,875,000 [1][2]. Group 1: Offering Details - The offering will consist of up to 6,521,739 common shares, qualifying as "flow-through shares" under Canadian tax law [1]. - Proceeds from the offering will be allocated to eligible Canadian exploration expenses related to the Company's Springer and Aki projects, with all qualifying expenditures to be renounced in favor of the subscribers by December 31, 2025 [2]. - The expected closing date for the offering is around December 22, 2025, subject to necessary approvals [4]. Group 2: Insider Participation - Certain directors and officers of the Company may participate in the offering, which will be classified as a related party transaction under Multilateral Instrument 61-101 [3]. - The Company plans to rely on exemptions from minority shareholder approval and formal valuation requirements, as the value of shares acquired by insiders is not expected to exceed 25% of the Company's market capitalization [3]. Group 3: Use of Proceeds - The proceeds will be used for exploration activities including drilling, prospecting, sampling, and geochemical analyses [4]. - The Company may also issue finders' fees of up to 6% in cash and warrants for the proceeds placed by eligible finders [4]. Group 4: Company Overview - Volta Metals Ltd. is a mineral exploration company based in Toronto, focusing on rare earth elements and critical minerals such as gallium, lithium, cesium, and tantalum [8]. - The Company is actively exploring a portfolio of critical minerals projects in Ontario, a region known for its rich mining and mineral exploration potential [8].

DELTA, British Columbia, Dec. 11, 2025 (GLOBE NEWSWIRE) -- RecycLiCo Battery Materials Inc. (“RecycLiCo” or the “Company”) (TSX.V: AMY | OTCQB: AMYZF | FSE: ID4), a critical minerals refining and lithium-ion battery upcycling company, is pleased to announce that construction permit applications for its new research and process-development laboratory in Delta, British Columbia, have been approved by the local government. With the lab design complete and permits approved, the Company has already advanced earl ...

Eramet (OTCPK:ERMA.F) Conference Call Summary Company Overview - **Company**: Eramet - **Industry**: Mining and metallurgy, focusing on commodities such as manganese, lithium, and nickel Key Points and Arguments Leadership and Team - Paulo Castellari, CEO, has been with Eramet for six months and has extensive experience in the industry [1][4] - Abel Martins Alexandre, CFO, brings 15 years of experience in financial services and mining [3][12] Safety Concerns - 2025 has been a challenging year for safety, with four fatalities reported [5] - Operations in Senegal have achieved six years without lost time injuries, showcasing pockets of excellence [6] Macroeconomic Environment - The company is facing a challenging macroeconomic environment, including: - Manufacturing contraction in China, with PMI below 50 [13] - Increased U.S. tariffs from 3% to 18% [13] - Downward trend in industrial commodity prices since 2023, with some prices at cyclical lows [14] - Adverse exchange rate movements, with the euro appreciating 13% against the dollar [14] Commodity Pricing and Demand - Current commodity prices are significantly depressed, with some at levels seen during COVID-19 or 2016 [14] - Long-term demand for energy transition commodities (lithium and nickel) is expected to double in the next decade [16] - Demand for crude steel production remains strong, particularly in emerging markets [17] Operational Improvements - The company has launched the "Resolution" program targeting an EBITDA uplift of EUR 130-170 million over the next two years [7][40] - Expected one-off cash improvements of EUR 60-70 million in 2025 [8][39] - Focus on safety, operational excellence, and financial resilience as part of the Resolution program [21] Centenario Project - Centenario is currently operating at 65% nameplate capacity, with plans to reach 90% by mid-2026 and 100% within 18 months [11][28] - Cash operating costs for Centenario are targeted at $5,400-$5,800 per ton once at full capacity [29] Financial Resilience - Commitment to deleveraging and improving cash flow generation [35][37] - CapEx guidance reduced to EUR 425 million for the upcoming year [35] - Focus on maintaining adequate liquidity and engaging with lenders [36] Commercial Excellence - Identified potential EBITDA uplift of EUR 10-20 million from commercial excellence initiatives [31] - Emphasis on supply chain excellence and optimizing logistics to boost efficiency [32] Future Outlook - The company remains committed to its strategy of focusing on energy transition metals while ensuring operational stability and cost optimization [86] - Plans to provide more detailed guidance on CapEx and operational performance in future updates [82][85] Additional Important Information - The company is assessing the impact of EU safeguard measures on its operations, particularly in manganese [53] - Ongoing evaluation of options for accelerating deleveraging, including potential asset disposals [50][52] - The company is confident in its ability to navigate current challenges and leverage its existing capabilities for future growth [41][42]

Summary of Rio Tinto Group's 2025 Capital Markets Day Company Overview - **Company**: Rio Tinto Group (NYSE: RIO) - **Event**: 2025 Capital Markets Day - **Date**: December 04, 2025 Key Industry Insights - **Metals and Mining Industry**: The focus is on operational excellence, project execution, and capital discipline to enhance returns and maintain a strong social license [4][6][9]. Core Themes and Strategies 1. **Operational Excellence**: - Emphasis on safety and productivity improvements through a Safe Production System [5][7]. - Leveraging deep ore body knowledge and mining processes to drive productivity [6][9]. 2. **Project Execution**: - Commitment to delivering projects reliably and safely, with a focus on organic growth options [7][10]. - Highlighted successful projects include Oyu Tolgoi (OT) and Simandou, with the latter achieving first ore ahead of schedule [14][47]. 3. **Capital Discipline**: - Aiming for a 3% compound annual growth rate (CAGR) through 2030, with a focus on maintaining a strong balance sheet [11][19]. - Plans to release $5-$10 billion in cash from the asset base, emphasizing disciplined capital allocation [16][26]. Financial Performance and Projections - **Production Growth**: Expected to grow at over 3% CAGR for the rest of the decade, translating to a 20% increase by 2030 [19]. - **Cost Management**: Targeting a 20% reduction in costs per copper equivalent unit by 2030, with a focus on removing fixed costs [20][24]. - **EBITDA Growth**: Anticipated increase of 40%-50% at long-term consensus pricing due to production increases and cost reductions [24]. Commodity Focus - **Iron Ore**: Strong demand expected due to tight supply and depletion; the market requires around 950 million tons of new capacity to meet demand [10][38]. - **Aluminum**: Demand growth driven by energy transition and construction, with supply challenges as China nears production caps [32][33]. - **Lithium**: Rapidly growing market driven by electric vehicles and energy storage; focus on expanding production capacity to 200,000 tons by 2028 [60][62]. - **Copper**: Significant demand growth anticipated from the energy transition, with a need for new mine supply to meet future demand [35][36]. Sustainability and Community Engagement - **Decarbonization Goals**: Commitment to a 50% emissions reduction target by 2030, leveraging third-party investments [17][25]. - **Community Relationships**: Emphasis on building strong partnerships with local communities and stakeholders to earn trust and support [16][49]. Leadership and Organizational Changes - **Executive Team**: Streamlined leadership structure with a focus on accountability and performance [12][18]. - **Simplification Strategy**: Reduction of complexity in operations to enhance decision-making and productivity [13][21]. Conclusion - Rio Tinto is positioning itself to become the most valued metals and mining business by focusing on operational excellence, disciplined capital allocation, and sustainable practices, while also addressing the growing demand for key commodities in a changing market landscape [11][18].

Core Points - Geomet, a joint venture between European Metals Holdings and CEZ, has received a grant of up to €360 million ($416.98 million) from the Czech Government to support the Cinovec lithium project [1][3] - The funding is part of the Czech Republic's Strategic Investments for a Climate-Neutral Economy programme, aimed at enhancing production and expansion of critical raw materials [2][6] - The Cinovec project has been recognized as a strategic initiative under the EU Critical Raw Materials Act, facilitating access to expedited permitting and funding [4][5] Company Insights - The grant represents one of the largest direct project-level funding commitments to a critical raw materials project within the EU, highlighting the project's significance for European electromobility [3][4] - The Czech Government's support underscores the importance of the Cinovec project in the context of lithium demand and supply chain security [4][6] - Next steps for the project include finalizing administrative processes for the grant, integrating it into project finance, and preparing for construction [7]

Core Insights - Lithium Americas Corp. (LAC) and Albemarle Corporation (ALB) are both involved in lithium exploration, development, mining, processing, and production, with Albemarle also producing specialty chemicals for various industries [1][2] Company Overview Lithium Americas Corp. (LAC) - LAC is developing the Thacker Pass lithium mine in northern Nevada, which is the world's largest known measured lithium resource and reserve, with a planned output of 40,000 tons per year of battery-grade lithium carbonate [5] - The construction of the Thacker Pass project is progressing, with mechanical construction of Phase 1 expected to be completed by late 2027, and engineering work over 80% complete as of September 30, 2025 [6][8] - LAC has not yet generated revenues and relies on equity and other financings, facing operational constraints due to its omnibus waiver loan agreement [9][10] - The Zacks Consensus Estimate for LAC's 2025 EPS implies a year-over-year decline of 176.2%, with widening loss estimates for 2025 and 2026 [16][20] Albemarle Corporation (ALB) - ALB is enhancing its global lithium conversion capacity and focusing on high-return projects, with increased sales volumes in its Energy Storage unit and successful production from its integrated conversion facilities [11][12] - The company is implementing cost-saving measures targeting $450 million in improvements, with a reduced capital expenditure outlook of around $600 million for 2025 [13][14] - ALB had liquidity of approximately $3.5 billion at the end of Q3 2025, with an operating cash flow of around $893.8 million for the first nine months of 2025, reflecting a 29% increase from the previous year [14] - The Zacks Consensus Estimate for ALB's 2025 EPS implies year-over-year growth of 48.3%, with narrowed loss estimates for 2025 and increased EPS estimates for 2026 [17][21] Valuation Comparison - LAC is trading at a forward price-to-earnings (P/E) of negative 14.32X, while ALB is trading at a forward P/E of 639.06X [15] Conclusion - LAC holds a promising long-term asset in Thacker Pass but faces significant funding, regulatory, and execution risks, remaining pre-revenue and dependent on external financing [20] - In contrast, ALB is a global leader in lithium and specialty chemicals, demonstrating operational maturity, financial stability, and strong cash flows, positioning it favorably amid volatile lithium prices [21][22]