critical minerals

US Ambassador Pete Hoekstra positioned Canada as a critical minerals partner for the United States, emphasizing the country's resource wealth and mining expertise for continental integration. This signals potential policy coordination on critical mineral supply chains and cross-border resource development to reduce dependence on non-aligned suppliers.

District Metals Corp. released PEA results for the Viken Deposit in Sweden, strengthening the country's critical raw materials supply strategy. Sweden's REE and critical minerals development is essential for European supply chain diversification away from China-dependent sources.

Juno Resources controls nearly half the camp at the Ring of Fire in Ontario and is advancing both gold and critical mineral discoveries at scale under Robert Cudney's leadership. This positions Juno as a major player in Canada's critical minerals supply, affecting both precious and battery-metal feedstock availability for downstream industries.

NOAA certified TMC's second deep-sea exploration application for accessing polymetallic nodules containing critical minerals. This certification advances commercial deep-sea mining prospects for battery and technology materials currently dominated by land-based extraction.

Deep Sea Minerals is listing on Nasdaq despite having no active projects, with plans to acquire seabed mining concessions. This represents a speculative play on future deep-sea critical mineral extraction, as investors position for potential access to underwater rare earth and polymetallic nodule deposits.

The Minerals Council AGM highlighted mining's potential to drive South Africa's economic growth through policy reform, modernization and partnerships. This matters to investors as South Africa is a major source of critical minerals including platinum group metals and rare earth elements essential for technology supply chains.

The US and India established a framework for critical minerals partnership, following India's February inclusion into Pax Silica. This bilateral agreement strengthens supply chain diversification efforts for strategic minerals outside China-dominated markets.

Perpetua Resources secured a $2.9 billion loan for its Idaho antimony project development. This financing represents one of the largest investments in US critical mineral production capacity outside of lithium and rare earth projects.

Congo rebel groups are seeking to sell critical minerals directly to the United States as an alternative to Chinese supply chains. This development could provide Washington with non-Chinese mineral sources while potentially legitimizing rebel control over mining territories.

South Australia is urging BHP to assess rare earth extraction potential at its Olympic Dam copper-uranium mine. If viable, Olympic Dam could become a significant new source of critical minerals needed for renewable energy and defense applications, diversifying global rare earth supply chains.

South Africa's Critical Minerals and Metals Strategy must become a practical roadmap for beneficiation and industrialization, according to Mintek's Dr. Lawrence Bbosa. This strategy could position South Africa as a key processor of critical minerals rather than just a raw material exporter.

Greenland's Kvanefjeld dispute demonstrates how regulatory uncertainty undermines Western critical-minerals development projects. This regulatory instability threatens supply chain security for rare earth elements needed in technology and defense applications.

INN Rare Earths published a tech outlook covering rare earth elements market developments. This analysis helps investors understand supply chain trends and investment opportunities in critical minerals essential for technology manufacturing.

Nouveau Monde will proceed with what's positioned as the G7's biggest graphite mine, expected to produce 106,000 tonnes of graphite concentrate annually over 25+ years. This production capacity addresses critical mineral supply needs for battery manufacturing and technology applications.

Trilogy Metals Inc. (TMQ-TSX, NYSE) has achieved a key milestone at its Arctic project, a VMS (volcanogenic massive sulfide) deposit in northwestern Alaska's Ambler Mining district. This matters to supply chain analysts because VMS deposits typically contain critical minerals including copper, zinc, and precious metals that are essential for technology manufacturing and energy transition infrastructure.

Germany's Federal Institute for Geosciences and Natural Resources conducted a site visit at NextSource Materials' Molo graphite mine in Madagascar as part of a federal critical minerals study. This government-level assessment of the graphite operation indicates growing European focus on securing critical battery materials supply chains outside of China.

New Brunswick scrapped its old mining act to fast-track critical mineral projects. This regulatory streamlining could accelerate rare earth element production in Canada, providing alternative supply sources for technology manufacturers.

A new Battery Metals Outlook report provides global market analysis for critical minerals used in energy storage applications. This information helps investors track supply and demand dynamics for lithium, cobalt, nickel, and other materials essential to the electric vehicle transition.

A Battery Metals Outlook report analyzes market conditions for critical minerals used in energy storage systems. This market intelligence helps investors evaluate opportunities in lithium, cobalt, nickel, and rare earth elements essential for battery manufacturing.

Rare earths received the majority of Trump's $18.6 billion funding package, breaking down into $15.9 billion in loans, $2.1 billion in equity investments, and $615 million in grants according to BMO. This massive federal investment signals prioritization of critical mineral supply chain independence for national security.

Cornish Metals secured $210 million in funding to restart the South Crofty tin mine in the UK. This investment supports critical mineral production capacity, as tin is essential for electronics manufacturing and renewable energy infrastructure.

Chile is developing a comprehensive legal framework covering the full value chain of critical minerals, including rare earth elements. This regulatory initiative could significantly impact global critical mineral supply chains given Chile's substantial lithium and copper reserves.

White Gold Corp. launched a spin-out of W2 Critical Minerals Corp. to focus on critical mineral assets. This corporate restructuring allows investors to gain targeted exposure to critical minerals separate from gold mining operations.

Teck CEO Jonathan Price warns Canada faces losing critical minerals investment due to slow permitting timelines and inadequate shared infrastructure development. This permitting bottleneck could delay supply of battery metals and rare earth elements needed for renewable energy and EV manufacturing.

Canada is developing a sovereign wealth fund and defense industrial strategy that treats critical minerals as national assets rather than commodities. This matters to supply chain analysts as government intervention could reshape mining investment flows and strategic mineral access globally.

Canagold Resources' New Polaris Gold Antimony Project was added to British Columbia's priority project list. This matters to supply chain analysts as antimony is a critical mineral used in flame retardants and military applications, and new production sources could reduce supply chain risks.

A life science outlook report has been published focusing on rare earth elements applications in the sector. This highlights the growing intersection between critical minerals and biotechnology applications.

Iofina plc released its 2025 full year results as a specialist in iodine exploration and production. Iodine is a critical material for various industrial applications including medical imaging and electronics manufacturing.

Allied Critical secured $40 million financing to fast-track tungsten production at its Vila Verde pilot plant, which is on track to bring tungsten concentrates online this year. This matters because tungsten is critical for defense applications, aerospace, and advanced manufacturing supply chains.

Allied Critical Metals Inc. announced a US$40 million strategic financing for its tungsten project. This financing supports tungsten supply development, which is critical for manufacturing cutting tools, electronics, and defense applications where supply chain security is increasingly important.

The Association for Mineral Exploration warns that British Columbia government delays on the Declaration on the Rights of Indigenous Peoples Act (DRIPA) are stalling critical mineral and defense priorities. These regulatory delays threaten Canada's ability to develop domestic critical mineral supply chains essential for technology and defense sectors.

Oxfam warns that fast-tracking US critical minerals projects could backfire by undermining stability if safeguards are compressed. This highlights regulatory tensions between supply chain security objectives and environmental/social oversight in the critical minerals sector.

Oxford spinout Ascension raised $2.3 million to develop technology for recovering critical minerals from volcanic glass. This represents a novel approach to expanding critical mineral supply sources beyond traditional mining deposits.

Treasury Secretary nominee Bessent urged the World Bank to prioritize funding for critical minerals projects and associated infrastructure. This policy direction could increase international financing for critical mineral extraction and processing capabilities.

Sprott launched REXC, a rare earth ETF that invests at least 80% of assets in the Nasdaq Sprott Rare Earths Ex-China index. This provides investors direct exposure to non-Chinese rare earth companies, addressing supply chain diversification concerns in critical mineral sourcing.

CATL has allocated $4.4 billion to expand its critical minerals mining operations amid rising raw material costs and supply uncertainty. This vertical integration strategy by the world's largest battery manufacturer signals intensifying competition for lithium, cobalt, and other battery materials that could reshape global mining investment flows.

Germany agreed to provide South Africa a €200-million ($234-million) concessional climate loan and deepen critical minerals cooperation. This partnership strengthens European access to South African critical minerals while supporting the country's green energy transition projects.

Deep Sea Minerals is targeting exploration licenses in the Clarion-Clipperton Zone, adding competitive pressure to the emerging deep-sea mining sector. This expansion of players in deep-sea mining could accelerate access to critical minerals needed for renewable energy and electronics, reducing dependence on land-based mining operations.