US Market News
7日前
Inside The North Atlantic Critical Minerals Push: A $68 Billion Greenland Deposit Lands At The EU Raw Materials SummitMay 29, 2026 9:22 AM
PR Newswire (US) Issued on behalf of Greenland Mines Ltd.With palladium prices up materially year-over-year and Western governments mobilizing capital and policy around critical-minerals supply security, one of the largest undeveloped PGM-gold deposits on the planet is moving from technical study to active project advancement.Equity Insider News CommentaryCHARLOTTE, N.C., May 29, 2026 /PRNewswire/ -- The Western critical-minerals capital cycle has shifted into a higher gear. Bank of America Global Research raised its 2026 platinum forecast to $2,450/oz and palladium to $1,725/oz earlier this year. The U.S. Department of Commerce has estimated a dumping margin of approximately 828% on unworked Russian palladium imports. The World Platinum Investment Council reports that the platinum market entered its third consecutive year of structural deficit. Inside that landscape, Greenland Mines Ltd. (NASDAQ: GRML), NioCorp Developments Ltd. (NASDAQ: NB), MP Materials Corp. (NYSE: MP), Critical Metals Corp. (NASDAQ: CRML), and USA Rare Earth, Inc. (NASDAQ: USAR) collectively represent the spectrum of Western-aligned developers and producers building the alternative supply chain for the metals critical to U.S. and European defense, energy, and industrial systems. Greenland Mines Ltd. (NASDAQ: GRML) is moving its flagship Skaergaard PGM-Gold-Platinum-Critical Metals Project from technical study into active 2026 program execution. On May 19, 2026, the Company announced that President Bo Møller Stensgaard, Ph.D., participated in the EIT RawMaterials Summit 2026 in Brussels — one of Europe's leading public-private forums for the raw materials sector — held May 19–21, 2026. Dr. Stensgaard was invited to participate in the May 20 roundtable discussion under the Summit session titled 'Mined Once – Utilised in Full: Towards Resource Efficient Mining', hosted by GTK Mintec, the mineral processing and circular-economy pilot plant of the Geological Survey of Finland.The Skaergaard Project hosts a disclosed NI 43-101 Mineral Resource (effective November 22, 2022, prepared by SLR Consulting (Canada) Ltd.) comprising 25.4 Moz palladium-equivalent and 23.5 Moz gold-equivalent in combined Indicated and Inferred categories, with a gross undiscounted in-situ metal value of approximately $68 billion at February 2026 metal prices, calculated on an illustrative basis and before any technical or economic factors. On May 7, 2026, an independent metal-price sensitivity analysis — completed by SLR Consulting using the same geologic and technical inputs — indicated 16.58 Moz PdEq Indicated and 21.92 Moz PdEq Inferred at high-price sensitivity case grades, representing a 45–55% PdEq grade uplift relative to the 2022 base-case grades. These figures are sensitivity scenarios on the existing 2022 Mineral Resource model, not a new Mineral Resource or Mineral Reserve estimate.Greenland Mines is also preparing a large multi-technical 2026 field campaign encompassing resource expansion drilling, geotechnical characterization, environmental baseline work, and the collection of a 30–50 tonne bulk sample for processing flowsheet development. GTK Mintec has been engaged under a framework agreement to conduct an integrated mineralogical, metallurgical, hydrometallurgical, and pilot-scale processing program at GTK's facilities in Outokumpu, Finland. Earlier in the month, on May 13–14, the Company presented at CMI Summit 5 — The New Critical Minerals Economy, hosted by the Critical Minerals Institute at The National Club in Toronto, with Dr. Stensgaard delivering a presentation titled From Resource to Corridor: Developing the Skaergaard PGM-Au-V-Ga-Fe-Ti Project in East Greenland for the New Critical Minerals Economy.Skaergaard is located in Southeast Greenland and ranks among the large undeveloped palladium-gold deposits on earth by gold-equivalent value, and screens ahead of projects such as Wafi-Golpu (Papua New Guinea), Golden Summit (Alaska), and Snowfield (BC, Canada) on that metric. The deposit hosts 17.15 million ounces of palladium — equivalent to 13 to 15 years of total U.S. palladium consumption in a single deposit, located in a Western-aligned jurisdiction less than 1,600 kilometers from the U.S. The 2026 work program will also begin evaluating open-pit and bulk-mining scenarios alongside the existing underground-constrained resource model — a second, mine-method-based lever on project economics. Historical work indicates potential by-product optionality in vanadium, gallium, iron, and titanium within the same host sequence as the primary PGM-Au mineralization.Greenland Mines holds an 80% interest in, and an option to acquire the remaining 20% of, the Skaergaard Project, through its recent acquisition of Greenland Mines Corp. The Company is also positioning within Europe's North Atlantic critical-minerals corridor concept, which contemplates Iceland as a potential downstream processing platform given available industrial infrastructure, renewable energy access, and proximity to European and North American markets. With over $100 million in historical investment in technical and exploration work, an active 2026 field campaign in preparation, and Brussels-level European policy visibility, GRML is positioning Skaergaard as a credible Western-aligned alternative to PGM dependence on Russia and South Africa. For more company information, visit Equity Insider.In other industry developments and happenings in the market include:NioCorp Developments Ltd. (NASDAQ: NB) is advancing its Elk Creek Critical Minerals Project in Nebraska — positioned as the only North American project with the combined niobium, scandium, and titanium combination. On April 9, 2026, NioCorp announced a non-binding agreement with Traxys North America LLC outlining a long-term marketing and offtake arrangement for NioCorp's remaining planned critical minerals products from Elk Creek. Subject to definitive contract execution, NioCorp would be positioned to sell its planned critical minerals products for the first 10 years of operation, following project financing and commencement of commercial production.Elk Creek mine portal construction commenced in Q1 2026 at an estimated cost of approximately $44.6 million. The Company has raised more than $500 million in gross capital across 2025–2026 and is advancing a U.S. Export-Import Bank debt financing application for approximately $780 million to support project construction. Niobium offtake at Elk Creek is approximately 75% under definitive agreements, and the Company is producing initial commercial volumes from its scandium production stream. With four critical minerals slated for production — niobium, scandium, titanium, and rare earth elements — Elk Creek represents one of the more diversified North American critical-mineral development assets.MP Materials Corp. (NYSE: MP) reported Q1 2026 results on May 7, 2026, with record NdPr oxide production of 917 metric tons (up 63% year-over-year) and record NdPr oxide sales of 1,006 metric tons (more than double Q1 2025). Total revenue reached $90.6 million, and Adjusted EBITDA swung to a positive $36.6 million from negative $2.7 million in Q1 2025. The Company also produced just under 13,000 metric tons of rare earth oxide concentrate — its highest first-quarter output ever.Founder, Chairman and CEO James Litinsky framed the quarter as advancing key growth initiatives — expanding operations at the Independence magnet facility in Fort Worth, breaking ground on the 10X plant in Northlake, Texas, and commissioning heavy rare earth (terbium and dysprosium) separation at Mountain Pass. The Company's Magnetics segment generated $21.1 million in revenue in Q1 (+306% YoY), supported by a multi-year Apple partnership valued at up to $500 million, a Department of Defense $400 million preferred stock investment, and a 10-year DoD price-floor agreement. MP Materials closed the quarter with $1.7 billion in cash and short-term investments — among the strongest balance sheets in Western rare earth.Critical Metals Corp. (NASDAQ: CRML) on May 21, 2026 announced the execution of a definitive 15-year binding offtake agreement with REalloys Inc. (NASDAQ: ALOY) for rare earth element concentrate from its flagship Tanbreez Project in Southern Greenland — one of the largest and most significant heavy rare earth deposits globally. The agreement formalizes and significantly expands the parties' October 2025 Letter of Intent. Under the offtake, REalloys will purchase 15% of Tanbreez's annual production, with prioritization for concentrates rich in dysprosium and terbium — the heavy rare earth elements most critical to NdFeB permanent magnets used in defense, electric vehicle, and wind energy applications.The offtake follows the Government of Greenland's April 17, 2026 approval of Critical Metals' ownership increase to 92.5% of the Tanbreez Project — a decisive milestone that consolidates operational control of the asset. Critical Metals is also advancing construction of an Arctic-grade, multi-use storage and pilot-plant facility in Qaqortoq, Greenland, scheduled for use on or before May 2026. The strategic positioning of two world-class rare-earth and PGM-gold deposits — Tanbreez in Southern Greenland and Skaergaard in Southeast Greenland — inside the same Western-aligned jurisdiction reinforces the broader North Atlantic critical-minerals corridor thesis.USA Rare Earth, Inc. (NASDAQ: USAR) commissioned Phase 1a of commercial NdFeB magnet production at its Stillwater, Oklahoma facility in March 2026, targeting an initial 600-metric-ton annual run rate by the end of 2026 and Phase 1b at 1,200 metric tons by Q1 2027. Customer deliveries are expected in Q2 2026. The Stillwater build-out positions USA Rare Earth alongside MP Materials' Independence facility in Fort Worth as one of two U.S.-based commercial rare-earth magnet manufacturing platforms now in active commissioning.USA Rare Earth's commercial trajectory is complemented by the recent emergence of REalloys Inc. (NASDAQ: ALOY) with a $200 million EXIM Bank letter of intent and a Department of Defense contract worth up to $1.7 million for facility design — a parallel commercial scale-up addressing the same downstream rare-earth-to-magnet conversion bottleneck. Non-Chinese rare earth prices have surged: NdPr at $110–120/kg (versus $55/kg in July 2025), and heavy rare earths like dysprosium at $1,250/kg outside China (versus $250/kg inside) — a pricing disparity that reflects the Western supply premium emerging across the entire critical minerals complex.Across the comparable set, the message from the past month of capital deployment, offtake execution, and government policy is consistent: the Western critical-minerals supply chain is being repriced in real time — and the upstream resource layer is where the asymmetry of the trade lives. Greenland Mines' Skaergaard Project — with its 25.4 Moz PdEq + 23.5 Moz AuEq resource base, 45–55% high-price grade uplift, GTK Mintec metallurgical engagement, EIT RawMaterials Summit visibility, and North Atlantic corridor positioning — sits squarely inside that repricing. For investors building exposure to the PGM, palladium, and Western critical-metals capital cycle, GRML deserves a closer look.CONTINUED… Read this and more news for Greenland Mines at: https://equity-insider.com/grml-landingArticle Source: https://equity-insider.com/grml-profile/CONTACT:Equity Insider
info @therooster-2873Article Sources:https://www.prnewswire.com/news-releases/greenland-mines-brings-skaergaard-to-eit-rawmaterials-summit-2026-in-brussels-302775547.htmlhttps://www.theglobeandmail.com/investing/markets/markets-news/GlobeNewswire/1779877/greenland-mines-nasdaq-grml-reports-45-55-pdeq-grade-uplift-in-metal-price-sensitivity-at-skaergaard-while-western-critical-minerals-push-hits-inflection-point/https://www.niocorp.com/niocorp-reaches-non-binding-agreement-with-traxys-north-america-for-potential-purchase-of-all-of-niocorps-remaining-planned-products/https://www.stocktitan.net/news/MP/mp-materials-reports-first-quarter-2026-fcyx13xgo250.htmlhttps://www.stocktitan.net/news/CRML/crml-executes-a-15-year-binding-definitive-off-take-agreement-for-q0j3tann8ybf.htmlhttps://usare.com/news/DISCLAIMER:Nothing in this publication should be considered as personalized financial advice. We are not licensed under securities laws to address your particular financial situation. No communication by our employees to you should be deemed as personalized financial advice. Please consult a licensed financial advisor before making any investment decision. This is a digital media distribution and is neither an offer nor recommendation to buy or sell any security. We hold no investment licenses and are thus neither licensed nor qualified to provide investment advice. The content in this report or email is not provided to any individual with a view toward their individual circumstances. This article is being distributed by Equity Insider on behalf of Market IQ Media Group Inc. ("MIQ"). MIQ has been paid a fee for Greenland Mines Ltd. advertising and digital media from Creative Direct Marketing Group ("CDMG"). There may be 3rd parties who may have shares of Greenland Mines Ltd., and may liquidate their shares which could have a negative effect on the price of the stock. The owner/operator of MIQ does not currently own shares of Greenland Mines Ltd. but reserves the right to buy and sell, and will buy and sell shares of Greenland Mines Ltd. at any time without any further notice commencing immediately and ongoing. This potential for trading constitutes a conflict of interest as to our ability to remain objective in our communication regarding the profiled company. Because of this, individuals are strongly encouraged to not use this publication as the basis for any investment decision. Please let this disclaimer serve as notice that all material, including this article, which is disseminated by MIQ has been reviewed and approved on behalf of Greenland Mines Ltd. by CDMG. Cautionary Note Regarding Forward-Looking Statements: The Skaergaard Project NI 43-101 Mineral Resource is dated November 22, 2022 and was prepared by SLR Consulting (Canada) Ltd. The metal-price sensitivity analysis described herein applied alternative metal-price assumptions to the existing geologic and technical inputs of the 2022 model without changing those underlying inputs. Mineral resources that are not mineral reserves do not have demonstrated economic viability. While all information is believed to be reliable, it is not guaranteed by us to be accurate. Individuals should assume that all information contained in our newsletter is not trustworthy unless verified by their own independent research. Also, because events and circumstances frequently do not occur as expected, there will likely be differences between any predictions and actual results. Always consult a licensed investment professional before making any investment decision. Be extremely careful, investing in securities carries a high degree of risk; you may likely lose some or all of the investment.Issued on behalf of Greenland Mines Ltd. by Equity Insider / Market IQ Media Group, Inc.Logo: https://mma.prnewswire.com/media/2840019/Equity_Insider_Logo.jpg View original content:https://www.prnewswire.com/news-releases/inside-the-north-atlantic-critical-minerals-push-a-68-billion-greenland-deposit-lands-at-the-eu-raw-materials-summit-302785688.htmlSOURCE Equity Insider Original: Inside The North Atlantic Critical Minerals Push: A $68 Billion Greenland Deposit Lands At The EU Raw Materials Summit
US Market News
2週前
Nasdaq-Listed Critical Minerals Developer Lands Game-Changing Greenland Rare Earth DealMay 21, 2026 9:15 AM
PR Newswire (US) Issued on behalf of Greenland Mines Ltd.Companies mentioned: Greenland Mines Ltd. (NASDAQ: GRML), Neo Performance Materials Inc. (TSX: NEO; OTCQX: NOPMF), USA Rare Earth Inc. (NASDAQ: USAR), Ucore Rare Metals Inc. (TSXV: UCU; OTCQX: UURAF), Lynas Rare Earths Ltd. (ASX: LYC), American Rare Earths Limited (ASX: ARR; OTCQX: ARRNF)AMERICAN NEWS GROUP News CommentaryNEW YORK, May 21, 2026 /PRNewswire/ -- If you're a retail investor trying to find an entry point into the rare earth boom, this deal is one worth paying attention to. Key TakeawaysGreenland Mines Ltd. (NASDAQ: GRML) just secured one of the most strategically located rare earth projects in the Western world through a US$35 million agreement with Neo Performance Materials.The Sarfartoq Carbonatite Complex in southwest Greenland is rich in neodymium and praseodymium — the two rare earths most needed for permanent magnets used in EVs, wind turbines, and defense systems.Neo Performance Materials is staying on as a long-term partner, keeping an equity stake in Greenland Mines and the right to purchase up to 60% of the project's future output.Greenland Mines now has two world-class projects: the Skaergaard palladium-gold-platinum deposit and the Sarfartoq rare earth project — both in stable, Western-aligned Greenland.China still controls roughly 61% of global rare earth mining and 91% of refining, making Western-jurisdiction projects like Sarfartoq strategically important for governments and manufacturers alike.
The Deal in Plain EnglishGreenland Mines Ltd. (NASDAQ: GRML) just signed an agreement to take over the Sarfartoq rare earth project in southwest Greenland from Neo Performance Materials Inc. (TSX: NEO; OTCQX: NOPMF). The price tag is US$35 million — US$20 million in cash, and US$15 million in Greenland Mines stock. [1]Here is what makes this stand out for retail investors:Neo Performance Materials is not exiting the project. They are keeping an equity stake in Greenland Mines and the right to buy up to 60% of the ore that comes out of Sarfartoq under an existing offtake arrangement. [1]That means Neo, a real revenue-generating company that just reported Q1 2026 revenue of about US$155 million, is essentially saying it wants Greenland Mines to advance this project — and plans to be the main customer. [2]For a small-cap developer, this is the kind of validation that most companies spend years trying to get.Why the Sarfartoq Project Is a Big DealRare earth projects are not all created equal. Sarfartoq has three things going for it that retail investors should understand.1. The Right MineralsSarfartoq is rich in neodymium and praseodymium, which together make up roughly 25% to 40% of the total rare earth oxides on the property. [3] These two elements are the workhorses of the rare earth magnet industry. They are what makes electric vehicle motors small, light, and powerful. They are also what makes wind turbine generators efficient enough to compete with traditional power sources.2. The Right LocationMost undeveloped rare earth projects are in the middle of nowhere. Sarfartoq is different. It is located about 60 kilometers from an international airport, has access to tidewater and a major port facility, and is close to some of the best hydroelectric power potential in Greenland. [3] That kind of infrastructure access can knock years off a project's development timeline.3. The Right JurisdictionGreenland is a Western-aligned territory of the Kingdom of Denmark. The Government of Greenland has made critical minerals a priority for economic development. The transfer of the NNSR shares is subject to government approval under the Greenland Mineral Activities Act, but Greenland has already approved a similar transfer for this same project in 2023. [3] That historical track record matters.The Bigger Picture: Why Rare Earths Are Hot AgainChina still controls roughly 61% of the world's rare earth mining and 91% of refining capacity, according to the International Energy Agency. [4] In 2025, Beijing introduced two waves of export controls on rare earths. Some of those controls were temporarily suspended in November 2025 after a U.S.-China trade truce, but the licensing system for seven key elements remains in place. [4]The result is that prices for heavy rare earths outside of China have climbed, and Western governments are pouring money into building alternative supply chains. The U.S. Department of Defense has already committed more than US$439 million to domestic rare earth projects, and Canada, Europe, and Australia are doing the same. [5]Four Other Names Riding the Same WaveGreenland Mines is one of several public companies positioning to feed the Western rare earth supply chain. For retail investors building a watchlist, here are four others to know.USA Rare Earth Inc. (NASDAQ: USAR)USA Rare Earth is building a domestic mine-to-magnet supply chain in the United States. The company is developing the Round Top project in Texas, which hosts heavy rare earths needed for high-performance magnets, and runs a magnet manufacturing facility in Stillwater, Oklahoma. [6] In April 2026, USA Rare Earth announced an agreement to acquire Serra Verde, the owner of the only scaled rare earth mine outside of Asia producing all four magnetic rare earths — a transaction with an implied equity value of roughly US$2.8 billion. [7]Ucore Rare Metals Inc. (TSXV: UCU; OTCQX: UURAF)Ucore is a smaller-cap Canadian company that is building a Strategic Metals Complex in Alexandria, Louisiana, using its own RapidSX rare earth separation technology. The first phase is targeting about 2,000 tonnes per year of separated rare earth oxides by 2026, with later phases scaling up significantly. [8] The U.S. Department of Defense has been backing Ucore's separation technology, making the company one of the more closely watched processing plays in the sector.Lynas Rare Earths Ltd. (ASX: LYC)Lynas is the largest rare earth producer outside of China and has been operating profitably for years. The company mines rare earths at Mt Weld in Western Australia and processes them at facilities in Malaysia, with new processing capacity coming online in the United States. Lynas serves as a benchmark for what a fully built-out, Western-aligned rare earth supply chain looks like — and a reminder of how much room there is for new entrants given how dominant China remains.American Rare Earths Limited (ASX: ARR; OTCQX: ARRNF)American Rare Earths is advancing the Halleck Creek project in Wyoming, which the company describes as one of the largest rare earth deposits in North America. With U.S. defense procurement rules increasingly excluding Chinese material, projects like Halleck Creek are positioned to benefit directly from federal funding programs and offtake support.What This Means for the Average InvestorMost retail investors will never get the chance to invest at the ground floor of a true critical minerals deal. The big rare earth producers — Lynas, MP Materials — already trade at multi-billion-dollar valuations. The earlier-stage developers offer more upside but come with more risk.What sets Greenland Mines Ltd. (NASDAQ: GRML) apart in this group is the combination of a Nasdaq listing, a partnership with a real revenue-generating company (Neo), a project in a stable Western jurisdiction, and now two world-class assets in Greenland.For investors who already missed the big run-ups in MP Materials and USA Rare Earth, deals like this one are exactly the kind of catalyst worth tracking. Always do your own research, understand the risks, and never invest more than you can afford to lose.For more information on Greenland Mines Ltd., visit: https://usanewsgroup.com/grml-landingContact:
American News Group
info @therooster-2873Sources:[1] https://www.neomaterials.com/[2] https://www.streetwisereports.com/article/2026/05/13/rare-earth-co-delivers-high-growth-q1-financial-surge.html[3] https://www.newswire.ca/news-releases/neo-performance-materials-and-hudson-resources-advance-the-greenland-sarfartoq-rare-earth-project-after-receiving-government-approval-for-license-transfer-869897272.html[4] https://www.iea.org/commentaries/with-new-export-controls-on-critical-minerals-supply-concentration-risks-become-reality[5] https://www.csis.org/analysis/consequences-chinas-new-rare-earths-export-restrictions[6] https://www.fool.com/investing/2026/05/12/the-best-rare-earth-stock-to-buy-and-hold-for-the/[7] https://www.sec.gov/Archives/edgar/data/0001970622/000121390026045339/ea028691001ex99-3.htm[8] https://investornews.com/critical-minerals-rare-earths/ucore-rare-metals-advances-as-pentagon-backed-refinery-reshapes-u-s-rare-earth-strategy/DISCLAIMER / DISCLOSURE:DISCLAIMER: Nothing in this publication should be considered as personalized financial advice. We are not licensed under securities laws to address your particular financial situation. No communication by our employees to you should be deemed as personalized financial advice. Please consult a licensed financial advisor before making any investment decision. This is a paid advertisement and is neither an offer nor recommendation to buy or sell any security. We hold no investment licenses and are thus neither licensed nor qualified to provide investment advice. The content in this report or email is not provided to any individual with a view toward their individual circumstances. americannewsgroup.com is a wholly-owned subsidiary of Market IQ Media Group, Inc. ("MIQ"). MIQ has been paid a fee for Greenland Mines Corp. advertising and digital media from Creative Direct Marketing Group ("CDMG"). There may be 3rd parties who may have shares of Greenland Mines Corp., and may liquidate their shares which could have a negative effect on the price of the stock. This compensation constitutes a conflict of interest as to our ability to remain objective in our communication regarding the profiled company. Because of this conflict, individuals are strongly encouraged to not use this publication as the basis for any investment decision. The owner/operator of MIQ does not own any shares of Greenland Mines Corp. but reserve the right to buy and sell, and will buy and sell shares of Greenland Mines Corp. at any time without any further notice commencing immediately and ongoing. We also expect further compensation as an ongoing digital media effort to increase visibility for the company, no further notice will be given, but let this disclaimer serve as notice that all material, including this article, which is disseminated by MIQ has been reviewed and approved on behalf of Greenland Mines Corp. by CDMG. While all information is believed to be reliable, it is not guaranteed by us to be accurate. Individuals should assume that all information contained in our newsletter is not trustworthy unless verified by their own independent research. Also, because events and circumstances frequently do not occur as expected, there will likely be differences between any predictions and actual results. Always consult a licensed investment professional before making any investment decision. Be extremely careful, investing in securities carries a high degree of risk; you may likely lose some or all of the investment.CAUTIONARY NOTE REGARDING MINERAL RESOURCES:The Mineral Resource Estimates referenced in this article were prepared in accordance with NI 43-101 by SLR Consulting as disclosed in the technical report dated November 22, 2022. Mineral Resources are not Mineral Reserves and do not have demonstrated economic viability. The gross undiscounted in-situ metal values expressed herein are illustrative calculations using February 2026 metal prices and do not account for mining recoveries, metallurgical losses, capital costs, operating costs, royalties, taxes, permitting requirements, or any other technical or economic factors. These values are not indicative of future revenue, project economics or net present value. No preliminary economic assessment, pre-feasibility study, or feasibility study has been completed on the Skaergaard Project, and there is no certainty that the Mineral Resources disclosed will be converted to Mineral Reserves or that an economically viable mining operation can be established.FORWARD-LOOKING STATEMENTS:This publication contains forward-looking information which is subject to a variety of risks and uncertainties and other factors that could cause actual events or results to differ from those projected in the forward-looking statements. Forward-looking statements in this publication include that demand for platinum group metals and critical minerals will continue to grow and tighten; that Greenland Mines Ltd's Skaergaard Project will advance through its planned technical, metallurgical, and environmental work programs as described; that the Company's engagements with SLR Consulting, GTK Mintec, and WSP will proceed as planned; that the Iceland LOI will progress toward a binding agreement with the cost and savings characteristics described; that comparable companies will perform as expected. The forward-looking information contained herein is provided for the purpose of assisting the reader to understand the Company's business, however such information may not be appropriate for other purposes. Risks that could change or prevent these statements from coming to fruition include changing governmental laws and policies; permitting risks; the Company's ability to obtain and retain necessary licensing; political and competitive risks; failure of forecasts and assumptions to come to fruition; metal price volatility; the inherent uncertainty of mineral resource estimates; and other unforeseen circumstances. The publisher of this article does not take responsibility for the accuracy of any statements made by the issuing company or its representatives. Readers are cautioned not to place undue reliance on these forward-looking statements, and the publisher undertakes no obligation to update or revise any forward-looking statements except as required by applicable law.Logo - https://mma.prnewswire.com/media/2978841/5979979/American_News_Group_Logo.jpg View original content to download multimedia:https://www.prnewswire.com/news-releases/nasdaq-listed-critical-minerals-developer-lands-game-changing-greenland-rare-earth-deal-302777457.htmlSOURCE American News Group Original: Nasdaq-Listed Critical Minerals Developer Lands Game-Changing Greenland Rare Earth Deal
US Market News
3週前
The Nevada Tungsten Past-Producer That Just Filed With the Pentagon's Critical Minerals Body -- and What 17 Historical Workings Could Mean for the 2026 Drill ProgramMay 13, 2026 9:00 AM
PR Newswire (US) Issued on behalf of Western Star Resources Inc.A LiDAR review at the Rowland Tungsten Property identified more than 17 historical open pits, trenches, shafts and adits across two kilometres of mineralization — and a maiden drill program is being designed around them as APT prices push past US$3,000/MTUAmerican News Group News CommentaryVANCOUVER, BC, May 13, 2026 /PRNewswire/ -- Under eight months from now, on January 1, 2027, a U.S. federal procurement rule will bar Chinese, Russian, Iranian, and North Korean tungsten from key U.S. defense applications.[1] The U.S. has had no commercial tungsten mine production since 2015, while China still controls roughly 80% of global mine supply and has restricted exports to 15 approved firms through 2027.[1] Rotterdam APT — the benchmark intermediate — is changing hands near US$3,185 per metric tonne unit, up approximately 900% over the trailing 12 months.[1] The defense procurement clock is the most concrete piece of U.S. industrial policy operating on tungsten right now, and it is running against a domestic mining industry that effectively does not exist. That is the context in which Western Star Resources Inc. (CSE: WSR) (OTC: WSRIF) — a Canadian-listed junior with its flagship asset in Nevada — announced on May 1, 2026 that it has submitted an application in response to a solicitation from the U.S. Defense Industrial Base Consortium (DIBC), a body managed by Advanced Technology International on behalf of the U.S. Department of War (DoW).[1] The DIBC issued its critical minerals request for project proposal in February 2026, with the DoW prioritizing supply chain alternatives for defense-critical minerals used in aircraft, missiles, semiconductors, and other defense technologies. Western Star's submission focuses on tungsten (WO3).What makes the submission worth attention is not the application itself — junior explorers file with DIBC and similar bodies frequently — but the asset behind it.A Past-Producer With 17+ Historical WorkingsThe Rowland Tungsten Property sits in the Jarbidge mining district of Elko County, Nevada, about 6 miles southwest of Jarbidge.[2] It is road accessible, and its production history is documented: 4.5 tons of ore at 3.38% WO3 shipped in 1943, and approximately 1,000 tons of ore at 0.5–1.0% WO3 produced from 1954 to 1956, as reported in Western Star's news releases dated November 5, 2025 and April 9, 2026.[3] The property's modern story really begins in March 2026, when Western Star disclosed preparations to mobilize for the first modern exploration program at the site.[2]A high-resolution LiDAR review undertaken ahead of the spring field season identified over 17 historical open pits, trenches, shafts and adits across the property — and tungsten mineralization has been traced over 2 kilometres, the full length of the existing property package.[2] The Company has indicated that extensive historical workings are expected to classify the project as previously disturbed, which is expected to streamline the permitting process.[2]Geologically, the project is underlain by limestones, shales, and quartzites intruded by a Cretaceous-aged quartz monzonite stock, with the intrusive event driving contact metamorphism that formed skarn and hornfels zones up to 100 feet wide.[2] Tungsten mineralization occurs primarily as scheelite — both as coarse crystals and fine disseminations — associated with molybdenite, powellite, pyrite, and chalcopyrite within a garnet-epidote-quartz-calcite skarn system.[2] Notably, the most intense historical mineralization occurs approximately 1 kilometre from the mapped intrusive contact, suggesting potential structural or fluid pathway controls beyond simple contact geometry.[2]CEO and President Blake Morgan framed the timing in the March 23, 2026 release: "With the start of the spring field season coinciding with strong tungsten prices, we are ideally positioned to initiate the maiden exploration program at Rowland."[2] Morgan also noted that since the Company acquired the project, tungsten prices have "experienced a meteoric rise in value moving from $600 range to as high as $2400" per MTU — a reference that APT pricing has since pushed materially higher.[2] The Company has also indicated it holds numerous LOIs and exclusivity rights on other past-producing tungsten assets.[2]READ THE FULL REPORT ON WESTERN STAR RESOURCES HERE
The 2026 Spring Work ProgramThe 2026 work program is being designed to advance Rowland toward drill targeting and includes systematic rock sampling of all historically disturbed areas identified through LiDAR analysis, with three explicit objectives: verifying historical grades, defining mineralized zones, and establishing vectors toward higher-grade mineralization.[2] In addition, orientation soil sampling will be conducted to evaluate the effectiveness of soil geochemistry ahead of a potential larger-scale survey.[2]The geophysical component is the piece that addresses the property's principal data gap. Historical mapping has indicated southwest-northeast trending faults and a central thrust fault across the property, and existing workings appear spatially associated with these structures — but the absence of modern, high-resolution geophysics has limited interpretation.[2] To close that gap, Western Star will conduct a high-resolution UAV magnetic survey at 50-metre line spacing, representing the first modern geophysical survey on the property.[2] The survey is designed to refine the Company's structural interpretation, map intrusive contacts at high resolution, and identify additional skarn targets.[2]In parallel, the Company is initiating the necessary work streams to submit Notice of Intent to the relevant permitting authority in Elko County, with the aim of advancing permitting in parallel with exploration to position the project for drill testing of high-priority targets.[2]Investors should note that Western Star is at an early stage; the Company has not yet established a current NI 43-101 mineral resource at the Rowland property, and historical production from the property does not constitute a current mineral resource estimate.[3] The scientific and technical information related to Rowland has been reviewed and approved by Jasper Mowatt, MAusIMM (Membership No. 3178851), a Qualified Person as defined by National Instrument 43-101.[2]Washington Meetings in MayAlongside the DIBC submission, Morgan stated in the May 1, 2026 release: "Our team will be traveling to Washington in May for meetings to discuss our past-producing tungsten asset. We believe this asset offers significant upside and look forward to demonstrating its potential as we approach our maiden drill program in 2026. Additionally, we will provide further updates shortly regarding the recently announced Rowland exploration program."[1]The combination is unusual for a junior at Western Star's stage: a past-producing U.S. asset in a recognized mining district with a year-of-production-decision drill program planned, an active dialogue with the U.S. defense procurement apparatus through the DIBC channel, a recently announced 12-month European investor relations mandate with Plutus Invest & Consulting GmbH commencing May 1, 2026, and a CMETC-eligible flow-through financing in motion.[1] The pieces are pointed at a back half of 2026 in which the Washington meetings, the spring fieldwork results, the UAV magnetic survey output, and the lead-up to the maiden drill program all sit ahead of the January 1, 2027 procurement-rule effective date.CONTINUED… Read the full article and stay updated on Western Star's developments hereIn other news across the tungsten and critical minerals reshoring trade that U.S. investors are tracking alongside the past-producer story:Almonty Industries Inc. (NASDAQ: ALM) (TSX: AII) (ASX: AII) (Frankfurt: ALI1) on March 16, 2026 announced the completion of Phase 1 commissioning at its flagship Sangdong Tungsten Mine in Gangwon Province, South Korea — marking the return to production after more than 30 years.[4] Phase 1 is now commissioned and producing, with the processing plant designed to handle approximately 640,000 tonnes of ore annually for roughly 2,300 tonnes of tungsten concentrate per year. A Phase 2 expansion expected online in 2027 is designed to roughly double output. At full capacity, Sangdong is positioned to supply approximately 40% of global tungsten demand outside China. Almonty is also targeting production readiness at its Gentung Browns Lake Project in Beaverhead County, Montana by the second half of 2026 — what would be the first U.S. tungsten mine in roughly a decade.[4]MP Materials Corp. (NYSE: MP) is the only fully integrated rare earth producer in North America, operating the Mountain Pass mine and processing facility in California and a magnetics facility in Fort Worth, Texas. In Q4 2025, the Company achieved a record 718 metric tons of NdPr oxide production — a 74% year-over-year increase.[5] In July 2025, MP entered into a public-private partnership with the U.S. Department of Defense, including a US$400 million preferred stock investment, a US$150 million direct loan, a 10-year approximately US$110/kg NdPr price floor, and magnet output commitments tied to the planned 10X facility. A 10X magnetics facility in Northlake, Texas is backed by a $200 million incentive package and is expected to break ground this year.[5]USA Rare Earth, Inc. (NASDAQ: USAR) is advancing what it describes as a fully vertically integrated "mine-to-magnet" strategy on U.S. soil, anchored by the Round Top Mountain project in Sierra Blanca, Texas — described as the richest known U.S. deposit of heavy rare earths, gallium, and beryllium — and a 310,000 sq. ft. magnet manufacturing facility in Stillwater, Oklahoma.[6] In early 2026, the Company secured a transformative US$1.6 billion funding package from the U.S. government, which included a direct equity stake. The Stillwater plant is expected to reach commercial production in the first half of 2026, producing high-performance sintered NdFeB magnets used in F-35 fighter jets, electric vehicle motors, and missile guidance systems.[6]Energy Fuels Inc. (NYSE American: UUUU) (TSX: EFR) operates the White Mesa Mill in Utah — the only fully licensed and operating conventional uranium processing facility in the United States — which has been repurposed to also produce advanced rare earth element products including separated NdPr oxide.[7] The Company produced on-spec dysprosium oxide at pilot scale in July 2025, with terbium oxide and samarium oxide production at pilot scale planned through Q1 2026. Energy Fuels has also assembled heavy mineral sand assets in Madagascar (Vara Mada, formerly known as the Toliara Project) and Brazil (Bahia), creating vertical integration from mine to separation, and reported its high-purity Dy oxide has passed all standards of a major South Korean automotive manufacturer for downstream rare earth permanent magnet production.[7]The pattern across these names is consistent. Western governments are deploying capital — equity stakes, price floors, EXIM commitments, and procurement deadlines — to anchor non-China supply across rare earths, tungsten, antimony, titanium, and the rest of the critical-minerals stack. The market, in turn, is repricing the operators that can deliver actual ounces or tonnes inside the West before the procurement bans take force. With a DIBC submission filed, an EU investor campaign launching, and a maiden drill program at a past-producing U.S. tungsten asset in Nevada on the 2026 schedule, Western Star Resources Inc. (CSE: WSR) (OTC: WSRIF) is positioned to keep building news flow into the back half of 2026.CONTINUED… For more information about Western Star Resources Inc., visit their website here.CONTACT:
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info @acblanke1SOURCESWestern Star Resources Inc. — "Western Star Resources Submits Application in Response to Solicitation from the U.S. Defense Industrial Base Consortium; Engages Plutus Invest & Consulting GMBH for Investor Relations Services," company news release, May 1, 2026; and "Western Star Files Application With U.S. Defense Industrial Base Consortium as Tungsten Prices Rip and the West Scrambles for Non-China Supply," GlobeNewswire, May 4, 2026, https://www.globenewswire.com/news-release/2026/05/04/3286787/0/en/Western-Star-Files-Application-With-U-S-Defense-Industrial-Base-Consortium-as-Tungsten-Prices-Rip-and-the-West-Scrambles-for-Non-China-Supply.htmlWestern Star Resources Inc. — "Western Star Resources Announce the First Modern Exploration Program at the Past Producing Rowland Tungsten Property, in Elko, Nevada, USA," March 23, 2026.Western Star Resources Inc. news releases dated November 5, 2025 and April 9, 2026.Almonty Industries Inc. — Phase 1 commissioning completion at Sangdong Tungsten Mine, March 16, 2026.MP Materials Corp. — Q4 2025 production results and U.S. Department of Defense partnership announcement, July 2025.USA Rare Earth, Inc. — Round Top Mountain project and Stillwater magnet manufacturing facility corporate disclosures, early 2026.Energy Fuels Inc. — White Mesa Mill operations and rare earth element pilot production updates, 2025–2026.DISCLAIMER: Nothing in this publication should be considered as personalized financial advice. We are not licensed under securities laws to address your particular financial situation. No communication by our employees to you should be deemed as personalized financial advice. Please consult a licensed financial advisor before making any investment decision. This is neither an offer nor recommendation to buy or sell any security. We hold no investment licenses and are thus neither licensed nor qualified to provide investment advice. The content in this report or email is not provided to any individual with a view toward their individual circumstances. AmericanNewsGroup.com is a wholly-owned subsidiary of Market IQ Media Group, Inc. ("MIQ"). MIQ has been paid a fee for Western Star Resources Inc. advertising and digital media from the company directly. There may be 3rd parties who may have shares Western Star Resources Inc., and may liquidate their shares which could have a negative effect on the price of the stock. Previous compensation constitutes a conflict of interest as to our ability to remain objective in our communication regarding the profiled company. Because of this conflict, individuals are strongly encouraged to not use this publication as the basis for any investment decision. The owner/operator of MIQ do not own any shares of Western Star Resources Inc. but reserve the right to buy and sell, and will buy and sell shares of Western Star Resources Inc. at any time hereafter without any further notice. We also expect further compensation in the future as an ongoing digital media effort to increase visibility for the company, no further notice will be given, but let this disclaimer serve as notice that all material disseminated by MIQ has been approved by the above mentioned company; we own shares of the mentioned company that we will sell, and we also reserve the right to buy shares of the company in the open market, or through further private placements and/or investment vehicles. While all information is believed to be reliable, it is not guaranteed by us to be accurate. Individuals should assume that all information contained in our newsletter is not trustworthy unless verified by their own independent research. Also, because events and circumstances frequently do not occur as expected, there will likely be differences between any predictions and actual results. Always consult a licensed investment professional before making any investment decision. Be extremely careful, investing in securities carries a high degree of risk; you may likely lose some or all of the investment.FORWARD-LOOKING, CAUTIONARY & CHART NOTES: This communication contains forward-looking information and forward-looking statements within the meaning of applicable securities laws. Forward-looking statements include statements regarding the future exploration plans of Western Star Resources Inc., the potential of the Rowland Tungsten Project and the Company's British Columbia Western Star Property, anticipated drilling and exploration programs, anticipated catalysts, and the regulatory and macro-economic environment for tungsten and other critical minerals. Such statements involve known and unknown risks, including market, legal, listing, volatility, and commodity-related risks. Western Star is at an early stage of exploration; the Company has not yet established a current NI 43-101 mineral resource at the Rowland property, and historical production from the property does not constitute a current mineral resource estimate. Comparable companies referenced are at different stages of development and are shown for context only. ¹Historical reported grade and production figures are sourced from Western Star Resources Inc. news releases dated November 5, 2025 and April 9, 2026; historical production at Rowland is reported as 4.5 tons of ore at 3.38% WO3 shipped in 1943 and approximately 1,000 tons of ore at 0.5–1.0% WO3 produced from 1954–1956. ²Western Star Property description sourced from Western Star Resources Inc. corporate disclosures and news releases. The scientific and technical information related to the Rowland Project has been reviewed and approved by Jasper Mowatt, MAusIMM, a Qualified Person as defined by National Instrument 43-101. ³The APT Tungsten "Thesis View" chart on this page reflects an approximate 12-month trajectory of Rotterdam ammonium paratungstate spot prices anchored to the latest reported reference of approximately US$3,185/MTU (Western Star Resources news release, May 4, 2026) and the publicly cited +900% trailing-12-month / +350% year-to-date moves; intermediate monthly values are illustrative interpolations. The "Weekly Detail" chart approximates the FastMarkets weekly Low/Average/High band as published by Almonty Industries, with a referenced latest weekly average of US$3,044.50/MTU; weekly granular values are illustrative interpolations between cited reference points. For authoritative tungsten price data, consult FastMarkets or Argus Media. The TradingView chart and macro-symbol widgets on this page provide third-party market data for informational purposes only. Map locations shown are approximate and for illustrative purposes only.Logo: https://mma.prnewswire.com/media/2978955/American_News_Group_Logo.jpg View original content to download multimedia:https://www.prnewswire.com/news-releases/the-nevada-tungsten-past-producer-that-just-filed-with-the-pentagons-critical-minerals-body--and-what-17-historical-workings-could-mean-for-the-2026-drill-program-302770773.html Original: The Nevada Tungsten Past-Producer That Just Filed With the Pentagon's Critical Minerals Body -- and What 17 Historical Workings Could Mean for the 2026 Drill Program
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Global Palladium-Gold-Platinum Market Gains Momentum as the Skaergaard Project Places itself in the EU Industrial FrameworkMay 6, 2026 12:06 PM
PR Newswire (Canada) Issued on behalf of Greenland Mines Ltd.Greenland Mines Ltd. (NASDAQ: GRML) and its 80%-owned Greenland subsidiary Major Precious Greenland A/S have joined the European Raw Materials Alliance, formally positioning the Skaergaard Gold-Palladium-Platinum-Critical Metals Project inside the EU's industrial framework for critical-raw-materials security. The Skaergaard deposit — one of the largest undeveloped palladium-gold-platinum resources on Earth — now sits at the intersection of EU strategic-minerals policy, North American capital markets, and an emerging North Atlantic processing corridor that links Greenland geology to Iceland's geothermal industrial base.Equity Insider News CommentaryNEW YORK, May 6, 2026 /CNW/ -- There is a particular kind of milestone in the development of a strategic mining project that does not show up on a drill assay, does not appear in a resource update, and does not directly move a stock chart on the day it happens. It is the moment a project gets formally embedded into the institutional architecture that will eventually determine whether the metals it produces have a credible Western buyer base. For Greenland Mines Ltd. (NASDAQ: GRML), that moment arrived on April 22, 2026.The Company announced that it — together with its 80%-owned Greenland subsidiary Major Precious Greenland A/S — has been admitted as a member of the European Raw Materials Alliance ("ERMA"), the industry-driven alliance established by the European Commission to secure reliable, sustainable access to critical and strategic raw materials for Europe's industrial ecosystems.This is not a ceremonial designation. ERMA, managed by EIT RawMaterials, is the European Union's central mechanism for moving critical-minerals projects from concept toward financed reality. It is the alliance that brings together OEMs, processors, recyclers, technology providers, member-state governments, regional authorities, the European Investment Bank, and a network of investors around a single common objective: identifying which raw-materials projects across the value chain are worth advancing, removing the barriers in their way, and channeling capital and offtake interest toward them. The alliance plays a central role in implementing the EU's Action Plan on Critical Raw Materials and supports emerging initiatives under the new EU Critical Raw Materials Act.For a NASDAQ-listed mining company to be admitted to ERMA — alongside its subsidiary holding the actual Greenlandic mining license — is not a marketing event. It is the institutional embedding of a project into a financing and offtake ecosystem that did not previously have it.The asset that just walked into the roomTo understand why ERMA membership matters for Greenland Mines, it helps to be precise about what the Skaergaard Project actually is.Skaergaard is described by the Company as one of the largest undeveloped palladium, gold, and platinum deposits in the world. The project hosts a 2022 NI 43-101 Indicated and Inferred Mineral Resource of 25.4 million ounces palladium-equivalent and 23.5 million ounces gold-equivalent, with a gross undiscounted in-situ resource value of approximately $68 billion based on February 2026 metal prices. The technical report supporting the resource estimate was prepared by SLR Consulting and is dated November 22, 2022.The Mineral Resource numbers carry the standard NI 43-101 qualifier — Mineral Resources are not Mineral Reserves and do not have demonstrated economic viability, and no preliminary economic assessment, pre-feasibility study, or feasibility study has yet been completed on Skaergaard. That is the disclosure framework. Within that framework, the in-situ resource numbers are extraordinary by any standard the global PGM market would apply.For comparative scale, the entire global palladium market produces roughly 6 million ounces of new mine supply per year (around 10 million ounces including recycling). The entire global platinum market produces approximately 6 million ounces from mine supply. Skaergaard's Indicated and Inferred PGM-plus-gold endowment, expressed on a palladium-equivalent basis, is approximately 25.4 million ounces. Assigning even a fraction of that resource base to a long-life mine plan would represent a Western-aligned PGM project of strategic significance.The metals matter as much as the size. Palladium spot is currently sitting at approximately $1,545 per ounce, up roughly 65% over the trailing twelve months. Platinum is trading near $2,000 per ounce. Gold is at approximately $4,628 per ounce. The platinum market specifically is in its third consecutive year of structural deficit, with above-ground platinum stocks reportedly falling to less than five months of demand cover. Palladium remains tightly supplied, and the substitution of palladium for platinum in catalytic converters is forecast by the World Platinum Investment Council to peak at over 870,000 ounces in 2025 — a structural tailwind for projects that carry exposure to both metals. China's tightening grip on rare earths has put a spotlight on Western-aligned critical-minerals security across the entire metals complex — and PGMs, which are essential for catalytic converters, hydrogen fuel cells, defense electronics, and emerging clean-tech applications, are squarely inside the conversation.This is the asset that just walked into ERMA's industrial ecosystem.What ERMA membership actually unlocksERMA's stated purpose is to make Europe economically more resilient by diversifying its critical-raw-materials supply chains, attracting investments to the raw-materials value chain, and contributing to the enabling framework for the circular economy. The alliance has grown to over 450 members since its launch — from Greenland to Australia — and currently has more than 100 investment cases under active evaluation.For Greenland Mines specifically, the Company has stated three concrete uses for the ERMA platform:First, direct engagement with European industrial users in sectors where PGMs and other Skaergaard metals play key roles — automotive, energy, defense, aerospace, and high-tech manufacturing. These are the OEMs that will eventually consume Skaergaard's output. ERMA is the structured forum in which they meet upstream raw-materials suppliers.Second, strategic partnerships, offtake frameworks, and co-investment concepts that can support the advancement and de-risking of the project. The most important word in that sentence is "offtake." The path that takes a development-stage mining project from a Mineral Resource Estimate to a financed mine is paved with offtake agreements — long-term commitments from end-users to purchase a portion of future production. ERMA exists, in part, to facilitate exactly those conversations.Third, broader policy and industrial-ecosystem contribution — positioning Greenland and the wider North Atlantic region inside Europe's critical-raw-materials and climate strategy.ERMA membership does not, by itself, designate Skaergaard as an EU Strategic Project under the Critical Raw Materials Act — those designations are decided by the European Commission through a separate formal application process. But ERMA serves as what the Company describes as an "investment pipeline and support platform for high-potential raw-materials projects aligned with those objectives, helping to identify and mature investment cases across the value chain." It is the on-ramp.The North Atlantic critical-minerals corridorWhat makes Greenland Mines' ERMA admission particularly notable is that it does not arrive in isolation. It is the third in a sequence of structural moves that the Company has executed over recent months — moves that, taken together, sketch out the architecture of a North Atlantic critical-minerals corridor.The first was the engagement of GTK Mintec for a comprehensive metallurgical and processing flow program at Skaergaard. The second was the LOI to evaluate a brownfield downstream Icelandic industrial processing site — a low-carbon, geothermal-powered downstream processing pathway under which Skaergaard ore would be mined and pre-processed in East Greenland, then shipped a short distance to Iceland for refining at a fraction of the carbon footprint of conventional smelting. The third, announced today, is ERMA membership.The combination is structurally distinctive: a large, multi-metal resource base in Greenland; a potential low-carbon processing hub in Iceland; and participation in ERMA's EU-centred industrial ecosystem. That is the corridor. It is a Western-aligned, NATO-jurisdiction, low-carbon supply chain that links world-class geology to a buyer base that has explicitly identified its dependence on non-allied sources as a strategic vulnerability.The capstone: EIT RawMaterials Summit 2026, Brussels, 19–21 MayAs part of this deepening engagement with Europe's raw-materials community, Bo Møller Stensgaard, President of Greenland Mines Ltd., will participate in the EIT RawMaterials Summit 2026 in Brussels on 19–21 May 2026.The Summit, organized by EIT RawMaterials (which also manages ERMA), is the flagship EU public-private forum where stakeholders from across the raw and advanced materials value chain — from lab to plant and from policy to procurement — meet to translate EU priorities into concrete action on domestic extraction, processing, recycling, and strategic partnerships. It is, in effect, the annual convening at which the EU's critical-minerals architecture meets the projects that intend to feed it.Greenland Mines has stated that it intends to use the Summit and its ERMA membership to present the Skaergaard Project and the North Atlantic processing concept to European industrial, financial, and policy stakeholders, and to explore potential collaboration opportunities within ERMA's project and investment-case framework.In parallel, the Company has disclosed that it is also in early dialogues with stakeholders in the United States, Canada, Iceland, and Greenland regarding Skaergaard's potential role in secure, resilient transatlantic critical-minerals supply chains.Stensgaard summarized the strategic positioning in the announcement: "Joining the European Raw Materials Alliance with both Greenland Mines and Major Precious Greenland A/S is an important step in positioning Skaergaard where it belongs: at the heart of the European, North American, and transatlantic discussion on secure, low-carbon critical-raw-materials supply."The peer set has been movingGreenland Mines is advancing into a sector where the strategic value of Western-aligned critical-minerals projects has been visibly repriced over the past 12 months. Four peers tell that story.Critical Metals Corp. (NASDAQ: CRML) — the closest geographic and strategic analogue to GRML. Critical Metals Corp. just received Government of Greenland approval on April 17, 2026, to take its ownership of the Tanbreez heavy-rare-earth deposit in southern Greenland from 42% to 92.5%. Tanbreez is described as one of the largest known deposits of heavy rare earth elements in the Western world, with a resource base of 45 million tonnes grading 0.40% total rare earth oxides at 27% heavy rare earth content. The Company has secured a $120 million letter of intent with the U.S. Export-Import Bank, a 10-year offtake arrangement tied to Ucore's Louisiana processing facility, and a $30 million board-approved acceleration program targeting first ore production in late 2028 to early 2029. CRML's stock price surged from approximately $9 to the mid-$13 range in the weeks following the Greenland transfer approval, taking the Company's market capitalization to approximately $1.7 billion. Critical Metals is the most direct Greenland-development comparable to Greenland Mines on the NASDAQ.MP Materials (NYSE: MP) — the only North American rare earth producer at scale. MP Materials operates the Mountain Pass mine and processing facility in California — one of only two large-scale light rare-earth production facilities not located in China, and the only one in North America. The Company has secured a $400 million U.S. Department of Defense investment, a 100% offtake agreement on its second magnet factory's future production, and announced a $1.25 billion U.S.-based rare-earth magnet manufacturing campus. Anchor customers include Apple and General Motors. Wedbush has set a $90 price target on MP Materials, reflecting its position as a critical-infrastructure play with government-backed revenue floors and blue-chip customer commitments. The Company's heavy rare earth separation facility is targeting mid-2026 commissioning. MP Materials is currently capitalized at approximately $12 billion.USA Rare Earth (NASDAQ: USAR) — the $2.8 billion mine-to-magnet consolidator. On April 20, 2026, USA Rare Earth announced a definitive agreement to acquire the Serra Verde Group — owner of the Pela Ema rare earth mine and processing plant in Goiás, Brazil — for approximately $2.8 billion in stock and cash. Serra Verde already carries a 15-year, 100% offtake agreement with a U.S. government-backed special-purpose vehicle that includes price floors on neodymium, praseodymium, dysprosium, and terbium. The combined company is guiding to roughly $1.8 billion of EBITDA by 2030 and operates an integrated mine-to-magnet platform spanning the United States, United Kingdom, France, and Brazil. The U.S. government holds an equity stake in USAR via a $1.6 billion early-2026 funding package. USA Rare Earth's market cap is now approximately $5 billion, up almost 90% year-to-date.Sibanye Stillwater (NYSE: SBSW) — the only PGM-focused producer on a major U.S. exchange. Sibanye Stillwater operates platinum-group-metals operations in both South Africa and the United States — the latter at the Stillwater complex in Montana, which sits within the only meaningful U.S. PGM production footprint. The Company's U.S. PGM operations reported approximately 57.5 million ounces of 2E PGM Mineral Resources and 19.4 million ounces of Mineral Reserves as of year-end 2025. Following years of restructuring, Sibanye's U.S. PGM segment turned profitable in late 2025 with positive AISC margins and approximately $33 million of EBITDA, and the consolidated business reported approximately $560 million of EBITDA in its most recent operating update — triple the prior-year figure — driven by a 36% increase in the South African 4E basket price. The stock has appreciated approximately 84% since September 2025. Sibanye is the closest publicly-listed pure-play PGM comparable available to U.S. investors.What the institutional embedding actually doesThe thesis on Greenland Mines is straightforward, and the pieces are now in place.The asset is one of the largest undeveloped palladium-gold-platinum resources on Earth, sitting in a NATO-aligned, EU-engaged, North Atlantic jurisdiction. The metals it produces are in structural deficit and trade at price levels that have not been seen sustainably in years. The processing pathway, as currently being scoped, would route ore through Iceland's geothermal industrial base — producing a low-carbon supply-chain proposition that resonates directly with Western OEM procurement priorities. The Company is led by experienced operators, with the resource estimate prepared by SLR Consulting under NI 43-101, and the stock is listed on the NASDAQ, providing direct access for U.S. institutional capital.What ERMA membership adds to that picture is the institutional plumbing. It is the difference between a project that exists adjacent to Europe's critical-raw-materials policy and a project that has been formally admitted into the alliance through which that policy gets translated into investment, partnership, and off-take. It is the on-ramp to the Brussels Summit in May. It is the structural foundation for the conversations with industrial end-users, investors, and policymakers that turn a Mineral Resource into a financed mine.The stock that should benefit from that pipeline trades on the NASDAQ under the ticker GRML.For more information on Greenland Mines Ltd. (NASDAQ: GRML), visit equity-insider.com.Article Source: https://equity-insider.com/CONTACT:
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info @acblanke1DISCLAIMER: Nothing in this publication should be considered as personalized financial advice. We are not licensed under securities laws to address your particular financial situation. No communication by our employees to you should be deemed as personalized financial advice. Please consult a licensed financial advisor before making any investment decision. This is a paid advertisement and is neither an offer nor recommendation to buy or sell any security. We hold no investment licenses and are thus neither licensed nor qualified to provide investment advice. The content in this report or email is not provided to any individual with a view toward their individual circumstances. Equity-Insider.com is a wholly-owned subsidiary of Market IQ Media Group Inc. ("MIQ"). This article is being distributed by Equity-Insider.com on behalf of MIQ. MIQ has been paid a fee for Greenland Mines Ltd. advertising and digital media from Creative Digital Media Group ("CDMG"). There may be 3rd parties who may have shares of Greenland Mines Ltd., and may liquidate their shares which could have a negative effect on the price of the stock. This compensation constitutes a conflict of interest as to our ability to remain objective in our communication regarding the profiled company. Because of this conflict, individuals are strongly encouraged to not use this publication as the basis for any investment decision. The owner/operator of MIQ does not own any shares of Greenland Mines Ltd. but reserve the right to buy and sell, and will buy and sell shares of Greenland Mines Ltd. at any time without any further notice commencing immediately and ongoing. We also expect further compensation as an ongoing digital media effort to increase visibility for the company, no further notice will be given, but let this disclaimer serve as notice that all material disseminated by MIQ has been approved by the above mentioned company; this is a paid advertisement, we have been paid for by CDMG, and we may own shares of the mentioned company that we will sell, and we also reserve the right to buy shares of the company in the open market, or through further private placements and/or investment vehicles. While all information is believed to be reliable, it is not guaranteed by us to be accurate. Individuals should assume that all information contained in our newsletter is not trustworthy unless verified by their own independent research. Also, because events and circumstances frequently do not occur as expected, there will likely be differences between any predictions and actual results. Always consult a licensed investment professional before making any investment decision. Be extremely careful, investing in securities carries a high degree of risk; you may likely lose some or all of the investment.Cautionary Note Regarding Forward-Looking StatementsThis publication contains forward-looking statements within the meaning of the U.S. Private Securities Litigation Reform Act of 1995. These forward-looking statements are based on the current expectations of the management team of Greenland Mines Ltd. and are inherently subject to uncertainties and changes in circumstance and their potential effects. There can be no assurance that future developments will be those that have been anticipated. These forward-looking statements involve a number of risks, uncertainties or other assumptions that may cause actual results or performance to be materially different from those expressed or implied by these forward-looking statements. The Mineral Resource Estimates referenced in this publication were prepared in accordance with NI 43-101 by SLR Consulting as disclosed in the technical report dated November 22, 2022. Mineral Resources are not Mineral Reserves and do not have demonstrated economic viability. The gross undiscounted in-situ metal values expressed herein are illustrative calculations using February 2026 metal prices and do not account for mining recoveries, metallurgical losses, capital costs, operating costs, royalties, taxes, permitting requirements, or any other technical or economic factors. These values are not indicative of future revenue, project economics or net present value. No preliminary economic assessment, pre-feasibility study, or feasibility study has been completed on the Skaergaard Project, and there is no certainty that the Mineral Resources disclosed will be converted to Mineral Reserves or that an economically viable mining operation can be established. You should carefully consider the foregoing factors and the other risks and uncertainties described in filings made with the SEC by Greenland Mines Ltd. from time to time, which may be found on the SEC's website at www.sec.gov.Logo: https://mma.prnewswire.com/media/2840019/Equity_Insider_Logo.jpg View original content:https://www.prnewswire.com/news-releases/global-palladium-gold-platinum-market-gains-momentum-as-the-skaergaard-project-places-itself-in-the-eu-industrial-framework-302764399.htmlSOURCE Equity Insider Original: Global Palladium-Gold-Platinum Market Gains Momentum as the Skaergaard Project Places itself in the EU Industrial Framework
US Market News
1月前
The West Wants to Break China's Critical Minerals Stranglehold. This $68 Billion Greenland Deposit Just Locked In Three World-Class Consultants in Five Weeks.April 30, 2026 11:42 AM
PR Newswire (US)
Issued on behalf of Greenland Mines LtdCritical minerals supply chains have moved from analyst footnote to White House priority. Greenland Mines (NASDAQ: GRML) is positioning its Skaergaard Project — one of the world's largest undeveloped palladium-gold-platinum deposits — as a Western-aligned answer to a structural undersupply story that the major banks are now openly pricing into 2026.CHARLOTTE, N.C., April 30, 2026 /PRNewswire/ -- USA News Group News Commentary — In February 2026, the U.S. State Department hosted the 2026 Critical Minerals Ministerial — bringing together representatives of 54 countries and the European Commission to coordinate Western policy responses to critical minerals supply chain vulnerability. Earlier the same month, the Export-Import Bank approved a $10 billion Direct Loan for Project Vault, the most consequential single financing in EXIM's history, designed to establish a domestic strategic reserve for critical minerals. EXIM has issued $14.8 billion in Letters of Interest for critical minerals projects under the current administration. Government equity stakes have been taken in MP Materials, USA Rare Earth, Lithium Americas, Trilogy Metals, Vulcan Elements, and ReElement Technologies.
Against that policy backdrop, Greenland — the world's largest island, with a geological endowment that includes one of the largest known undeveloped palladium-gold-platinum deposits, alongside major rare-earth and uranium occurrences — has emerged as a strategic Western-aligned mining jurisdiction. And on April 27, 2026, Greenland Mines Ltd (Nasdaq: GRML) announced the appointment of SLR Consulting as Geological Consultant and Qualified Person for its Skaergaard Project — the latest in a five-week sequence of corporate developments that has built a world-class technical platform around what may be one of the most significant undeveloped Western precious metals deposits in decades.A Re-Rating PGM Cycle Is Now Visible in Bank ForecastsIn January 2026, Bank of America Global Research raised its 2026 platinum price forecast to $2,450 per ounce — up from $1,825 — and lifted its 2026 palladium forecast to $1,725 per ounce, up from $1,525. The bank cited persistent market deficits, the dislocations of PGMs from trade disputes keeping markets tight, and the launch of physically-backed platinum and palladium futures contracts on China's Guangzhou Futures Exchange (GFEX) in the second half of 2025 as supporting price action.On the supply side, the World Platinum Investment Council (WPIC) reports the platinum market entered a third consecutive year of supply deficit in 2025 with a shortfall of approximately 850,000 ounces, and projects that the deficit will persist through 2029 even as recycling supply grows by approximately 10% in 2026. Heraeus Precious Metals' 2026 forecast sees platinum trading in a $1,300-$1,800/oz range with deficit conditions narrowing but not closing. The 2025 platinum spot rally was approximately 127%."With strong demand for platinum group metals continuing, Bank of America raised its 2026 platinum price forecast to $2,450/oz from $1,825/oz and its 2026 palladium price forecast to $1,725/oz from $1,525/oz. The dislocations of PGMs from trade disputes are keeping markets tight, especially in the case of platinum."Meanwhile, the U.S. Department of Commerce has estimated a dumping margin of approximately 828% on unworked Russian palladium imports, following anti-dumping and countervailing duty petitions filed by Sibanye-Stillwater and the United Steelworkers Union. Russia is the world's largest palladium supplier, accounting for approximately 40% of global supply. Any imposition of tariffs on currently-unspecified Russian volumes could push U.S. domestic prices materially higher and reshape import economics for North American and European refining markets.Why This Greenland Story Stands Out Right NowGreenland Mines Ltd (Nasdaq: GRML) is a Nasdaq-listed company with two operating divisions: a Natural Resources segment focused on the Skaergaard Project in Southeast Greenland — one of the largest undeveloped palladium, gold, and platinum deposits in the world — and a Cell and Gene Therapy division including Klotho's KLTO-202 program for ALS. The Company holds, through its acquisition of Greenland Mines Corp., an 80% interest in Skaergaard plus an option to acquire the remaining 20%. The 2022 NI 43-101 Indicated and Inferred Mineral Resource is 25.4 Moz palladium-equivalent and 23.5 Moz gold-equivalent, with a gross undiscounted in-situ resource value of approximately $68 billion at February 2026 metal prices.The differentiated story is not the resource size in isolation — junior PGM developers with large in-situ resources are rare but not unheard of. The differentiated story is the technical and strategic cadence assembled around it over the past five weeks.The Technical Team — Built in Five WeeksOn April 27, 2026, Greenland Mines appointed SLR Consulting as Geological Consultant and Qualified Person for the Skaergaard Project. SLR — with more than 5,000 employees across 140+ offices worldwide — is the same firm that prepared the latest NI 43-101 Technical Report on Skaergaard, effective November 22, 2022, including the current Mineral Resource Estimate. The Company has positioned the appointment as providing technical continuity and execution efficiency, with SLR specialists scheduled for a return site visit in late August or early September 2026 in connection with the planned summer field program.On April 23, 2026, the Company executed a framework agreement with GTK Mintec — the mineral processing and circular-economy pilot plant of the Geological Survey of Finland, located in Outokumpu, Finland. The facility runs approximately 100 projects per year and 8-12 industrial-scale pilot runs annually. The scope is comprehensive: advanced mineralogical characterization (MLA / QEMSCAN, EPMA), gold deportment, beneficiation testwork, hydrometallurgical testwork (chloride leaching, pressure oxidation, Kell-type, molten-salt processes), and pilot-scale processing using a 10-20 tonne bulk sample. Tailings and extractive-waste studies will be conducted on the SMARTTEST platform.GTK Mintec's scope explicitly extends beyond the primary palladium-gold-platinum deposit to evaluate critical metals optionality — including vanadium, gallium, germanium, titanium and iron recovery from vanadium-bearing titanomagnetite zones — as well as ore sorting and pre-concentration economics. The directional implication is that the eventual Skaergaard production scenario could be a multi-product operation rather than a single-commodity precious metals mine.Earlier in March, the Company engaged WSP Denmark for the full environmental impact assessment baseline program — the foundational regulatory work product required for project advancement under Greenlandic mining law.The Iceland Configuration: Mine in Greenland, Process in IcelandOn April 16, 2026, Greenland Mines announced a non-binding Letter of Intent with an Icelandic industrial site owner to evaluate establishment of a downstream processing hub in Iceland. Skaergaard sits approximately 450 km west of Iceland — within direct reach of one of the lowest-cost industrial-power jurisdictions in the developed world.According to the announcement, the LOI targets power costs potentially below US$0.03/kWh through Iceland's integrated geothermal and hydropower grid, with life-of-mine savings exceeding $1 billion against alternative on-site processing scenarios. The brownfield refurbishment approach uses existing buildings, deep-water harbor infrastructure, and grid connections — meaningfully reducing capital intensity versus greenfield development."Mine in Greenland. Process in Iceland. Sub-$0.03/kWh power. Life-of-mine savings exceeding $1 billion. The configuration aligns Skaergaard's development pathway with the broader strategic Western response to critical-minerals supply concentration risk."On April 2, 2026, the Company's Greenlandic subsidiary Major Precious Greenland A/S joined the Greenland Business Association — a procedural milestone that formalizes the Company's on-the-ground operating presence and signals continued engagement with Greenlandic local commerce and stakeholder networks.The Policy Tailwind Has Become Direct CapitalFor most of the past decade, the "Western critical minerals push" has been a thesis of analyst reports and policy white papers more than a structural feature of capital markets. That has changed materially in the past 18 months.In 2025, the U.S. Department of Defense took an approximately 15% equity stake in MP Materials alongside a 10-year, $110 per kilogram price floor on its neodymium-praseodymium oxide product. In January 2026, the Trump administration took an equity position in USA Rare Earth through the Department of Commerce. The administration has now made critical-minerals equity stakes or stock-purchase rights in at least ten companies, with six of those concentrated in critical minerals.In February 2026, the U.S. State Department hosted the 2026 Critical Minerals Ministerial — bringing together representatives of 54 countries and the European Commission. The ministerial coincided with EXIM Bank's approval of the $10 billion Project Vault Direct Loan for a domestic strategic reserve, plus $14.8 billion in critical-minerals-related Letters of Interest issued under the current administration.The thesis has moved from analyst footnote to balance-sheet reality. The capital is being deployed. The companies positioned in Western jurisdictions with Western-aligned ownership structures — particularly those addressing high-priority commodity gaps like PGMs and heavy rare earths — sit at the intersection of two structural tailwinds at once.Critical Minerals & Strategic Reshoring — Comparable SetFor investors evaluating exposure to the Western critical minerals reshoring thesis, a defined U.S.-listed comparable set has emerged in the past 18 months. Each name below has reported material newsflow within the past month tied to the same policy and capital-cycle dynamics that support Greenland Mines' positioning.Critical Metals Corp. (NASDAQ: CRML)Critical Metals Corp. is the closest geographic and structural comp to Greenland Mines — also Greenland-focused, also Nasdaq-listed, also an early-stage developer. On April 17, 2026, the Government of Greenland approved the transfer of the remaining 50.5% interest in the Tanbreez Mining Greenland A/S to Critical Metals Corp., bringing total ownership to 92.5% of one of the world's largest heavy rare earth deposits. The stock surged approximately 23.6% on the news, lifting market capitalization to roughly $1.4 billion. In March 2026, the Company approved a $30 million acceleration program targeting first ore production Q4 2028 / Q1 2029. CRML carries a $120 million Letter of Intent from EXIM Bank and a Texas Capital Buy rating with a $20 price target initiated April 2026 — implying material upside from recent share price levels.MP Materials Corp. (NYSE: MP)MP Materials operates the Mountain Pass rare-earth mine and processing facility in California — the only commercial-scale rare-earth mine in the U.S. and one of only two large-scale light rare-earth production facilities outside China. The Company is the most direct beneficiary of the U.S. critical minerals onshoring push, with the Department of Defense holding an approximately 15% equity stake and a 10-year price floor of $110 per kilogram on its NdPr oxide. In February 2026, MP announced selection of Northlake, Texas for a $1.25 billion rare earth magnet manufacturing facility. On April 20, 2026, Wedbush initiated coverage with an Outperform rating and $90 price target. FY2025 revenue was $275.5 million, up 35% year-over-year.USA Rare Earth, Inc. (NASDAQ: USAR)USA Rare Earth is developing the Round Top Mountain heavy rare-earths and critical minerals project in West Texas, alongside a high-powered magnet manufacturing facility in Stillwater, Oklahoma. The Trump administration took an equity stake in USAR in January 2026 through the Commerce Department — the first such government investment in heavy rare earths. The Round Top mining and processing project is targeted for opening by end of 2028, accelerated approximately two years ahead of prior projections. USA Rare Earth's acquisition of U.K.-based Less Common Metals provides a processing and metal-making hub outside China.Energy Fuels Inc. (NYSE American: UUUU)Energy Fuels operates the White Mesa Mill in Utah — the only operating conventional uranium mill in the United States — and has expanded into rare earth element processing through the same facility. The Company processes monazite ore feed into separated rare earth oxides, positioning it as the only integrated U.S. uranium-and-rare-earth processor currently in commercial production. Energy Fuels' diversified strategic-minerals exposure — uranium, vanadium, and rare earth elements — provides a different angle on the same Western-onshoring thesis.NioCorp Developments Ltd. (NASDAQ: NB)NioCorp is advancing the Elk Creek Critical Minerals Project in Nebraska — one of the largest known reserves of niobium, scandium, and titanium in North America, plus rare earth potential. The Company holds a Letter of Interest from the U.S. EXIM Bank for up to $800 million in financing support, and the project is included in the U.S. Department of Energy's critical minerals strategy. The strategic logic mirrors Greenland Mines' positioning — a Western-jurisdiction developer addressing critical commodity supply gaps with structural government policy support.Investor Q&A: Three Questions on the Greenland Mines ThesisQ: Why does Greenland's jurisdiction matter for Western critical minerals supply chains?A: Greenland combines a tier-one geological endowment (PGMs, heavy rare earths, uranium) with a modern regulatory regime aligned with NATO partner Denmark — and direct U.S. strategic interest, including the February 2026 Critical Minerals Ministerial that brought together 54 countries. It is one of the few large-scale, Western-aligned mining jurisdictions outside North America with the geological scale to materially shift supply concentration risk.Q: What does the Iceland processing configuration unlock that on-site processing in Greenland can't?A: Industrial power at potentially below US$0.03/kWh through Iceland's integrated geothermal and hydropower grid, brownfield capex versus greenfield buildout, and life-of-mine savings exceeding $1 billion against alternative on-site processing scenarios. The configuration also positions output to flow directly into North American and European refining markets. The Iceland LOI is non-binding and subject to negotiation of definitive agreements.Q: How do recent U.S. government equity stakes in critical minerals companies frame the opportunity for Western-aligned developers?A: The federal government has taken positions in at least ten companies under the current administration — including a 15% DoD stake in MP Materials and a Commerce Department stake in USA Rare Earth — alongside the $10 billion EXIM Project Vault Direct Loan and $14.8 billion in critical minerals Letters of Interest. Companies in Western jurisdictions addressing high-priority commodity gaps now sit at the intersection of re-rating commodity cycles and direct government capital. Government investment programs are subject to political and budgetary risk.What to Watch From HereThree near-term catalysts will define how the Greenland Mines story develops. First, the 2026 summer field program at Skaergaard — including the SLR site visit scheduled for late August or early September — will provide the technical foundation for the next stage of NI 43-101 work and resource definition. Second, the GTK Mintec metallurgical and pilot-plant program will produce the first integrated processing flowsheet results, including critical metals recovery economics and bulk-sample concentrate characteristics. Third, the Iceland LOI may convert to a binding agreement, formalizing the North Atlantic processing corridor configuration.For investors evaluating exposure to the Western critical minerals onshoring thesis, the comparable set above (CRML, MP, USAR, UUUU, NB) represents the established U.S.-listed jurisdiction comparables. Greenland Mines represents the early-stage PGM-heavy component of the same broader thesis — a different angle on the same underlying policy and capital cycle.For more information on Greenland Mines Ltd, visit www.greenlandmines.com or the investor profile at usanewsgroup.com/grml-profile/.CONTACT:USA News Group
US Market News
3月前
The State of America's Rare Earth Supply Chain in 2026 - OilPrice.com Market CommentaryMarch 16, 2026 8:00 AM
PR Newswire (US)
NEW YORK, March 16, 2026 /PRNewswire/ -- REalloys (ALOY) built something that barely exists anywhere in the Western world — a rare earth supply chain that doesn't touch China at any step. Japan figured out decades ago why that matters. Companies mentioned in this release include: REalloys Inc. (ALOY), MP Materials Corp. (NYSE: MP), USA Rare Earth (NASDAQ: USAR), Amprius Technologies, Inc. (NYSE: AMPX), Critical Metals Corp. (NASDAQ: CRML), Nouveau Monde Graphite Inc. (NYSE: NMG).Japan's response to China's rare earth processing monopoly was decisive. The Japanese government built strategic stockpiles of processed rare earth materials. On top of that, individual Japanese companies quietly built their own reserves — covering years of supply each. Combined, that has given Japan one of the deepest rare earth buffers in the world.The United States, on the other hand, has stockpiled nothing. Neither has Europe. Both have been running entirely on just-in-time supply from China — a country that issues rare earth export licenses on a monthly basis. For decades, China has crashed prices whenever Western investment in rare earth processing gained momentum. That's the gap REalloys moved to fill.REalloys is not a mining company waiting for permits and feasibility studies. It's built around the part of the supply chain where the West is most exposed: converting raw materials into the finished metals, alloys, and magnets that go into defense systems, advanced manufacturing, and the machines that run today's modern economy.Thanks to their recent partnership with the Saskatchewan Research Council, the company holds an exclusive offtake covering 80% of production from the SRC's Rare Earth Processing Facility — North America's only operational, fully non-Chinese rare earth processing plant.REalloys' own metallization facility in Euclid, Ohio, then converts those metals into defense-grade alloys and magnet-ready inputs. And feedstock is secured from North America, Brazil, Kazakhstan, and Greenland.In other words, while the rest of the West was ordering processed rare earths from Beijing on a monthly basis, REalloys was busy locking in the infrastructure to become a significant compliant North American source. Unlike oil though, which can be sourced from dozens of countries, there is no alternative waiting in the wings. Because of rare earths' unique magnetic properties, each of these 17 elements holds subtly different characteristics that make them irreplaceable in motors, sensors, guidance systems, and electronics.The ability to turn those materials into something usable barely exists outside China today. But it's exactly what REalloys (ALOY) has locked in — through its exclusive offtake with its processing partner and its own metallization facility in Ohio.The Squeeze No One Prepared ForAll signs point to global rare earth demand rising by two to three times by 2030-2035, and potentially seven to ten times by 2050, as electrification, defense modernization, and advanced manufacturing accelerate all at once. At the same time, China itself now consumes roughly 60 percent of its own rare earths for domestic manufacturing, including electric vehicles, wind turbines, electronics, and robotics.And China's consumption is growing. Which means their ability to flood the global market the way it did a decade ago is shrinking, because it needs more of its own supply. The lack of supply isn't the only reason the United States is now scrambling, however. It's also because China has shown their willingness to use its position as an economic weapon.When China briefly restricted rare earth exports, a Ford plant was forced to shut down almost immediately. When Trump threatened 100% tariffs, China's response was simple: no more processed rare earths. Trump backed off very quickly. Put those two trends together and the picture is stark: demand is surging, China's surplus is shrinking, and the West has built no stockpile, no meaningful processing capability, and no buffer.Japan saw this coming and built reserves to ride it out years ago. The U.S. and Europe have fallen years behind as rare earth demand continues to rise. This is why the Pentagon's fast-approaching January 1, 2027 deadline becomes all the more pressing. Starting next year, Chinese-sourced rare earths will be banned from the U.S. defense supply chain — not just the finished magnets, but every stage: mining, refining, separation, melting, and production.Every defense contractor in the country will need a qualified, non-Chinese source for these materials. And REalloys is currently the only North American company positioned to meet that deadline with a fully non-Chinese supply chain already in operation.Why Everyone Else Is Still StuckThe West relinquished its rare earth processing capability to China decades ago. Since then, it has lost not just the equipment but the institutional knowledge — the hands-on expertise that takes years to develop. And every time Western companies tried to rebuild, China crushed the economics. It happened in the early 2000s, again in 2010-2011, and again in 2015-16 — each time prices crashed until the Western investment interest case collapsed. That knowledge gap now appears harder to close than anyone expected.Many North American companies continue to purchase processing equipment directly from China. However, that still poses a risk when the parts required to run the equipment still come from China. And even 1% reliance on China is still effectively 100% reliance on China when they control every step of the supply chain.Take for example what happened in late 2020, when China passed its export control law and refused to sell rare earth processing technology to anyone it didn't consider a friend. The West wasn't on the list. That forced the facility that REalloys draws from to build everything from scratch, including its own AI-driven control systems. The result is a facility that produces higher purity metals with greater efficiency than the conventional Chinese approach, and with fewer employees to boot. But that process took years, with a multidisciplinary team of mineral scientists, processing engineers, and AI specialists working together.The processing facility REalloys draws from is in its final stages of commissioning, with full commercial production expected in early-2027 — starting at approximately 400 tonnes of metal per year, scaling to approximately 600 tonnes by late 2028. The majority of that output flows to REalloys under its exclusive offtake agreement.When that production comes online, REalloys will likely control access to the only North American, non-Chinese heavy rare earth supply chain in operation. Perhaps only a small share of total defense demand — but nonetheless an important one.Where REalloys StandsREalloys has secured exclusive access to the heavy rare earths — Dysprosium and Terbium — that define the high end of the magnet market. You can't swap them out for lighter, more common alternatives.Light rare earths go into consumer applications like washing machines and everyday electronics.Heavy rare earths go into electric vehicle motors, wind turbine generators, advanced robotics, and high-performance industrial equipment. They are far scarcer, far more supply-constrained, and almost entirely controlled by China. This is the segment REalloys is built for — the most strategically critical, least replaceable part of the market.Beyond its initial production, REalloys is building toward Phase 2 — targeting 20,000 tonnes per year of heavy rare earth permanent magnets, which would also make it the largest producer of refined Dysprosium and Terbium outside of China, feeding directly into U.S. protected markets.Washington has taken notice as well. The Export-Import Bank has issued a $200 million letter of interest to back REalloys' supply chain buildout.The Train Is Leaving the StationToday's rare earth supply chain situation has been compared to a long Canadian freight train — the front engine starts moving and it takes five minutes before the back car follows.Japan positioned itself at the front of that train decades ago. REalloys is near the front now, with exclusive offtake agreements, operational facilities, and government backing already in place — while much of the West is still standing at the back, waiting.Rare earth processing capability is shaping up to be one of the defining industrial advantages of the 21st century — powering everything from electric vehicles to data centers to the devices in our pockets. REalloys is positioned as one of the few Western companies currently able to meet that demand — with the supply chain, facilities, and government backing already in place.Other companies involved in the rare earths sector that you should be aware of:MP Materials Corp. (MP)MP Materials has largely completed its strategy of rebuilding a fully domestic rare earth magnet supply chain. While Mountain Pass remains one of the world's premier rare earth deposits, the company's emphasis has shifted toward value-added refining and magnet manufacturing.Its Fort Worth, Texas facility is ramping production of finished NdFeB magnets manufactured from internally separated oxides, creating an end-to-end U.S. supply chain. Initial annual magnet capacity is near 1,000 metric tons, with staged expansion tied to automotive and defense demand.USA Rare Earth (USAR)USA Rare Earth is the first company to execute a fully vertically integrated "mine-to-magnet" strategy on U.S. soil. In early 2026, the company secured a transformative $1.6 billion funding package from the U.S. government, which included a direct equity stake from the administration. This capital is being deployed to accelerate the development of the Round Top Mountain project in Texas, the richest known deposit of heavy rare earths, gallium, and beryllium in the country.The Stillwater plant is expected to reach commercial production in the first half of 2026, producing high-performance sintered neodymium-iron-boron (NdFeB) magnets used in F-35 fighter jets, electric vehicle motors, and missile guidance systems. By 2029, USAR aims to produce over 10,000 metric tons of magnets annually.Amprius Technologies, Inc. (AMPX)Amprius Technologies is a U.S.-based advanced battery technology company focused on silicon anode lithium-ion cells that deliver some of the highest commercial energy densities available today. Its SiCore and SiMaxx silicon-enabled platforms target applications where power-to-weight performance is critical.Amprius's proprietary materials and cell designs position it at the intersection of high-performance battery innovation and next-generation mobility markets, with potential demand catalysts tied to aerospace electrification, specialized electric vehicles, and grid-edge storage where weight and efficiency drive technical decisions.Critical Metals Corp. (CRML)Critical Metals Corp. is advancing a Western-focused development portfolio centered on lithium and rare earth assets in Europe and Greenland. Its Wolfsberg Lithium Project in Austria has moved through definitive feasibility and is positioned to become one of the EU's first new hard-rock lithium producers.Located near Central European battery manufacturing clusters, Wolfsberg benefits from logistical advantages and alignment with the EU's Critical Raw Materials Act. Underground mine design and established permitting progress have supported community and regulatory acceptance. Binding offtake arrangements provide commercial clarity ahead of construction.Nouveau Monde Graphite Inc. (NMG)Nouveau Monde Graphite is developing an integrated mine-to-anode model designed to supply low-carbon graphite to Western battery manufacturers. Its Matawinie project in Quebec is structured as an all-electric open-pit operation powered by hydroelectricity, significantly lowering lifecycle emissions relative to conventional peers.Concentrate from Matawinie will feed the company's downstream facility in Bécancour, where purification, spheroidization, and coating processes will convert material into battery-grade anode graphite.By. Michael ScottOilprice Intelligence brings you the inside view on where the next gains will come from, breaking down the market's biggest growth driver with analysis from veteran oilmen and experts. Click here to get this crucial intel for freeImportant Disclosure: The owner of Oilprice.com owns shares and/or stock options of the company and therefore has an incentive to see the company's stock perform well. We encourage you to conduct your own due diligence and seek the advice of your financial advisor or broker before investing.FORWARD LOOKING STATEMENTS
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Original: The State of America's Rare Earth Supply Chain in 2026 - OilPrice.com Market Commentary
US Market News
4月前
Americas Mineral Infrastructure Draws Capital As Critical Materials Deficits DeepenFebruary 3, 2026 10:22 AM
PR Newswire (US)
Issued on behalf of Americore Resources Corp. VANCOUVER, BC, Feb. 3, 2026 /PRNewswire/ -- EquityInsider.com News Commentary — Across the Americas, leaders are urging action to meet the coming demand of all kinds of minerals and metals that are in increasingly higher demand. Treasury Secretary Bessent's January mobilization of 12 nations to secure critical mineral supply chains[1] was immediately reinforced by the Department of Energy's $134 million commitment to domestic rare earth production[2]. This structural realignment federalizes the de-risking of North American projects, creating a premium environment for Americore Resources Corp. (TSXV: AMCO) (OTCQB: AMCOF), USA Rare Earth (NASDAQ: USAR), Denison Mines (NYSE-A: DNN) (TSX: DML), Canada Nickel Company (TSXV: CNC) (OTCQB: CNIKF), and Bravo Mining (TSXV: BRVO) (OTCQX: BRVMF).
Fitch's BMI forecasts the global silver market deficit will persist throughout 2026 as industrial consumption eclipses mine supply for a fifth consecutive year[3]. With the International Energy Agency projecting 40-50% electricity demand growth by 2035[4], institutions are rotating capital toward the sovereign assets required to sustain this urgent infrastructure expansion.Americore Resources Corp. (TSXV: AMCO) (OTCQB: AMCOF) is advancing a strategic initiative at its Trinity Silver Project in Nevada that could unlock near-term cash flow in today's ~$100 silver market. The company announced it is evaluating options to monetize historic surface stockpiles that potentially contain approximately 400,000 ounces of silver in oxide material and 365,000 ounces in sulphide material, material that is already mined and sitting at surface without the typical delays associated with starting new mining operations.The timing matters because silver prices have surged past $100 per ounce, making previously marginal stockpiles economically interesting. Americore is reviewing two processing pathways: off-site toll processing that could enable rapid monetization with limited capital requirements, or construction of an on-site pilot plant offering greater control over recoveries and long-term scalability. The company plans reverse circulation drilling, backhoe trenching, and metallurgical testing to confirm grades and optimize processing methods, with results expected to guide processing decisions and economic evaluations."Evaluating the monetization of historic stockpiles is a highly strategic move," stated Jeff Poloni, CEO of Americore. "It provides potential near-term value, delivers critical metallurgical insights, and helps accelerate Trinity toward a PEA."The Trinity Project sits in Pershing County, Nevada, just 23 miles from Lovelock, in an area with established infrastructure and proven silver production history. Between 1987 and 1988, U.S. Borax mined over one million tons from the historic Trinity pit and produced approximately five million ounces of silver through heap-leach operations, proving the district can generate real metal.Americore has been aggressively expanding its land position over the past several months, which matters because controlling more prospective ground means more potential ounces. The company now controls approximately 22,700 acres through direct staking and a strategic option agreement with Primus Resources for claims that returned grab samples as high as 1,690 grams per tonne silver. This expansion means the company now controls all ground covered by a 2012 historic resource estimate that tripled the resource base to 36 million ounces of silver equivalent.The company recently completed a drone magnetometer survey covering 312 line kilometers to map structural trends, with results expected to support upcoming drill targeting. Near-term exploration plans include drilling 5 to 10 core holes twinning historic drillholes to verify data and provide fresh material for metallurgical testing, followed by step-out drilling toward a new mineral resource estimate targeted for Q2 2026.CONTINUED… Read this and more news for Americore Resources at:https://equity-insider.com/2026/01/12/the-only-silver-that-matters-now-is-silver-you-can-touch/ https://equity-insider.com/2025/04/14/with-funding-commitments-in-place-a-gold-mine-is-being-built-and-this-stock-is-still-under-0-20/In other industry developments and happenings in the market include:USA Rare Earth (NASDAQ: USAR) has announced entry into a non-binding Letter of Intent with the U.S. Department of Commerce covering $1.6 billion including $277 million in proposed federal funding and a $1.3 billion proposed senior secured loan under the CHIPS Act. The company has concurrently raised $1.5 billion in a private sector PIPE transaction anchored by Inflection Point, bringing total capital to $3.1 billion."This landmark collaboration with the U.S. Government represents a transformative step in USA Rare Earth's mission to secure and grow a resilient, independent domestic rare earth value chain," said Barbara Humpton, CEO of USA Rare Earth. "We are grateful to President Trump, Secretary Lutnick, and Secretary Wright for their support and recognition of the strategic importance of rare earth materials and permanent magnets."The capital will accelerate development of a mine-to-magnet platform that by 2030 will extract 40,000 metric tons per day of rare earth feedstock from the Round Top deposit beginning commercial production in 2028. USA Rare Earth will process 8,000 metric tons per annum of heavy rare earth elements and critical mineral oxides including dysprosium, terbium, yttrium, and hafnium.Denison Mines (NYSE-A: DNN) (TSX: DML) announced grid power availability at the future Phoenix in-situ recovery uranium mine site following completion of a new 138kV transmission line by SaskPower. The six-kilometer transmission line connects Phoenix to Saskatchewan's existing grid infrastructure and provides access to up to 8.8 MW of power under a five-year supply agreement."We thank SaskPower for the safe installation of the new high-voltage transmission line, on schedule and on budget," said David Cates, President and CEO of Denison Mines. "As power is a crucial component of planned site infrastructure for Project construction and future operation, the availability of grid power supply at the site represents a major Project milestone."The electrification milestone significantly de-risks Phoenix construction as grid power is on the critical path for establishing the freeze wall surrounding the initial mining area. Denison Mines has procured long-lead electrical distribution equipment including the main transformer, substation components, and switchgear, all scheduled for delivery and installation during the first construction year, subject to final regulatory approvals and investment decision.Canada Nickel Company (TSXV: CNC) (OTCQB: CNIKF) has awarded Ausenco Engineering Canada ULC a contract to commence detailed engineering for the Process Plant and supporting infrastructure at the Crawford Nickel Sulphide Project. The company targets commencing construction on Crawford by year-end following significant endorsements from the federal government with the referral to the Major Projects Office and last week's announcement naming Crawford to Ontario's One Project, One Process framework."After receiving significant endorsements from the federal government with the referral to the Major Projects Office, and last week's announcement naming Crawford to Ontario's One Project, One Process framework, we are very pleased to move to this next stage in Crawford's development with Ausenco, a global engineering and consulting leader," said Mark Selby, CEO of Canada Nickel Company. "Ausenco brings extensive experience to the project, having partnered with us since the completion of a Preliminary Economic Assessment in 2020, the Feasibility Study in 2023, and front-end engineering design in 2025."Ausenco has played a key role in the successful delivery of the Detour Gold project in this region and brings proven experience delivering large-scale greenfield processing plants in Ontario. Canada Nickel Company is building an Integrated Project Team to lead delivery of the Crawford Nickel Project.Bravo Mining (TSXV: BRVO) (OTCQX: BRVMF) has welcomed the publication of Presidential Decree No. 12,823 signed by President Luiz Inácio Lula da Silva formally creating the Export Processing Zone of Barcarena in the Municipality of Barcarena, State of Pará. Bravo Mining has been selected to anchor the ZPE Barcarena, becoming the first mineral project ever designated as an anchor tenant of a Brazilian ZPE."The signing of the Presidential Decree formally creating the ZPE Barcarena is a significant milestone for Bravo Mining and materially advances regulatory certainty around our development scenario," said Luís Azevedo, Chairman and CEO of Bravo Mining. "Coming on the heels of the recent closing of our oversubscribed equity financing for net proceeds of ~C$81.8 million, completed amid strong investor demand and an improving PGM price environment, with the 4PGE basket price now approximately 60% higher than the price used in our PEA, this development further reinforces our confidence in the long-term strategic positioning of the Luanga Project."The publication strengthens the company's Alternate Case development scenario detailed in its Preliminary Economic Assessment which contemplates use of the ZPE Barcarena fiscal framework to enable local processing and vertical integration of metals potentially produced from the Luanga palladium, platinum, rhodium, gold and nickel project. The ZPE provides access to structural benefits including potential capital and operating cost savings through exemptions on imported equipment and tax-advantaged export treatment.Article Source: https://equity-insider.com/2026/01/12/the-only-silver-that-matters-now-is-silver-you-can-touch/ CONTACT:Equity Insider
info @acblanke1DISCLAIMER: Nothing in this publication should be considered as personalized financial advice. We are not licensed under securities laws to address your particular financial situation. No communication by our employees to you should be deemed as personalized financial advice. Please consult a licensed financial advisor before making any investment decision. This is a paid advertisement and is neither an offer nor recommendation to buy or sell any security. We hold no investment licenses and are thus neither licensed nor qualified to provide investment advice. The content in this report or email is not provided to any individual with a view toward their individual circumstances. Equity Insider is a wholly-owned subsidiary of Market IQ Media Group, Inc. ("MIQ"). MIQ has been paid a fee which has since expired for Ares Strategic Mining Inc. advertising and digital media from the company directly. There may be 3rd parties who may have shares of Ares Strategic Mining Inc., and may liquidate their shares which could have a negative effect on the price of the stock. This compensation constitutes a conflict of interest as to our ability to remain objective in our communication regarding the profiled company. Because of this conflict, individuals are strongly encouraged to not use this publication as the basis for any investment decision. The owner/operator of MIQ owns shares of Ares Strategic Mining Inc. which were purchased in the open market, and through private placements in the past, and reserve the right to buy and sell, and will sell shares of Ares Strategic Mining Inc. at any time without any further notice commencing immediately and ongoing. We also expect further compensation as an ongoing digital media effort to increase visibility for the company, no further notice will be given, but let this disclaimer serve as notice that all material, including this article, which is disseminated by MIQ has been approved by Ares Strategic Mining Inc.; this is a paid advertisement, we currently own shares of Ares Strategic Mining Inc. and will sell shares of the company in the open market, or through private placements, and/or other investment vehicles.
While all information is believed to be reliable, it is not guaranteed by us to be accurate. Individuals should assume that all information contained in our newsletter is not trustworthy unless verified by their own independent research. Also, because events and circumstances frequently do not occur as expected, there will likely be differences between any predictions and actual results. Always consult a licensed investment professional before making any investment decision. Be extremely careful, investing in securities carries a high degree of risk; you may likely lose some or all of the investment.SOURCES:1. https://home.treasury.gov/news/press-releases/sb0356
2. https://www.energy.gov/cmm/critical-minerals-and-materials-program
3. https://www.mining.com/silver-market-deficit-to-continue-throughout-2026-says-fitchs-bmi/
4. https://www.weforum.org/stories/2026/01/electricity-demand-decarbonization-economic-growth/Logo - https://mma.prnewswire.com/media/2840019/5749961/Equity_Insider_Logo.jpg
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