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Jack Lifton @ InvestorNews (Critical Minerals & Rare Earths)

Jack Lifton @ InvestorNews (Critical Minerals & Rare Earths)

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Veteran critical minerals analyst writing on rare earths strategy, policy, and market fundamentals.

Recent Posts

Appia Rare Earths & Uranium’s Tom Drivas Reports 300 Metres at 2.55% TREO From Surface in Brazil Carbonatite
News•Feb 25, 2026

Appia Rare Earths & Uranium’s Tom Drivas Reports 300 Metres at 2.55% TREO From Surface in Brazil Carbonatite

Appia Rare Earths & Uranium Corp. announced a 300‑metre drill hole in Brazil’s Ultra Hard Rock carbonatite that intersected 2.55% total rare earth oxides (TREO) from surface, including a 1.7‑metre interval grading 14.27% TREO and 2.3% magnet rare earths. The program, now 29 holes deep, shows mineralization open at depth and extending northeast. CEO Tom Drivas said the results justify a 43‑101 resource estimate and a pre‑feasibility study on the ionic‑clay target within the year. The company will showcase the data at PDAC 2026.

By Jack Lifton @ InvestorNews (Critical Minerals & Rare Earths)
The Carbonatite Advantage: Appia Reports 300 Metres of Rare Earth Mineralization at 2.55% TREO in Brazil
News•Feb 24, 2026

The Carbonatite Advantage: Appia Reports 300 Metres of Rare Earth Mineralization at 2.55% TREO in Brazil

Appia Rare Earths & Uranium Corp. announced diamond drilling on its Ultra Hard Rock target in Goiás, Brazil, intersecting a 300‑metre interval grading 2.55% TREO, including a 1.7‑metre zone at 14.27% TREO. The results come from a carbonatite‑hosted system, delivering...

By Jack Lifton @ InvestorNews (Critical Minerals & Rare Earths)
InvestorTalk Alert: Kerem Usenmez From Volta Metals Ltd. To Host on Wednesday, February 25, 2026, at 9:00 AM EST
News•Feb 24, 2026

InvestorTalk Alert: Kerem Usenmez From Volta Metals Ltd. To Host on Wednesday, February 25, 2026, at 9:00 AM EST

Volta Metals Ltd. announced a major resource expansion at its Springer rare‑earth project, now totaling 176.1 Mt with a 1,248% rise in indicated resources. Near‑surface zones exceeding 1% TREO support open‑pit potential, while a funded 6,000‑m drill program and a gallium...

By Jack Lifton @ InvestorNews (Critical Minerals & Rare Earths)
Voyageur Pharmaceuticals Secures Iodine Collaboration with Bayer
News•Feb 23, 2026

Voyageur Pharmaceuticals Secures Iodine Collaboration with Bayer

Voyageur Pharmaceuticals announced a milestone‑based collaboration with Bayer that could provide up to US$2.35 million to fund an iodine extraction feasibility study in Oklahoma. The agreement releases $350,000 at signing, $1 million when the study starts, and another $1 million upon its completion,...

By Jack Lifton @ InvestorNews (Critical Minerals & Rare Earths)
Voyageur Pharmaceuticals Secures Up to $2.35M Funding From Bayer
Deals•Feb 23, 2026

Voyageur Pharmaceuticals Secures Up to $2.35M Funding From Bayer

Voyageur Pharmaceuticals Ltd. announced a collaboration and milestone‑based funding agreement with Bayer, providing up to US$2.35 million to advance an iodine production project in Oklahoma. Funding will be released in three stages tied to feasibility‑study milestones, with Bayer receiving exclusivity to...

Jack Lifton @ InvestorNews (Critical Minerals & Rare Earths)
Tungsten Breaks Into CMI Top 5 Consideration as Supply Risks Reshape the Critical Minerals Watchlist
News•Feb 20, 2026

Tungsten Breaks Into CMI Top 5 Consideration as Supply Risks Reshape the Critical Minerals Watchlist

The Critical Minerals Institute (CMI) has elevated tungsten to a top‑5 candidate on its 2025 watchlist, citing China’s 80%‑plus production share and the lack of domestic U.S. sources. In the interview, Director Alastair Neill also highlighted copper, gallium, cobalt, uranium and...

By Jack Lifton @ InvestorNews (Critical Minerals & Rare Earths)
Kerem Usenmez on Volta Metals’ Rare Earths, Gallium, Lithium, Cesium and Tantalum Project Ontario
News•Feb 20, 2026

Kerem Usenmez on Volta Metals’ Rare Earths, Gallium, Lithium, Cesium and Tantalum Project Ontario

Volta Metals Ltd., a Canadian critical‑minerals explorer, is advancing its Springer Rare‑Earth Project in Ontario after drill hole SL25‑23 returned 81 g/t Ga₂O₃ over 132 m, including 110 g/t over 15.7 m. The company, which also targets lithium, cesium and tantalum, controls about 11 km...

By Jack Lifton @ InvestorNews (Critical Minerals & Rare Earths)
Critical Minerals Americas’ Denis Clement on Reviving a Multi-Billion-Tonne Black Shale Project in Alberta
News•Feb 18, 2026

Critical Minerals Americas’ Denis Clement on Reviving a Multi-Billion-Tonne Black Shale Project in Alberta

Critical Minerals Americas (CMAI) is reviving its SBH Project in northeastern Alberta, a massive black‑shale deposit spanning roughly 38‑50 billion tonnes. The deposit hosts a suite of critical minerals—including molybdenum, nickel, uranium, cobalt, lithium and virtually all rare earth elements. CMAI...

By Jack Lifton @ InvestorNews (Critical Minerals & Rare Earths)
Antimony Price Spike Puts Critical Mineral in Spotlight as Jim Atkinson Advances Antimony Resources’ Bald Hill Project
News•Feb 18, 2026

Antimony Price Spike Puts Critical Mineral in Spotlight as Jim Atkinson Advances Antimony Resources’ Bald Hill Project

Antimony Resources Corp. is accelerating development of its Bald Hill project after a serendipitous discovery of the Marcus Zone, a new stibnite‑rich mineralized area. The metal’s price has rocketed from roughly $12,000 to $60,000 per metric ton, driven by defense...

By Jack Lifton @ InvestorNews (Critical Minerals & Rare Earths)
American Tungsten’s Ali Haji Says “It’s a Moly Porphyry with Tungsten-Silver-Rich Veins” As He Targets First Product Sales of Tungsten...
News•Feb 18, 2026

American Tungsten’s Ali Haji Says “It’s a Moly Porphyry with Tungsten-Silver-Rich Veins” As He Targets First Product Sales of Tungsten...

American Tungsten Corp. is moving its historic IMA Mine in Idaho toward commercial production, highlighting high‑grade tungsten‑silver‑molybdenum veins uncovered in recent drilling. The company reported intervals such as 31 ft at 0.48% WO₃ with 1.84 oz/ton silver and plans to complete an...

By Jack Lifton @ InvestorNews (Critical Minerals & Rare Earths)
InvestorTalk Alert: Christopher Berlet From Stakeholder Gold Corp. To Host on Wednesday, February 18, 2026, at 9:00 AM EST
News•Feb 17, 2026

InvestorTalk Alert: Christopher Berlet From Stakeholder Gold Corp. To Host on Wednesday, February 18, 2026, at 9:00 AM EST

Stakeholder Gold Corp. will host an InvestorTalk on February 18, 2026 featuring President, CEO and Director Christopher Berlet. The company controls a 930‑claim, roughly 18,500‑hectare Ballarat Gold‑Copper Project in Yukon’s White Gold District, adjacent to the proposed Northern Gateway Road. It recently received...

By Jack Lifton @ InvestorNews (Critical Minerals & Rare Earths)
Frank Basa on Nord Precious Metals’ 2.9 Million Ounce Silver Tailings Deal
News•Feb 16, 2026

Frank Basa on Nord Precious Metals’ 2.9 Million Ounce Silver Tailings Deal

Nord Precious Metals Mining Inc. has secured leases containing a historical 2.9 million‑ounce silver tailings resource in Ontario’s Gowganda camp, backed by an NI 43‑101 estimate and an 82% metallurgical recovery rate. The acquisition expands the company’s footprint adjacent to its Castle...

By Jack Lifton @ InvestorNews (Critical Minerals & Rare Earths)