From Green Dreams to War Metals: A Critical Minerals Wake-Up Call for Europe
A new Hallgarten note warns that Europe’s critical‑minerals strategy is misaligned, focusing on lithium and ESG while overlooking the war‑driven metals tungsten, antimony, tin, rare earths and helium. The report highlights substantial domestic resources in Spain, Portugal, Scandinavia, Cornwall and Slovakia, yet bureaucratic inertia and NIMBY opposition keep extraction stalled. Europe remains dependent on China for processing, despite the EU’s Critical Raw Materials Act targeting 10% domestic extraction and 40% processing by 2030. Investors are shifting toward projects that can deliver supply quickly, reflecting heightened security concerns.
InvestorTalk Alert: Brent Willis From Voyageur Pharmaceuticals Ltd. To Host on Tuesday, March 31, 2026
InvestorNews announced an InvestorTalk on March 31, 2026 at 9 AM EST featuring Brent Willis, President and CEO of Voyageur Pharmaceuticals Ltd. (TSXV:VM). Voyageur is advancing a vertically integrated strategy to produce barium and iodine contrast agents, highlighted by a 132,000‑tonne, 98.8% pure barium...
Critical Minerals Institute Announces CMI Summit 5: “The New Critical Minerals Economy” — Toronto, May 13–14, 2026
The Critical Minerals Institute will host its fifth annual summit in Toronto on May 13‑14, 2026, under the theme “The New Critical Minerals Economy.” The two‑day forum will bring together senior executives, policymakers, institutional investors and technical experts to discuss...
America’s Military Potemkin Crisis
Jack Lifton, co‑chair of the Critical Minerals Institute, argues that the U.S. narrative of a looming critical‑minerals shortage is a manufactured “Potemkin” crisis. He contends that bureaucrats inflate the problem to channel large sums of taxpayer money to politically connected...
Leave Your Valuables on the Way Out
Turkey’s central bank sold roughly $3 billion of gold last week, cutting its reserves to 772 tonnes – the steepest weekly decline since August 2018. The sale is part of $26 billion in foreign‑currency sales since the Iran‑related war began, wiping about $35 billion from...
InvestorTalk Alert: Brett Marsh From Spartan Metals Corp. To Host on Wednesday, March 25, 2026
Spartan Metals Corp. will host an InvestorTalk with CEO Brett Marsh on March 25, 2026. The company announced it has secured an option to earn 100 % of the Victorio Tungsten‑Molybdenum Project, the largest historic tungsten resource in the United States. The deal...
The $826 Billion Shift: Why Metal ETFs Are Reshaping — and Distorting — the Future of Supply
Metal and mining exchange‑traded funds now control roughly $826 billion, with 84% allocated to physical metal ETFs—gold alone accounts for about $577 billion. By contrast, funds that own mining equities represent just over 12% of assets, leaving critical‑mineral ETFs at a modest...
InvestorTalk Alert: Kevin Keough From Oreterra Metals Corp. To Host on Tuesday, March 24, 2026, at 9:00 AM EST
Oreterra Metals Corp. will host an InvestorTalk on March 24, 2026, featuring CEO Kevin Keough. The company recently closed a $9.7 million (≈ $7.2 million USD) oversubscribed private placement, fully funding a two‑phase, ~10,000‑metre drill program at its flagship Trek South copper‑gold prospect in British...
Marcy Kiesman Highlights Quantum Critical Metals’ Babine South Silver and Mica-Based Gallium Extraction at PDAC 2026
Quantum Critical Metals highlighted its Babine South project at PDAC 2026, noting historic silver production dating back to the 1920s. Recent 2025 surface sampling returned silver grades from 10.9 ppm to 1,150 ppm, with independent re‑assays confirming up to 308 oz/t, alongside notable zinc...
John Slaven of MineSense on Turning Every Shovel Into a Data Engine
At PDAC 2026, MineSense CEO John Slaven unveiled a sensor system that mounts on mining shovels to deliver instant copper grade readings as material is loaded onto trucks. The real‑time ore intelligence lets operators immediately route ore to the mill or...
Strait of Hormuz Is Chokepoint for Sulphuric Acid and Critical Metal Processing
The Strait of Hormuz channels about 50% of the world’s sulphur, a key feedstock for sulphuric acid used in nickel, copper and cobalt processing. Indonesia, which produces over half of global nickel, imports roughly 75% of its sulphur from the...
Christopher Berlet on Stakeholder Gold and the Infrastructure-Driven Revival of Yukon’s White Gold District
At PDAC 2026, Stakeholder Gold Corp highlighted its strategic position in Yukon’s revitalizing White Gold District. The company has staked claims along a planned $70 million road corridor and secured a Class I permit for a 2,000‑meter, multi‑target drill program slated for...
Grid Metals’ Robin Dunbar on the Rare Critical Mineral Called Cesium
Grid Metals Corp. announced a shallow cesium discovery in Manitoba during PDAC 2026, marking one of only six globally significant deposits. The company released final assay results and plans over 100 drill holes to support a resource estimate later this...
Darren Hazelwood Discusses Panther Metals’ Ontario Projects and Winston Tailings Opportunity at PDAC 2026
Panther Metals Plc is preparing to dual‑list on the Canadian Securities Exchange to fund its Ontario portfolio, highlighted by the historic Winston mine on Lake Superior. CEO Darren Hazelwood emphasized reviving Winston, a former zinc‑focused VMS operation that also produced...
Kevin Ernst’s BN Metals Bets on U.S. Tungsten—And a California Gold Revival
BN Metals Corp. announced it aims to become the first U.S. tungsten producer within 14‑16 months while simultaneously expanding a sizable gold‑silver resource in historic California. The company controls roughly 6,000 acres that host one of the nation’s largest tungsten...
David Stein on Kuya Silver’s Production Growth and the Opportunity in Peru’s Silver Sector
Kuya Silver’s Bethania mine in Peru is ramping up to produce about 1.5 million ounces of silver annually in Phase One. The company recently secured the mill processing its ore, improving control and paving the way for a second mill that...
Spartan Metals’ Brett Marsh on Reviving Nevada’s Tungsten District
Spartan Metals CEO Brett Marsh used PDAC 2026 to highlight the company’s tightly held capital structure and its plan to revive Nevada’s historic tungsten district. Largest shareholder Burton Egger exercised warrants, bolstering the treasury and giving the firm more financial flexibility. The...
Fox Tungsten’s Stephen Gray on the World’s Highest-Grade Tungsten Resource in British Columbia
Fox Tungsten Ltd., after selling its copper asset, rebranded at PDAC 2026 to focus exclusively on tungsten. The Fox project in British Columbia’s Cariboo region hosts a resource grading roughly 1 % tungsten, claimed as the world’s highest‑grade deposit. With about $4 million...
ABx Group’s Mark Cooksey on Dysprosium, Terbium and the Race for Heavy Rare Earths
At PDAC 2026, ABx Group CEO Mark Cooksey outlined the company’s plan to produce a mixed rare‑earth carbonate (MREC) from ionic clay deposits in Tasmania that are unusually rich in heavy rare earths dysprosium and terbium. The project leverages low‑cost...
At PDAC 2026, Power Metallic’s Terry Lynch Discusses Lion’s High-Grade Copper Results
At PDAC 2026, Power Metallic CEO Terry Lynch highlighted high‑grade copper results from the Lion zone in Quebec’s James Bay region. The company has completed 35,000 metres of a 100,000‑metre drill program, reporting intercepts such as 32 metres grading 7% copper‑equivalent and...
Managing the War Economy
The article argues that the West is ill‑prepared for a modern war economy, especially in critical‑metal supply chains. It highlights that the United States has produced virtually no tungsten or antimony in the past year, while the EU retains a...
Simon Stilwell Takes the Chair at Resouro Strategic Metals as Its Brazilian Titanium and Rare Earths Project Advances
Simon Stilwell, a veteran capital‑markets executive, has been appointed chairman of Resouro Strategic Metals Inc. He highlighted the scale and grade of the company’s flagship Tiros project in Brazil, which hosts titanium and rare‑earth minerals, as a key attraction. Stilwell...
John Carter on Silver Bullet Mines’ Deal with Ocean Partners for Silver, Gold and Copper
Silver Bullet Mines Corp announced a strategic partnership with commodities‑trading firm Ocean Partners at PDAC 2026. The deal gives Ocean Partners access to Silver Bullet’s multi‑metal output—silver, gold, copper and lead—from a portfolio of Arizona and Idaho properties. The company’s...
Ali Haji Says American Tungsten Upsized Bought Deal to $35 Million as Company Targets Production
American Tungsten Corp. announced that its Stifel‑led bought‑deal financing was upsized from $20 million to $35 million, with the book fully subscribed before market open. The company highlighted drilling results showing 17 feet of over 3 oz/ton silver and 1.7% tungsten, and metallurgical tests...
Tom Wood Highlights Trinity One Metals’ Historic Silver-1 Mine in Ecuador at PDAC 2026
Trinity One Metals CEO Tom Wood highlighted the historic Silver‑1 Mine at PDAC 2026, noting it once produced roughly one million ounces of silver per year when prices were only $4. The underground operation boasted an exceptional grade of 927 grams per ton...
Scandium Canada’s Guy Bourassa on How Canada Is Betting on This Critical Mineral
Scandium Canada secured a $6.9 million federal grant under the GPI program to fast‑track its aluminum‑scandium alloy development and bulk sampling for a feasibility study. CEO Guy Bourassa highlighted the project's unique position as North America’s only primary scandium source, aiming...
EY’s Theo Yameogo on Gold, Silver and the Global Critical Minerals Market
At PDAC 2026, EY’s metals leader Theo Yameogo explained that gold’s price is driven more by geopolitical turmoil and deeper mining challenges than by forecasting models. He noted silver’s dual appeal as a safe‑haven and an industrial metal, especially for...
Rowena Smith and Mark Chalmers Discuss the ASM and Energy Fuels Partnership at PDAC 2026
At PDAC 2026, Australian Strategic Materials (ASM) and Energy Fuels announced a strategic partnership aimed at creating a fully vertically integrated critical‑minerals platform, spanning mining to alloy production. The companies are pursuing Australian FIRB approval and plan a shareholder vote,...
Jason Bagg Highlights Appia Rare Earths & Uranium’s Brazil Drill Results and Multi-Project Portfolio at PDAC 2026
Appia Rare Earths & Uranium Corp. disclosed impressive drill results from its 25%‑owned Brazilian rare‑earth project, where 13 holes returned more than 2.55% total rare‑earth oxides and localized zones above 14%. In Canada, the wholly‑owned Alces Lake monazite deposit is...
Kevin Keough Rebrands Romios Gold Into Oreterra Metals and Targets a BC Gold Discovery at Trek South
Oreterra Metals Corp., formerly Romios Gold, closed a $9.7 million financing round in a single day, far surpassing its original $6 million target. The rapid raise enabled a debt‑free balance sheet and a corporate rebrand that positions the firm around its flagship...
CMAI’s Denis Clement Says Alberta Black Shales Could Supply Critical Minerals for the West
At the PDAC 2026 conference, Critical Minerals Americas CEO Denis Clement announced the relaunch of the SBH Project in northern Alberta, a 466‑sq‑km deposit containing an estimated 35‑50 billion tonnes of mineralized black shale. The company’s NI 43‑101 report values the...
Bobby Stewart Says Geophysx Could Make Jamaica a Source of Copper, Gold and Rare Earths
Geophysx Jamaica has finished a comprehensive island‑wide exploration program, sampling 45,000 rock, soil and stream specimens and flying over 20,000 line‑kilometres of airborne geophysical surveys. The data enabled the company to license anomalous ground and partner with majors such as...
Jim Atkinson Says Bald Hill Could Be Among the Highest-Grade Antimony Deposits in North America
Antimony Resources Corp. announced that its Bald Hill project in New Brunswick may host some of the highest‑grade antimony deposits in North America, with visible stibnite mineralization and solid grades up to 60% antimony. The company is executing a 10,000‑meter...
Roy Bonnell Says Allied Critical Metals’ Borralha Tungsten Project Shows Billion-Dollar Potential as Western Supply Tightens
Allied Critical Metals released a Preliminary Economic Assessment for its Borralha tungsten project in northern Portugal, estimating an after‑tax NPV of $706.4 million at a $1,500 per metric tonne WO₃ price and $91 million initial capital for an 11‑year mine life. CEO...
Homerun Resources Advances Antimony-Free Solar Glass Strategy in Brazil
At the PDAC conference, Homerun Resources announced it is close to completing a bankable feasibility study for Latin America’s first antimony‑free solar‑glass manufacturing facility in Bahia, Brazil. The project leverages a high‑purity, low‑iron silica deposit that contains under 10 ppm iron,...
Carla Devlin Cites Sio Silica’s 15-Billion-Tonne Deposit for Defense Technologies While Encouraging Support for Public Petition
Carla Devlin, president of Sio Silica Corp., announced that the company is awaiting an environmental licence from Manitoba’s Environmental Approvals Branch before drilling can begin. The firm boasts a 15‑billion‑tonne high‑purity silica deposit that can be refined to 99.999% purity,...
Craig Lindsay Says Resolution Minerals’ Idaho Project Targets Antimony, Gold and Tungsten as U.S. Seeks Domestic Critical Metals Supply
Resolution Minerals Ltd. is concentrating on its 100%-owned Horse Heaven project in Idaho, a 15,000‑acre site that hosts high‑grade antimony, tungsten, gold and silver mineralization. Historic stockpiles show average antimony grades of 40%, far exceeding nearby benchmarks, and the company...
How Nusa Nickel Corp Has Successfully Gained Access to Indonesia’s World-Leading Nickel District
Indonesia supplies about 60‑65% of global nickel, and Nusa Nickel Corp. has become the only North American revenue‑generating nickel operation licensed to trade within the country’s world‑leading district. The company proved its concept in 2025 by selling bulk‑sampled lateritic nickel...
Volta Metals’ Springer Deposit Surges Into North America’s Rare Earth Top Tier After Tenfold Resource Expansion
Volta Metals announced that its Springer rare‑earth deposit in Ontario has grown tenfold to 176 million tonnes, including 56.6 million tonnes indicated and 119.5 million tonnes inferred, placing it among North America’s ten largest deposits. The project hosts the core four rare‑earth elements—neodymium,...
Jack Lifton Interviews James Deckelman on Deep Sea Minerals and the Strategic Push Into Seabed Critical Minerals
Jack Lifton interviewed Deep Sea Minerals CEO James Deckelman about the company’s push into polymetallic seabed nodules as a new source of critical minerals. Deckelman highlighted a projected doubling of demand by 2040, a widening supply gap, and soaring copper...
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...
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...
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...
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,...
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...
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...
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...
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...
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...
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...
