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.

Kerem Usenmez on Volta Metals’ Rare Earth Scale and the High-Grade Gallium that Sets It Apart
NewsMay 1, 2026

Kerem Usenmez on Volta Metals’ Rare Earth Scale and the High-Grade Gallium that Sets It Apart

Volta Metals has rapidly advanced its Sudbury‑area rare‑earth project, moving from acquisition to two drill programs, an updated resource model, and ongoing metallurgical work within a year. The deposit is now classified as the seventh‑largest rare‑earth resource in North America...

By Jack Lifton @ InvestorNews (Critical Minerals & Rare Earths)
The Perth Critical Minerals Report (04.30.2026): Dysprosium’s Price Drop Is a Mirage — Control of Supply Is Tightening
NewsApr 30, 2026

The Perth Critical Minerals Report (04.30.2026): Dysprosium’s Price Drop Is a Mirage — Control of Supply Is Tightening

The Perth Critical Minerals Report shows dysprosium oxide has slipped 28.6% over the past year to $172 /kg, yet a 2.7% weekly rise to $179 /kg indicates the drop is more a correction than a collapse. China still dominates 85‑90% of global...

By Jack Lifton @ InvestorNews (Critical Minerals & Rare Earths)
Robin Dow to Speak at CMI Summit 5 on the Geopolitics of Phosphate and the Global Fertilizer Crisis
NewsApr 29, 2026

Robin Dow to Speak at CMI Summit 5 on the Geopolitics of Phosphate and the Global Fertilizer Crisis

Robin Dow, CEO of Nevada Organic Phosphate Inc., will speak at CMI Summit 5 in Toronto on May 13‑14, 2026, highlighting the growing geopolitical risks to the global phosphate market. He warns that the fertilizer supply chain is overly concentrated in unstable...

By Jack Lifton @ InvestorNews (Critical Minerals & Rare Earths)
Robin Dunbar Positions Grid Metals at the Center of the Global Cesium Supply Race
NewsApr 29, 2026

Robin Dunbar Positions Grid Metals at the Center of the Global Cesium Supply Race

Grid Metals Corp. announced an earn‑in agreement with Boliden that could give the Swedish miner up to an 80% stake in its Manitoba project, backed by a minimum $10 million exploration spend. The company’s primary focus remains the Falcon West cesium...

By Jack Lifton @ InvestorNews (Critical Minerals & Rare Earths)
Critical Minerals Report (04.26.2026): CATL Commits $4.4B, U.S. Stockpile Stalls & Canada Eyes Europe in Supply Chain Shift
NewsApr 26, 2026

Critical Minerals Report (04.26.2026): CATL Commits $4.4B, U.S. Stockpile Stalls & Canada Eyes Europe in Supply Chain Shift

China's CATL announced a $4.4 billion investment to expand its mining arm, outpacing recent U.S. government spending on critical minerals. In the United States, a proposed national mineral stockpile remains unfunded, highlighting a gap between policy intent and execution. Canada is...

By Jack Lifton @ InvestorNews (Critical Minerals & Rare Earths)
Critical Minerals Institute (CMI) and Perth Critical Minerals Platform (PCMP) Announce Strategic Partnership to Advance Global Market Intelligence
NewsApr 24, 2026

Critical Minerals Institute (CMI) and Perth Critical Minerals Platform (PCMP) Announce Strategic Partnership to Advance Global Market Intelligence

The Critical Minerals Institute (CMI) and Perth Critical Minerals Platform (PCMP) have formed a strategic partnership to fuse capital‑market insight with real‑time pricing and supply‑chain data. PCMP’s platform tracks 67 critical minerals and 7,787 companies, while CMI contributes its global...

By Jack Lifton @ InvestorNews (Critical Minerals & Rare Earths)
Defense Metals’ Mark Tory to Present at CMI Summit 5 on What Separates Bankable Rare Earth Projects From the Rest
NewsApr 23, 2026

Defense Metals’ Mark Tory to Present at CMI Summit 5 on What Separates Bankable Rare Earth Projects From the Rest

Defense Metals CEO Mark Tory will speak at the CMI Summit 5 in Toronto on May 13, outlining how grade, metallurgy and processing capability separate bankable rare‑earth projects from speculative assets. He will use the company’s Wicheeda Rare Earth Element Project—a pre‑feasibility‑studied...

By Jack Lifton @ InvestorNews (Critical Minerals & Rare Earths)
Defense Metals’ Mark Tory on Why the Rare Earths Grade and Processing Technology Matters
NewsApr 22, 2026

Defense Metals’ Mark Tory on Why the Rare Earths Grade and Processing Technology Matters

Defense Metals CEO Mark Tory emphasized that rare‑earth value hinges on processing rather than raw‑ground grade. The company’s Wicheeda project in British Columbia can boost a modest 2.4% TREO deposit to roughly a 50% concentrate, putting it on par with...

By Jack Lifton @ InvestorNews (Critical Minerals & Rare Earths)
America, the Oblivious
NewsApr 21, 2026

America, the Oblivious

The article argues that China is reshaping global trade by providing manufacturing technology to resource‑rich nations of the Global South in exchange for natural commodities, creating a new form of economic imperialism. It contrasts this strategy with the United States’...

By Jack Lifton @ InvestorNews (Critical Minerals & Rare Earths)
InvestorTalk Alert: Robin Dunbar From Grid Metals Corp. To Host on Tuesday, April 21, 2026, at 9:00 AM EST
NewsApr 20, 2026

InvestorTalk Alert: Robin Dunbar From Grid Metals Corp. To Host on Tuesday, April 21, 2026, at 9:00 AM EST

Grid Metals Corp. will host Robin Dunbar on InvestorTalk Tuesday, April 21, 2026 at 9:00 AM EST. The company is advancing its 100%‑owned Falcon West property in Manitoba, where recent Phase 2 drilling returned 12.9% Cs₂O over 3.8 m and a high‑grade 20.45%...

By Jack Lifton @ InvestorNews (Critical Minerals & Rare Earths)
Niobium – Cutting Through the Misinformation
NewsApr 19, 2026

Niobium – Cutting Through the Misinformation

The niobium market is dominated by Brazil’s CBMM, which supplies roughly 80% of global output, while Quebec accounts for most of the remaining 20%. Despite frequent claims that niobium is a panic‑inducing critical metal, viable substitutes such as vanadium, tantalum,...

By Jack Lifton @ InvestorNews (Critical Minerals & Rare Earths)
Deep Sea Mining of Rare Earths.
NewsApr 17, 2026

Deep Sea Mining of Rare Earths.

Japan is piloting deep‑sea dredging off Minamitorishima to harvest sediments rich in heavy rare‑earth elements, especially dysprosium and yttrium, which are concentrated in fish‑bone apatite. The effort is backed by Deep Reach Technology, a leader in ultra‑deep‑sea mining equipment, and...

By Jack Lifton @ InvestorNews (Critical Minerals & Rare Earths)
Mark Wall on American Rare Earths Advancing Halleck Creek as the U.S. Pushes for Domestic Supply Chain Control
NewsApr 17, 2026

Mark Wall on American Rare Earths Advancing Halleck Creek as the U.S. Pushes for Domestic Supply Chain Control

American Rare Earths Limited’s Halleck Creek project in Wyoming is touted as the largest domestic rare earth deposit, containing roughly 8.6 million tonnes of rare earth oxides. The company plans a distributed processing model that crushes and concentrates ore on‑site before...

By Jack Lifton @ InvestorNews (Critical Minerals & Rare Earths)
AscentX Medical’s Dr. Sandhu on a New Approach to Treating GERD
NewsApr 16, 2026

AscentX Medical’s Dr. Sandhu on a New Approach to Treating GERD

AscentX Medical is developing G125, a regenerative injectable biomaterial designed to reinforce the lower esophageal sphincter in patients with gastroesophageal reflux disease (GERD). The platform delivers a biocompatible scaffold via a patented needle that integrates with tissue, promoting collagen growth...

By Jack Lifton @ InvestorNews (Critical Minerals & Rare Earths)
Grid Metals and Boliden Advance Thompson East Through Strategic Earn-In
NewsApr 15, 2026

Grid Metals and Boliden Advance Thompson East Through Strategic Earn-In

Grid Metals Corp. has struck an earn‑in deal with Boliden Mineral Canada, allowing the Swedish miner to fund up to C$9.6 million (≈US$7 million) and acquire up to an 80% interest in the Thompson East copper‑nickel‑PGM‑cobalt project, while paying Grid C$500,000 (≈US$370,000)...

By Jack Lifton @ InvestorNews (Critical Minerals & Rare Earths)
InvestorTalk Alert: James Deckelman From Deep Sea Minerals Corp. To Host on Wednesday, April 15, 2026, at 9:00 AM EST
NewsApr 14, 2026

InvestorTalk Alert: James Deckelman From Deep Sea Minerals Corp. To Host on Wednesday, April 15, 2026, at 9:00 AM EST

Deep Sea Minerals Corp. announced an InvestorTalk with CEO James Deckelman on April 15, 2026. The company recently formed a wholly‑owned subsidiary in the Cook Islands to advance a potential seabed‑mineral concession, taking advantage of the jurisdiction’s dedicated legal framework....

By Jack Lifton @ InvestorNews (Critical Minerals & Rare Earths)
Critical Minerals Report (04.12.2026): The Iran War, China’s Chemical Leverage & The Real Supply Chain Constraint
NewsApr 12, 2026

Critical Minerals Report (04.12.2026): The Iran War, China’s Chemical Leverage & The Real Supply Chain Constraint

The critical‑minerals market is hitting a new bottleneck: processing chemicals, not ore. Disruptions to sulfur flows from the Iran‑Hormuz conflict and China’s export curbs on ammonium and magnesium sulfate are tightening supplies of sulfuric acid, a key reagent for rare‑earth...

By Jack Lifton @ InvestorNews (Critical Minerals & Rare Earths)
Greenland Mines Advances Skaergaard as Critical Minerals Gain Strategic Urgency
NewsApr 9, 2026

Greenland Mines Advances Skaergaard as Critical Minerals Gain Strategic Urgency

Greenland Mines' President Bo Møller Stensgaard discussed the Skaergaard project, highlighting its shift from a gold‑palladium focus to include critical minerals such as vanadium, gallium, titanium and iron. The company is moving from underground to a large‑scale open‑pit mining plan,...

By Jack Lifton @ InvestorNews (Critical Minerals & Rare Earths)
Fox Tungsten Advances the World’s Highest-Grade Tungsten Project with Fully Funded Drill Program
NewsApr 9, 2026

Fox Tungsten Advances the World’s Highest-Grade Tungsten Project with Fully Funded Drill Program

Fox Tungsten Ltd. says its British Columbia project hosts the world’s highest‑grade tungsten resource, averaging about 1% tungsten, comparable to 11 g/t gold. The company secured an $11 million bought‑deal financing and will launch a 20,000‑meter drill program to double historic drilling...

By Jack Lifton @ InvestorNews (Critical Minerals & Rare Earths)
Defining Time, Defining Strategy: Cesium’s Quiet Rise in the Critical Minerals Economy
NewsApr 9, 2026

Defining Time, Defining Strategy: Cesium’s Quiet Rise in the Critical Minerals Economy

Cesium, the element that defines the international second, underpins GPS, telecoms, finance and military navigation. At a Critical Minerals Institute masterclass, Grid Metals CEO Robin Dunbar highlighted the company’s Lucy South pegmatite in Manitoba, a near‑surface, flat‑lying pollucite deposit that...

By Jack Lifton @ InvestorNews (Critical Minerals & Rare Earths)
The Honourable Floyd Green Calls on Investors to “Think Critical Minerals. Think Jamaica.”
NewsApr 9, 2026

The Honourable Floyd Green Calls on Investors to “Think Critical Minerals. Think Jamaica.”

Jamaican Minister of Agriculture, Fisheries and Mining Floyd Green told investors at PDAC 2026 that the island is expanding beyond its historic bauxite and aluminum sector to attract gold, copper and critical‑mineral projects. He highlighted partnerships such as Barrick Gold’s...

By Jack Lifton @ InvestorNews (Critical Minerals & Rare Earths)
Truth (and Metals) Collapse in War: Ecclestone Warns of Dollar Erosion, Gold’s Failure, and a Broken Market Playbook
NewsApr 8, 2026

Truth (and Metals) Collapse in War: Ecclestone Warns of Dollar Erosion, Gold’s Failure, and a Broken Market Playbook

Hallgarten’s monthly resources review, authored by Christopher Ecclestone, warns that war has shattered the traditional safe‑haven narrative. Gold plunged about $1,000 per ounce and mining equities lost 30‑40%, while even copper slipped. The report links the price turmoil to a...

By Jack Lifton @ InvestorNews (Critical Minerals & Rare Earths)
InvestorTalk Alert: Peter Clausi to Host Mark Wall of American Rare Earths Limited on Thursday, April 9, 2026, at 9:00...
NewsApr 8, 2026

InvestorTalk Alert: Peter Clausi to Host Mark Wall of American Rare Earths Limited on Thursday, April 9, 2026, at 9:00...

InvestorNews will host an InvestorTalk on April 9, 2026 at 9 AM EST featuring Mark Wall, President and CEO of American Rare Earths Limited. The discussion will spotlight the company’s flagship Halleck Creek Project in Wyoming, where a Whole‑of‑Property Development Assessment (WPDA) is slated...

By Jack Lifton @ InvestorNews (Critical Minerals & Rare Earths)
InvestorTalk Alert: Jack Lifton to Host Mark Tory of Defense Metals Corp. On Wednesday, April 8, 2026, at 4:05 PM...
NewsApr 7, 2026

InvestorTalk Alert: Jack Lifton to Host Mark Tory of Defense Metals Corp. On Wednesday, April 8, 2026, at 4:05 PM...

InvestorNews.com will host an InvestorTalk on April 8, 2026, featuring Defense Metals Corp. President and CEO Mark Tory. Defense Metals, which develops the Wicheeda rare‑earth project in British Columbia, recently received conditional approval for up to C$1.88 million (≈$1.4 million USD) to fund power‑line...

By Jack Lifton @ InvestorNews (Critical Minerals & Rare Earths)
InvestorTalk Alert: Stephen Gray From Fox Tungsten Ltd. To Host on Wednesday, April 8, 2026, at 9:00 AM EST
NewsApr 7, 2026

InvestorTalk Alert: Stephen Gray From Fox Tungsten Ltd. To Host on Wednesday, April 8, 2026, at 9:00 AM EST

InvestorNews announced an InvestorTalk on April 8, 2026 featuring Stephen Gray, CEO of Fox Tungsten Ltd. The company recently completed a C$11.1 million (~US$8.2 million) bought‑deal private placement led by Stifel Nicolaus Canada and PowerOne Capital Markets. Proceeds will fund an expanded 2026 drill program...

By Jack Lifton @ InvestorNews (Critical Minerals & Rare Earths)
Spartan Metals Secures the Largest U.S. Tungsten Resource as Supply Pressures Mount
NewsApr 6, 2026

Spartan Metals Secures the Largest U.S. Tungsten Resource as Supply Pressures Mount

Spartan Metals Corp. announced the acquisition of the Victorio project, now the largest tungsten resource in the United States. The bimetallic deposit also contains molybdenum, which could enhance project economics. With no primary U.S. tungsten production since 2015, the move...

By Jack Lifton @ InvestorNews (Critical Minerals & Rare Earths)
Critical Minerals Institute Unveils 2026 Watchlist: Rhenium (Re) and Indium (In) Added, Tungsten (W) Elevated to Top 5 as Supply...
NewsApr 5, 2026

Critical Minerals Institute Unveils 2026 Watchlist: Rhenium (Re) and Indium (In) Added, Tungsten (W) Elevated to Top 5 as Supply...

The Critical Minerals Institute released its 2026 Critical Minerals Watchlist, adding rhenium (Re) and indium (In) and promoting tungsten (W) into the Top 5 strategic tier while demoting cobalt (Co). The update underscores a refined definition of criticality that hinges on...

By Jack Lifton @ InvestorNews (Critical Minerals & Rare Earths)
Brian Leeners on Homerun Resources’ High-Grade Silica Positioning for a Critical Role in Energy and Technology Supply Chains
NewsApr 1, 2026

Brian Leeners on Homerun Resources’ High-Grade Silica Positioning for a Critical Role in Energy and Technology Supply Chains

Homerun Resources Inc., led by CEO Brian Leeners, is positioning high‑grade silica as a strategic material for both energy and technology supply chains. The company focuses on Brazil’s abundant silica deposits, leveraging vertical integration to capture value from raw extraction...

By Jack Lifton @ InvestorNews (Critical Minerals & Rare Earths)
InvestorTalk Alert: Ali Haji From American Tungsten Corp. To Host on Thursday, April 2, 2026, at 9:00 AM EST
NewsApr 1, 2026

InvestorTalk Alert: Ali Haji From American Tungsten Corp. To Host on Thursday, April 2, 2026, at 9:00 AM EST

American Tungsten Corp. will host an InvestorTalk with CEO Ali Haji on April 2, 2026, at 9:00 AM EST. The company is advancing the historic IMA Mine in Idaho, recently extending the strike length of high‑grade tungsten‑silver mineralization and completing a...

By Jack Lifton @ InvestorNews (Critical Minerals & Rare Earths)
From Green Dreams to War Metals: A Critical Minerals Wake-Up Call for Europe
NewsMar 31, 2026

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...

By Jack Lifton @ InvestorNews (Critical Minerals & Rare Earths)
InvestorTalk Alert: Brent Willis From Voyageur Pharmaceuticals Ltd. To Host on Tuesday, March 31, 2026
NewsMar 30, 2026

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...

By Jack Lifton @ InvestorNews (Critical Minerals & Rare Earths)
Critical Minerals Institute Announces CMI Summit 5: “The New Critical Minerals Economy” — Toronto, May 13–14, 2026
NewsMar 29, 2026

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...

By Jack Lifton @ InvestorNews (Critical Minerals & Rare Earths)
America’s Military Potemkin Crisis
NewsMar 29, 2026

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...

By Jack Lifton @ InvestorNews (Critical Minerals & Rare Earths)
Leave Your Valuables on the Way Out
NewsMar 27, 2026

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...

By Jack Lifton @ InvestorNews (Critical Minerals & Rare Earths)
InvestorTalk Alert: Brett Marsh From Spartan Metals Corp. To Host on Wednesday, March 25, 2026
NewsMar 24, 2026

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...

By Jack Lifton @ InvestorNews (Critical Minerals & Rare Earths)
The $826 Billion Shift: Why Metal ETFs Are Reshaping — and Distorting — the Future of Supply
NewsMar 23, 2026

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...

By Jack Lifton @ InvestorNews (Critical Minerals & Rare Earths)
InvestorTalk Alert: Kevin Keough From Oreterra Metals Corp. To Host on Tuesday, March 24, 2026, at 9:00 AM EST
NewsMar 23, 2026

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...

By Jack Lifton @ InvestorNews (Critical Minerals & Rare Earths)
Marcy Kiesman Highlights Quantum Critical Metals’ Babine South Silver and Mica-Based Gallium Extraction at PDAC 2026
NewsMar 19, 2026

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...

By Jack Lifton @ InvestorNews (Critical Minerals & Rare Earths)
John Slaven of MineSense on Turning Every Shovel Into a Data Engine
NewsMar 18, 2026

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...

By Jack Lifton @ InvestorNews (Critical Minerals & Rare Earths)
Strait of Hormuz Is Chokepoint for Sulphuric Acid and Critical Metal Processing
NewsMar 18, 2026

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...

By Jack Lifton @ InvestorNews (Critical Minerals & Rare Earths)
Christopher Berlet on Stakeholder Gold and the Infrastructure-Driven Revival of Yukon’s White Gold District
NewsMar 17, 2026

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...

By Jack Lifton @ InvestorNews (Critical Minerals & Rare Earths)
Grid Metals’ Robin Dunbar on the Rare Critical Mineral Called Cesium
NewsMar 17, 2026

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...

By Jack Lifton @ InvestorNews (Critical Minerals & Rare Earths)
Darren Hazelwood Discusses Panther Metals’ Ontario Projects and Winston Tailings Opportunity at PDAC 2026
NewsMar 17, 2026

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...

By Jack Lifton @ InvestorNews (Critical Minerals & Rare Earths)
Kevin Ernst’s BN Metals Bets on U.S. Tungsten—And a California Gold Revival
NewsMar 17, 2026

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...

By Jack Lifton @ InvestorNews (Critical Minerals & Rare Earths)
David Stein on Kuya Silver’s Production Growth and the Opportunity in Peru’s Silver Sector
NewsMar 16, 2026

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...

By Jack Lifton @ InvestorNews (Critical Minerals & Rare Earths)
Spartan Metals’ Brett Marsh on Reviving Nevada’s Tungsten District
NewsMar 16, 2026

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...

By Jack Lifton @ InvestorNews (Critical Minerals & Rare Earths)
Fox Tungsten’s Stephen Gray on the World’s Highest-Grade Tungsten Resource in British Columbia
NewsMar 16, 2026

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...

By Jack Lifton @ InvestorNews (Critical Minerals & Rare Earths)
ABx Group’s Mark Cooksey on Dysprosium, Terbium and the Race for Heavy Rare Earths
NewsMar 16, 2026

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...

By Jack Lifton @ InvestorNews (Critical Minerals & Rare Earths)
At PDAC 2026, Power Metallic’s Terry Lynch Discusses Lion’s High-Grade Copper Results
NewsMar 16, 2026

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...

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