Invesco DB TR Base Metals ETF

Invesco DB TR Base Metals ETF released FY2020 Q3 earnings on November 5, 2021 (EST), with actual revenue of 29.6K USD and EPS of 1.54

InMed Pharmaceuticals

AMPLITECH GROUP INC. USD0.001 S/R 20/11/26 SER B

Amesite

CN Energy

AMPLITECH GROUP INC. COM USD0.001 (S/R 18/07/2026)

NextNRG

Meiwu Tech

Generation Income Properties

MetaVia

OceanPal

PICK

The Department of Defense (DoD) and MP Materials have established a $110/kg price floor for NdPr oxide supplies under their July contract, ensuring minimum pricing for MP's deliveries. MP Materials operates the Mountain Pass rare-earth mine in California, playing a significant role in U.S. rare-earth supply and government critical-minerals initiatives.

TradingView

MP Materials

Defiance Daily Target 2X Long MP ETF

SPDR S&P Mtls & Mng

ISHRS MSCI Glb Slct Met & Mining

Leverage Shares 2X Long MP Daily ETF

Key facts: DoD and MP set $110/kg NdPr floor; MP runs Mountain Pass

TMCWW

SETM

EART

REMX

The US is exploring deep-sea mining to reduce reliance on China for critical minerals essential for AI and clean energy. American Ocean Minerals aims to extract polymetallic nodules in the Cook Islands, which could provide a long-term mineral supply. However, challenges such as global moratoriums, biodiversity concerns, and the absence of mining approvals may hinder progress.

TMC the Metals - CW25

TMC the Metals

Sprott Energy Transition Materials ETF

Global X Rare Earth & Critical MatrlsETF

VanEck Rare Earth/Strategic Metals ETF

US eyes deep-sea mining to counter China's mineral dominance

USARW

USAR

USA Rare Earth (USAR) has received an upgrade from Cantor Fitzgerald, with analysts raising the 12-month price target to $35 due to accelerating production, a transformative acquisition, and strong U.S. government support. The company is set to enhance its magnet manufacturing capacity and expects significant revenue growth, with projections for 2026 and 2027 rising substantially. A $1.6 billion funding agreement under the CHIPS Program is a key driver for the valuation upgrade. However, risks remain, including execution challenges and supply chain security beyond 2027.

benzinga_article

USA Rare Earth - CW300313

USA Rare Earth

Bank of Montreal

USA Rare Earth Gets An Upgrade As Government Redefines Sector Risk

TMC Metals (NASDAQ:TMC) reported a net loss of $20.6 million in Q1 2026, consistent with the previous year, while maintaining strong liquidity with $164 million cash on hand. The company signed a production agreement with Allseas for a commercial polymetallic nodule collection system, reflecting confidence in regulatory progress. NOAA confirmed TMC's application for the TMC USA Project is compliant, moving towards a commercial recovery permit expected in Q1 2027. TMC is also advancing feasibility studies for a processing facility in Texas to support the American offshore minerals industry.

Full Transcript: TMC Metals Q1 2026 Earnings Call

Itafos Inc., listed on TSX-V as IFOS and OTCQX as ITFS, based in Houston, shared on May 14, 2026, that it has amended its sulfuric acid supply contract with Rio Tinto, emphasizing its ongoing partnership with Kennecott, a U.S. copper producer. This contract is vital for Itafos' phosphate product manufacturing at its Conda, Idaho plant. This amendment signifies a significant step in securing the necessary resources, underscoring the company's commitment to long-term sustainability and growth.

Unusual Whales

Rio Tinto Limited

Rio Tinto

Rio Tinto plc

Rio Tinto Group

Itafos and Rio Tinto Amend Sulfuric Acid Contract to Further Support American Farming

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601677

600219

CENX

02600

Citigroup analysts predict aluminum prices could reach $4,000 a ton within three months due to significant supply shocks, with the LME aluminum cash bid price recently hitting $3,635. The Middle East disruptions and reduced operations at smelters have tightened supply, while demand remains high, particularly from China. Analysts foresee a 2.7-million ton reduction in supply this year, leading to potential inventory drawdowns if consumption exceeds production.

Dow Jones

Huafon Aluminium

Mtalco

Alcoa

NANSHAN ALUMINIUM

Century Aluminum

CHALCO

Citigroup

CITIGROUP INC 6.250 NON CUM SER II PFD WI

Aluminum could hit $4,000 a ton amid most bullish set-up in over 50 years

600489

The global underground mining market is projected to grow from $23.1 billion in 2023 to $28.5 billion by 2033, with a CAGR of 2.1%. This growth is driven by rising demand for metals and minerals due to industrialization and the shift towards electrification, particularly for electric vehicles and renewable energy. Key opportunities include the supply of battery-grade materials and advancements in automation and digitalization. However, challenges such as safety concerns and the transition to renewable energy sources pose risks to coal-based operations.

prnewswire

ZHONGJIN GOLD

Kinross Gold

Agnico Eagle Mines

Newmont

SD-GOLD

Zijin Mining

Us Gbl GLD & Met

Sprott GLD Miners Etf

Hua Xia CSI New Energy Vehicles ETF

Guotai CSI Non-Ferrous Metal Kuangye Theme ETF

VanEck Gold Miners ETF

Global X Silver Miner

VanEck Junior Gold Miners ETF

Penghua Guozheng Non-ferrous Metal Industry ETF

GF CSI Rare Metals Theme ETF

iShares Lithium Miners and Producers ETF

Sprott JR Gold Miners ETF

Amplify Lithium & Battery Tech ETF

Themes Lithium & Battery Metal Mnrs ETF

SPDR Gold Minishares

Microsectors Gold Miners 3x Leveraged ETN

iShares Energy Storage & Materials ETF

EFUND GOLD MI-U

SPDR Gold Shares

Direxion Daily Gold Miners Bull 2X

ChinaAMC Gold ETF

Yinhua CSI Non-ferrous Metal ETF

ChinaAMC CSI Subdivision Non-ferrous Metal Sub-Industry ETF

China Southern CSI SWS Non-Ferrous Metal ETF

Proshares S&P Global Core Battery Metals ETF

Roundhill Gold Miners Weeklypay ETF

Hwabao WP CSI Non-ferrous Metal ETF

EFUND GOLD MI-R

EFUND GOLD MI ETF

GLOBAL X Gold Explorers

ChinaAMC CSI SH-SZ-HK Gold Industry Equity ETF

Guotai CSI Non-ferrous Metal ETF

Sprott Active Metals & Miners ETF

Pro Ultr GLD

First Trust S-Network Future Vehicles & Tech ETF

Sprott Lithium Miners ETF

Direxion Daily Jr Gold Miners Bull 2X

iShares MSCI Global Gold Miners

Global X Lithium & Battery Tech

13:35 ETThe global underground mining market, which is slated to reach $28.5 billion by 2033, growing at a CAGR of 2.1% | Allied Market Research

COPP

COPJ

Trilogy Metals Inc. announced that at its Annual Meeting of Shareholders on May 13, 2026, all seven director nominees were reelected with over 85% support. Shareholder turnout was 62.84%. The reappointment of PricewaterhouseCoopers LLP as auditor received 99.71% approval, and 94.53% supported the executive compensation program. Analysts rate TMQ stock as a Buy with a C$8.00 target, though concerns about pre-revenue fundamentals and financing risks persist. Trilogy focuses on copper projects in Alaska, holding a 50% interest in Ambler Metals LLC.

Tip Ranks

Trilogy Mets

Sprott Copper Miners ETF

Sprott Junior Copper Miners ETF

South32 Ltd.

South32 Limited

Trilogy Metals Shareholders Reelect Board and Back Governance

Cantor Fitzgerald has raised its price target for USA Rare Earth (NASDAQ:USAR) from $30.00 to $35.00, maintaining an "overweight" rating. This suggests a potential upside of 37.69% from the current price. Other analysts have also increased their targets, with an average rating of "Moderate Buy" and a target of $35.40. USA Rare Earth recently reported a loss of $0.12 EPS, beating estimates, and highlighted significant cash reserves and strategic milestones, including a $14.2 million grant for project development.

Market Beat

Cantor Fitzgerald Issues Positive Forecast for USA Rare Earth (NASDAQ:USAR) Stock Price

Largo Inc. has announced its annual general and special shareholder meeting on June 16, 2026, in Toronto, as detailed in a Form 6-K filing. Key agenda items include the approval of 2025 financial statements, board elections, and the appointment of KPMG LLP as auditor. The company aims to reduce costs by distributing meeting materials electronically. Current analyst ratings for Largo Resources (TSE:LGO) suggest a Neutral outlook due to weak financial performance and bearish technical indicators.

Largo Resources

Largo Inc. Calls June 16, 2026 Shareholder Meeting and Files Form 6-K

Invesco DB TR Base Metals ETF(DBB.US)