Sprott Energy Transition Materials ETF

Freeport CEO: Grasberg Mine Processing Extended Due to High Ore Moisture

Freeport-McMoRan Releases Q1 Earnings: Indonesia Challenges Offset by Liquidity Boost

Teck Resources Partners with Titan Mining to Assess Germanium Recovery

US Sets $110/kg Price Floor for NdPr Oxides to Secure MP Materials Delivery

Cameco Reports Strong Q1 2026 Earnings, Forecasts $4.6 Billion Revenue by 2029

FactSet Raises Albemarle's 2026 EPS Estimate to $11.56

Titan Mining and Teck Resources Collaborate to Assess Germanium Recovery Feasibility

FactSet Predicts First Solar's 2026 EPS and Revenue

MP Materials Reports Strong Q1 2026 Earnings

First Majestic Silver released FY2026 Q1 earnings on May 12 Pre-Market EST, actual revenue USD 476.67 M (forecast USD 521.46 M), actual EPS USD 0.2562

First Majestic Reports Q1 Adjusted Net Income and Free Cash Flow

MP Materials Reports Q1 2026 Earnings, Anticipates Rare Earth Price Increase

US Bank Securities Reiterates Buy Rating on Cameco

Freeport-McMoRan Confirms Full Production Resumption of Grasberg Mine by Late 2027

Argus Raises Albemarle's Target Price to $230

RBC Raises Albemarle's Target Price to $253

Cameco Halts Production at Key Lake Plant and Cuts Back McArthur River Mine Activities

Indonesia lowers nickel ore royalty fee; polysilicon production decreases; palm oil production increases; food commodity prices rise; coke prices increase; iron ore inventories decline; coal prices rise

Cameco's Annual Meeting Emphasizes Growing Global Support for Nuclear Energy

Micware

Silexion Therapeutics

FLAG SHIP ACQUISITION CORPORATION COM USD0.001 (SUB/RIGHT 31/03/2026)

GCL Global

Linkage Global

Jupiter Neurosciences

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

Capstone

Arcadia Biosciences

TMCWW

SETM

PICK

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

SPDR S&P Mtls & Mng

Invesco DB TR Base Metals ETF

ISHRS MSCI Glb Slct Met & Mining

Global X Rare Earth & Critical MatrlsETF

VanEck Rare Earth/Strategic Metals ETF

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

COPJ

COPP

Trilogy Metals announced that its Arctic Project in Alaska has gained FAST-41 permitting status, allowing for improved federal coordination and transparency in the permitting process. This designation aligns with U.S. policies to enhance domestic critical minerals and could accelerate the project's development amid rising copper demand. The project is part of a joint venture with South32 and is seen as a key asset for U.S. resource security. Analysts currently rate TMQ stock as a Buy with a price target of C$8.00.

Tip Ranks

Trilogy Mets

Sprott Junior Copper Miners ETF

Sprott Copper Miners ETF

South32 Ltd.

South32 Limited

Trilogy Metals’ Arctic Project Gains FAST-41 Permitting Status

RING

Trilogy Metals Announces Election of Directors and Voting Results from the 2026 Annual Meeting of Shareholders | TMQ Stock News

StockTitan

iShares MSCI Global Gold Miners

VanEck Gold Miners ETF

ETFMG Trust Prime Jr Silver Miners ETF

VanEck Junior Gold Miners ETF

Global X Silver Miner

Trilogy Metals Announces Election of Directors and Voting Results from the 2026 Annual Meeting of Shareholders | TMQ Stock News

Defense spending is reshaping critical minerals finance, making projects more bankable. Unlike previous reliance on energy transition narratives, defense procurement offers predictable, government-backed cash flow, altering risk profiles for investors. Canada, with its rich mineral deposits and strategic agreements, is positioned as a key player, attracting capital while navigating complex U.S. relations. Successful projects exhibit traceability, strong management, and diversified revenue models, balancing defense contracts with commercial opportunities. This shift in demand signals a significant change in how critical minerals are financed and valued in the market.

benzinga_article

MP Materials

thyssenkrupp AG

Why Defense Spending Is Now The Strongest Signal In Critical Minerals Markets

AGIX

ARKK

BOTZ

ARKQ

Japan's Finance Minister Satsuki Katayama confirmed a two-hour meeting with US Treasury Secretary Scott Bessent, discussing forex markets, financial cooperation, critical minerals, and AI supply chains. The talks reaffirmed close bilateral cooperation under a joint statement from last year, despite tensions over yen management. The meeting signals active coordination on yen stability and reflects a broadening economic agenda between the US and Japan, addressing dependencies on China and strategic priorities in advanced technology and clean energy.

Investinglive

KraneShares Artfcl Intllgnc and Tech ETF

Ark Innovation ETF

Currencyshares JPY Trust

Global X Robotics & Artificial

ARK Autonomous Tech & Robotics ETF

Katayama says two-hour Bessent talks covered forex, critical minerals and AI

Western Nations Accelerate $12B Critical Mineral Initiatives as Global Export Restrictions Reach Record Highs | NB Stock News

Yinhua CSI Non-ferrous Metal ETF

Guotai CSI Non-ferrous Metal ETF

Guotai CSI Non-Ferrous Metal Kuangye Theme ETF

Global X Lithium & Battery Tech

ChinaAMC CSI Subdivision Non-ferrous Metal Sub-Industry ETF

Penghua Guozheng Non-ferrous Metal Industry ETF

GF CSI Rare Metals Theme ETF

Hwabao WP CSI Non-ferrous Metal ETF

China Southern CSI SWS Non-Ferrous Metal ETF

Western Nations Accelerate $12B Critical Mineral Initiatives as Global Export Restrictions Reach Record Highs | NB Stock News

AMG Critical Materials N.V. reported better-than-expected first quarter 2026 results, with adjusted EBITDA of $44 million, a 2% increase from the previous quarter. The performance was driven by AMG Vanadium and the consolidation of AURA. The company ended the quarter with $403 million in liquidity and a successful capital increase of $127 million. AMG maintains its 2026 adjusted EBITDA guidance of $210 to $240 million, despite geopolitical challenges. The company is expanding into lithium carbonate and high-purity molybdenum, with new facilities set to open in Pennsylvania and ongoing projects in Saudi Arabia.

Unusual Whales

Affiliated Managers

AMG Reports Better than Expected First Quarter 2026 Results

SGOL

Sprott Inc. has declared a first quarter 2026 dividend of US$0.40 per common share, payable on June 3, 2026, to shareholders of record by May 19, 2026. Canadian residents will receive dividends in Canadian dollars, while registered shareholders outside Canada will receive them in U.S. dollars. Beneficial holders can elect to change the currency of their payments. The dividend is eligible for Canadian income tax purposes. Sprott is a global asset manager specializing in precious metals and critical materials investments, listed on NYSE and TSX under the symbol SII.

Sprott

Kinross Gold

Abrdn Gold ETF Trust

Abrdn Palladium ETF Trust

iShares Silver Tr

Us Gbl GLD & Met

iShares Gold Trust

Abrdn Platinum ETF Trust

Abrdn Silver ETF Trust

Pro Ultr GLD

Invesco Db Precious Metals ETF

SPDR Gold Shares

Sprott Inc. Declares First Quarter 2026 Dividend | SII Stock News

GOEX

Sprott Inc. will release its first-quarter 2026 financial results on May 6, 2026, at 7:00 a.m. ET, followed by a webcast at 10:00 a.m. ET featuring CEO Whitney George and other executives. The latest analyst rating for SII stock is a Buy with a price target of C$218.00. Spark's AI Analyst rates SII as Outperform, citing strong financial fundamentals but noting a high valuation. Sprott specializes in precious metals and critical materials investments, with a market cap of C$4.45B.

GLOBAL X Gold Explorers

Sprott PHYsical GLD

Abrdn Precious Metals Basket ETF Trust

Sprott Sets May 6 Webcast for First-Quarter 2026 Results

Sprott (TSX:SII) has launched the Rare Earths Ex-China ETF, targeting rare earth companies outside China amid supply chain concerns. Despite a recent decline in share price, Sprott shows strong long-term momentum with a year-to-date return of 28.38%. However, it trades at a high P/E of 50x, indicating overvaluation compared to industry peers. The SWS DCF model suggests a fair value of CA$44.23, further supporting the overvaluation claim. Investors are advised to assess the risks and opportunities in the current market context.

Simplywall

Sprott Rare Earths Ex-China ETF

Assessing Sprott (TSX:SII) Valuation After Launch Of Rare Earths Ex China ETF

Sprott Energy Transition Materials ETF(SETM.US)

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

Trilogy Metals’ Arctic Project Gains FAST-41 Permitting Status

Trilogy Metals Announces Election of Directors and Voting Results from the 2026 Annual Meeting of Shareholders | TMQ Stock News

Why Defense Spending Is Now The Strongest Signal In Critical Minerals Markets

Katayama says two-hour Bessent talks covered forex, critical minerals and AI

Western Nations Accelerate $12B Critical Mineral Initiatives as Global Export Restrictions Reach Record Highs | NB Stock News

AMG Reports Better than Expected First Quarter 2026 Results

Sprott Inc. Declares First Quarter 2026 Dividend | SII Stock News

Sprott Sets May 6 Webcast for First-Quarter 2026 Results

Assessing Sprott (TSX:SII) Valuation After Launch Of Rare Earths Ex China ETF