Mining & Resources
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VR Resources Drills Nevada Porphyry for Molybdenum, Tungsten, Copper, Silver
Beijing moved quietly in February 2025, adding molybdenum to its list of controlled critical mineral exports. Tungsten restrictions had already tightened. The US Department of Defense, which bans Chinese-sourced tungsten from defense procurement starting January 2027, is watching both developments closely. Finding domestic supply of either metal has become a genuine national security priority. VR
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US-Japan Deal Tackles Tungsten Supply Chain Before 2027 DoD Deadline
China controls 80% of the world’s tungsten supply. A new partnership in Beaver County wants to change the math — starting with what’s already been dug up. The United States hasn’t commercially mined tungsten in roughly a decade. In the meantime, China built a stranglehold over global tungsten supply chains, accounting for about 80% of
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Critical Minerals Weekly: Washington Acts While China Tightens Supply Chains
Copper held above $5.94 per pound on Monday, up 27.8% from this time last year and up 6.4% in just the past month. Gold sat near $4,600 per ounce, down roughly 12% since the Middle East conflict began in late February but structurally supported by central bank buying. Cobalt traded flat at $56,290 per metric
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Nevada King Just Doubled Its Drill Program After Finding 20.8 g/t Gold at Surface
Nevada’s Battle Mountain trend has produced some of the largest gold deposits in North America. Nevada King (TSXV: NKG | OTCQB: NKGFF) is drilling to find out how large Atlanta might become. The company doubled its Phase 4 drill program on April 28, 2026, from 20,000 meters to 40,000 meters of reverse circulation drilling across
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Edmonton Just Hosted the Most Important Energy Meeting You’ve Never Heard Of
Last week, more than 7,500 people flew into Edmonton for three days to talk about a single fuel source. Energy executives, government officials, Indigenous leaders, engineers, investors, and international buyers from across Europe and Asia all converged on the Edmonton Convention Center for the Canadian Hydrogen Convention, North America’s largest gathering dedicated to hydrogen. The
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The First Domestic NMC811 Supply Chain for US Defense Is Being Built in Tennessee
American military drones are currently powered by batteries built with Chinese materials. That is the problem Section 842 of the FY2026 National Defense Authorization Act was written to fix. Starting when the provision takes effect, the Department of Defense will be prohibited from procuring batteries from foreign entities of concern. The FCC moved first, banning
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Century Lithium’s Process Design Just Became One of the Most Important in the Industry
Sulfuric acid prices have risen 600% in under two years in the United States. Most lithium projects use sulfuric acid. Century Lithium does not. Century Lithium (TSXV: LCE | OTCQX: CYDVF) announced on April 23, 2026 that its Lithium Extraction Demonstration Plant is being relocated to Tonopah, Nevada, with commissioning targeted for the second half
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Why the Arctic Project in Alaska Is the Critical Minerals Story Nobody Is Watching Yet
Northwestern Alaska has one of the richest undeveloped copper districts on earth. It has also been one of the most difficult to reach. Both of those facts are about to change. Trilogy Metals (NYSE American: TMQ | TSX: TMQ) announced on April 21, 2026 that Ambler Metals, its 50/50 joint venture with South32, has submitted
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How the World’s Most Profitable Silver Miner Just Strengthened Its Position Further
Banks wanted to lend Silvercorp twice as much as it asked for. That is a specific kind of signal. Oversubscription in debt financing tells you something that the borrower cannot say about itself. Silvercorp Metals (TSX: SVM | NYSE American: SVM) set out to raise RMB 1 billion in syndicated term loan facilities. The banks
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Greenland Has the Palladium. Iceland Has the Power. Here’s How They Connect.
One of the world’s largest undeveloped palladium deposits is in Greenland. The plan is to process it in Iceland. Here’s why that makes sense. The Skaergaard project sits in East Greenland. 25.4 million ounces of palladium equivalent. 23.5 million ounces of gold equivalent. An in-situ resource value estimated at approximately $68 billion based on February
