Discovery Alert

Prominence Energy secures a critical extension at Gawler Hydrogen Project, setting its acquisition timeline to 15 December 2025. This milestone underscores their progress in natural hydrogen exploration. It ensures additional time to finalize change-of-control approvals, positioning the company at the forefront of a potential zero-carbon fuel revolution in South Australia. 📢 Announcement Highlights: → PEL 803 awarded in August 2025, granting formal exploration rights over the Northern Hinge and Eyre Projects. → Key acquisition conditions are satisfied, paving the way for operational handover once approvals conclude. → Potential for zero-carbon natural hydrogen in a proven energy province, with minimal environmental impact. → Strategic momentum continues, setting the stage for accelerated exploration activity in 2026. Dr Krista Davies, Chief Operating Officer, explains: "We're very encouraged by the progress at the Gawler Hydrogen Project and by the strong collaboration with Gawler Group Holdings. The recent award of PEL 803 marks a major step forward for natural hydrogen exploration in South Australia." PRM’s extended timeline facilitates thorough due diligence, ensuring all regulatory steps are met. With a diversified portfolio across conventional and emerging energy sectors, their strategic approach balances opportunity and risk in this evolving hydrogen landscape. 📅 Upcoming catalysts: - October–December 2025: Finalize change-of-control approval and complete 100% acquisition. - Early 2026: Launch field exploration under PEL 803. - Throughout 2026: Potential drilling programs and resource assessments. Ready to see how this extension could shape South Australia’s hydrogen future? Read the full article here: https://lnkd.in/gEuy3iUQ

American West Metals Ltd strikes copper gold at Storm Project, delivering standout 27.3% copper grades. These exceptional drill results confirm the company’s vision for high-grade, near-surface deposits in North America’s critical minerals landscape. 📢 Announcement Highlights: → Drilling intercept hits 0.5m @ 27.3% Cu, 80g/t Ag (Hole PFS-002). → 12.1m @ 5.6% Cu, 21g/t Ag near 70m depth. → RC program logs 100% success rate for resource expansion. → Mineralisation extends beyond current pit designs, boosting growth potential. Dave O’Neill, Managing Director, comments: "The drilling at Cyclone has intersected thick intervals of copper mineralisation very close to surface, including exceptional high-grade zones with individual assays up to 27.3% Cu. We believe these intervals will enhance the development and expansion opportunity of Cyclone, highlighting the excellent continuity of the largest current open pit mine at Storm." These results reinforce American West Metals’ leadership in the critical minerals sector, with near-surface copper offering lower development costs and significant upside. The company is rapidly advancing pre-feasibility activities while capitalising on growing demand for secure copper supply. ⏳ Upcoming catalysts: - Remaining assay results in 1–2 weeks - Updated Mineral Resource Estimate to include new drilling - Accelerated PFS workstreams driving near-term development Ready to dive deeper? Read the full article: https://lnkd.in/gVrBFTn3

The global copper mining industry faces a major shift. Operational continuity challenges have overtaken geopolitical risks as the primary threat to copper supply stability. The numbers tell the story: Global copper demand is expected to surge 24% to 42.7 million tonnes by 2035. The industry requires over $210 billion in new investment through 2035, yet current investment commitments fall 40% short of requirements. Copper ore grades have declined 40% since 1991. Key operational threats disrupting mining: Complex regulatory frameworks are halting operations with minimal warning. Infrastructure vulnerabilities exist in remote mining locations. Technical challenges occur as operations move to deeper, more complex sites. Safety risks are escalating with underground mining transitions. Real-world impact: Codelco's Chuquicamata underground conversion has been delayed a full decade to 2040 due to engineering setbacks and geological challenges. This exemplifies systematic issues affecting underground mining transitions across the industry. The investment challenge: Despite surging demand, investor appetite for new mine development remains subdued due to extended development timelines and regulatory uncertainty. Mining companies are responding with $50 million investments in new technologies like Codelco's I-Pulse system to enhance operational reliability. The industry needs 8 million tonnes of new annual capacity from greenfield projects plus 3.5 million tonnes from enhanced recycling infrastructure. Supply continuity challenges are expected to increase copper price volatility significantly, with potential for sustained periods of supply deficit. Enjoy this summary? Hit the 'like' button to let us know. Stay up to date with copper market developments by following this page. Read the full analysis on how operational challenges are reshaping copper investment strategies: https://lnkd.in/gAPNCK-F #CopperMining #InvestmentChallenges #CopperSupply #MiningIndustry

Mandrake Resources Limited unveils a new breakthrough at its 100%-owned Utah Lithium Project, pinpointing two high-grade brine "sweet spots" in a vast 93,755-acre area. This advanced Brine Flow Modelling Study not only underlines crucial lithium zones but also leverages existing infrastructure, paving the way for cost-effective re-entry of historical wells. 📝 Announcement Highlights: → Study confirms two discrete lithium-rich targets with enhanced permeability. → Current 3.3Mt LCE Inferred Resource now de-risked by precision modelling. → $12.1M cash reserves and zero debt fuel immediate exploration plans. → Targeted re-entry of old wells slashes capital outlay. Managing Director James Allchurch commented: "The comprehensive Lithium Brine Flow Modelling Study was undertaken by a leading team of technical consultants... The Study has identified two distinctive high-grade lithium brine sweet spots... which coincides with zones of enhanced permeability and elevated net pay thickness." A phased approach will secure well access, followed by flow testing and brine sampling to confirm economic potential. With established Utah mining frameworks and power infrastructure, Mandrake reduces lead times and operational costs significantly. 📅 Upcoming catalysts: - Well access agreements finalized (near-term) - Flow and pressure testing in priority zones (Q2 2026) - Expanded brine chemistry results (H1 2026) Ready to see how advanced modelling and thriving market fundamentals could align for Mandrake’s Utah Lithium Project? Read the full article now: https://lnkd.in/gaAzwu62

Mining operations can now collect critical underground data without exposing personnel to hazardous conditions. The Emesent Hovermap system uses advanced LiDAR technology to achieve measurement accuracy within 2-5 millimeters, transforming how mines approach safety and data collection. Key operational advantages include eliminating human exposure to unstable areas, reducing survey times from days to hours, and providing millimeter-level accuracy for 3D mapping. It also enables real-time hazard assessment. Emergency response breakthrough: A Canadian mine recently used autonomous drones following a ground fall incident that trapped miners. The system safely mapped the affected area within hours, helping rescue teams plan extraction routes without additional personnel exposure. Over 25 applications identified, including stope volumetrics for production reconciliation, blast optimisation through structural analysis, infrastructure monitoring and maintenance planning, and equipment navigation and hazard identification. The technology integrates seamlessly with Load-Haul-Dump equipment, providing 360-degree scanning during normal operations. Technical specifications: scan rates up to 600,000 points per second, operating range from -20°C to +60°C, IP65 dust and moisture resistance, and real-time SLAM processing capabilities. Global adoption spans Australia, the United States, Canada, and Sweden across both production and safety applications. Enjoy this summary? Hit the 'like' button to let us know. Stay up to date with mining technology by following this page. Read the complete technical analysis and implementation strategies at the link below.

China's rare earth export restrictions in late 2024 have created an unprecedented opportunity for Australia to become America's primary strategic minerals partner. The implications are massive. Australia's Strategic Advantage: Ambassador Kevin Rudd describes Australia as equaling "the periodic table" in mineral diversity. The nation can supply 30-40 of the 50 critical minerals designated by the US without major infrastructure investment. This extends beyond raw extraction to processed rare earths, addressing the critical bottleneck historically concentrated in China. Government Backing Changes Everything: Australia's A$1.2 billion strategic minerals reserve signals treating critical minerals as strategic national assets requiring government intervention. Key mechanisms include price volatility protection for long-term investment planning and demand aggregation across multiple end-users. US Equity Participation Models: In groundbreaking September 2025 Washington meetings, over a dozen Australian mining companies received briefings on US government "equity-like stakes" in strategic mineral projects. This represents a fundamental shift from traditional procurement toward direct investment participation. Market Response: Investor confidence has surged dramatically. Lynas Rare Earths experienced over 150% share price growth in 12 months, reflecting market expectations that government backing will accelerate development timelines. AUKUS Integration: Nuclear submarine programmes require specialised rare earths for sonar systems, navigation equipment, and weapons guidance systems. This makes supply security a direct national security imperative. The timeline is aggressive: 2025-2027 focuses on immediate capacity expansion, while 2030-2035 targets full-scale alternative supply chain operation. Enjoy this summary? Hit the 'like' button to let us know. Stay up to date with critical minerals by following this page. Read the full analysis of how Australia's rare earth strategy could reshape global supply chains: https://lnkd.in/gtdUemkF #RareEarths #Australia #Minerals #US #AustraliaUSPartnership #SupplyChain

America faces total dependency on foreign antimony sources. This critical mineral supports defense manufacturing and clean energy systems. The vulnerability became stark in 2024. China controls 55% of global production and imposed export restrictions in September. The dependency crisis: 100% import reliant since 2001. Antimony prices doubled from $11,000 to $22,000 per tonne. Defense applications include ammunition and aircraft safety systems. Revival efforts show promise: Locksley Resources achieved a breakthrough in October 2024. They produced America's first antimony ingot in 24 years at their Mojave Desert operation. Key timeline projections: 2028: Sunshine Silver aims for 40% of US demand. 2031: Potential 80% domestic market capture. Critical defense applications require 99.5% purity standards. Strategic implications: The Defense Production Act provides potential funding mechanisms. Federal support through critical minerals designation enables expedited permitting and loan guarantees. Environmental compliance remains essential. Modern operations require sophisticated emission controls and community engagement. Market stabilization could follow domestic production scaling. Transportation cost savings alone eliminate $500-800 per metric ton in shipping expenses. Enjoy this summary? Hit the 'like' button to let us know. Stay up to date with critical minerals by following this page. Read the complete analysis of America's antimony production revival strategy: https://lnkd.in/gQKVYBXE #CriticalMinerals #Antimony #DefenseManufacturing #CleanEnergy #SupplyChain #NationalSecurity

Australia's rare earth sector is gaining global attention as supply chain security becomes critical. 🌏 ASM's Korean operations are doubling production capacity to 3,600 tonnes annually. The $55 million capital raise at $1.20 per share attracted strong US institutional support. Current Performance: Consistent production since 2022 commissioning. Serving customers across Europe, Korea, and US. Mine-to-metals vertical integration strategy. Phase 2 Expansion Details: US$8 million investment over 18 months. Projected annual revenue of US$204 million. Expected EBITDA of US$26 million. The Korean facility produces neodymium-iron-boron alloys for electric vehicles, wind turbines, and defence applications. ⚡ ASM's positioning offers Western markets a non-Chinese alternative during heightened geopolitical tensions. Strategic Advantages: Quality certifications meeting Western standards. Long-term supply agreements with magnet manufacturers. Geographic positioning within Asian manufacturing networks. The proposed American Metals Plant targets 2,000 tonnes capacity, potentially employing 150 skilled workers. Financial strength is robust with $84 million expected cash following placement completion. Market Drivers: Growing EV component demand. Wind turbine industry expansion. Defence applications requiring supply security. Phase 3 evaluation considers further expansion to 5,600 tonnes annually. Enjoy this summary? Hit the 'like' button to let us know. Stay up to date with critical minerals developments by following this page. Read the full strategic analysis and market positioning insights: https://lnkd.in/gMvsDw5z

USAC's takeover bid for Larvotto Resources isn't just another mining deal. It's a strategic play for one of the world's most significant undeveloped antimony deposits amid escalating global competition for critical minerals. The Strategic Context 🎯 United States Antimony Corporation has offered a scrip deal valuing Larvotto at $1.40 per share after building a 10% stake position. The timing aligns with high-level US-Australia diplomatic discussions on critical minerals policy. Why Hillgrove Project Matters ⚡ It houses globally significant antimony deposits with multi-commodity potential for gold and tungsten. It targets mid-2026 production commencement and holds strategic importance for Western supply chains. Market Reaction Tells a Story 📊 Larvotto trades below the $1.40 offer price, suggesting investors expect improved terms, competing bids, or alternative strategic outcomes. Retail shareholders on forums are calling the bid opportunistic. The Bigger Picture 🌐 China's rare earth export restrictions have intensified Western focus on securing alternative mineral supplies. Australia's Hillgrove represents exactly the type of strategic asset commanding premium valuations in today's geopolitical environment. Regulatory Hurdles Ahead ⚖️ There will be Foreign Investment Review Board scrutiny and 75% shareholder approval is required. An independent expert valuation is pending. The scrip structure creates currency risk and ties value to USAC's NYSE performance. Enjoy this summary? Hit the 'like' button to let us know. Stay up to date with critical minerals developments by following this page. Read the full strategic analysis of USAC's acquisition move and what it means for investors: https://lnkd.in/gbTJVMuW #

Niger's uranium sector gets a major boost as Global Atomic's Dasa project advances toward 2026 production. 🎯 What makes this project different? The numbers tell the story: → 5,109 ppm uranium grades for first 12 years → 57% after-tax IRR at $75/pound uranium → $23/pound all-in sustaining costs → 23-year mine life with 68.1M pounds reserves Construction milestones hitting targets: ✓ Underground development across five levels ✓ Processing plant foundations advancing ✓ 260-person accommodation completed ✓ First ore targeted for H1 2026 ⚡ Strategic advantages emerging: The project sits in Niger's established uranium corridor, benefiting from 50+ years of infrastructure. With 8.8 million pounds already contracted to US utilities, Dasa addresses America's 95% uranium import dependence. Political considerations remain critical. Niger's July 2023 military transition creates material risk, though the government maintains 20% project ownership and has confirmed all permits remain valid. Market timing looks compelling. Global uranium supply deficits persist through 2035, while Dasa emerges as the only major new mine scheduled for 2026 startup. Enjoy this summary? Hit the 'like' button to let us know. Stay up to date with uranium developments by following this page. Read the full analysis of Niger's strategic uranium development and what it means for global supply chains: https://lnkd.in/gFQqiX3V #Uranium #DasaProject #GlobalAtomic #MiningNews