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The Critical Mineral You’re Overlooking 5E Advanced Materials is positioning itself around one of the most overlooked—but essential—materials: boron. Used in everything from electronics and energy to defense systems, boron is critical—yet most supply comes from overseas. Why it matters now: • Growing demand across multiple industries • U.S....

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BTV & CEO Clips

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Rebuilding America’s Iron Supply Starts Now 🇺🇸 The global shift toward domestic supply chains is accelerating—and iron is at the center of it. North American Iron is advancing a project designed to reduce U.S. reliance on imported pig iron by reclaiming Minnesota’s historic iron ore reserves. Why it matters: • U.S. demand: ~13M tons of pig iron • Imports: ~4–5M tons annually • Domestic solution: 2M tons/year targeted production This isn’t just about strategic resources — it’s about national security, industrial capacity, and supply chain independence. With permitting underway (target: 2026) and production aimed for 2029, North American Iron is positioning itself to become the first U.S.-based merchant pig iron producer. A legacy resource. A modern critical need. A supply gap ready to be filled. Watch the full feature:
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Rebuilding America’s Iron Supply Starts Now 🇺🇸 The global shift toward domestic supply chains is accelerating—and iron is at the center of it. North American Iron is advancing a project designed to reduce U.S. reliance on imported pig iron by reclaiming Minnesota’s historic iron ore reserves. Why it matters: • U.S. demand: ~13M tons of pig iron • Imports: ~4–5M tons annually • Domestic solution: 2M tons/year targeted production This isn’t just about strategic resources — it’s about national security, industrial capacity, and supply chain independence. With permitting underway (target: 2026) and production aimed for 2029, North American Iron is positioning itself to become the first U.S.-based merchant pig iron producer. A legacy resource. A modern critical need. A supply gap ready to be filled. Watch the full feature:

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America’s nuclear future needs uranium. The U.S. doesn’t produce enough of it. Verdera_energy is advancing a massive uranium portfolio in New Mexico—positioning itself within the growing push for domestic energy security. 88 million pounds of historic uranium resources. 400 square miles of mineral rights. $24M in the treasury. Located in the Grants Uranium District—responsible for roughly 40% of all U.S. uranium historically mined—Verdera is building scale in one of America’s most important uranium regions. Now focused on: - Advancing ISR-amenable uranium projects - Developing domestic nuclear fuel supply - Leveraging one of the largest private uranium databases in New Mexico - Supporting the next phase of the U.S. nuclear renaissance The U.S. consumes ~48M pounds of uranium annually—yet produces only a fraction domestically. That supply gap is becoming impossible to ignore. Learn more:

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On this episode of the Roundtable, the panel examined the geopolitical forces reshaping global markets, from the Iran conflict and energy security to AI infrastructure, semiconductor demand, and the growing importance of critical minerals. Special thanks to REalloys for joining the discussion and explaining how they're building a fully integrated North American rare earth supply chain to strengthen domestic manufacturing and reduce reliance on foreign sources for critical materials.
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America imports 100% of its natural graphite. Titan Mining is changing that as the first end-to-end natural flake graphite producer in the U.S. in 70+ years. As America accelerates efforts to secure domestic supply chains for critical minerals, Titan Mining Corporation is changing that as the first end-to-end natural flake graphite producer in the U.S. in 70+ years. Fourth-largest zinc producer in the United States. Expanding into graphite and germanium. With operations in upstate New York, Titan is building a critical minerals hub focused on materials essential to: - Defense & communications systems - Batteries & energy storage - AI & semiconductors Now scaling toward: • ~40,000 tonnes of graphite production capacity • Supplying ~50% of U.S. domestic graphite demand • Recovering germanium from existing zinc streams • Advancing projects backed by U.S. government support Critical minerals are no longer just commodities - they’re strategic assets. Watch the full feature on BTV. Learn More:

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Monopoly Defence Company In India There’s an Indian company quietly sitting inside some of the world’s most advanced machines from space rockets to fighter jets. It supplies aerospace-grade titanium and superalloys to global giants like Blue Origin, Honeywell, Dassault, BAE Systems, and even ISRO. What makes this even more interesting? Very few companies globally can manufacture and certify these mission-critical materials. With a fully integrated titanium ecosystem and a massive capacity expansion coming up, this company is positioning itself right at the center of a global supply chain shift. While the world looks for alternatives to disrupted supply sources, India might already have its answer. This is the kind of hidden opportunity most investors miss early. Credit : ValueEducator
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America’s next critical mineral opportunity? Antimony. While lithium and copper dominate headlines, antimony is rapidly emerging as one of the most strategically important minerals in the world—and NevGold is positioning to become a key domestic supplier. Used in: - Military munitions - Semiconductors & chips - Flame retardants - Advanced technologies Today, roughly 90% of global antimony supply is controlled by China, Russia, and Tajikistan—creating a major push for U.S. supply chain independence. NevGold Corp. (TSXV: NAU | OTCQX: NAUFF | FRA: 5E50) Limousine Butte project in Nevada offers a rare opportunity: A past-producing gold mine where historical operators left the antimony behind. Now, the company is advancing: • Near-surface antimony potential • Simple, lower-cost oxide processing • A phased path toward potential production by 2027 • Dual upside from both antimony and gold Critical minerals. Strategic timing. Nevada jurisdiction. Watch the full feature on BTV:
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As North America works to strengthen domestic manufacturing and defense supply chains, demand is growing for high-quality carbon materials that few producers can supply. Clinch Resources Ltd. (TSX: CLCH) is targeting this premium market with more than 111 million tons of proven reserves in West Virginia and a strategy focused on supplying specialty carbon products to industrial, defense, and aerospace customers. With limited supply, growing customer interest, and premium end markets, the company believes it is well positioned to expand market share over the next 18–24 months while building long-term cash flow potential. Learn more:
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⚡ CRITICAL ELEMENTS LITHIUM CORPORATION: Powering Quebec’s Next Lithium Supply Hub | As seen on BTV - Business Television As global lithium demand accelerates, Quebec is emerging as a cornerstone of North America’s battery supply chain — and Critical Elements Lithium is positioned at the forefront. The company’s flagship Rose Lithium-Tantalum Project is one of the most advanced hard-rock lithium projects in North America. With key permits secured and detailed engineering well advanced, Rose is positioned to move quickly toward construction once a final investment decision is made. Strategically located with year-round road access and nearby connection to Hydro-Québec — one of the cleanest and lowest-cost power grids globally — the project is designed to deliver responsible, low-carbon lithium supply to EV and energy storage markets. Investor decision factors - Final investment decision to be taken on Rose once project financing is in place - Key permits secured - Access to low-carbon Hydro-Québec power - Conditional Government and institutional financing support With global lithium demand projected to grow from approximately 1.2 million tonnes to nearly 3 million tonnes by 2030, management believes new supply will be critical — and Rose is positioned to be part of that solution. Learn more:

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"America's Final Supply Chain" - United States Antimony: Securing America's Critical Future Episode 1: "The Forgotten Frontier - Alaska's Antimony Awakening" $UAMY Grateful to Caleb Hull for helping us bring this story to life in a way that does justice to the mission. The reality is, global supply chains are more fragile than most people realize. Understanding that, and fixing it, matters for America and the broader West. At U.S. Antimony, our work supports the defense, industrial, and technological backbone of the country. This docuseries explains why that work is important, and why the timing couldn’t be more critical. Defense Logistics Secretary of War Pete Hegseth President Donald J. Trump Pete Hegseth Department of War 🇺🇸 The White House J.P. Morgan Goldman Sachs David Copley

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