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Mining Industry News 24 September 2025 - 12 October 2025

Trilogy Metals (TMQ) Stock Explodes After U.S. Government Takes 10% Stake in Alaskan Copper Boom

Trilogy Metals (TMQ) Stock Explodes After U.S. Government Takes 10% Stake in Alaskan Copper Boom

Sources: Company filings and press releases Prnewswire Prnewswire; Reuters and FOX Business news Reuters Foxbusiness; financial news (MarketBeat, Benzinga) Marketbeat Benzinga; TS2.tech analysis ts2.tech ts2.tech; commodity forecasts Reuters; sector reports (IEA/White House) ts2.tech ts2.tech; and trading data Stockanalysis Stockanalysis. All data as of Oct. 12, 2025.
12 October 2025
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China’s Rare-Earth Gambit: Tech Stocks Crash, Miner Profits Soar Amid Trade War Escalation

China’s Rare-Earth Gambit: Tech Stocks Crash, Miner Profits Soar Amid Trade War Escalation

What Happened: China’s New Controls On Oct. 9, China’s Ministry of Commerce issued “Announcement No. 61” of 2025, dramatically expanding export controls on critical minerals ts2.tech reuters.com. Five additional rare-earth elements (holmium, erbium, thulium, europium, ytterbium) were added to the restricted list, on top of seven elements already curbed in April aljazeera.com ts2.tech. In total 12 of the 17 rare-earth metals now require special licenses for export aljazeera.com. Beyond raw elements, China also slapped new controls on processing equipment and technology needed to refine these minerals aljazeera.com ts2.tech. Notably, Chinese rules will apply extraterritorially: foreign firms using Chinese-sourced rare earths
12 October 2025
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This Tiny US Miner Could Shatter China’s Rare-Earth Monopoly – USAR Stock Explodes on White House Buzz

This Tiny US Miner Could Shatter China’s Rare-Earth Monopoly – USAR Stock Explodes on White House Buzz

USA Rare Earth, Inc. (NASDAQ: USAR) is a development-stage rare-earth miner and magnet-maker founded in 2019, publicly listed via SPAC on March 14, 2025 ts2.tech. Its flagship asset is the Round Top Mountain deposit in Texas (via a JV with Texas Mineral Resources), rich in heavy rare-earths like dysprosium and terbium ts2.tech. USAR is building a vertically integrated “mine-to-magnet” supply chain: mining Round Top, processing oxides, and manufacturing NdFeB magnets at a plant in Stillwater, Oklahoma (expected online ~2026, initially 1,200 tpa expanding to ~5,000 tpa) globenewswire.com ts2.tech. In late September 2025 USAR announced a transformative acquisition of UK-based Less
10 October 2025
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Leading Edge Materials (0V3V.L) Skyrockets Amid Europe’s Critical Minerals Push

Leading Edge Materials (0V3V.L) Skyrockets Amid Europe’s Critical Minerals Push

Stock Soars on Critical Minerals Momentum Leading Edge Materials’ stock has been on a tear, outperforming the broader market amid a rush into battery metal and rare-earth equities. On 6 October 2025, shares spiked around 27% in Toronto (TSX-V: LEM) to CA$0.30, and its London listing jumped over 80% in a single daystockinvest.us, as investors reacted to the company’s latest updates. This rally continued a broader upward trend – the stock is up roughly 170% year-on-year, rebounding from 52-week lows of around CA$0.09 last winter to approach the year’s highs (CA$0.37)simplywall.st. Such volatility is not unusual for junior mining stocks,
7 October 2025
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Deep-Sea Goldmine or Fool’s Gold? The Metals Company (TMC) Stock Soars Amid EV Metals Boom and Controversy

Deep-Sea Goldmine or Fool’s Gold? The Metals Company (TMC) Stock Soars Amid EV Metals Boom and Controversy

TMC Stock Skyrockets in 2025: Huge Gains and Wild Swings Few stocks have seen a ride as dramatic as TMC the metals company Inc. in 2025. The deep-sea mining startup’s share price has surged by hundreds of percent year-to-date, making it one of the year’s standout performers in the market. At the start of 2025, TMC was essentially a penny stock – it traded under $2 in late 2024 – but by early October 2025 it was changing hands for around $8–9 per share, an over 400% increase since Januaryts2.tech. In fact, by the end of Q3 2025 TMC had climbed roughly 560% for the yearfinance.yahoo.com,
7 October 2025
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Trilogy Metals (TMQ) Stock Soars After U.S. Govt Deal – Critical Minerals Boom Brewing?

US Government Buys Stake in Alaska Miner to Unlock Critical Minerals – Sparks “Copper Rush” Controversy

U.S. Stakes a Claim in Alaska’s Mineral Riches In an unprecedented step for U.S. industrial policy, the federal government announced it will become a shareholder in a private mining company to advance a domestic source of critical minerals. Interior Secretary Doug Burgum revealed that the U.S. government is acquiring about 10% of Trilogy Metals Inc., a small Canadian firm, to help fund its mining projects in Alaska’s remote Ambler Mining Districtreuters.com. The deal – a $35.6 million investment – is meant to jump-start exploration of rich copper and cobalt deposits on U.S. soil. “The Department [of] War, the United States government,
7 October 2025
Trilogy Metals (TMQ) Stock Soars After U.S. Govt Deal – Critical Minerals Boom Brewing?

Trilogy Metals (TMQ) Stock Soars After U.S. Govt Deal – Critical Minerals Boom Brewing?

Stock Performance and Recent Moves TMQ has traded in a tight range just above $2.00 in recent weeks. On Oct 6, 2025 it closed at about $2.09stockanalysis.com (roughly a $0.01 gain or +0.5% on the day). Trading volume that session was around 613,000 sharesinvesting.com. This modest move belies recent volatility: in after-hours trading on Oct 6 the stock spiked roughly +150% (to ~$5.20) on the U.S. government newsinvesting.combenzinga.com, although the regular market close remained at $2.09. Over the past year TMQ is up several hundred percent off its late-2024 lows (range $0.47–2.48investing.com), reflecting a dramatic rally since early 2025. Market
6 October 2025
Washington’s Greenland Rare Earth Gambit: Critical Metals Soars as U.S. Eyes Strategic Stake

Washington’s Greenland Rare Earth Gambit: Critical Metals Soars as U.S. Eyes Strategic Stake

U.S. Eyes Stake in Greenland Rare Earth Project The U.S. government has been in talks to take an equity stake in Critical Metals Corp, the company developing the Tanbreez rare earths mine in Greenlandreuters.com. According to an exclusive Reuters report, Trump administration officials discussed a potential deal that would convert a $50 million Defense Production Act grant into shares of the companyreuters.comreuters.com. At $50 million, an investment would equate to roughly 8% ownership of Critical Metals, though negotiations are preliminary and the stake size could change if a deal advancesreuters.com. Importantly, this stake would be separate from a proposed $120
6 October 2025
Lithium Americas (LAC) Soars as US Govt Takes 5% Stake – Analysts Weigh In on EV Lithium Boom

Lithium Americas 2025: Surging Stock, Big Bets and How It Stacks Up Against Lithium Giants

2025 Performance Overview: Lithium Americas Corp (LAC) Spin-Off Sets the Stage: Lithium Americas underwent a major transformation in late 2023, splitting into two independent companies. As of October 2023, Lithium Americas “NewCo” (NYSE: LAC) took over the U.S.-based assets (primarily the Thacker Pass project in Nevada), while Lithium Argentina (NYSE: LAAC) holds the Argentine operations. This separation, completed on Oct 3, 2023, sharpened LAC’s focus as a pure-play North American lithium developer. Investors received shares in both new entities, and trading of the new LAC began around $12.40 per share in October 2023. Stock Price Volatility: Post-spinoff, LAC’s stock saw
4 October 2025
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Deep-Sea Mining Goldmine or Fool’s Gold? The Metals Company (TMC) Stock Analysis 2025

Deep-Sea Mining Goldmine or Fool’s Gold? The Metals Company (TMC) Stock Analysis 2025

Key Facts & Figures 📊 The Metals Company Overview: Undersea Minerals for the EV Boom The Metals Company (“TMC”) is a deep-sea minerals exploration firm on a mission to harvest polymetallic nodules – often called “a battery in a rock” – from the ocean floor metals.co investors.metals.co. These potato-sized nodules are extraordinarily rich in critical battery metals: nickel, cobalt, copper, and manganese. TMC’s business model is to collect nodules from the Clarion-Clipperton Zone (CCZ) of the Pacific Ocean (in international waters between Hawaii and Mexico) and process them into high-grade metals needed for electric vehicle (EV) batteries, renewable energy technology,
4 October 2025
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Southern Copper (SCCO) Skyrockets on Copper Price Boom – Key Facts & Outlook

Southern Copper (SCCO) Skyrockets on Copper Price Boom – Key Facts & Outlook

Southern Copper Corporation Overview and Market Outlook as of September 24, 2025 SCCO Stock Performance in Late September 2025 Southern Copper’s stock has been on a tear in recent weeks, climaxing with a sharp rally around September 24, 2025. On that day, SCCO surged roughly 8–9%, hitting a new 52-week high of about $117–$121 per share ca.investing.com ainvest.com. This jump was the stock’s largest single-day gain in over a year ainvest.com. The rally coincided with a spike in copper prices, underscoring Southern Copper’s sensitivity to the commodity. Year-to-date, SCCO is up roughly 27%, reflecting robust investor confidence and far outpacing
24 September 2025
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Stock Market Today

Applied Digital stock jumps 25% as AI data-center names rebound — what’s next for APLD

Applied Digital stock jumps 25% as AI data-center names rebound — what’s next for APLD

7 February 2026
Applied Digital Corporation shares jumped 25.52% Friday to $34.95, then slipped to $34.60 after hours. The company reported fiscal Q2 revenue up 250% to $126.6 million and signed leases for 600 MW of data center capacity in North Dakota. Applied Digital broke ground on a new 430‑MW campus in the southern U.S. in January. Financing includes a $100 million promissory note with 8% interest, paid in kind.
Eli Lilly stock pops as FDA targets cheap weight-loss copycats — what to know before Monday

Eli Lilly stock pops as FDA targets cheap weight-loss copycats — what to know before Monday

7 February 2026
Eli Lilly shares rose 3.7% to $1,058.18 Friday after the FDA said it would act against telehealth firm Hims & Hers for marketing a $49 compounded weight-loss pill. The move followed a sharp selloff Thursday when Hims announced plans to sell a version of Novo Nordisk’s Wegovy. Investors remain uncertain how aggressively regulators will police copycat drugs and pricing in the obesity drug market.
Saudi Aramco share price set for Sunday test after Tadawul ends market-making deal

Saudi Aramco share price set for Sunday test after Tadawul ends market-making deal

7 February 2026
Saudi Exchange approved Merrill Lynch KSA’s exit as market maker for Saudi Aramco, effective Feb. 8. Aramco shares closed at 25.60 riyals Thursday, down 0.06, with 22.1 million traded. The Tadawul index fell 1.3% as Brent crude dropped to $67.93. Aramco set March official selling prices at $2.10 above Argus for North America and $0.65 above ICE Brent for Western Europe.
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