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Mining Industry 24 September 2025 - 14 October 2025

Northern Dynasty Minerals Ltd (NAK) – Company and Stock Update

Northern Dynasty Minerals Ltd (NAK) – Company and Stock Update

As of mid‐October 2025, Northern Dynasty trades around $2.66 on the NYSE American. This follows a dramatic jump on Oct 13, 2025: the stock opened at ~$2.20 and closed around $2.66 Finviz Investing. That single-day gain was driven by recent legal and royalty news. Over 2025 year-to-date, NAK is up roughly +357% Finviz, far outpacing most sectors. Market capitalization is about $1.3 billion Marketbeat. Analysts are scarce, but both have Buy-type ratings. HC Wainwright reiterated a “Buy” with a $2.50 target Marketbeat, which matches the consensus target of ~$2.50 Marketbeat Marketbeat. Key technical figures: 52-week trading range is $0.33–$2.40 Finviz, and the stock is extremely volatile. In short, NAK’s price has rallied on recent news, and Wall Street’s sparse coverage sees it as a strong‐buy situation into 2026 Marketbeat Marketbeat.
14 October 2025
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Deep-Sea Gold Rush? The Metals Company Stock Rockets as Trump Targets Undersea Treasure

Deep-Sea Gold Rush? The Metals Company Stock Rockets as Trump Targets Undersea Treasure

Electric vehicles and green tech have sent demand for critical minerals surging. Cobalt, nickel, copper and others are essential for EV batteries and have been designated “critical” by agencies like USGS nasdaq.com iea.org. According to the IEA, demand for nickel and cobalt jumped 6–8% in 2024 due to energy applications iea.org. Deep-sea nodules contain these exact metals: “Minerals critical to the clean energy transition have been found in the deep ocean floor,” including cobalt, nickel, manganese and others used in EV batteries weforum.org. With many land-based mines concentrated in a few countries, governments are keen to secure new sources.
13 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

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 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 or technology must obtain Chinese approval even to export finished magnets or high-tech products reuters.com ts2.tech.
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. 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, 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 globenewswire.com ts2.tech. In late September 2025 USAR announced a transformative acquisition of UK-based Less Common Metals – a top ex-China rare-earth alloy maker – for $100M cash plus shares ts2.tech ts2.tech. The deal instantly gave USAR critical midstream capabilities. As of Oct 9, 2025, USAR’s stock had skyrocketed to the low-$30s – roughly 5× its price earlier in 2025 – valuing the company at about $2.5–3.0 billion ts2.tech ts2.tech. USAR has no revenues yet, posted a Q2 2025 net loss of ~$142 M and ~$120 M cash on hand ts2.tech. Most analysts rate USAR a Buy but caution that its future hinges on execution and any government support ts2.tech ts2.tech. Recent developments – a new CEO, the LCM deal, and reports of high-level White House discussions – have driven media and investor excitement,
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

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 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 highssimplywall.st. Such volatility is not unusual for junior mining stocks, but the recent gains reflect renewed optimism around the company’s role in Europe’s critical minerals supply chain.
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

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, and it continued climbing into Q4. This incredible rally has inflated TMC’s market capitalization from just a few hundred million dollars to about $3–4 billion. As of October 7, 2025, its market cap was estimated around $3.7 billion, up a staggering ~1,000% year-over-yearstockanalysis.com – a reflection of how quickly investor expectations have grown for this speculative venture.
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

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, is making an investment… so we can make sure that we’re securing these critical mineral supplies,” Burgum said at a White House event, emphasizing that an ownership stake will benefit Americanscbsnews.com.
7 October 2025
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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?

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. 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% 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, reflecting a dramatic rally since early 2025.
6 October 2025
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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

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 million loan the U.S. Export-Import Bank is considering to help finance Tanbreez’s developmentreuters.com.
6 October 2025
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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

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” took over the U.S.-based assets, while Lithium Argentina 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.
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

The Metals Company 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 of the Pacific Ocean and process them into high-grade metals needed for electric vehicle batteries, renewable energy technology, and steel alloys metals.co.
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’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 the broader market. By comparison, rival Freeport-McMoRan’s stock was up around 18% YTD before its recent drop ca.investing.com. Southern Copper’s market capitalization now hovers near $90 billion, approaching the scale of diversified mining giants.
24 September 2025
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