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Crux Investor
cruxinvestor.com > posts > atha-energys-rib-north-extension-8-things-you-need-to-know

ATHA Energy's RIB North Extension: 8 Things You Need to Know - Article

4+ day, 4+ hour ago   (348+ words) ATHA Energy extended RIB North to 1.45 kilometers of continuity. What the latest holes, the corridor scale & the balance sheet mean for investors. All 7 holes intersected uranium mineralization, following a 100% hit rate reported across all holes drilled during the 2025 program. The…...

Crux Investor
cruxinvestor.com > posts > atha-energy-extends-rib-north-uranium-continuity-to-1-45-kilometers-on-seven-new-holes

ATHA Energy Extends RIB North Uranium Continuity to 1.45 Kilometers on Seven New Holes - Article

4+ day, 3+ hour ago   (335+ words) ATHA Energy traced uranium mineralization over 1.45 kilometers at RIB North, with the best new hole cutting 20 meters of composite mineralization in Nunavut. Chief Executive Officer of ATHA Energy, Troy Boisjoli, framed the extension against the single hole that opened the…...

Crux Investor
cruxinvestor.com > posts > kasiyas-rare-earth-by-product-could-add-722-million-at-a-151-rate-of-return

Kasiya's Rare Earth By-Product Could Add $722 Million at a 151% Rate of Return - Article

4+ day, 3+ hour ago   (111+ words) Kasiya’s monazite rare earth by-product could add $722M in NPV at a 151% IRR, using existing rutile and graphite infrastructure with rapid payback. Kasiya could produce monazite rare earth concentrate as a by-product from the same material already mined and processed for…...

Crux Investor
cruxinvestor.com > posts > sovereign-metals-scoping-study-confirms-kasiya-as-strategic-source-of-critical-rare-earths

Sovereign Metals Scoping Study Confirms Kasiya as Strategic Source of Critical Rare Earths - Article

4+ day, 3+ hour ago   (131+ words) Sovereign Metals' Scoping Study adds a US$722M NPV, 151% IRR monazite rare earths by-product to Kasiya's existing DFS, with no new mining required. Chief Executive Officer and Managing Director of Sovereign Metals, Frank Eagar, said: Kasiya is Sovereign Metals' Malawi-based project…...

Crux Investor
cruxinvestor.com > posts > copper-rare-earths-uranium-nickel-eastports-four-metal-bet-on-electrification

Copper, Rare Earths, Uranium, Nickel: Eastport's Four-Metal Bet on Electrification - Article

4+ day, 21+ hour ago   (367+ words) Eastport Critical Metals (TSX-V:EVI) advances a four-metal Botswana portfolio led by district-scale Matsitama copper, with rare earth assays pending at Semarule. Major is candid that rare earths carry a different playbook to base metals. The framing points toward an…...

Crux Investor
cruxinvestor.com > posts > critical-minerals-supply-risk-now-sits-in-project-funding

Critical Minerals Risk Shifts From Export Licenses to Project Funding - Article

4+ day, 20+ hour ago   (215+ words) Chinese suppliers refuse rare earth cargoes despite valid licenses, and 23 EU strategic projects lack cash, directing value to funded, permitted supply. Approval rests with Beijing, but the decision to load a container rests with the supplier. Since the August sanctions,…...

Crux Investor
cruxinvestor.com > posts > drc-supply-pushes-cobalt-payables-to-67-but-the-10-700-tonne-deficit-remains

DRC Supply Pushes Cobalt Payables to 67%, but the 10,700-Tonne Deficit Remains - Article

6+ day, 21+ hour ago   (345+ words) DRC cobalt supply pushes payables to 67%, but a 10,700-tonne 2026 deficit and tight inventories keep the contrarian supply case intact. Reuters reported that Chinese battery makers cut cobalt payables on Indonesian MHP to 67% at CATL's Brunp and about 70% at CNGR from…...

Crux Investor
cruxinvestor.com > posts > structural-shock-not-a-spike-why-oil-could-stay-above-70-for-years

Structural Shock, Not a Spike: Why Oil Could Stay Above $70 for Years - Article

1+ week, 1+ day ago   (638+ words) Iran-Hormuz tensions, thin global reserves and an AI gas-turbine bottleneck point to years of elevated oil prices, says Dune Oil's Scott Lower. Lower frames the current environment as a multi-year disruption rather than a short-term spike. He says Saudi Arabia…...

Crux Investor
cruxinvestor.com > posts > the-multi-year-oil-shock-why-above-70-crude-is-the-new-normal-11775

The Multi-Year Oil Shock: Why Above $70 Crude Is the New Normal - Video

1+ week, 1+ day ago   (26+ words) The Multi-Year Oil Shock: Why Above $70 Crude Is the New Normal Crux Investor The Multi-Year Oil Shock: Why Above $70 Crude Is the New Normal...

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cruxinvestor.com > posts > dune-oil-block-m47-why-c-1-is-the-next-test-for-the-27-6-million-barrel-2c-resource

Dune Oil & Block M47: Why C-1 Is the Next Test for the 27.6-Million-Barrel 2C Resource - Article

1+ week, 2+ day ago   (255+ words) Dune Oil's C-1 well tests whether Block M47's 27.6-million-barrel 2C resource can support sustained production and commercial development after funding in Türkiye. President & Chief Executive Officer, Dune Oil, Scott Lower explained the operating difference between the original test and the production method…...