| | The U.S. just rewired how quickly deep-sea mining can move from idea to extraction. If you want to understand where the next resource land-grab starts, this is where you look first. |
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| | | | | THREE KEY DEVELOPMENTS | This Rule Change Puts Deep-Sea Minerals On Fast Forward | | The U.S. just cleared a path for deep-sea mining beyond its own waters, and it's moving fast. | The Trump administration rolled out a new rule that compresses the permitting process... exploration and commercial mining are now handled in one go. | Environmental review? Slimmed down. Bureaucracy? Streamlined. | The pitch: technology has advanced, and we "know enough" to start scooping minerals off the ocean floor. | Here's the catch: scientists say you're not seeing the full picture. The deep sea is one of the planet's last wild frontiers, packed with life we barely understand. | Sediment plumes, heavy metals, ecosystem collapse... all real risks that you should care about. | Why the rush? Because rare earths and metals for EVs, clean energy, and defense tech are too valuable to wait. | Companies like Canada's The Metals Company are already staking claims in the Clarion-Clipperton Zone. | And yes, the U.S. isn't even part of the treaty that governs this — it's making its own rules while the world watches. You're seeing the ocean become the newest battlefield in the resource race. | Your takeaway: By collapsing commercial permits into one process and leaning on the Resources Act, the U.S. is positioning domestic firms to seek first-mover advantage on critical minerals that could be worth trillions as global demand for battery and clean‑tech metals spikes. | | An Early Bet On Ocean-Based Critical Metals Takes Shape | | If you've been thinking the next resource frontier is on land, think again. | Deep Sea Minerals Corp. (soon trading as SEAS) just launched a $4 million private placement to stake its claim in one of the least explored, most strategic resource plays on the planet: the deep-sea critical minerals sector. | Here's the deal: the company is targeting polymetallic nodules on the Pacific seabed... the kind of metals that power defense tech, AI, clean energy, advanced manufacturing, and the EV revolution. | They're already talking to governments and regulators to line up early-stage exploration rights in priority jurisdictions, aiming for first-mover positioning while licenses are scarce and geopolitical urgency is rising. | Capital from this raise will fund exploration applications, repay existing loans, and cover working capital to execute the early phase of their strategy. | The timing isn't a coincidence. | U.S. policy is actively fast-tracking deep-sea mineral development to secure critical supply chains, making this an arena where private initiative meets national strategy. | Your takeaway: Deep-sea minerals are shifting from a speculative idea to a policy-backed opportunity. With governments fast-tracking access, and critical metals tied directly to AI, defense, and energy security, early entrants are positioning themselves at the front end of a supply chain the world is about to fight over. | | Utah Positions Itself As A Pressure Valve For Minerals | | If you're watching Washington wrestle with supply chains, you should also be watching Utah move fast and quietly. | State leaders just made their intentions clear: they want Utah to become the No. 1 destination in the U.S. for critical mineral extraction and processing. | And the timing is not accidental. | President Trump's tariff strategy keeps running into the same wall — China controls the materials that power defense systems, semiconductors, and advanced manufacturing. Utah is positioning itself as a domestic workaround. | Lawmakers and the governor are pushing a plan to capture 25% of U.S. critical mineral demand, cut permitting timelines in half, and process at least half of those minerals inside the state. | This isn't just talk. | Utah wants five new critical mineral operations approved within 18 months and is lobbying to host a federally recognized Critical Minerals National Laboratory. | The state already produces minerals that no one else does and hosts deposits covering nearly the entire U.S. critical minerals list. | Your takeaway: Utah is America's domestic pressure valve on critical minerals. With permitting being fast-tracked, processing kept onshore, and federal backing in play, capital flowing into Utah-based projects is aligning with policy momentum that Washington cannot afford to let fail. |
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| | | | TODAY'S TRIVIA | Poll: When someone says "it's only a few dollars," you usually think… | |
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| | | | MINING STOCKS TO CHECK OUT | Control the Infrastructure, Control the Story | United States Antimony Corp (NYSE: UAMY) has been grinding higher, and this week showed you exactly why. The company just dropped $4.75 million in cash to acquire a fully operational critical minerals flotation facility in Radersburg, Montana — and the market liked what it saw. | Shares moved higher with real conviction. | This deal matters because it gives UAMY control. Instead of relying on leased facilities with bad economics, the company now owns the infrastructure needed to process ore from Alaska and Montana and feed its expanding Thompson Falls smelter, which is nearing completion. | That vertical control also opens the door to milling other metals like gold, silver, and copper. | Technically, the stock is behaving. Price sits above key moving averages, momentum indicators are constructive, and nothing is flashing exhaustion yet. | Zoom out and the bigger picture gets louder: UAMY is up more than 400% over the past year. Control over the supply chain is increasing, and the market is starting to price it in. | | This Run May Have Priced In Most Wins | Martin Marietta Materials Inc (NYSE: MLM) has been on a strong run, outperforming the S&P 500 over the past six months and climbing to $654.86 per share. | That performance reflects steady execution, disciplined cost control, and durable demand tied to long-cycle infrastructure and construction activity. | Long-term revenue growth may not be explosive, but it has been consistent, and management has shown it can protect margins when conditions soften. | Yes, the stock trades at a higher forward multiple, but that premium reflects reliability. | The market is rewarding predictability, balance-sheet strength, and exposure to infrastructure spending that doesn't depend on rapid innovation cycles to justify itself. | Rather than chasing volatility, this is a name that offers stability with visibility. | Shares are elevated because much of the good execution is already recognized, which reduces surprise risk and makes the stock easier to hold through market noise. | If you're prioritizing consistency, infrastructure exposure, and disciplined operations, the current setup reflects strength that's already been proven, not optimism that still needs to show up. | | This Name Awaits Its Next Signal From The Tape | Vulcan Materials Company (NYSE: VMC) isn't a newcomer — it's been supplying construction aggregates across the U.S. for over a century. | But right now, all eyes are on its upcoming Q4 earnings report on Feb. 17. This is your chance to see whether the operational momentum continues or if the growth story hits a pause. | EPS is expected just shy of last year's mark, though the company has a track record of beating forecasts in the most recent quarters. Longer-term, projections are more encouraging, with EPS set to rise steadily over the next two years. | The stock has matched sector performance but slightly lagged the broader market, leaving a modest potential upside of nearly 9% based on price targets. | If you're tracking infrastructure plays, this is one to watch. | You're looking at a company delivering predictable cash flow, operational discipline, and steady growth, right as the next quarter's numbers hit the tape. |
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| | | | METALS SNAPSHOT | Gold: The safe‑haven bid is back in force. Spot gold is trading near multi‑year highs and climbed again in the past 24 hours, signaling renewed appetite for traditional stores of value as macro uncertainty grips markets. Record levels are drawing funds back into gold‑linked assets after strong momentum carried it significantly higher last year. | Copper: The red metal remains firm near recent price peaks, reflecting continued structural tightness in supply and sustained demand from electrification sectors. Short‑term action shows stability after recent gains, underscoring how infrastructure and AI‑related demand keep buyers engaged. | Silver: Silver continues to push toward fresh highs, posting positive movement in the last day as industrial and safe‑haven interest converge. Its performance is echoing broader precious metal strength, with electronics and solar demand adding sideways support. | Uranium: Uranium prices have been steady at elevated levels with little volatility over the past 24 hours, but remain well above historical norms as utilities secure long‑term supply amid pro‑nuclear policies. | Graphite: Graphite markets are stable, trading flat in near‑term data, but benchmarks show tightness persists in flake graphite, supporting its strategic relevance for batteries and clean tech. | Antimony: Real‑time pricing isn't showing sharp moves today, but underlying demand dynamics remain robust given ongoing critical minerals focus and export curbs from major exporters that have tightened global availability. | |
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| | | | Closing thoughts… | The resource landscape is shifting fast, from deep-sea minerals to domestic critical metals, and from high-grade exploration to infrastructure plays. | Momentum, policy, and strategic supply chains are aligning, creating opportunities for those watching closely. | Stay focused, because the next frontier isn't just where the metals are, it's where strategy meets execution. |
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