Mining Fever

Successfully completed a 12-hour continuous commercial-scale FJH reactor campaign ahead of planned parallel reactor deployment. Key outcomes: • Stable, repeatable continuous reactor operation • Validation of automation and control systems • Important reduction in scale-up risk • Early indications of potential throughput uplift • Accelerated pathway toward sustained multi-reactor operations investorhub.metalliuminc.com/announcements/… Parallel reactor deployment forms the basis of Metallium’s modular throughput scale-up strategy. ASX: MTM | OTCQX: MTMCF | ADR: MTLMY #CriticalMinerals #EWaste #IndustrialTechnology #Metals #Recycling #Gallium #RareEarths #USA

⚠️ Gallium and germanium inventories outside China are thinning fast. Traders hoarding. Supply chains tightening before November 2026 export control suspension expires. Manufacturers describe the squeeze as "on. #China #ExportControls #CriticalMinerals rareearthexchanges.com/news/the-galli…

1/ Most of the tech we rely on today is built on a "ghost" element. You can’t mine it directly, and you rarely see it, but Gallium is the secret sauce of the 21st century. 🧵

Mining gets the attention. Processing deserves it. China processes 85%+ of rare earths, ~60% of lithium, 70%+ of cobalt chemicals. The chokepoint in critical raw materials supply is not at the mine. New from AAP: aapconsulting.dev/post/critical-… #CriticalRawMaterials #CriticalMinerals

The latest data on imports and consumption of gallium and germanium suggests that Beijing’s weaponisation strategy only led to a price spike, but did not hurt the US’s industrial consumption amid their efforts to diversify. tinyurl.com/4xj8vjre #China #CriticalMinerals #ThinkChina

“The world’s biggest silver consumer imported around 836 tons last month…” Source: bloomberg.com/news/articles/…

$mtm $mtm.ax $mtmcf fastmarkets.com/insights/unloc…

$mtm $mtm.ax $mtmcf energy.gov/cmei/ammto/cri…

$mtm $mtm.ax $mfmcf energy.gov/cmei/articles/…

They run out of material to build out the AI DC around early 2027. most of them will get cancelled not because there’s no demand or any of the other arguments that you might’ve heard, but because there’s not enough copper, Transformers rare earth, energy. . Folks think they’re building a cloud computing unit where they’re really constructing massive industrial metabolisms they haven’t got a supply chain to build them.

China hikes rare earth prices by 45% northernminer.com/news/china-hik…

Critical Mineral prices have gone parabolic to start 2026, after already climbing in 2025… $MP $UUUU $USAR $TMC $AREC Dysprosium leads the charge +105% on the year, with Terbium just behind. Absolute insanity!

More exposure in Japan via Nikkei on #FJH. Worth noting $MTM.ax in TH today for a binding long-term offtake — not expecting a big rerate here, current market sentiment doesn’t really support it. Let it settle and progress quietly in the background. $mtm $mtmcf $mtlmy

$mtm.ax $mtmcf state.gov/releases/offic…

@bftd2025 Hopefully it brings some relief on the shareprice tomorrow.

$MTM.ax This is becoming a painful hold. Delays in commissioning, collapsing equity & gold markets, no USG grants, SP below both CRs. Nothing to feel good about. Nevertheless, the tech is very exciting for the long term. We're all long term investors now! Aren't we?

Metallium Ltd

Chairman @JJovanovicUSA: “Project Vault is a demand-driven public-private partnership securing critical minerals without distorting markets. By crowding in private capital and following market signals, we’re delivering future-proof solutions for American industry.”

↗️ Uranium demand is set to surge. But supply is quietly deteriorating. Cuts from Kazatomprom. Lower guidance at Cameco. Execution risk at Rook. The uranium supply deficit may widen faster than expected. 👉 Read full breakdown: hubs.li/Q045PTd00 --- #Uranium #Commodities #NuclearEnergy #EnergyInvesting