Insider Legacy Secret
Category

Investing

Category
In Investing

How to Invest in Vanadium Stocks

No Comments

Vanadium is an important metal for both the steel and battery manufacturing industries.

Both of these sectors play key roles in economic growth and a new era in defense and energy security. Supply and demand fundamentals for the metal indicate a strong long-term outlook for the vanadium market.

Many investors believe the vanadium industry is compelling and are interested in getting involved in this evolving market. Read on for a brief overview of the metal, from supply and demand to how to invest in this exciting industrial and battery metal.

In this article

    What is vanadium?

    Named after Vanadis, the Norse god of beauty, vanadium is a silvery-gray transition metal that was discovered in 1801.

    Vanadium occurs in about 65 different minerals, and is mined as a by-product of other metals, usually uranium. It is also found in deposits of phosphate rock, titaniferous magnetite, uraniferous sandstone and siltstone. Aside from that, it is present in bauxite and in carboniferous materials such as crude oil, coal, oil shale and tar sands.

    Vanadium demand trends

    Vanadium applications have grown in recent years, contributing to price growth. The vast majority of vanadium is used as an additive in the steel industry to make a high-strength product that is lighter, stronger and more resistant to shock and corrosion.

    Vanadium content of less than 0.1 percent is needed to double the strength of steel, and although other metals — including manganese, molybdenum, niobium, titanium and tungsten — can be interchanged with vanadium for alloying with steel, there is no substitute for vanadium in aerospace titanium alloys.

    Over the last few years, China has increased its vanadium use, producing steel rebar with high tensile strength for construction. Vanadium compounds are also used in nuclear reactors because they have low neutron-absorbing properties. Vanadium oxide is used as a pigment for ceramics and glass, and can act as a catalyst in the production of superconducting magnets.

    In addition to the steel alloy sector, the metal is often used to make parts for jet engines, as well as crankshafts, axles and gears. What’s more, vanadium redox batteries (VRFB) are currently generating excitement because they are reusable over semi-infinite cycles, and do not degrade for at least 20 years, allowing energy storage systems the ability to bank renewable energy.

    However, these batteries are quite large compared to lithium-ion batteries, and are better suited for industrial or commercial use rather than for use in electric vehicles. That said, there are a number of companies around the world working on developing the technology for residential and smaller-scale use.

    Vanadium supply trends

    The top vanadium producing countries are China, Russia and South Africa, and worldwide vanadium production totaled 100,000 metric tons (MT) in 2024. China was the world’s largest producer of vanadium by far, contributing 70,000 metric tons of vanadium. Russia came in at a distant second with output of 21,000 MT, and South Africa was in third place with 8,000 MT.

    Russian-owned Evraz is a large vanadium producer with assets in Russia and Czechia, and is a major supplier of ferrovanadium to the European steel market. In the first half of 2022, Russia’s invasion of Ukraine and subsequent trade sanctions have prompted end-users to look for more secure vanadium supplies. By the end of 2024, Russian vanadium pentoxide exports to China had dried up, and supply uncertainties were also reported in South Africa.

    For his part, CRU Group’s Goel believes other nations are also interested in boosting domestic vanadium production. “Governments worldwide have recognized vanadium as a critical mineral, leading to increased support for emerging vanadium projects,” he said. Goel cited as an example the private Australian company Vecco Group, which received an AU$3.8 million grant to advance the feasibility and design of its vanadium project in Brisbane.

    However, vanadium will have to break free from the current low pricing environment if ex-China projects are to move from discovery to production.

    How to invest in vanadium stocks

    Vanadium bullion is available from private individuals, but the metal is not publicly traded, and so most experts do not advise investing in physical vanadium. Instead, vanadium stocks are a common way to gain exposure.

    There are several publicly traded companies currently producing vanadium for investors to consider, as well as many companies exploring or developing vanadium projects, including as a by-product of other minerals. See the list of vanadium stocks you can invest in below for more details on their operations.

    [shortcode-js-qm-watchlist-widget stocks=’AVL:AU,BMN:LN,EFR:CC,LGO,NEXT:CC,QEM:AU,SR:CC,VRB:CC,WUC:CC’

    Australian Vanadium (ASX:AVL)
    Australian Vanadium is building a vanadium pit-to-battery value chain in Western Australia that will incorporate its flagship Australian Vanadium project, considered one of the most advanced vanadium projects being developed globally.

    Bushveld Minerals (LSE:BMN)
    Bushveld Minerals is a primary vanadium mining company with one of the world’s largest high-grade primary vanadium resources. The company’s assets, all in South Africa, include two of the world’s four operating primary vanadium production processing facilities and an under-construction vanadium electrolyte production facility.

    Energy Fuels (TSX:EFR,NYSEAMERICAN:UUUU)
    Energy Fuels is primarily focused on uranium and rare earth metals, but its White Mesa mill in Utah, US, has the ability to process uranium-bearing ore from its mines into vanadium pentoxide (V2O5) as well. While the company is not currently producing vanadium, it has a stockpile of finished V2O5, with production and sales awaiting stronger market prices.

    Largo Resources (TSX:LGO,NASDAQ:LGO)
    Largo Resources owns and operates the Maracas Menchen mine in Brazil, and has annual V2O5 equivalent production guidance of between 9,000 and 11,000 MT. The company supplies vanadium products for multiple applications, and has developed vanadium redox battery systems for advanced renewable energy storage solutions.

    Manuka Resources (ASX:MKR)
    Manuka Resources holds two fully permitted precious metals projects in the Cobar Basin of New South Wales, Australia. Through its wholly owned subsidiary, it is also advancing the Taranaki VTM iron-vanadium-titanium project, which would extract vanadium-rich iron sands from the seabed of the New Zealand exclusive economic zone.

    NextSource Materials (TSX:NEXT,OTCQB:NSRCF)
    NextSource Materials’ advanced-stage Green Giant in-situ vanadium project in Madagascar is one of the world’s largest-known vanadium deposits, with a resource estimate of 60 million MT of V2O5 at an average grade of almost 0.7 percent. Green Giant is adjacent to NextSource’s Molo graphite mine.

    QEM (ASX:QEM)
    QEM is advancing its flagship Julia Creek vanadium and energy project in Queensland’s North West Minerals Province. The project hosts one of the largest vanadium deposits in the world, with a JORC resource of 2.87 billion MT at 0.31 percent V2O5, and a contingent oil resource of up to 654 million barrels.

    Strategic Resources (TSXV:SR)
    Strategic Resources is targeting the green steel market with its flagship BlackRock vanadium-titanium-iron project in the Eeyou Istchee James Bay region of Québec, Canada. The project, which will host a mine and concentrator, is fully permitted and construction ready. The company will also have a metallurgical facility located in the Port of Saguenay.

    VanadiumCorp Resource (TSX:VRB)
    VanadiumCorp’s goal is to become a fully integrated producer of high-quality vanadium electrolytes for vanadium flow batteries. It plans to source material from its Lac Doré vanadium- and titanium-bearing magnetite deposit in the Eeyou Istchee James Bay region of Québec.

    Western Uranium and Vanadium (CSE:WUC,OTCQX:WSTRF)
    Western Uranium and Vanadium is developing high-grade uranium and vanadium production at its Sunday Mine Complex in Colorado, US, and licensing and developing the nearby Mustang mineral processing plant. In Q2 2025, it delivered stockpiled and new production from Sunday to Energy Fuels’ White Mesa mill through an ore purchase agreement.

    Securities Disclosure: I, Melissa Pistilli, hold no direct investment interest in any company mentioned in this article.

    This post appeared first on investingnews.com
    by
    Read More
    In Investing

    Successful Heavily Supported Placement to Raise $25.1 Million

    No Comments

    Resolution Minerals Ltd (RML or Company) (ASX: RML) is pleased to announce it has received firm commitments for a placement of fully paid ordinary shares in the Company (Shares) to sophisticated investors to raise a total of $25.1 million (before costs) at an issue price of $ 0.05 per Share (Placement).

    Highlights

    • Commitments received for a successful placement of $25.1 million at $0.05 per share
    • Placement supported by a range of high net worth and global institutions including John Hancock’s Family Office, Astrotricha Capital SEZC and S3 Consortium (Stocks Digital), as well as director participation of $200,000
    • The placement has institutionalised the Company’s register, including $7.75m cornerstoned by high-calibre, supportive and value-add local and international investor groups
    • RML’s medium term work programs and working capital requirements are now fully funded
    • RML balance sheet strengthened ahead of the proposed NASDAQ listing
    • RML is aiming to become a major player in the US critical minerals space and is aiming to meet the needs of the current White House Administration’s and the Department of War’s critical mineral US national security supply requirements

    Of the total $25.1 million placement funds, $18,400,000 (Tranche 1) will be settled on or around 26 September 2025, and the remaining $6,700,000 (Tranche 2) (total of $25.1 million) is anticipated to settle within approximately 60 days, and following the next shareholder meeting.

    Subject to receipt of shareholder approval in a general meeting (anticipated mid November 2025), participants in the Placement will also be issued one (1) option for every two (2) Shares issued under the Placement, for no additional consideration. The Options will have an exercise price of $0.10 per Share and expire on 30 November 2029 – key terms included in this announcement (Option). The Options will be listed, subject to ASX listing requirements being met.

    The Placement will be conducted via two (2) tranches, as follows:

    (a) Tranche 1: 422,000,000 Shares as follows:

    (i) 150,000,000 Shares will be issued under the Company’s existing pre-approved placement capacity that was approved by shareholders at the general meeting held on 25 July 2025; and

    (ii) 272,000,000 Shares will otherwise be issued under the Company’s Listing Rule 7.1 & 7.1A capacity (146,542,986 Shares under Listing Rule 7.1 and 125,457,014 Shares under Listing Rule 7.1A); and

    (b) Tranche 2: subject to shareholder approval under Listing Rule 7.1, via the issue of 80,000,000 Shares and up to 251,000,000 attaching Options (subject to rounding).

    Click here for the full ASX Release

    This post appeared first on investingnews.com
    by
    Read More
    In Investing

    Gold Price Breaks US$3,700, Then Falls as Fed Cuts Rates

    No Comments

    The US Federal Reserve held its sixth meeting of 2025 from Tuesday (September 16) to Wednesday (September 17) amid slowing growth in the country’s jobs market.

    The central bank met analysts’ expectations by lowering the federal funds rate by 25 basis points to the 4 to 4.25 percent range. It marks the first cut of 2025, after holding at the 4.25 to 4.5 percent range since December 2024.

    Despite August consumer price index (CPI) data showing inflation rose to 2.9 percent from 2.7 percent in July, a weakening labor market became the focus of the Fed’s dual mandate of stable prices and maximum employment.

    “The case for a persistent inflation outbreak is less, and that’s why we think it’s time for us to acknowledge the risks to the other mandate have grown, and we should move in the direction of neutral,” said Chair Jerome Powell.

    The most recent US jobs report indicates that August brought an increase of just 22,000 new workers, while the unemployment rate ticked up to 4.3 percent from 4.2 percent in July. Additionally, the Bureau of Labor Statistics, which produced the report, announced a downward revision to June’s figures, showing a loss of 13,000 jobs.

    Similarly, July’s report, released on August 1, marked a significant weakening in the labor force, bringing the three month average to just 28,000 new jobs after growth of 192,000 in the February to April period.

    Following that report, US President Donald Trump fired the head of the Bureau of Labor Statistics, suggesting the jobs data was “rigged” to make his administration look bad. Both the slowing American labor market and rising inflation over the past few months have been blamed on the effects of Trump’s tariffs trickling into the economy.

    Trump has been critical of the Fed and Powell in particular, saying they haven’t moved quickly enough to lower rates.

    While he is unable to remove Powell, in August Trump attempted to fire Fed Governor Lisa Cook over alleged mortgage fraud stemming from mortgage applications where she listed two homes as principal residences. Recent documents have shown those allegations to be false, and that Cook listed one of the homes as a vacation property.

    On Monday (September 15), an appeals court blocked Cook’s removal from the Fed’s Board of Governors, allowing her to participate in this week’s meeting. Also this week, the Senate confirmed Stephen Miran to the board in a 48 to 47 decision along party lines. He will be replacing Adriana Kugler, who resigned in August.

    Miran is on leave from his position at the White House’s Council of Economic Advisers and increases Trump’s influence over the seven member board. The nomination process for a new board member usually lasts months, but Miran’s appointment took just six weeks, allowing him to participate in this week’s meeting.

    The gold price rose to a record high of US$3,707.34 per ounce shortly after the decision, but quickly fell back to the US$3,650 level. Silver spiked as high as US$42.24 per ounce following the meeting, still trading near 14 year highs.

    Equities were mixed on Wednesday, with the S&P 500 (INDEXSP:INX) losing 0.31 percent to reach 6,586. Meanwhile, the Nasdaq-100 (INDEXNASDAQ:NDX) shed 1.03 percent to come in at 24,036, and the Dow Jones Industrial Average (INDEXDJX:DJI) gained 0.5 percent, coming to 45,084.

    Securities Disclosure: I, Dean Belder, hold no direct investment interest in any company mentioned in this article.

    This post appeared first on investingnews.com
    by
    Read More
    In Investing

    Zeus Resources: Unlocking Morocco’s High-grade Antimony in a Tightening Supply Market

    No Comments

    Zeus Resources (ASX:ZEU,FSE:ZEU) is a mineral exploration company dedicated to advancing high-grade critical mineral projects in underexplored regions. Its primary focus is the 100-percent-owned Casablanca antimony project in Morocco, while also maintaining exploration interests in uranium, lithium and rare earth elements across Australia.

    Targeting Europe’s industrial and defence supply chains, Zeus is leveraging Morocco’s efficient permitting environment to fast-track development. In July 2025, Zeus completed its acquisition of Casablanca and immediately initiated a high-resolution geophysics program. The company aims to progress from reconnaissance to drilling within months, capitalising on record-high antimony prices and tightening Western supply chains. The Casablanca project represents one of the few high-grade antimony exposures outside China.

    Map showing Zeus Resources

    Zeus also strengthened its Moroccan strategy through a five-year, non-exclusive license agreement with Newmont, covering its Morocco exploration database and regional framework study across the Anti-Atlas and Central Meseta regions. The database integrates geochemical, geophysical and structural datasets, providing Zeus with a competitive advantage in prospectivity analysis and target generation. Key terms include a 1 percent NSR royalty on any properties Zeus acquires in these regions and a 15-year right of first refusal for Newmont on transfers. The agreement streamlines project identification, reduces early-stage risk and positions Zeus to efficiently expand its Moroccan footprint.

    Company Highlights

    • Casablanca Antimony Project: Six exploration licenses over 79 sq km in central Morocco. Surface sampling during due diligence returned astonishing results: up to 61.9 percent antimony, with additional samples ranging 7.8 to 46.52 percent antimony along a mapped strike exceeding 4 km
    • Strategic Location for Supply Security: Morocco is a long-standing antimony producer with historic supply to Europe, ranking 19th globally on the Fraser Institute’s mining jurisdiction index- – on par with Western Australia.
    • Rapid Advancement Exploration Model: Geophysics survey underway within weeks of licence acquisition, trenching program planned, and drill commencement targeted for early Q4 2025.
    • Favourable Market Dynamics: Antimony prices have quadrupled since early 2024 to ~US$55,000/t amid tightening global supply and rising demand from defence, electronics and renewable energy sectors.
    • Strategic Advisory Firepower: Former US Ambassador Christopher Dell has joined as US business and strategic development advisor aiming to leverage his extensive diplomatic experience and proven negotiation skills to facilitate Zeus navigate capital-raising, geopolitical positioning and partnerships aligned with Western critical minerals policy
    • Strategic Data Access: Access to Newmont’s Morocco exploration database and framework study strengthens Zeus’s ability to fast-track target generation and expand its Moroccan footprint
    • Lean Valuation, Clear Milestones: Market capitalization sits around AU$9 to AU$13 million, offering early-stage leverage if exploration success continues.

    This Zeus Resources profile is part of a paid investor education campaign.*

    Click here to connect with Zeus Resources (ASX:ZEU) to receive an Investor Presentation

    This post appeared first on investingnews.com
    by
    Read More
    In Investing

    Silver47 Exploration – OTC Markets Request

    No Comments

    Silver47 Exploration Corp. (TSXV: AGA,OTC:AAGAF) (OTCQB: AAGAF) (‘Silver47’ or the ‘Company’) confirms that, as previously announced on September 4, 2025, it has engaged Sideways Frequency LLC (‘SFLLC’) as an arms-length, third party firm contractually retained by the Company in accordance with routine industry practices to provide investor relations services for a 12 month term.

    As part of the Company’s efforts towards investor awareness, SFLLC organizes and facilitates the creation and distribution of promotional material concerning the Company and its common shares traded on the OTCQB marketplace (the ‘Promotional Material‘) on behalf of the Company. On September 10, 2025, the Company became aware that SFLLC had commenced distribution of Promotional Material which discussed the Company, its business and a general assessment of, and commentary on, the broader market for silver and silver exploration globally. The Promotional Material was available via email and online via click-through of digital media ads.

    The Company has editorial control over the Promotional Material for accuracy but is not directly involved in its creation or distribution, other than fact checking the final versions for accuracy. The content of the Promotional Material was taken from publicly available disclosure, including the Company’s press releases, corporate presentation and financial statements. The statements made in the promotional material were not false or misleading.

    The OTC Markets Group Inc (‘OTC Markets‘) has requested the Company issue this statement regarding the Promotional Material.

    The effect of the Promotional Material is impossible to judge precisely but may have led to an increase in trading volumes of the Company’s common shares on the OTCQB.

    After inquiring with its management, directors, officers, control persons and third-party service providers, the Company confirms that none of such parties have:

    • directly or indirectly been involved in any way (including payment of a third-party) with the creation, distribution, or payment of promotional materials related to the Company or its securities, except as described in this press release; or

    In the last 12 months, the Company has not engaged any third party to provide investor relations, public relations, marketing or related services, other than SFLLC, High Tide Consulting Corp. (‘High Tide‘), and Market One Media Group (‘Market One‘). The engagement of High Tide was disclosed in the Company’s April 4, 2025 news release.

    The Company entered into a media services agreement (the ‘Market One Agreement‘) dated September 2, 2025, with Market One. Market One, with offices in Vancouver and Toronto, is a multi-platform media solution for the capital markets operating in editorial, video and digital media. The media message is distributed via broadcast, digital, and social media channels including media platforms such as BNN Bloomberg. Market One’s engagement is for a term of 12 months. Market One will provide services including investor lead generation buildout, a social media campaign, banner ads and articles. The Company will pay Market One a fee of $75,000 plus GST for the services provided. There are no performance factors contained in the Market One Agreement and Market One will not receive common shares or options as compensation. Further, Market One and the Company are unrelated and unaffiliated entities and, at the time of the Market One Agreement, neither Market One nor any of its principals have an interest, directly or indirectly, in the securities of the Company. The Market One Agreement is subject to TSX Venture Exchange approval.

    Other than as previously disclosed in the Company’s public continuous disclosure filings, the Company has not issued any shares or convertible instruments allowing conversion to equity securities at prices constituting a discount to the current market rate at the time of the issuance.

    About Silver47 Exploration

    Silver47 Exploration Corp is a mineral exploration company, focused on uncovering and developing silver-rich deposits in North America. The Company is creating a leading high-grade US-focused silver developer with a resource totaling 236 Moz AgEq at 334 g/t AgEq inferred and 10 Moz at 333 g/t AgEq indicated. With operations in Alaska, Nevada and New Mexico, Silver47 Exploration is anchored in America’s most prolific mining jurisdictions. For detailed information regarding the resource estimates, assumptions, and technical reports, please refer to the NI 43-101 Technical Report and other filings available on SEDAR+ at www.sedarplus.ca. The Company trades on the TSXV under the ticker symbol AGA and OTCQB under the ticker symbol AAGAF.

    For more information about the Company, please visit www.silver47.ca and see the Technical Report filed on SEDAR+ at www.sedarplus.ca and titled ‘Technical Report on the Red Mountain VMS Property Bonnifield Mining District, Alaska, USA with an effective date January 12, 2024, and prepared by APEX Geoscience Ltd.’

    Follow us on social media for the latest updates:

      On Behalf of the Board of Directors

      Mr. Galen McNamara
      CEO & Director

      For investor relations
      Giordy Belfiore
      604-288-8004
      gbelfiore@silver47.ca

      No securities regulatory authority has either approved or disapproved of the contents of this release. Neither the TSXV nor its Regulation Services Provider (as that term is defined in the policies of the TSXV) accepts responsibility for the adequacy or accuracy of this release.

      FORWARD-LOOKING STATEMENTS

      This news release contains forward-looking statements and other statements that are not historical facts. Forward-looking statements are often identified by terms such as ‘will’, ‘may’, ‘should’, ‘anticipate’, ‘expects’ and similar expressions. All statements other than statements of historical fact, included in this news release are forward-looking statements that involve risks and uncertainties. Forward-looking statements in this press release include, but are not limited to, statements regarding exploration of the Company’s projects. There can be no assurance that such statements will prove to be accurate and actual results and future events could differ materially from those anticipated in such statements. Important factors that could cause actual results to differ materially from the Company’s expectations include, but are not limited to, the inherently unpredictable nature of resource exploration, market conditions and the risks detailed from time to time in the filings made by the Company with securities regulators. The reader is cautioned that assumptions used in the preparation of any forward-looking information may prove to be incorrect. Events or circumstances may cause actual results to differ materially from those predicted, as a result of numerous known and unknown risks, uncertainties, and other factors, many of which are beyond the control of the Company. The reader is cautioned not to place undue reliance on any forward-looking information. Such information, although considered reasonable by management at the time of preparation, may prove to be incorrect, and actual results may differ materially from those anticipated. Forward-looking statements contained in this news release are expressly qualified by this cautionary statement. The forward-looking statements contained in this news release are made as of the date of this news release and the Company will update or revise publicly any of the included forward-looking statements as expressly required by applicable law.

      Corporate Logo

      To view the source version of this press release, please visit https://www.newsfilecorp.com/release/266923

      News Provided by Newsfile via QuoteMedia

      This post appeared first on investingnews.com
      by
      Read More
      In Investing

      Investing in Graphene Companies

      No Comments

      Graphene is often heralded as the “wonder material” of the 21st century, and investing in graphene companies offers investors exposure to a growing number of graphene applications across a diverse set of industries.

      Technological advancements in the electronics industry has given rise to new applications for graphene given its high electrical and thermal conductivity. This includes flexible display screens, wearable devices, high-speed transistors, and advanced energy storage systems.

      Demand for graphene coatings and composites is rising from the energy storage, aerospace and automotive industries, among others. Graphene coatings are used in batteries, conductors and generators to improve energy efficiency and performance, while lightweight graphene composites are being used in aircraft and automobiles.

      For those interested in how to invest in graphene, here’s a look at several publicly traded graphene companies making moves in the market today. These top graphene stocks are listed in alphabetical order, and all data was accurate as of August 28, 2025.

      1. Black Swan Graphene (TSXV:SWAN)

      Market cap: C$102.83 million

      Black Swan Graphene describes itself as an emerging powerhouse in the bulk graphene business. UK-based global chemicals manufacturer Thomas Swan & Co. holds a 15 percent interest in Black Swan and brings a portfolio of patents and intellectual property related to graphene production. Through this partnership, Black Swan is building out a fully integrated supply chain from mine to graphene products.

      Black Swan launched a number of new graphene products in 2024, such as its GraphCore 01 family of graphene nanoplatelets products, which includes powders and polymer-ready masterbatches designed for the polymer industry.

      In addition, the company formed a commercial partnership with advanced materials engineering company Graphene Composites that will see Black Swan’s graphene used in the fabrication of GC Shield, a patented ballistic protection technology. It also secured a distribution and sales agreement with UK-based manufacturer of plastic materials Broadway Colours to incorporate Black Swan’s graphene nanoplatelets in the manufacture of graphene enhanced masterbatches for plastic manufacturing.

      Black Swan closed on a C$6 million equity financing in February 2025 which will help to fund its capacity expansion and global commercialization plans for 2025.

      This includes Black Swan’s newly formed strategic partnership with thermoplastic compounds and concentrates manufacturer Modern Dispersions (MDI). Under the preferred compounder agreement, Black Swan will provide graphene nanoplatelets to Modern Dispersions, which will manufacture Graphene Enhanced Masterbatch for graphene applications.

      In July and August 2025, Black Swan grew its global distribution and sales network through agreements with METCO Resources, Ferro and Thomas Swan.

      Black Swan is in the process of more than tripling its production capacity from 40 metric tons of high-quality graphene annually to 140 metric tons per year by installing further capacity at its Thomas Swan facility in the UK.

      2. CVD Equipment (NASDAQ:CVV)

      Market cap: US$18.82 million

      CVD Equipment produces chemical vapor deposition, gas control and other types of equipment and process solutions for developing and creating materials and coatings for a range of industrial applications, including aerospace engine components, medical implants, semiconductors, battery nanomaterials and solar cells.

      CVD’s processing can be used to produce graphene and nanomaterials such as carbon nanotubes and silicon nanowires. Its PVT200 system is designed to grow silicon carbide crystals for the manufacture of 200 millimeter wafers. In November 2024, CVD reported a US$3.5 million follow on order for a production chemical vapor infiltration system to produce advanced, energy efficient materials for use within gas turbine engines.

      CVD’s 2024 financials show revenue of US$26.9 million, up 11.5 percent year-over-year on higher revenues from its aerospace contracts and semiconductor segment. This momentum carried into 2025, with revenue for the first half of the year up 19.2 percent to US$13.4 million over the prior half-year period. This was driven by its Q1 performance, with the company reporting its revenues for the quarter were up by 69 percent year-over-year to reach US$8.3 million.

      3. Directa Plus (LSE:DCTA)

      Market cap: GBP 11.24 million

      Leading graphene nanoplatelet producer Directa Plus makes products designed for commercial applications such as textiles and composites. The Italy-based firm has developed a patented graphene material named G+ Graphene Plus, which is both portable and scalable. Directa Plus casts a wide net, even using its graphene for golf balls with the aim of improving users’ control and swings using elasticity.

      Directa Plus inked in December 2023 what it called a ‘landmark agreement’ to acquire a proprietary system for preparing graphene compounds for market-ready battery and polymer applications, opening up two more potential markets for Directa Plus products.

      Its graphene products also include its proprietary Grafysorber nanoplatelets-based technology that can absorb 100 times its own weight to recover oil and hydrocarbons through treating water, sludge and emulsions. The company stated it is seeing market traction in environmental contracts through its subsidiary Setcar, which is an environmental services company, and its Grafysorber tech.

      Setcar secured a 1.5 million euro contract in February 2025 with Midia International to provide tank cleaning and waste disposal services using Grafysorber for Midia’s offshore drilling campaign in the Black Sea. That same month, Setcar renewed a 1.1 million euro contract with Ford Otosan, a Romanian subsidiary of Ford Motor (NASDAQ:F), to deliver total waste management services.

      Later in April, Setcar reported another contract extension, this time with OMV Petrom worth 1.59 million euros for the use of Grafysorber technology to treat oil sludges, emulsions and contaminated water.

      4. First Graphene (ASX:FGR,OTCQB:FGPHF)

      Market cap: AU$39.14 million

      First Graphene is an advanced materials company that has developed an environmentally sound method of converting ultra-high-grade graphite into the competitively priced, high-quality graphene in bulk quantities. First Graphene is part of a nine-member consortium working to develop and commercialize lightweight impermeable cryogenic all-composite tanks for the safe storage and transport of liquid hydrogen.

      The firm is working with three Australian universities on developing graphene products and associated intellectual properties, including PureGRAPH, its graphene powder. First Graphene is vertically integrated, and applications for its products extend to fire retardancy, energy storage and concrete, among others.

      First Graphene has secured funding for a collaborative research project aimed at commercializing its Kainos technology for the production of ‘high-quality, battery-grade synthetic graphite and pristine graphene from petroleum feedstock using a scalable hydrodynamic cavitation manufacturing process.’

      First Graphene kicked off the new year in 2025 by announcing its Kainos technology secured patents from the Australian and South Korean governments. The following month, the company completed a AU$2.4 million private placement to help fund the acceleration of its global commercial pipeline.

      In May 2025, the company secured an exclusive supply agreement with Indonesian industrial safety boots manufacturer Alasmas Berkat Utama. The contract will see First Graphene provide approximately 2.5 metric tons of PureGRAPH 10 masterbatch over the first two years to be used in safety footwear for workers in the Southeast Asia mining industry. The company’s fiscal year 2025 annual income was estimated at AU$1.2 million in its June 2025 quarterly report.

      First Graphene initiated a 10 month project in partnership with Imperial College London and University College London in July 2025 aimed at incorporating graphene in the 3D printing of metal components for use in high-end applications in the aerospace and motor sports industries.

      5. Graphene Manufacturing Group (TSXV:GMG,OTCQX:GMGMF)

      Market cap: C$101.09 million

      Graphene Manufacturing Group (GMG) is a clean-technology company bringing to market energy saving and energy storage solutions based on its proprietary graphene production process.

      Its products include graphene enhanced energy-saving coatings for HVAC, electronic heat sinks, industrial process plants and data center applications, as well as a graphene lubricant additive for diesel and gasoline engines. The company is also working to develop and commercialize graphene aluminum-ion batteries in collaboration with Rio Tinto (ASX:RIO,NYSE:RIO,LSE:RIO) and the University of Queensland with funding from the Australian government.

      In May 2025, GMG’s board of directors approved an AU$900,000 expenditure for the early works of its planned Gen 2.0 Graphene Manufacturing Technology plant will be built at GMG’s existing manufacturing facility in Queensland, Australia. With an estimated total capital cost of AU$2.3 million, the Gen 2.0 plant is expected to be online by end of June 2026. It will initially operate at 1 metric ton per annum, work will commence shortly after to upgrade its capacity to an expected 10 metric tons per annum.

      That same month, GMG launched a website for direct sales of its engine performance enhancing graphene liquid concentrate G Lubricant, and in July it commenced direct sales to end customers in Australia, the UK, Europe, China, Canada and the US.

      6. Haydale Graphene Industries (LSE:HAYD)

      Market cap: GBP 23.78 million

      Through its subsidiaries, Haydale Graphene Industries designs, develops and commercializes advanced materials. The company is focused on commercializing its proprietary heating ink-based technology and integrating graphene and other nanomaterials into next-generation industrial applications.

      Haydale has a partnership with the University of Manchester’s Graphene Engineering Innovation Centre (GEIC), through which it is researching and developing graphene-based innovations such as conductive ink heating applications for the automotive and future homes sectors.

      In March 2025, the company announced it had secured new commercial contracts for its new heating systems from Affordable Warmth Solutions to develop a further graphene heater ink product, and with the national gas grid, National Gas Transmission, for the use of its technology in upgrading the gas network.

      The following month, Haydale shared that its JustHeat graphene-based heating system had achieved CE marking certification, meaning that it meets European safety and environmental standards compliance.

      7. HydroGraph Clean Power (CSE:HG,OTCQB:HGRAF)

      Market cap: C$518.48 million

      HydroGraph Clean Power produces cost-effective, high-purity graphene, hydrogen and other strategic nanomaterials. The company has an exclusive license from Kansas State University to produce graphene and hydrogen via the organization’s patented detonation process, which results in 99.8 percent pure carbon content graphene.

      At the top of the year, results from a research study conducted with Arizona State University demonstrated that HydroGraph’s Fractal Graphene is an ideal material for ultra-high-performance concrete and 3D-printed structures. Then, in February, the company announced a technical collaboration with an unnamed global leader to use graphene technology in high-performance fiber applications.

      HydroGraph launched an advanced graphene dispersions product line in March which is designed to produce high-performance electrodes for use in energy storage solutions. The line was developed in collaboration with battery materials and testing services company NEI.

      In July, Hydrograph kicked off a Compounding Partner Program aimed at reaching commercial-scale production of its high-performance Fractal Graphene in thermoplastics. The first group of certified partners are in the automotive and packaging sectors.

      Hydrograph’s graphene products also have applications in the medical sector. In August, the company announced a new commercialization agreement that will see Ease Healthcare market the LEAP early detection lung cancer test that incorporates HydroGraph’s patented fractal graphene with Hawkeye Bio’s patented biosensor.

      8. NanoXplore (TSXV:GRA,OTCQX:NNXPF)

      Market cap: C$536.64 million

      Established in 2011, NanoXplore is able to produce high volumes of graphene at affordable prices due to its unique and environmentally friendly production process. The company’s GrapheneBlack graphene powder can be used in plastic products to greatly increase their reusability and recyclability.

      NanoXplore is also targeting lithium-ion batteries with its patented SiliconGraphene battery anode material solution, which employs GrapheneBlack as a coating agent around silicon to make a safer, more reliable cell. NanoXplore’s graphene products are also being used in internal combustion engine vehicles.

      As part of its five year strategic plan, last year NanoXplore increased the production capacity at its plant in Québec, Canada. The capacity expansion will enable the company to meet increased demand from an existing customer for its graphene-enhanced composite products. The customer assumed a significant portion of the expansion costs.

      In its fiscal Q3 2025 financials for the quarter ended March 31, 2025, the company reported total revenues of C$30.45 million for the quarter, down 10 percent from the same quarter in the previous year. NanoXplore highlighted increases in its adjusted earnings before interest, taxes, depreciation and amortization, which totaled C$1,420,555 compared to C$571,968 in Q3 2024.

      9. Talga Group (ASX:TLG,OTCQX:TLGRF)

      Market cap: AU$230.05 million

      Talga Group is a vertically integrated battery anode and materials company, mining its own graphite and producing anodes. It has operations in Sweden, Japan, Australia, Germany and the UK. The company also produces graphene additives for use by materials manufacturers in applications such as concrete, coatings, plastics and energy storage.

      Talga has the Talphite and Talphene lines of graphene products, which include conductive additives for battery cathode and anode products, solid-state anodes and graphite recycling.

      In April, the Swedish Agency for Economic and Regional Growth granted Talgas’ Luleå anode refinery in Sweden Net-Zero Strategic Project status under the EU Net-Zero Industry Act. Luleå will be supplied by graphite from its Vittangi graphite project in Sweden. Two months later, the company announced that the Swedish government gave the greenlight to its mining permit for the Nunasvaara South natural graphite mine in Northern Sweden.

      As for its end products, in May Talga secured a binding offtake agreement with battery charging technology company Nyobolt for approximately 3,000 metric tons of Talga’s flagship battery anode product, Talnode-C, for an initial term of four years starting May 13, 2025. The anodes will be supplied from the Luleå anode refinery.

      In mid-August, Talga launched a new proprietary graphite anode product, Talnode-R, made from recycled lithium-ion battery waste from two recycling streams: gigafactory production scrap and spent anodes from end-of-life batteries.

      Private graphene companies

      The graphene stocks listed above are by no means the only graphene-focused companies. Investors interested in graphene would also do well to learn more about the private companies focused on graphene technology, including ACS Material, Advanced Graphene Products, Graphene Platform, Graphenea, Grafoid and Universal Matter.

      FAQs for graphene

      What is graphene?

      Graphene is a single layer of carbon atoms arranged in a hexagonal lattice. First produced in 2004, when professors at England’s University of Manchester used Scotch tape to peel flakes of graphene off of graphite, the material is 200 times stronger than steel and thinner than a single sheet of paper. Graphene has many possible applications in various fields, such as batteries, sensors, solar panels, electronics, medical equipment and sports gear.

      What are some good properties of graphene?

      Graphene’s outstanding properties include high thermal and electrical conductivity, high elasticity and flexibility, high hardness and resistance, transparency and the ability to generate electricity via exposure to sunlight.

      What is the difference between graphene and graphite?

      Graphene and graphite are both allotropes of carbon, meaning they are structurally different forms of the same element. A key difference between them is that graphene is a single layer of graphite.

      Securities Disclosure: I, Melissa Pistilli, hold no direct investment interest in any company mentioned in this article.

      This post appeared first on investingnews.com
      by
      Read More
      In Investing

      New Research on Deep-Sea Mineral Sources Reveals Ecological Importance

      No Comments

      The seabed of the Baltic Sea is scattered with rock-like lumps that may one day fuel the global race for rare metals.

      But new research suggests these formations, known as mineral concretions, are far more than a potential resource: they are complex, slow-growing structures that play an important role in marine ecosystems.

      A team from the Geological Survey of Finland (GTK) has used synchrotron-based imaging at the Canadian Light Source (CLS) in Saskatchewan to probe the makeup of these concretions.

      Their findings shed light on how the lumps form, how they differ across environments, and how their removal could disrupt life on the sea floor.

      “These concretions act like a sponge, absorbing anything that is in the water column,” said geologist Joonas Wasiljeff, who was part of the GTK team. “We still don’t know enough that we can just go collect everything from the seafloor. If we remove them that may have drastic impacts on the ecosystem that may not ever recover.”

      The GTK team identified three broad types in the Baltic Sea: iron-rich crusts, manganese-heavy discs and spheroidal nodules. Each type’s shape and composition are closely linked to environmental factors such as currents, sediment deposits and oxygen levels.

      Crusts typically form in shallower, turbulent waters near shore, where stronger currents bring in terrestrial material like clays and micas. These iron-rich formations also contain trace amounts of vanadium and some rare earth elements.

      By contrast, the discs and spheres tend to form in calmer, deeper water. They are more manganese-rich and host metals such as zinc, cobalt and higher concentrations of rare earth elements.

      Despite the presence of resources, the rock-like lumps do more than trap metals. They provide critical hard surfaces on the seabed, where creatures like clams can anchor and other marine life can establish itself.

      Their removal, Wasiljeff cautioned, risks breaking links in the food web and destabilizing benthic ecosystems.

      At the same time, the economic allure of these deposits is clear. With rising demand for metals such as cobalt and rare earth elements — critical for batteries, electronics and renewable energy technologies — seabed mining has become a frontier of resource exploration.

      China, Norway and Pacific island nations have already advanced projects targeting similar deposits in international waters.

      The GTK study adds weight to calls for caution, showing that the same features that make these concretions promising as a resource also make them slow to form and ecologically significant.

      The timing of the Baltic findings is also crucial as seabed mining takes on new geopolitical weight.

      US President Donald Trump’s push to build an American stockpile of critical minerals from the seafloor has gained fresh momentum with Bahrain throwing its support behind Impossible Metals, a California startup.

      However, debates regarding deep sea mining’s feasibility continue. The International Seabed Authority (ISA), the UN agency tasked with regulating deep-sea mining, has issued over 30 exploratory permits but has yet to finalize rules for commercial extraction.

      That regulatory vacuum has fueled unilateral actions by states and companies alike, raising questions about whether collective governance of the seabed can hold.

      The researchers noted that the mineral phases and formation mechanisms of Baltic Sea concretions resemble those found in other shallow marine environments worldwide. That suggests lessons from the Baltic could apply to seabed resource debates in other regions.

      The broader implication, according to Wasiljeff, is that decisions on seabed mining must weigh both the potential supply of critical metals and the ecological functions of these deposits.

      Securities Disclosure: I, Giann Liguid, hold no direct investment interest in any company mentioned in this article.

      This post appeared first on investingnews.com
      by
      Read More
      In Investing

      Canada’s Place in Global Mining: Why it’s a Top Jurisdiction for Investors and Companies

      No Comments

      For resource investors, geological potential is only one piece of the puzzle.

      Whether it’s gold, silver, copper, nickel, uranium or any other commodity, the long-term success of a mining project is heavily dependent on jurisdiction. Mining is a capital-intensive, multi-year undertaking, and an asset’s economics can be undermined by political instability, sudden regulatory changes or shifting government policies.

      Canada stands out as a global leader in this regard. Its reputation as a stable and reliable mining jurisdiction is built on a foundation of political stability, the rule of law and a mature, transparent regulatory framework. This environment provides the certainty that investors require to commit the significant capital needed for exploration and development.

      The Fraser Institute’s latest Annual Survey of Mining Companies, which ranks jurisdictions based on the organization’s Investment Attractiveness Index, puts Canada in the spotlight, with two regions in the top 10.

      Read on to learn what makes Canada a strong mining jurisdiction for both companies and investors.

      Canada’s top mining provinces

      The two Canadian jurisdictions ranked the highest by the Fraser Institute are Saskatchewan, which came in seventh on the Investment Attractiveness Index, and Newfoundland and Labrador, which took the eighth spot.

      Both provinces ranked highly in terms of policy, with Saskatchewan earning a score of 96.37 to take the third spot out of 82, and Newfoundland and Labrador achieving a score of 91.84 for sixth place.

      Alberta also placed in the top 10 for policy, coming in ninth place at a score of 87.8.

      When it comes to mineral potential, both Saskatchewan and Newfoundland and Labrador were left out of the top 10, placing 21st and 16th, respectively. Still, Canada maintained a presence, with BC scoring 85.45 for fourth, Yukon receiving a score of 79.03 for eighth and Manitoba coming in ninth with 78.57.

      Behind the figures, respondents to the Fraser Institute’s survey identified uncertainty as their chief concern. In BC, political stability and disputed land claims were top concerns, but these worries were also accompanied by decreased apprehension surrounding regulatory duplication and environmental regulations.

      In Saskatchewan, there were increased concerns over the province’s taxation regime and regulatory duplication, but there was less worry over the availability of labor.

      Canadian mining policies and tax credits

      At both the provincial and national levels, Canada has established various programs with the intent of attracting investment capital to the country’s resource sector.

      Among them are flow-through shares (FTS), which enable companies to pass certain expenses onto shareholders. For tax purposes, investors can claim 100 percent of eligible expenses, ultimately lowering their tax burden.

      On top of FTS are several tax credit programs. The Mineral Exploration Tax Credit (METC) provides a 15 percent tax credit on exploration expenses incurred through FTS. The program was designed to stimulate investment in early stage exploration projects, which tend to carry higher risk than assets already in production.

      The federal government has a similar program tailored for investment in critical minerals projects. Although it cannot be combined with the METC, the Critical Mineral Exploration Tax Credit (CMETC) doubles the tax credit to 30 percent and targets exploration for minerals, including lithium, cobalt, copper, nickel and rare earths.

      Other programs exist at the provincial level as well. This is one of the reasons Saskatchewan scored so highly on policy in the Fraser Institute’s report — the province offers a 30 percent tax credit, which, when combined with either the METC or CMETC, gives investors total tax credits worth 45 percent and 60 percent.

      BC has also incentivized investment in the mining sector with a 20 percent tax credit, which grows to 30 percent if projects are located in areas affected by the invasive mountain pine beetle.

      Additionally, as tariff threats from south of the border loomed in the first half of 2025, the Canadian government introduced the Building Canada Act, intended to streamline the regulatory approval process for infrastructure projects deemed to be in the national interest, including resource development.

      The goal is to reduce red tape by consolidating federal reviews into a single process, eliminating redundancies between the federal and provincial governments and reducing timelines to within two years.

      Similar initiatives have been introduced on the provincial level. In May of this year, the BC government introduced the Infrastructure Projects Act, designed to expedite permitting and environmental reviews.

      Mining challenges in Canada

      Although regulations vary from province to province and are subject to change with the election of new governments, Canada has developed a reputation for being a safe mining jurisdiction due to its political stability.

      These positive outcomes are reflected in how many provinces scored highly in the Fraser Institute’s report; however, respondents weren’t without criticisms of Canada. One participant suggested that investment in BC is deterred by regulatory failures that create uncertainty, while another stated that taxation is a significant issue.

      When examining Manitoba, which fell sharply in the standings to 26th from sixth in 2023, one exploration company president noted that a long list of roadblocks makes exploration in the province challenging.

      How the new acts and shifts in policy will affect the mining industry won’t be known for some time. Still, they could go a long way to addressing issues outlined in the report and begin attracting new projects to the Canadian resource sector, which would be a boon to both mining companies and investors.

      Securities Disclosure: I, Dean Belder, hold no direct investment interest in any company mentioned in this article.

      This post appeared first on investingnews.com
      by
      Read More
      In Investing

      Green Technology Metals: Delivering the Next Lithium Hub in North America

      No Comments

      Green Technology Metals (ASX:GT1) is progressing Ontario’s first integrated lithium business, anchored by its Seymour, Root, and Junior projects, with plans to supply a proposed lithium hydroxide facility in Thunder Bay.

      GT1 is leveraging Canadian policy support for critical minerals, with Ontario’s Building More Mines Act and federal programs. The company has secured conditional approval for C$5.5M from the Critical Minerals Innovation Fund (CMIF) for Seymour infrastructure, a C$100M financing LOI from Export Development Canada, and has pending applications with SIF/NRCan and CMIF Round 2, including C$5M tied to Root. These mechanisms help de-risk financing and advance development.

      Aerial view of Green Technology Metals

      GT1’s three-phase strategy starts with Seymour production using a DMS concentrator, followed by construction of the Thunder Bay lithium hydroxide facility with EcoPro Innovation, and finally, development of Root as a larger, long-life mining hub feeding Thunder Bay.

      Company Highlights

      • Integrated strategy in Ontario: The Seymour and Root projects form the foundation for a vertically integrated lithium business, supported by a proposed lithium hydroxide plant in Thunder Bay, Ontario, with rail, port, power, gas and water access.
      • Marketing and offtake secured: LG Energy Solution has a binding offtake for 25 percent of Seymour concentrate and has invested directly into the company, demonstrating strong downstream demand.
      • Strategic process partner: EcoPro Innovation is co-developing the conversion facility. Pilot work has already produced battery-grade lithium hydroxide with high recoveries.
      • Government backing: GT1 has secured conditional approval for significant funding programs, including C$5.5 million for road upgrades, a C$100 million project financing support LOI from EDC, and additional CMIF and SIF applications.
      • Resource base: A combined inventory of over 30 Mt @ ~1.2 percent lithium oxide across Seymour and Root, providing both near-term production and long-life scale.
      • By-product upside: Seymour hosts a significant rubidium resource in mica streams that could be recovered alongside lithium, creating an additional revenue line.

      This Green Technology Metals profile is part of a paid investor education campaign.*

      Click here to connect with Green Technology Metals (ASX:GT1) to receive an Investor Presentation

      This post appeared first on investingnews.com
      by
      Read More