Ivanhoe Electric’s 2026 preliminary feasibility study for Santa Cruz in Arizona puts initial capital at $1.43 billion and replaces twin roadheader declines with a single tunnel boring machine decline, with first cathode targeted for 2029.
Standard Lithium’s Smackover JV Signs 10-Year LG Energy Solution Offtake
Smackover Lithium, the Standard Lithium and Equinor partnership, signed a binding take-or-pay agreement to supply LG Energy Solution 8,000 tonnes a year of battery-quality lithium carbonate for 10 years from the South West Arkansas Project.
11 Listed Companies with Copper Projects in the U.S.
11 publicly traded companies with operating or development copper projects in the U.S., covering ownership, 2025 production, 2026 catalysts and risks.
Freeport-McMoRan’s Leach Initiative, Explained
How Freeport-McMoRan’s leach initiative aims to add 800 million pounds of copper a year by 2030 from old stockpiles, at low capital cost.
USA Rare Earth Acquires Brazilian Rare Earth Miner Serra Verde for $2.8 Billion
USA Rare Earth (USAR) acquires Serra Verde Group for ~$2.8 billion in cash and stock, securing the only scaled producer of all four magnetic rare earths outside Asia.
Resolution Copper Completes Historic Land Exchange, Unlocking Major Arizona Copper Deposit
Rio Tinto and BHP’s Resolution Copper completes a landmark land exchange with the US Forest Service, unlocking one of the world’s largest untapped copper deposits in Arizona.
Lynas Rare Earths Signs $96M Letter of Intent with U.S. Department of War
Lynas Rare Earths signs a binding Letter of Intent with the US Department of War for rare earth oxide supply worth US$96 million over four years, with a US$110/kg NdPr floor price.
ITC Blocks Graphite Tariffs on Chinese Imports, Hitting Syrah and Novonix
The US ITC ruled against imposing antidumping and countervailing duties on Chinese graphite imports, reversing a February Commerce Department finding. Syrah fell 29% on the news.
Hudbay Minerals Acquires Arizona Sonoran Copper, Expanding Arizona Copper District
Hudbay Minerals acquires Arizona Sonoran Copper in an all-share deal valued at US$1.48 billion, adding the Cactus project in Arizona and creating the third largest copper district in North America.
US Critical Minerals Stocks: 42 Companies
42 US critical minerals stocks with mining or processing assets in uranium, copper, rare earths, lithium, graphite, aluminum and nickel. Updated October 24, 2026.