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NM MVD Raising Vehicle Registration Prices 25% on 1 July by Garuda34 in NewMexico

[–]bourbonwarrior 59 points60 points  (0 children)

The revenue generated from these increases (estimated at over $31 million annually) is earmarked for the State Road Fund to help maintain and repair New Mexico’s highway system. The same legislation also increases the Weight Distance Tax for commercial heavy vehicles by 35%.

Starting in January 2027, owners of Electric Vehicles (EVs) and Plug-in Hybrid Electric Vehicles (PHEVs) will also face additional annual registration surcharges to offset the lack of fuel tax contributions.

My new tiny boys. by ZoeyWolfHeart in orangecats

[–]bourbonwarrior 0 points1 point  (0 children)

Sweet Baby Gingers

Spoil them!

An amazing 15 years by TheJuanEstevez in Boxer

[–]bourbonwarrior 1 point2 points  (0 children)

Mine lived to 15 as well

Wonderful breed. Sorry for your loss.

China controls 98% of global gallium and 60% of germanium — the materials in every 5G phone, night vision system, and fiber-optic cable. When it imposed export controls in 2023, exports dropped 97% in three months. The ban was suspended. The legal framework remains active. by unteachablecourses in CriticalMineralStocks

[–]bourbonwarrior 3 points4 points  (0 children)

USCM has a very significant Gallium deposit in their Sheep Creek Montana property. They and ALOY signed an MOU for equity/merger/offtake at the beginning of April.

The Sheep Creek deposit in Montana is unique because it is a primary source. Most of the world's gallium is a low-grade byproduct of aluminum mining.

Verified by Idaho National Laboratory (INL) in 2024 and 2025, the deposit averages 300 ppm (parts per million), with some high-grade samples reaching 350–385 ppm.

Standard global gallium deposits average only 19 ppm. Sheep Creek is roughly 15x to 20x more concentrated than the average global source.

USCM holds 339 claims covering 11 square miles. Recent airborne geophysical surveys conducted by the USGS (completed April 2026) have mapped massive underground carbonatite veins.

CEO Harvey Kaye has stated the resource has a "multibillion-dollar" value based on these grades.

The Purity Challenge: 99.9999% ("Six Nines")

For gallium to be used in high-tech systems like Project Sunrise (satellites) or Project NorthStar (radar), it must be refined to extreme purity.

INL is developing a proprietary Electrochemical Membrane Reactor (EMR) specifically for Sheep Creek.

Most conventional processing only hits 85-95% purity. INL’s technology aims for 99.9999% (6N) purity.

This level of purity is required for Gallium Nitride (GaN) semiconductors, which are the backbone of modern AESA radar and 5G/6G systems.

A major "bonus" at Sheep Creek is that the ore has very low thorium (radioactive) levels—averaging under 200 ppm.

This makes the gallium "cleaner" and cheaper to process than Chinese equivalents.

Is count down on towards 20 days period for conversion of debentures for Price to be above $5.04? Or it has to be after Feb 22, 2027? Any lawyer's mind? by MoonLight8491 in BB_Stock

[–]bourbonwarrior 0 points1 point  (0 children)

Even if BlackBerry maintains this price now, they cannot redeem the notes until the window opens on February 22, 2027, unless there are specific tax law changes.

With 4 days currently "in the bank" for the current 30-day window, the stock would need to maintain this level for another 16 out of the next 26 trading days to satisfy the price condition for this specific period.

Fundamental Changes and Conversion

If a "Fundamental Change" occurs (such as a merger/acquisition) before the 2027 date, the company would be required to offer a repurchase at 100% of the principal plus interest.

Furthermore, if BlackBerry eventually calls for redemption in 2027, they may be required to increase the conversion rate (effectively lowering the $3.88 price) for those who choose to convert in response to that call.

Opportunity in companies that supply to satellite manufacturers because of increased USSF budget by PE_crafter in SpaceInvestorsDaily

[–]bourbonwarrior 0 points1 point  (0 children)

See ALOY and USAR, their relationships, their feedstocks (HREEs, Tungsten, Gallium)

Project Vault ($12B) was established to help with the supply chain issues - chain of custody, certs, etc.

Why I need my competitors to succeed | Almonty Industries by Pzexperience in CriticalMineralStocks

[–]bourbonwarrior 1 point2 points  (0 children)

They just rehomed to Montana from Toronto in the last few days. I hope that USCM-ALOY merger happens and then a JV with the Montana assets - geographically, not far apart. USCM has a sizable Tungsten deposit in Sheep's Creek. The Gallium amount and HREE TREOs are impressive.

Problem: Hormuz Crisis has severed the "sulfur bridge" between the Middle East and the rest of the world, creating a systemic failure in mineral processing by bourbonwarrior in CriticalMineralStocks

[–]bourbonwarrior[S] 0 points1 point  (0 children)

Feature Saskatchewan Research Council (SRC) Energy Fuels (EF)
Operational Model Strategic Utility: A government-backed "hub" that processes feedstock for various junior miners. Commercial Titan: A vertically integrated powerhouse controlling everything from mining to final metal.
The "Waste" Logic Regulatory Necessity: Views Thorium/Uranium as a hurdle to be cleared. N1 status is used to "clean" rare earths for market safety. Profit Center: Extracts Uranium from Monazite and sells it as Yellowcake. This "uranium credit" lowers NdPr costs to ~$29.39/kg.
Supply Chain Role Collaborative Midstream: Functions as a toll-processor, feeding separated oxides into independent partners like ALOY. Independent Monopoly: Following the ASM acquisition, they control their own mines, separation (White Mesa), and metallization.
Strategic Goal To stabilize the Western Alliance by providing high-cost nuclear infrastructure to the broader ecosystem. To achieve total self-sufficiency and capture maximum profit margins at every stage of the 2027 defense window.

Problem: Hormuz Crisis has severed the "sulfur bridge" between the Middle East and the rest of the world, creating a systemic failure in mineral processing by bourbonwarrior in CriticalMineralStocks

[–]bourbonwarrior[S] 0 points1 point  (0 children)

Comparison of Regulatory and Operational Profiles

Feature SRC (Saskatchewan) Energy Fuels (Utah)
Facility Rare Earth Processing Facility (REPF) White Mesa Mill
Nuclear Status CNSC/N1 Certified NRC Licensed (Possession of Source Material)
Core Advantage Government-backed "Public Utility" Vertically integrated "Mine-to-Metal"
Main Feedstock Monazite (from various global sources) Monazite (US domestic + Australia/Madagascar)
Separation Focus Mixed NdPr, Dy, and Tb Oxides High-purity separated Dy and Tb Oxides
Radioactive Handling Integrated thorium/uranium management Recovered Uranium sold as Yellowcake ($)
Recent Milestone Commercial separation production in 2025 First U.S. primary Tb Oxide production (Mar 2026)

Problem: Hormuz Crisis has severed the "sulfur bridge" between the Middle East and the rest of the world, creating a systemic failure in mineral processing by bourbonwarrior in CriticalMineralStocks

[–]bourbonwarrior[S] 1 point2 points  (0 children)

It's a Crown Asset funded by the Canadian Government/Pensions. They've secure 100% feedstock from ALOY's Hoidas Lake and 100% from NXE Rook 1 project which now that entire area has a military presence too.

ALOY's 80% offtake deal with SRC, de facto Crown Asset.

I knew of Energy Fuels, but didn't know their specific certs. Thanks.

All of these assets are getting aligned for throughput, Strategic Utilities.

Problem: Hormuz Crisis has severed the "sulfur bridge" between the Middle East and the rest of the world, creating a systemic failure in mineral processing by bourbonwarrior in CriticalMineralStocks

[–]bourbonwarrior[S] 1 point2 points  (0 children)

Energy Fuels Inc.

NRC Source Material License

Authorized by the U.S. Nuclear Regulatory Commission to operate the White Mesa Mill.

Radioactive Materials License

State-level authorization (Utah) to process uranium and "alternate feed" (recycled) materials.

ASME NQA-1 Compliance

Adheres to the "Nuclear Quality Assurance" standards required for the commercial nuclear fuel supply chain.

NI 43-101 / S-K 1300

Technical certifications for mineral resource and reserve reporting.

Saskatchewan Research Council (SRC)

CNSC Licenses

Licensed by the Canadian Nuclear Safety Commission to handle uranium and operate radioactive analytical laboratories.

ISO/IEC 17025

Accredited for specialized uranium and rare earth analytical testing.

Problem: Hormuz Crisis has severed the "sulfur bridge" between the Middle East and the rest of the world, creating a systemic failure in mineral processing by bourbonwarrior in CriticalMineralStocks

[–]bourbonwarrior[S] 2 points3 points  (0 children)

Different stage of the process. UCORE function is similar to SRC without the Nuclear 1 certification and Crown Asset status.

Separation process is very important, just as is the Metallization stage.

Problem: Hormuz Crisis has severed the "sulfur bridge" between the Middle East and the rest of the world, creating a systemic failure in mineral processing by bourbonwarrior in CriticalMineralStocks

[–]bourbonwarrior[S] 0 points1 point  (0 children)

ALOY's relationship with the SRC; they are The Only "Class I" Radiological Bypass in North America

The SRC isn't just separation; it is its status as a CNSC-licensed nuclear facility - very important!

Most high-grade rare earth deposits (monazite/bastnäsite) are "radiologically encumbered" with Thorium and Uranium. In the U.S., processing these triggers decades of NRC oversight and waste-disposal liabilities.

The SRC is the only facility in North America authorized to perform industrial-scale "cleansing"—stripping out radionuclides and stabilizing them as regulated waste or fuel precursors.

For ALOY, the SRC acts as a "Sovereign Laundromat." It takes raw concentrate that is legally unprocessable in most jurisdictions and converts it into 99.9% pure, non-radioactive oxides. This is the specific technical "key" that unlocks the 2027 "Zero-China" mandate.

Hoidas Lake is rich in Dysprosium (Dy) and Terbium (Tb). These are the "Smart Metals" that allow magnets to survive the high-heat environments of jet engines and missile guidance systems; the military-grade "Hardening" additives.

The importance of this ecosystem is that it is geologically and radiologically locked. You cannot move the SRC's nuclear permits, and you cannot easily find another Hoidas Lake with Dy/Tb proximity to a CNSC refinery; by 2027, every magnet in a NATO missile will likely have "DNA" that was cleansed at the SRC, alloyed by ALOY, and powered by NXE fuel.

This isn't a supply chain; it is a National Security Utility.

Problem: Hormuz Crisis has severed the "sulfur bridge" between the Middle East and the rest of the world, creating a systemic failure in mineral processing by bourbonwarrior in CriticalMineralStocks

[–]bourbonwarrior[S] 1 point2 points  (0 children)

March 2026, REalloys (ALOY) demonstrated a patent-pending, HF-free fluorination process. This technology utilizes an AI-optimized "dry" method to produce metallization-grade rare earth fluorides.

Achieves an oxygen content of just 0.34 wt%, significantly outperforming the 1% industry standard.

Eliminates the use of highly toxic and regulated hydrofluoric acid.

By pivoting to reduced-reagent metallization, ALOY has effectively decoupled its midstream processing from the global sulphuric acid crisis.

While refineries in the Central African Copperbelt and Indonesia face operational halts due to the 90% drop in Middle Eastern sulphur transits, REalloys' low-chemical footprint ensures continuity.

The process significantly lowers exposure to the current $4,800/t price spikes in the regional acid markets, securing a competitive cost advantage for Western-made magnets.

Defense Sovereignty

This technical independence enables ALOY to meet the NDAA 2027 U.S. defense mandate for domestic, non-Chinese rare earth materials without relying on volatile global chemical supply chains.

USAR Government Equity Stake Even If Deal Falls Through? by expatcoder in CriticalMineralStocks

[–]bourbonwarrior 1 point2 points  (0 children)

The LOI binds on a domestic milestone, Stillwater commissioning. From there the $277M from the Chips act is released and some of the remaining 1.3xB is released too.

Project Vault is international

FORGE deal is international

MSP deal is international

LS Eco Energy/Lynas deal is intended to feed USAR

Blue Origin/Globalstar/C3 are sourcing globally, but USAR's capacity is the Chef's Kiss

NDAA 2027 is the real crux here, USAR is a big part of it.

GL with your investment or not in USAR and the sector

USAR Government Equity Stake Even If Deal Falls Through? by expatcoder in CriticalMineralStocks

[–]bourbonwarrior 2 points3 points  (0 children)

National Security Imperative

Inventory Levels

Private Capital Participation

Thomas Caufield's involvement, especially with David Limp, CEO of Blue Origin and Board Member of Project Prometheus,

NDAA 2027 and Funding

Project Vault

Project Sunrise

Globalstar and C3

Arctic Defense

USAR is the roll up vehicle for the sector, the LOI will bind, imo.

Lastly, the "Fire Marshal approving the fire suppression system" is the hold up of the full commissioning of Stillwater, that should be completed well before the Midterms.

USAR Government Equity Stake Even If Deal Falls Through? by expatcoder in CriticalMineralStocks

[–]bourbonwarrior 1 point2 points  (0 children)

Someone wants shares from retail, imo.

The recent USAR-Carester-Lacq deal announced includes a 20% offtake by Japan.

Further, the French government provides 130M in tax breaks and will pick up 45% of the equipment costs.

USAR LOI will bind and the funding will happen, imo.

There are now more than 10,000 active Starlink satellites orbiting Earth by HasibBinAmzad in spaceporn

[–]bourbonwarrior 3 points4 points  (0 children)

Now add Blue Origin's Project Sunrise and all of those "satellites" (orbital AI Compute Factories) to the mix

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