CarbonAce

I like it 30.00 and I would retire!

Nothing new just an article from today

Why is this still dropping

Also factor in royalty decision being delayed didn't help. If you look at last 6 months appears to me everything is finally coming togethor.

Almost there! Yes, agree as Smack said covid hurt things, and things got delayed. I was hoping to be retired by now. It seems they are slow but have done everything with reason and purpose, even though it hasn't been on our time line. I believe more now than ever. Just my 2 cents. Counting on 2028 and retiring!

Sure would like to get closer to that 4.00 level this week! 3.00 gets me nervous!

Quiet bunch this weekend!

Yessir!

I look for something to come from the Arkansas Lithium Summit! They aren't just talking DLE they are talking converting the lithium and building out products in Arkansas.

The Arkansas Lithium Innovation summit is taking place on October 28-29th, where the CEO's of Nano One and Standard Lithium will present on the same stage.
The G7 nations are meeting on October 30-31st discuss Critical Minerals and Rare Earth Elements in response to Chinese mineral actions.
The Secretary of the Treasury has said the Trump administration will be putting in pricing controls to support domestic Critical Mineral and REE support.
A Détente between China on rare earth elements and critical minerals could be short-lived. President Trump wants mineral independence.

A trick or treat is potentially coming on October 30-31st for rare earth element and critical mineral investors.

Also noted is the Arkansas Lithium Innovation conference on October 28th and 29th, where Nano One (OTCPK:NNOMF) and Standard Lithium (SLI) will be sharing the stage together.

In this article we are going to cover a lot of ground concerning rare earth elements (REE) and critical minerals (CM). These are topics I have been preaching on since 2017. After what is approaching a decade of me warning people to the dangers of letting foreign nations utterly dominate various REE and CM minerals, I find it most refreshing to see the western world waking up and actually taking action. National security could profit... and so can you. Note the China REE magnet and refining domination below.

Critical elements, lithium, CYDVF, LCE, Century Lithium, REE, rare earth elements, USA Rare Earth
China Domination (USA Rare Earth)
Halloween Is Trick Or Treat For Rare Earth Elements

In response to China playing October tricks via export controls on rare earth elements, a G7 meeting is going to occur on October 30-31, where funding for unknown rare earth elements and critical mineral companies might occur. According to Politico, Canadian Energy and Natural Resources Minister Tim Hodgson:

We had a meeting with the G7 envoys on critical minerals while I was here, all working towards further development of a coordinated, multilateral approach to dealing with the recent restrictions,” Hodgson said. “We’re working on those as we speak, and we’ll hopefully have some announcements by the time we get to the minister’s meeting in Toronto at the end of the month.
Additionally, Politico and Minister Hodgson went on to say a number of contracts are in the works to possibly be announced next week.

Beijing’s new restrictions are an “amping up” of curbs on critical minerals China has announced this year, Hodgson said. G7 allies, he added, are working on “a number of actual contracts” with private sector firms that they hope to announce at the Toronto meeting.
And digressing, who did Minister Hodgson have a meeting with on October 8th? Why none other than the CEO of Nano One, Dan Blondal as noted below:

Nano One, NNOMF, SLI, Arkansas Lithium, Tim Hodgson, Austin Craig, Don Blondal
Nano One Meets With Canadian Politicians (lobbycanada.gc.ca)
Critical Minerals And Rare Earth Elements Détente

Before we go further, do note that the US needs to buy time to fund and help ramp up rare earth element and critical mineral mining and refining. Thus, we will see both sides make threats and maybe back off at times. China could threaten to reduce or ban REE and CM. The US could reduce or deny semi-conductors to China.

Both sides will most likely continue to try to obtain mineral or semi-conductor manufacturing independence from the other. During times of increased threats mining stocks will rise. When we see a Détente, those stocks will fall. This presents opportunity. Moving on to politics.

Those at the top of the food chain know and understand just how important critical minerals like lithium are for AI, the defense sector, and energy security. I wonder what US politicians have to say on the matter.

Secretary of State Marco Rubio had a few words to say and with this we might see the future direction of potential Federal funding. After this we will look at state level politicians and then a meeting of very interesting political and business leaders in Arkansas. Along the way, try to connect the dots concerning Nano One and Standard Lithium in a general sense of working together in Arkansas.

Secretary of State Marco Rubio Gets Critical Minerals

When I ponder what the future looks like (EV's, fixed energy storage, robotics, and warfare) I come back to lithium use. However, it is not just lithium that is needed, it just happens to be the one I've been writing on since 2017. Many critical minerals will be needed.

North America needs to have a domestic supply of critical minerals and rare earth elements (and the ability to refine them). Just how critical are these elements to the defense industry? Per Secretary of State Marco Rubio:

If we stay on the road, we’re on right now, [in] less than 10 years, virtually everything that matters to us will depend on whether China allows us to have it or not,” Rubio said. “Everything from the blood pressure medicine we take, to what movies we get to watch and everything in between, we will depend on China for it. They have come to dominate the critical mineral industry [and] supplies throughout the world. Throughout the world, they’ve now established critical mineral rights, even those who want to see more electric cars, no matter where you make them, those batteries are almost entirely dependent on the ability and the willingness of the Chinese Communist Party to produce and export it to you.

So, if we don’t change course, we’re going to live in a world where everything that matters to us on a daily basis, from our security to our health, will be dependent on whether the Chinese allow us to have it or not. That is an unacceptable outcome.
These are strong words. Take a moment and read that again but slowly. Ponder it and note the below illustration. Granted this is REE specific but each of these items will need critical elements too for batteries among other things. This main idea is if you deny or reduce REE or CM the defense industry will be harmed.

REE, CE, rare earth elements, critical elements
REE Use (Visual Capitalist)
Mr. Rubio's words are not idle murmurings to be ignored. No, this is a statement of intent, and I fully expect team Trump to execute a plan of action.

We can profit from this, but let us dig a bit deeper as Secretary Rubio is not alone in his viewpoint.

Secretary Of The Department Of Energy Chris Wright On Critical Minerals

The Secretary of the Department of Energy recognizes the importance of critical mineral independence (via mining and processing).

Department of energy, critical minerals, critical elements
Department of Energy - Chris Wright (X.com)
Arkansas And Texas Push Critical Minerals

Senator Cotton of Arkansas (a former Army Officer who sits on some interesting Senate boards) is pushing for an increase in critical mineral support along with two more Senators. They wrote to Secretary of War Pete Hegseth:

A resilient domestic lithium supply will shield our military from supply chain disruptions, geopolitical manipulation, and other external threats. This is not a corporate subsidy; it is a national security investment to detangle our supply chains from Communist China.”
Focus On Arkansas - A