U.S. Critical Metals

The Next Wave of This Mega Trend is Taking Off

I’ve been telling you about the once-in-a-lifetime potential of US Critical Metals, my #1 pick in the lithium mining space to deliver excellent returns to early investors.

2020 highlighted the fragility of the global supply chain. 2023’s geopolitical tension has shown us how critical it is to control our supply chain.

While President Biden and China’s Xi Jinping are smiling for the cameras and shaking hands, the reality is that our frenemy could inflict significant damage to the U.S. economy with a few words.

Despite Chinese Premier Li Qiang promising the supply of high-quality products for the global market at the recent inaugural China International Supply Chain Expo in Beijing, President Biden has outlined 30 new actions to strengthen critical American economic and national security.

US Critical Metals is making steady progress toward doing its part to help America reclaim its supply chain. Recently, the company received approval from the Bureau of Land Management to drill the northern basin of the Clayton Ridge Lithium Property in Esmeralda County, Nevada.

The company has engaged Falcon Drilling to test the five northern drill targets of the project. This will allow it to test rock chip anomalies to the north and potentially extend mineralization in that direction.

The need for home “grown” lithium is increasingly urgent.

Believe it or not, China currently controls 51% of the world’s lithium production — and a stunning 65% of lithium processing and refining. It’s a monopoly that gives Beijing a perilous amount of control over the U.S. economy.

If China were to cut off our supply of lithium or any other critical strategic mineral — or even just reduce exports dramatically — it could crash the U.S. economy.

This is not something outside the realm of possibility either. China has shown its willingness to hurt trade partners over the smallest of infractions.

In 2010, China and Japan had a fishing dispute. To punish the Japanese, China cut off its supply of a number of strategic metals, which did serious harm to the Japanese economy.

Imagine what could happen during a more serious conflict.

Recently, China implemented export controls on the strategic minerals germanium and gallium, which are critical to the manufacturing of a number of high-tech products. Chinese companies are now required to get permission from the government before exporting either mineral.

The problem is, China dominates the market for both of these minerals. The United States itself produces neither one — though small amounts can be found in Canada and Finland.

While China hasn’t yet cut us off from either germanium or gallium, their actions make it clear that they won’t hesitate to use their dominance in strategic minerals to make a statement or to undercut the U.S. economy.

That’s why the Biden Administration issued this recent Executive Order: “The United States needs resilient, diverse, and secure supply chains to ensure our economic prosperity and national security.”

A 2022 supply chain assessment conducted by White House concluded that our “over-reliance on foreign sources and adversarial nations for critical minerals and materials posed national and economic security threats.”

The government took a major step in that direction with the Inflation Reduction Act. While the bill’s billion-dollar spending binge gets most of the press, there’s actually a little-talked about provision that could work in the favor of US Critical Metals (OTCQB: USCMF/CSE: USCM).

The bill mandates that in 2024, 40% of the minerals used in green technology — including the lithium used in EV batteries — must come from “domestic” sources, which are defined as mines here in the United States as well as countries with whom we have a free trade agreement. In 2027, the percentage doubles to 80%.

In other words, lithium from China just isn’t going to cut it anymore. This “onshoring” of lithium production could be good news for US Critical Metals (OTCQB: USCMF/ CSE: USCM) because its resources are all right here in the USA.

 

Taking Matters Into Their Own Hands

U.S. companies are taking major steps to regain control over their supply chains as well.

  • Tesla has been acquiring its own supplies of critical minerals including nickel and lithium for years now, including purchasing the rights to lithium deposits on 10,000 acres of Nevada land.
  • Both GM and BMW made long-term deals with Livent to supply some of the lithium they will need in the future. GM also invested in Lithion Recycling, a Canadian battery recycling company, to ensure its future battery supply.
  • Both Volkswagen and Mercedes-Benz have agreements with the Canadian government to ensure they can get the vital materials needed for their lithium-ion batteries.
  • General Motors has done a cobalt deal with commodity giant Glencore.
  • Ford spent $4.5 billion on its own nickel processing plant in Indonesia.
  • The firm behind Jeep, Peugeot, Fiat, Citroen, and Maserati has locked in its cobalt and nickel supply from mining firm GME Resources.
  • Car parts firm Schaeffler has signed a raw materials deal to secure its supply of rare earth magnets.
  • Renault has locked in its supply of cobalt and nickel from Finnish miner Terraframe.

This an all-out scramble to get the critical metals these firms need to ramp up their EV sales.

And it’s creating perfect conditions for the small mining companies who can SUPPLY these giant auto firms to thrive.

Take lithium miner Liontown Resources…

It’s up more than 1,665% since 2020 thanks to a deal with Elon Musk’s Tesla.

Or Piedmont Lithium, which also locked in a deal with Tesla in 2020 … and its stock better than tripled over the next nine months, rising 233%.

In other words, just one deal can be enough to send a small company’s share price skyrocketing upwards. Remember, as new money pours into the sector, many small mining firms are rising hard and fast ALREADY. It’s a major reason why an investment in US Critical Metals (OTCQB: USCMF/ CSE: USCM) could prove extremely profitable for early investors.

But there’s another major reason as well…

A Top-Notch Management Team With the Experience and Expertise to Take to Take US Critical Metals to the Next Level

One of the most important elements for success with any company is the quality of its management team. It’s so important, it’s one of the first things I evaluate when we’re looking at a company.

A careful look at the team leading US Critical Metals (OTCQB: USCMF/ CSE: USCM) reveals that they have the experience, expertise, and credentials to take the company to the next level.

Darren Collins, CEO, has more than 15 years of corporate and board experience spanning various industries, including mining and technology. He has led and supported fundraising efforts that have raised over $250 million in equity capital.

Marco Montecinos is VP Exploration & Director. He has more than 35 years of experience in exploration and business development for both public and private companies. His previous experience includes working with Placer Dome, Billiton, Alta Gold, Francisco Gold, among other companies.

Keith Li is the CFO. With over 10 years of experience in corporate accounting and audit, he has held senior positions with various public companies, including mining issuers.

The Director, Peter Simeon, has 20+ years of experience in corporate law, and he specializes in securities, M&A, and corporate governance.

Scott Benson, another Director has over 15 years of experience in founding, financing, and developing resource and technology companies. He also has a background in investor relations, business development, and management.

Jody Dahrouge, Technical Advisor has over 25 years of international exploration expertise in green energy metals such as lithium, cobalt, REEs, and PGEs. He is President of Dahrouge Geological Consulting, with extensive experience as an officer and director, and is a professional geologist.

All of this is to say that now is the time to consider investing in the lithium megatrend, and I believe US Critical Metals is a great opportunity to do so. That’s why I’ve profiled the company to my Streetlight Confidential subscribers with a buy signal.

Don’t Delay: Do Your Due Diligence With My Free In-Depth Special Report on US Critical Metals

I’ve just scratched the surface on US Critical Metals’ (OTCQB: USCMF/ CSE: USCM) story. To give you a deep dive into the company’s prospects, I’ve written a special report on called Report Title. Get your free copy below.

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Editor, Streetlight Confidential

 

Research by James Dale Davidson