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TMCR Corporate Update Call May 2026

Key points TMCR’s newly announced 1% royalty on the Mesabi Metallics iron ore project is projected to generate $11-13 million a year, protected by a $150-per-ton price floor, with an option for an additional 1% and a right of first offer on another 2%. Operator SR Group has committed…

A Supply Gap the Market Can’t Ignore

Key points The US government is taking equity stakes in critical minerals companies for the first time. Market value of critical minerals is set to double by 2040, with demand increasing 30 to 40% by 2030. Years of underinvestment have created a tremendous supply deficit with no viable…

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