Critical Metals Corp. has steadily de-risked Tanbreez through ownership consolidation, increasing its stake from 42% to a full 100% control. The current 10,000-meter drilling campaign is focused on advancing mine development rather than simply expanding resources. Funding remains the key hurdle, though EXIM Bank interest, stronger project ownership, and commercial agreements have improved financing prospects.
Critical Metals Corp (NASDAQ:CRML) shares moved higher after the company announced a long-term offtake agreement tied to its flagship rare earth project in Greenland. The company said it has entered into a definitive 15-year binding offtake agreement with REalloys (NASDAQ: ALOY) for rare earth element concentrate from its Tanbreez Project in southern Greenland.
A guest on the TechSurge Deep Tech Podcast reframed the rare earth debate in stark terms this week, arguing that Washington's supply chain panic misses the actual problem.
Critical Metals Corp (CRML) now owns 92.5% of Tanbreez, arguably the world's largest heavy rare earth element (HREE) deposit, following Greenland's April 17th approval of the ownership transfer. CRML's Tanbreez project is pivotal for Western HREE supply security, with strategic offtake agreements in the US, EU, and Saudi Arabia. It is targeting first ore production by Q4 2028. Despite pre-revenue status and a recent $13 million quarterly loss, CRML has secured $120 million in financing and $85 million PIPE, with 100% of projected output pre-contracted.
Shares of New York-based Critical Metals Corp (NASDAQ: CRML) ripped higher on April 17 after the company announced a major regulatory breakthrough and received positive analyst coverage. As investors cheered both updates, CRML broke decisively above its major moving averages (50-day and 100-day), signalling shifting momentum in favour of the bulls.
President Donald Trump announced “Project Vault” on February 2, creating a $12 billion U.S. critical mineral reserve. The news sent Critical Metals Corp. ( CRML ) surging 35% in a single trading session, and investors are now racing to understand which rare earth stocks could benefit most.
Critical Metals ( NASDAQ:CRML ) shares rocketed 32.6% higher yesterday after the company announced the first assay results from its 2025 drilling program at the Tanbreez rare-earth project in southern Greenland.
Critical Metals ( NASDAQ:CRML ) has surged 115% so far in 2026, and the year is not even two weeks old yet.
Critical Metals Corp. is a long-term buy in my books, but it is best entered on a pullback, with potential upside surprise if the geopolitical situation intensifies. CRML's Tanbreez project in Greenland, one of the world's largest rare earth deposits, is central to U.S. efforts to reduce reliance on China. Recent operational milestones include a pilot facility in Qaqortoq and a PEA valuing Tanbreez at $2.8–$3.6 billion NPV with a 180% IRR.
I am optimistic on Critical Metals Corp., rating it a buy due to the Tanbreez mine's targeted 2026 initial production. CRML benefits from $120 million in US EXIM Bank non-dilutive funding and MSP geopolitical tailwinds, supporting project completion and supply chain security. With 70% of the final stage complete, CRML aims for 85,000 tonnes of annual rare earth output in 2026, scaling to 425,000 tonnes post-expansion.
A sea of red has washed over the U.S. rare earth mining sector. Fear has gripped the market as shares of key domestic producers dropped on heavy volume, with MP Materials NYSE: MP falling 7.36%, USA Rare Earth NASDAQ: USAR dropping 8.36%, and Critical Metals Corp. NASDAQ: CRML plunging 13.71% since Friday, Oct. 24, 2025.
Critical Metals stock (NASDAQ: CRML) has dramatically increased by nearly 65% over the last five trading days, fueled by reports of potential U.S. government involvement alongside significant funding developments. The company is engaged in mining exploration and development, concentrating on sourcing lithium and rare earth elements, which are vital materials utilized in electric vehicles, consumer electronics, and renewable energy systems.