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Capital Is Repricing North American Critical Minerals: What Comes Next
VANCOUVER, British Columbia, March 17, 2026 (GLOBE NEWSWIRE) -- USANewsGroup.com Sector Co...
About this update from Aclara Resources, Inc.
[{"type":"text","content":"Capital Is Repricing North American Critical Minerals: What Comes NextIssued on behalf of EagleOne Metals Corporation\nVANCOUVER, British Columbia, March 17, 2026 (GLOBE NEWSWIRE) -- USANewsGroup.com Sector Commentary — The structural realignment in critical minerals supply chains is no longer a forecast; it is an allocation event. A February 2026 analysis from the Critical Minerals Institute[1] framed the shift plainly: the IEA projects a 30% copper supply shortfall by 2035, rare earth supplies outside China cover less than 40% of projected demand, and Western governments are now deploying price floors and structured offtake frameworks to keep non-China production investable. Days earlier, the White House announced Project Vault, a $12 billion strategic minerals stockpile pairing US Export-Import Bank financing with private capital; institutions are positioning for a domestic supply chain buildout that carries asymmetric upside for early-stage North American asset holders. EagleOne Metals Corporation (CSE: EAGL), Aclara Resources (TSX: ARA) (OTCID: ARAAF), enCore Energy (NASDAQ: EU) (TSXV: EU), Air Products (NYSE: APD), and Faraday Copper (TSX: FDY) (OTCQX: CPPKF) each represent a distinct layer of that buildout, from exploration to production to infrastructure. Uranium sits at the centre of that thesis. Analysts now project spot uranium approaching $92 per pound[2] as tightening primary supply converges with accelerating reactor demand, AI-driven power infrastructure, and a US DOE commitment of $2.7 billion to expand domestic enrichment capacity. The policy context hardened further when the 2026 Critical Minerals Ministerial[3], convened by Secretary of State Rubio with representation from 54 countries, confirmed more than $30 billion in US government support for secure supply chains over the prior six months alone. This structural deficit across uranium, copper, and rare earths is the primary value driver for Western onshore capacity heading into the rest of the year. EagleOne Metals Corporation (CSE: EAGL) (FSE: I2J) recently announced a binding Letter of Intent to acquire 100% of the Poison Springs Uranium/Rare Earths Project in Utah for US$50,000. The 206.6-acre property, located 35 miles south of Hanksville, is built on a foundation of prior drill work that returned mineralized intercepts across multiple ...