Global demand for battery energy storage systems (BESS) is entering a sharp acceleration phase, driven by rapidly falling costs, rising electricity demand from AI infrastructure, and tightening energy security concerns, according to UBS.
In a recent report, the bank said global BESS demand could reach 1.6 TWh by 2030, up about 6% from prior estimates, with the US and other regions seeing the strongest upward revisions.
Northstar Gold Corp. (CSE:NSG) said on Monday it has closed a second tranche of its non-brokered private placement of hard-dollar units, raising about C$131,000, as the junior explorer advances funding for its Cam Copper project in Ontario.
The latest tranche consisted of 2.18 million units priced at C$0.06 each, bringing total gross proceeds from the offering to roughly C$689,000 after an initial tranche of C$558,000 completed earlier this year. In total, Northstar has issued 11.48 million units under the financing.
Liberty Star Uranium & Metals Corp. (OTCQB:LBSR) announced that it has staked 13 additional mineral exploration permits covering approximately 11 square miles.
The company said the expansion increases its total exploration area to about 45 square miles.
Digi Power X Inc (NASDAQ:DGXX, FRA:1NQ0, NEO:DGX) announced that it has signed a 24-month GPU rental agreement valued at $19.6 million with SubQ AI, a company focused on next-generation AI technologies.
Under the terms of the agreement, Digi Power X will provide SubQ AI with dedicated access to a fleet of the latest-generation NVIDIA Blackwell GPUs. The systems will be delivered on a bare metal basis through NeoCloudz, the company’s GPU-as-a-Service platform, and hosted at Digi Power X’s AI data center.
Graphene Manufacturing Group Ltd (TSX-V:GMG, OTCQX:GMGMF) announced that it has secured a 20-year US patent and received approval in China for its graphene-based engine oil additive, G LUBRICANT, marking a further step in the company’s efforts to establish international intellectual property protection for the product.
The company said the latest developments build on a previously accepted patent covering the European region, with applications in several other countries still under review.
M2i Global Inc (OTC:MTWO) said on Monday it has partnered with Volato Group Inc and Regenerate Technology Global to develop battery recycling facilities in the US, aiming to strengthen domestic supply chains for critical minerals and reduce reliance on traditional processing methods.
The companies said the collaboration will focus on deploying Regenerate’s hydrometallurgical recycling technology, which extracts and refines materials from used batteries using a lower-emissions, chemistry-based process.
Standard Uranium Ltd (TSX-V:STND, OTCQB:STTDF, FRA:9SU0) said on Monday it has completed its inaugural drill program at its Corvo uranium project in northern Saskatchewan, with early results showing multiple zones of anomalous radioactivity across several target areas.
The program, conducted near Wollaston Lake, totalled 2,457 metres across 10 reconnaissance drill holes testing the Manhattan, Brooklyn and Tribeca targets for basement-hosted uranium mineralization.
Pinnacle Silver & Gold Corp (TSX-V:PINN, OTCQB:PSGCF, FRA:P9J) said on Monday that it has continued ground follow-up work at its Potrero project in Durango, Mexico, which has led to new discoveries of polymetallic mineralization, including high-grade silver, gold, lead and zinc.
The company said prospecting on the northern El Potrero claim block identified a new series of northeast-trending vein structures, dubbed Minas Nuevas, with assays reaching up to 1,159 grams per tonne (g/t) of silver, alongside 0.25 g/t gold, 4.72% lead and 0.1% zinc over 0.35 metres.
New Era Energy & Digital (NASDAQ:NUAI) announced that it has appointed Andy Casazza as chief corporate officer as the company expands its leadership team to support its data center and energy growth initiatives.
The company, which develops and operates digital infrastructure and integrated power assets in the Permian Basin, said the appointment is part of an expansion of its leadership team. The move follows the recent hiring of Ted Warner as chief financial officer.
Alien Metals shares rose 13% to 0.16p after its joint venture partner, West Coast Silver, requested a trading halt on the ASX ahead of an anticipated announcement of a JORC mineral resource estimate for the Elizabeth Hill silver project in Western Australia's Pilbara region.
West Coast is operating the programme at Elizabeth Hill, in which Alien holds a 30% interest.
Caledonia Mining Corporation PLC (AIM:CMCL, NYSE-A:CMCL, VFEX:CMCL) told investors that first-quarter gold production at its Blanket Mine reduced, as expected, to 14,767 ounces, as a planned move through lower-grade areas was compounded by equipment availability issues and difficult ground conditions.
The group said the weaker quarter had been anticipated, reflecting mining sequence and temporary access constraints to higher-grade, higher-volume zones. Even so, it leaves more weight on the second half of the year, when Caledonia expects a recovery as operational changes start to feed through.
Genflow Biosciences Ltd (LSE:GENF, OTCQB:GENFF, FRA:WQ5), a biotechnology company focused on gene therapies for age-related diseases, has entered a technology collaboration with Acuitas Therapeutics, the Canadian lipid nanoparticle (LNP) delivery specialist whose platform underpinned several of the most widely used mRNA Covid-19 vaccines.
Under the agreement, Genflow will provide its proprietary SIRT6 mRNA payload to Acuitas, which will formulate the material using its LNP platform before returning the resulting formulations to Genflow for preclinical evaluation.
In what is being flagged as a near-term catalyst, NewPeak Metals Ltd (ASX:NPM, OTC:NPMFF, FRA:NPM) will start drilling later this month at its 100% owned Las Opeñas Gold Project in San Juan Province, Argentina.
This is one of South America's premier gold districts, with Las Opeñas on the same set of structural trends that host Barrick/Shandong's multi-million-ounce Veladero Mine and Pascua-Lama deposits.
European Lithium Ltd (ASX:EUR, OTCQB:EULIF)’s 100% owned subsidiary Critical Metals Corp has moved to 92.5% ownership of the Tanbreez rare earths project in Greenland after securing government approval for the transfer of the final 50.5% interest in Tanbreez Mining Greenland A/S.
The approval marks a key ownership milestone for the company, giving it control of one of the world’s largest known heavy rare earth deposits and removing a major structural hurdle as it advances the project towards development.
Lumos Diagnostics Holdings Ltd (ASX:LDX, OTC:LDXHF) has used its March quarter update to underline a period of operational and strategic transition, as the company positions itself for expanded commercialisation of its FebriDx® platform while strengthening leadership oversight to support its next growth phase.
The company reported a series of regulatory, financial and operational milestones during Q3 FY26, headlined by US Food and Drug Administration (FDA) 510(k) clearance with a CLIA waiver for FebriDx®, significantly broadening its addressable market to around 80 million patients annually and enabling deployment across more than 300,000 US healthcare settings.
Terrain Minerals Ltd (ASX:TMX, OTC:TMXAF, FRA:T4Y) has moved the Lightning Gold Project closer to a maiden mineral resource estimate after completing a 4-hole diamond drilling program designed to provide the final technical inputs for the July 2026 calculation.
The program at the 100%-owned project within the Smokebush tenure in Western Australia’s Murchison region totalled 671 metres, made up of 340 metres of RC pre-collars and 331 metres of diamond tails.
Orthocell Ltd (ASX:OCC, OTC:ORHHF) has reported a solid March 2026 quarter, highlighted by $3.2 million in revenue, growing US traction for nerve repair product Remplir and a cash position of $48 million as the company advances commercial expansion across multiple markets.
Revenue for the quarter was in line with the previous period, but the standout was early momentum in the United States, where Remplir sales reached $300,000. Of that, $170,000 was generated in March alone, suggesting an acceleration in demand as the company builds out its commercial footprint in what it sees as a US$1.6 billion addressable market.
Riversgold Ltd (ASX:RGL, FRA:RGV, OTC:RVSGF) has expanded the footprint of its Kalgoorlie Gold Project in Western Australia after securing a new adjoining tenement, strengthening the scale and development potential of its Northern Zone asset.
The company has entered into a binding agreement to acquire 100% of granted tenement P25/2541, located about 25 kilometres east of Kalgoorlie. The addition increases the overall project area to approximately 8.36 square kilometres, consolidating ground around known gold mineralisation and enhancing the project's strategic position.
Lindian Resources Ltd (ASX:LIN, OTC:LINIF) has secured fixed-price diesel supply for its Kangankunde Rare Earths Project in Malawi, removing exposure to fuel price volatility as the company advances toward first production.
The company has locked in 500,000 litres of diesel at US$2.83 per litre under a 12-month agreement, covering construction, mining start-up and commissioning activities.