Sep. 14 at 1:54 AM
$CRML timeline in chronological order based on Tony Sage’s interview
Current & Near-Term (2025)
• 2024 → Drilling results released (25-hole program plus 20 years of historical data).
• September 2025 → Expecting decision on U.S. government funding application.
• October 2025 → Meeting with the Governor of Louisiana about siting a U.S. processing plant.
• November 2025 → Updated BFS expected from NRAZ (Danish firm).
• November 2025 → Tony Sage presenting at 1:1 London conference.
• December 2025 → More drilling results, potential new offtake agreement, possible royalty/streaming deal.
Short-Term Outlook (6 months from now)
• Late 2025 into Early 2026 → End-user discussions with U.S. Department of Defense, Tesla, SpaceX, Lockheed Martin, Raytheon, Boeing.
Medium-Term
• 2027 → Deadline for first ore deliveries to Ucore Rare Metals under the 10-year offtake agreement.
Long-Term
• Within 5 years → If fully ramped, Tanbreez could supply up to 50% of the global rare earth market.