GeoRedox Corporation and Canada Nickel have signed an MOU to develop the world’s first stimulated geologic hydrogen well at the Crawford nickel sulphide project near Timmins, Ontario, using GeoRedox’s proprietary process to generate zero‑carbon hydrogen from ultramafic rock. GeoRedox will fully fund the demonstration, while Canada Nickel provides site access, core samples and technical data across the Timmins Nickel District, where it holds over 20 ultramafic‑hosted projects. If successful, the pilot could supply large‑scale carbon‑free hydrogen and exploit in situ carbon storage capacity to support a zero‑carbon industrial cluster producing nickel, chromium and cobalt.

Nth Cycle has signed a joint development and licensing deal with Ionic Rare Earths (ASX: IXR) to integrate its modular electro-extraction technology into IonicRE’s rare earth recycling and refining operations, starting at the Belfast facility in Q4 2026. The partners aim to replace the conventional oxalic-acid-based precipitation step with Nth Cycle’s closed-loop, electricity-driven process to produce high-purity rare earth oxides from recycled swarf, creating a refining pathway that bypasses Chinese chemical supply. Nth Cycle’s platform, already applicable to nickel, cobalt and copper, follows a separate 10-year, $1.1 billion offtake agreement with Trafigura signed in March.

Agnico Eagle Mines has more than doubled its stake in Wallbridge Mining, buying about 244 million new shares in a C$22.44 million private placement at C$0.092 per share, lifting its holding to 19.62% (potentially 19.9% with warrants) alongside a matching 19.9% partially diluted stake for Waratah Capital Advisors. Wallbridge will use the C$56 million raise to fund infill drilling and a pre-feasibility study for the Fenelon gold project, which currently carries 1.75 million oz indicated and 1.65 million oz inferred, with a 2025 PEA outlining a 16-year, 107,000 oz/y operation and C$706 million NPV (5%) at 21% IRR. The 598 km² Sunday Lake deformation zone land package, on trend with Agnico’s Detour Lake mine, plus a proposed 20:1 share consolidation and rebrand to Sunday Lake Gold, signal a push towards construction-ready status.