Tony Sage, CEO of Critical Metals
Critical Metals Corp. (CRML) traded up around 25.64% during market hours to USD 11.81 and reached USD 13.41 after-market on Tuesday, extending a fundamentally bullish momentum after two previous sessions of strong gains. Shares jumped to open at USD 10.23 before rallying on rising volume, signalling investors’ conviction in the company’s strategic positioning. The stock’s performance could continue to be driven by intensifying geopolitical competition for mineral resources and an influx of new investors looking for exposure to the critically important rare earths market.
President Trump’s claims that U.S. national security requires control over Greenland have added to market interest. However, the focus could remain on critical resources such as rare earths, which could help reestablish American dominance in a segment where China currently controls a significant share of global production. Critical Metals’ Tanbreez project in Greenland is positioned as a cornerstone asset for Western supply chain diversification, with the company expecting to finalize offtake agreements.
The broader sector context amplifies opportunity. Rare earth elements prices have been on the increase, reflecting structural supply tightness and accelerating demand from the defense, EV, and renewable energy sectors. Additionally, geopolitical risk considerations could continue to drive interest in the industry and in Critical Metals. Market participants could also watch 2026 offtake announcements and any formal government equity commitments, as both could validate the thesis and attract additional momentum.