How Pentagon AI Policies Are Repricing Undervalued Mining Assets

Issued on behalf of Americore Resources Corp.

VANCOUVER, Baystreet.ca News Commentary — Finding critical minerals used to be a guessing game, but artificial intelligence and advanced geophysics are fundamentally changing the odds. A recent industry breakdown confirms that AI-assisted modeling is slashing geological risk and compressing discovery timelines through scalable data integration[1]. This structural shift recently became a matter of national security, as reports indicate the U.S. Department of Defense is deploying AI to set sector-wide reference prices for critical minerals, permanently embedding geospatial intelligence into resource policy[2]. Capitalizing on this pivotal trend requires a modernized approach, and occupying distinct layers of this undervalued discovery continuum are Americore Resources (TSXV: AMCO) (OTCQB: AMCOF), TMC the metals company (NASDAQ: TMC), Max Power Mining (CSE: MAXX) (OTCID: MAXXF), PMET Resources (TSX: PMET) (OTCQX: PMETF), and Constellium (NYSE: CSTM).

The timing of this technological upgrade is crucial for the market. Wood Mackenzie projects that severe supply deficits for transition metals will emerge as early as 2028, a forecast that is directly repricing assets where data-validated delineation has already de-risked the exploration stage[3]. Furthermore, sector analysts have identified predictive AI models as the ultimate technical differentiator for the 2026 cycle. Institutional capital is now quietly positioning for operators whose proven resource frameworks are built entirely on integrated subsurface data[4].

Americore Resources (TSXV: AMCO) (OTCQB: AMCOF) is moving its wholly owned Trinity Silver Project through a methodical pre-drill checklist in Pershing County, Nevada, and the latest item has been ticked off.

Pioneer Exploration Consultants of Ottawa just wrapped a drone-magnetometer survey spanning roughly 350 line-km across the property, targeting subsurface structures along a six-kilometre southwest-to-northeast corridor centred on the Trinity open pit. All data is now in hand, and Campbell and Walker Geophysics has been brought in to interpret the results alongside every piece of historic geophysical data the company holds. The goal is a unified structural model of everything sitting below the surface across the full project footprint.

That ground is worth paying attention to. Trinity sits inside a 22,700-acre consolidated land package built around a former US Borax open pit, with optioned ground from Primus Resources rounding out the footprint. The property carries a historic resource of 36 million silver-equivalent ounces, and an extensive historic drill database is already in place to anchor the upcoming campaign.

Permitting for that campaign is now underway, targeting a Q2 2026 start. The program spans both BLM land and fee land regulated by the Bureau of Mining Regulation and Reclamation within the Nevada Division of Environmental Protection. The BLM portion requires only a Notice of Disturbance for under five acres, a streamlined pathway that keeps field mobilization on schedule and avoids the longer timelines that come with more complex regulatory tracks.

"The exploration plan, which includes both confirmation and expansion drilling, is to move the resource from Inferred to Indicated," said Jeff Poloni, CEO of Americore Resources Corp. "which will then become the foundation for a new mineral resource estimate."

While the drill program takes shape, Americore is also exploring monetization options for an existing above-ground stockpile at Trinity, a potential near-term revenue stream running parallel to the longer-term resource delineation work.

CONTINUED… Read this and more on Americore at: https://usanewsgroup.com/2026/01/12/the-only-silver-that-matters-now-is-silver-you-can-touch/

In other industry developments and happenings in the market include:

TMC the metals company (NASDAQ: TMC) received a significant regulatory green light after NOAA determined that TMC USA's consolidated application for an exploration license and commercial recovery permit under the Deep Seabed Hard Mineral Resources Act is in substantial compliance, covering a roughly 65,000 km² area in the Clarion Clipperton Zone with an estimated resource of 619 million tonnes of wet polymetallic nodules. The consolidated application process, a regulatory first, allows NOAA to incorporate existing exploration-phase environmental, geological, and engineering data directly into the commercial recovery review.

"NOAA's determination reflects the depth of work our team and partners have put into understanding this resource and how it can be responsibly developed. After more than a decade of environmental research, successful offshore trials and commercial-scale metallurgical processing, we believe polymetallic nodules can provide a new and lower-impact source of critical metals for the U.S.," said Chairman and CEO Gerard Barron of TMC the metals company. "We welcome the streamlined consolidated review process and look forward to the next stages."

The application also identifies potential exploration upside of an additional 200 Mt beyond the current resource estimate. TMC the metals company has two parallel exploration license applications, TMC USA A and TMC USA B, which have completed their public comment periods and are progressing concurrently.

Max Power Mining (CSE: MAXX) (OTCID: MAXXF) has been named a finalist for three national awards at the 2026 Canadian Hydrogen Convention, including the Hydrogen Project Award and Hydrogen Digital Innovator Award, while CEO Ran Narayanasamy is individually nominated for the Emerging Hydrogen Leader Award. The recognition comes as the company advances resource modeling at the Lawson Discovery on the Genesis Trend and conducts basin-scale testing 325 kilometres to the southwest at Bracken, with its proprietary AI-assisted MAXX LEMI platform integrating seismic data and structural interpretation across a permitted land position of approximately 1.3 million acres, with an additional 5.7 million acres under application.

"Our Saskatchewan Natural Hydrogen Project has put Max Power in a position to make Canada the global birthplace of large-scale Natural Hydrogen commercialization, a project of potential nation-building scope," said Ran Narayanasamy, CEO of Max Power Mining. "With 1.3 million permitted acres and 5.7 million acres under application, we have the scale, the geology, the team, and MAXX LEMI to lead the world in the exploration and development of this emerging new primary energy source."

Max Power Mining holds the largest permitted land package in Canada for Natural Hydrogen and is advancing toward a confirmatory well at Lawson following the confirmed discovery of Canada's first working subsurface natural hydrogen system. The company's MAXX LEMI platform continues to expand with each additional dataset, strengthening its technical competitive advantage as the natural hydrogen sector develops globally.

PMET Resources (TSX: PMET) (OTCQX: PMETF) has closed a C$138 million financing consisting of a public offering at C$5.66 per share and a concurrent flow-through private placement priced at approximately C$9.30 per share, representing a 48% premium to the company's last traded price, with over-allotment options partially exercised demonstrating sustained institutional demand. Proceeds are earmarked to optimize the CV5 Feasibility Study with tantalum as a co-product, advance CV13 toward a preliminary economic assessment inclusive of lithium, caesium, and tantalum, and progress the project toward a Final Investment Decision.

"This is a tremendous outcome for PMET which is testament to the quality of the Shaakichiuwaanaan Project, the depth and capability of PMET team, and the robustness of our development strategy. With the successful completion of these financings, PMET has materially strengthened its balance sheet at a critical juncture for Shaakichiuwaanaan," said CEO Ken Brinsden of PMET Resources. "The proceeds of this upsized raising positions us strongly to optimise the CV5 Feasibility Study, advance CV13, and integrate high-value co-products including caesium and tantalum into a development-ready plan as we move in a disciplined and systematic manner towards a Final Investment Decision."

The Shaakichiuwaanaan Project hosts the largest lithium pegmatite resource in the Americas and ranks in the global top ten, with a Consolidated Mineral Resource of 108.0 Mt at 1.40% Li₂O Indicated. PMET Resources has also established a dedicated Technical Committee at the board level to oversee key development workstreams as the company moves toward execution.

Constellium (NYSE: CSTM) posted record fourth quarter performance with adjusted EBITDA of $280 million and revenue of $2.2 billion, up 28% year-over-year, on shipments of 365 thousand metric tons, representing an 11% increase from the prior-year period. For full year 2025, the aluminum specialist reported net income of $275 million, adjusted EBITDA of $846 million — its second-best annual result ever — and free cash flow of $178 million, while returning $115 million to shareholders through share repurchases.

"Constellium delivered near record results in 2025 despite the uncertain macroeconomic and end market environment, including record fourth quarter Adjusted EBITDA," said Ingrid Joerg, CEO of Constellium. "We generated strong Free Cash Flow of $178 million in 2025, and during the year we returned $115 million to shareholders through the repurchase of 8.9 million shares."

Looking ahead to 2026, Constellium expects adjusted EBITDA in the range of $780 million to $820 million, excluding non-cash metal price lag, with free cash flow anticipated to exceed $200 million. The company is launching Vision 2028, a group-wide excellence program targeting $900 million in adjusted EBITDA and $300 million in free cash flow by 2028, underpinned by operational efficiency initiatives and cost reduction efforts across its aluminum rolled products platform.

SOURCE: https://usanewsgroup.com/2026/01/12/the-only-silver-that-matters-now-is-silver-you-can-touch/

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SOURCES CITED:

1. https://www.globalminingreview.com/mining/12022026/why-ai-will-change-how-we-find-mine-and-process-critical-minerals/

2. https://www.mining.com/web/trump-eyes-pentagon-ai-program-for-trade-blocks-minerals-pricing

3. https://www.woodmac.com/press-releases/lithium-eto-2026/

4. https://www.mining-technology.com/features/mining-in-2025-emerging-trends-and-predictions-for-2026/