5E Advanced Materials surged 11.15% intraday after the U.S. Department of the Interior designated boron as a critical mineral in the 2025 list, reinforcing the company’s role as a domestic boron supplier. The move, part of broader U.S. efforts to secure supply chains for national security and energy technologies, highlighted 5E’s Fort Cady project in California as a strategic asset. The inclusion enhances the company’s eligibility for federal funding programs, including $5 billion in critical minerals investments under the One Big Beautiful Bill Act of 2025, and aligns with its mission to supply boron for defense, energy, and advanced manufacturing. The announcement underscored 5E’s positioning to benefit from U.S. policy priorities and growing demand for boron in decarbonization and high-tech sectors, directly driving investor optimism.
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