Critical Metals (CRML) Surges 1.84% on Strategic Momentum, Institutional Inflows, U.S. Supply Chain Alignment

Shares of Critical Metals (CRML) surged 1.84% on October 10, marking the third consecutive day of gains with a cumulative rise of 49.50% over three days. The stock reached its highest level since October 2025, with an intraday jump of 30.86%, reflecting strong institutional confidence and strategic momentum.

Institutional investors have bolstered CRML’s valuation through significant capital inflows. Geode Capital Management increased its stake by 272.6% in Q2 2025, while new investors like FNY Investment Advisers and Shay Capital added positions totaling over $2 million. A $35 million PIPE deal in late September further reinforced investor sentiment, funding the development of the 4.7 billion metric ton Tanbreez Project in Greenland, a critical source of heavy rare earth elements (HREOs) essential for defense and green technologies.

Strategic partnerships have amplified CRML’s market positioning. A 10-year off-take agreement with REalloys Inc. secured 15% of Tanbreez’s production, while a deal with Ucore Rare Metals—supported by the U.S. Department of Defense—ensures processing of heavy rare earth concentrates in Louisiana. These agreements align CRML with U.S. supply chain independence goals, enhancing its strategic value during global critical mineral shortages.

Exploration results at Tanbreez underscored the project’s economic potential. Drilling revealed HREO grades of 27%, with high concentrations of gallium and zirconium oxide, adding by-product revenue streams. The company also expanded its resource base to 500 million metric tons, with commercial production targeted by 2026. These developments validate CRML’s scalable asset base and technical execution, attracting long-term capital.

Geopolitical factors further propelled investor interest. Speculation of U.S. government acquisition plans, though later denied, drove a 75% single-day price surge in late September. CRML’s alignment with national defense priorities, including advisory roles by retired military leaders and U.S.-funded processing partners, highlights its role in reducing reliance on foreign rare earth supply chains. As global demand for critical minerals intensifies, CRML’s Greenland-based project is positioned to meet Western industrial needs, reinforcing its growth trajectory.