Capitalizing the US Critical Minerals Policy Shifts and Promising Lithium Extraction Results

American Critical Minerals benefits from Trump's Executive Order on critical minerals while neighboring lithium extraction pilot shows promising results.
- Executive Order signed by President Trump adds potash to the list of Critical and Strategic Minerals, potentially expediting American Critical Minerals' Green River Project development.
- The Executive Order invokes the Defense Production Act to expand domestic critical minerals production, creating opportunities for expedited permitting and increased access to capital.
- Recent Direct Lithium Extraction (DLE) pilot results from neighboring Anson Resources achieved a 98% lithium recovery rate, validating the potential of the Paradox Basin region.
- American Critical Minerals holds a significant land position in Utah's Paradox Basin with rights to explore for potash and lithium across approximately 32,530 acres.
- The company's Green River Project benefits from strategic location advantages including proximity to transportation infrastructure, water resources, and potential end-users in America's agricultural heartland.
American Critical Minerals Corp. is a Vancouver-based resource company focused on developing critical mineral assets in the United States, particularly potash and lithium. The company's flagship Green River Project is located within Utah's productive Paradox Basin, positioned to potentially become a significant domestic source of critical minerals. The project sits 20 miles northwest of Moab, Utah, with substantial logistical advantages including proximity to major transportation infrastructure, water resources, labor markets, and end-users throughout the American agricultural and industrial heartland.
American Critical Minerals announced its support for the historic Executive Order signed by President Donald Trump which aims to accelerate domestic production of critical minerals, including potash. This policy shift, combined with promising lithium extraction results from neighboring operations, presents significant development potential for the company's Green River Project.
Presidential Executive Order Elevates Potash
The March 20, 2025 Executive Order represents a substantial policy shift that directly benefits American Critical Minerals' development strategy. Most notably, the order adds potash to the list of Critical and Strategic Minerals, joining lithium which was already designated as such. This classification is particularly significant given that the United States currently imports approximately 96.5% of its annual potash requirements, creating a strategic vulnerability in the agricultural sector.
"We are delighted that potash is now being officially treated as a Critical Mineral in the US," stated Simon Clarke, President and CEO of American Critical Minerals.
"With potash and lithium now both benefiting from expedited permitting and the various sources of capital being brought to bear through the March 20th Executive Order, the Green River Project is even better positioned for ongoing development and to be a major source of these 2 Critical Minerals for the US Supply Chain."
This policy framework creates a potentially favorable environment for American Critical Minerals to advance its Green River Project through the development pipeline with expedited permitting processes and improved access to capital.
Promising DLE Pilot Results
The company also highlighted in its announcement the successful completion of a Direct Lithium Extraction (DLE) pilot program conducted by Anson Resources and Koch Technology Solutions on land contiguous to American Critical Minerals' Green River Project. The pilot achieved remarkably positive results that validate the lithium production potential of the entire Paradox Basin region.
Key findings from the Anson/Koch pilot program included:
- Average lithium recovery rate of 98%
- Rejection of key brine contaminants averaging greater than 99%, resulting in low purification production costs
- Industry-leading concentration achieved with a Li (lithium to total dissolved solids) ratio of up to 0.129, averaging 0.126
- Production of 43,500 gallons (165,000 liters) of high-purity lithium chloride meeting or exceeding specifications required by downstream processors
These results are particularly encouraging for American Critical Minerals given the proximity to its Green River Project and the geological continuity across the region. Historic oil and gas wells across the project area have confirmed that the combined Mississippian Leadville Formation and the Pennsylvanian Paradox Formation brine-bearing clastic layers also underlie American Critical Minerals' entire project area, with wells reporting lithium concentrations up to 500 parts per million.
Clarke expressed optimism about these developments, stating:
"We are extremely pleased with the recent Lithium Pilot Results published by Anson and Koch. These are excellent results which validate the potential for the Paradox Basin to also be a major source of domestic lithium and the proximity to our Green River Project further reinforces the large-scale and economic potential of our Project."
Green River Project
American Critical Minerals' Green River Project represents a significant land position within the Paradox Basin, encompassing approximately 32,530 acres through various permits, leases, and claims.
This extensive land package gives the company the ability to explore for both potash and lithium, along with potential by-products, across the entire project area. The company is authorized to drill a total of seven exploratory drill holes across the project, pending bonding for the recently approved four drill holes.
The project benefits from significant historical data due to previous oil and gas exploration in the region. This data has helped validate and de-risk the potential for high-grade potash and substantial lithium resources. Based on this information, the company has established a NI 43-101 Exploration Target of 600 million to 1 billion tonnes of sylvinite (the most important source for potash production in North America) with average grades ranging from 19% to 29% KCl.
Development Outlook and Strategic Positioning
American Critical Minerals appears well-positioned to benefit from the convergence of several favorable factors with the strong market fundamentals for both potash and lithium. The company is authorized to drill seven exploratory holes across the project, with four recently approved drill locations pending bonding. This exploration program will likely be a key catalyst for further project advancement.
Potential Risks and Considerations
While the update highlights numerous positive developments, investors should consider several factors:
- The project remains at the exploration stage, with resources defined as an Exploration Target rather than Measured or Indicated Resources
- As noted in the company's cautionary statements, results from neighboring properties may not necessarily translate directly to American Critical Minerals' project
- Development timelines and capital requirements for bringing a new potash or lithium project into production can be substantial
- Market conditions for both potash and lithium can be volatile, influenced by global supply-demand dynamics
- Regulatory processes, even with expedited pathways, may still present challenges
Conclusion for Investors
American Critical Minerals appears strategically positioned to capitalize on the growing emphasis on domestic critical mineral production in the United States. The company's Green River Project targets two minerals now classified as critical to national security - potash and lithium - within a geological basin demonstrating strong resource potential.
The recent Executive Order creating expedited permitting pathways and improved capital access, combined with technical validation of lithium extraction methods in the region, potentially enhances the project's development prospects. For investors interested in the critical minerals sector, American Critical Minerals offers exposure to both agricultural and energy transition supply chains through its dual focus on potash and lithium in a domestic U.S. setting.
As the company advances its exploration program and further defines the resource potential of the Green River Project, upcoming catalysts may include drill results, resource definition, and potential strategic partnerships or offtake agreements that could accelerate project development.
Analyst's Notes


