- The White House and US president Donald Trump recently announced Project Vault, a US critical mineral stockpile initiative to reduce reliance on foreign supply, reinforce domestic industries and strengthen national security
- Saga Metals, a North American mining company focused on critical minerals, owns a district-scale titanium project with the potential to contribute to US interests
- The titanium stock has added 124.24 per cent year-over-year
The White House and US president Donald Trump recently announced Project Vault, a US critical mineral stockpile initiative to reduce reliance on foreign supply, reinforce domestic industries and strengthen national security.
The project will be underpinned by the US Strategic Critical Minerals Reserve, an independently governed public-private partnership, including participation from the Export-Import Bank of the United States (EXIM).
EXIM will support Project Vault with a direct loan of up to US$10 billion, enabling partnerships with original equipment manufacturers and private-sector capital providers to better protect manufacturers from exogenous shocks, such as China’s export controls on critical minerals in October 2025.
Saga Metals (TSXV:SAGA), a Canadian critical metals explorer, presents itself as a strong partner in the pursuit of US interests, given the US government’s intention to complement Project Vault with a preferential international trade framework for critical minerals.
The company’s 24,175-hectare Radar titanium, vanadium and iron project in Labrador delivered high grades and a 100 per cent success rate during 2025 drilling, with four drillholes already completed in 2026 and a maiden mineral resource estimate on the near-term horizon.
The district-scale project, boasting ~20 km of oxide layering strike, shows the potential to contain a top global deposit, according to Friday’s news release, placing it front-and-centre when it comes to meeting demand for titanium, a strong, corrosion-resistant metal that plays cornerstone roles in the aerospace, defense, infrastructure and high-performance industrial sectors, but offers limited Western extraction and processing opportunities.
The global titanium market surpassed US$30 billion in 2025 and is expected to approach US$50 billion by 2033, representing a 6.5 per cent compound annual growth rate, driven by broad-based industrial demand.
Management commentary
“The US government’s focus on critical mineral stockpiling reinforces the strategic importance of secure, allied sources of materials such as titanium—particularly for North American national security and defense-related supply chains,” Mike Stier, director and chief executive officer of Saga Metals, said in a statement. “Saga Metals continues to advance its portfolio with a focus on critical minerals that support supply-chain security, advanced manufacturing and future-facing technologies. We believe this policy momentum highlights the importance of investing in strategic mining projects that can help build resilience—diversifying supply, strengthening domestic and allied production capacity, and supporting stable investment conditions for the critical materials that power our economies and protect our industries.”
About Saga Metals
Saga Metals is a North American mining company focused on critical minerals exploration and development. Besides its flagship Radar project, the company’s portfolio includes:
- The 25,600-hectare Double Mer uranium project in Labrador, where a 14-km section sampled up to 0.428 per cent U3O8.
- The 65,849-hectare Legacy lithium property in Quebec’s Eeyou Istchee James Bay region, developed with Rio Tinto, which shares geological continuity with other major projects in the area operated by Winsome Resources, Azimut Exploration and Loyal Metals.
The titanium stock (TSXV:SAGA) is up by 2.78 per cent trading for C$0.74 as of 9:59 am ET. The stock has added 124.24 per cent year-over-year.
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