I’ve been digging into critical minerals recently, and one company that caught my attention is CleanTech Vanadium.
Most people focus on lithium or rare earths, but fluorspar is a mineral that doesn’t get much attention despite being essential for industries like semiconductors, nuclear fuel production, batteries and a wide range of industrial chemicals.
What stood out to me is that the U.S. still relies heavily on imported fluorspar, while governments are pushing to strengthen domestic supply chains for critical minerals.
CleanTech controls ground in the historic Illinois-Kentucky Fluorspar District and is actively advancing exploration through its drilling program.
**Reasons I’m interested:**
Critical mineral with growing strategic importance.
Strong focus on increasing domestic North American supply.
Ongoing exploration and drilling providing potential news flow.
Exposure to long-term themes including nuclear, semiconductor manufacturing and industrial reshoring.
Small market cap compared with many companies in the critical minerals space.
I think it’s one of the more interesting speculativeg plays in the critical minerals sector.
Curious if anyone else has looked into $CTV or has thoughts on the fluorspar market as a whole.