Free supply brief
Read the critical minerals brief
Who controls these metals today, and where allied supply could come from. Sent immediately.
One
No domestic mine since 1959
The United States has no tantalum mine production and imports what it consumes.[1] Supply is concentrated in central Africa and Australia, which is why tantalum sits inside conflict-minerals due diligence regimes.[1]
Washington named it directly
Tantalum is written into federal acquisition rules by name. DFARS 252.225-7052 restricts the acquisition of certain magnets, tantalum and tungsten, and the restriction carries a dated waiver limit.[2]
Tantalum was also named directly, alongside niobium, in the critical mining investments announced in August 2026.[3]
Executive order, on record
In July 2026 an executive order set out to secure America's defense supply chains and ensure domestic acquisition of critical materials.[4]
The government actions described on this page are third-party policy and market context. Totec Resources Ltd. is not a party to them, is not a beneficiary of them, and is not an applicant to any related programme. They are not a prediction of Totec's results.[3]
Two
What we hold
White Willow is a lithium-cesium-tantalum (LCT) pegmatite property in the Thunder Bay South Mining District of Ontario, a stable North American jurisdiction with year-round road access.[5]
Tantalum is the T in LCT. Pegmatite-hosted columbite-tantalite is the geological setting the property type is named for, and it sits in a stable North American jurisdiction rather than in the regions the due diligence regimes were written about. That is why the property is relevant to this story, and it is the extent of what can responsibly be said today.
We will state the limits plainly. No mineral resource has been defined at White Willow. Totec has not established that tantalum mineralization of economic value exists on the property. Any historical results reported by prior operators are historical in nature, have not been independently verified by Totec, and should not be relied upon.[5]
Why the wave matters to this ground
A metal with no United States mine production since 1959, named by itself in federal defence acquisition rules with a dated waiver limit, and named again in the August 2026 critical mining announcements. Set beside that, an early stage LCT pegmatite property on allied ground in Ontario that we still have to prove.[1][2][5]
One half is a shortage the United States has written into its own procurement rules. The other is ground at an early stage of exploration, with the work ahead of it, not behind it. We are not going to tell you what to do with that. We'll just say the cheapest time to look at ground like this is before the drill says what is in it.
Read the full tantalum briefing, or the White Willow project page. Subscribe below and we will send our news releases when we announce them. Review our continuous disclosure on SEDAR+.
Sources
References
Every numbered claim on this page is attributed to the source it came from.
- pubs.usgs.gov Mineral Commodity Summaries 2026, Tantalum, U.S. Geological Survey
- acquisition.gov DFARS 252.225-7052, Restriction on the Acquisition of Certain Magnets, Tantalum, and Tungsten, May 2024
- whitehouse.gov Fact Sheet: President Donald J. Trump Announces Billions in New Deals and Investments to Power American Mining, The White House, August 7, 2026
- whitehouse.gov Executive Order 14415, Securing America's Defense Supply Chains and Ensuring Domestic Acquisition of Critical Materials, July 20, 2026
- sedarplus.ca NI 43-101 Technical Report on the White Willow Property, Thunder Bay South Mining District, Ontario, filed on SEDAR+
Sources are named to identify where the information came from. Their inclusion does not indicate any affiliation with, sponsorship of, or endorsement of Totec Resources Ltd. by the organisations cited, or by the Government of the United States. Third-party statements describe the metal and its supply chain. They are not statements about Totec Resources Ltd. or the White Willow Property, and no inference should be drawn from them as to the presence, grade or economic viability of any mineralization on the Property.
Published by Totec Resources Ltd. This page is investor relations material issued by and on behalf of the Company. It is not independent editorial or third-party research.
Market and macro information on this page describes general supply and demand conditions for critical minerals and is drawn from third-party sources. It is provided for education and industry context only. It is not a forecast of prices, not a forecast of Totec Resources' results, and not investment advice.
Totec Resources has no mineral resource estimate and no mineral reserve estimate on the White Willow Property. Exploration is at an early stage and carries a high degree of risk. Nothing on this page should be read as a statement that mineralization of economic value has been identified on the property.
The scientific and technical information on this page has been reviewed and approved by Deepak Varshney, P.Geo, CEO and Director of Totec Resources, a Qualified Person as defined by National Instrument 43-101.
This page contains forward-looking statements regarding Totec Resources Ltd. and its exploration plans. Forward-looking statements involve known and unknown risks and uncertainties, and actual results may differ materially. Readers should not place undue reliance on forward-looking information. Totec undertakes no obligation to update forward-looking information except as required by law.
Nothing on this page is an offer to sell or a solicitation of an offer to buy any security. Investing in the securities of mineral exploration companies is speculative and carries a high degree of risk. Review the Company's continuous disclosure record on SEDAR+ and consult a licensed investment advisor before making any investment decision.