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American Critical Minerals

Potash explorer, with a project stated to be in Green River project in Utah.

Utah · United States — as stated on the recordings

explorer potash Utah, United States
Jul 2025 → Jun 2026Covered
6 of 10Topics on record
2 executivesNamed on the record
Generate Claims & Checks What management and commentators said, and what still needs independent verification 5 interviews with the company
Stage
Explorer
Primary commodity
Potash
Jurisdiction
Green River project in Utah
Deposit
potassium chloride, lithium, and bromine in brines
Latest appearance
26 Jun 2026
On record
5 interviews · 27 statements · 2 executives

At a glance

What the record holds today. Every card names where it came from — a management representation is not an established fact, and the page never blurs the two.

Capital needed
capital to be raised over next few months for drilling
Management-stated Simon Clarke Oct 2025
What happens next
drilling to commence in third quarter
Management-stated Dean Pekeski Apr 2026
The main open question
Management claims potash exists based on historic downhole logs alone, not independent confirmation.
Weighed from the statements below, not our opinion of the company.
Our reading

Management view vs outside view

Management interviews are promotional by nature; the outside view is the counterweight. Both are quoted from the recordings, not added by us.

What management spends its time on

Counted from American Critical Minerals's own claims across 5 interviews — most-covered theme first.

What outside voices pick up on

No independent commentary on record yet — so far the page carries only the company's own voice.

Bull · Bear · Watch next

Weighed from the statements on this page — management's pitch and the outside view. Not financial advice, and not our opinion of the company.

▲ Bull case

Management says the Green River project in Utah sits in the main potash fairway of the Paradox Basin with 23 historic wells guiding drilling.

What it rests on
Evidence: 3 moments from 1 interview
Read the full case

Management says the Green River project in Utah sits in the main potash fairway of the Paradox Basin with 23 historic wells guiding drilling. Two to three drill holes are expected to define a large resource in both potash and lithium brines, with permits already obtained and federal bonding agreed with the BLM—a rare advantage for early-stage exploration.

▼ Bear case

Management claims potash exists based on historic downhole logs alone, not independent confirmation.

What it rests on
Evidence: 2 moments from 2 interviews
Read the full case

Management claims potash exists based on historic downhole logs alone, not independent confirmation. The company must raise capital over the next few months and deliver resource estimates within six to twelve months to advance to scoping or pre-feasibility work—a compressed timeline dependent on drilling success, with no outside verification of deposit size or quality yet available.

◆ Watch next

Drill program starting in Q3 with results expected within six months; resource estimates within six to twelve months; conditional move to scoping/PFS stage if results are positive and permitting/baseline studies proceed as planned.

What it rests on
Evidence: 2 moments from 2 interviews
Read the full case

Drill program starting in Q3 with results expected within six months; resource estimates within six to twelve months; conditional move to scoping/PFS stage if results are positive and permitting/baseline studies proceed as planned.

Each moment links to the exact point in the source recording. The cases are drawn from the transcripts, weighed as written — they are not a rating, a target or a recommendation.

Project 13 statements

The deposit 5

Key takeaway. American Critical Minerals describes its deposit as containing potassium chloride, lithium, and bromine in brines (Apr 2026), and earlier referred to it simply as potash and lithium brines (Oct 2025).

Read the full summary

On the exploration side, management points to three large exploration targets and notes that 23 historic wells across the land provide drilling guidance (Oct 2025).

What was actually said
deposit type
potassium chloride, lithium, and bromine in brines
“American Critical, we're targeting potassium chloride and lithium and bromine, for that matter.”
Simon Clarke· 20 Apr 2026·
deposit type
potassium chloride, lithium and bromine
“American Critical, we're targeting potassium chloride and lithium and bromine, for that matter.”
Dean Pekeski· 20 Apr 2026·
deposit type
potash and lithium brines
“they have a project that has both pod ash and lithium”
Simon Clarke· 14 Oct 2025·
Show the other 2 statements
exploration upside
23 historic wells across land providing drilling guidance
“we have 23 historic wells across our land and around it from oil and gas”
Simon Clarke· 14 Oct 2025·
exploration upside
three large exploration targets
“we're now in the position where we have three large expiration targets”
Simon Clarke· 14 Oct 2025·

Jurisdiction 3

Key takeaway. Management of American Critical Minerals says its Green River project is located in Utah's Paradox Basin.

Read the full summary

The company reports that federal potash permits have been obtained and that bonding with the Bureau of Land Management has been agreed upon.

What was actually said
region
Green River project in Utah
“The leadership transition comes at the pivotal moment as the company prepares to launch its maiden drill program at the Green River project in Utah.”
Simon Clarke· 20 Apr 2026·
permit status
federal potash permits obtained; bonding with BLM agreed
“we did get the federal potach permits. Um, and you know... we've agreed that with the BLM now.”
Simon Clarke· 14 Oct 2025·
region
Utah, Paradox Basin
“the flattest lying and most central part in the main potach fairway in the paradox”
Simon Clarke· 14 Oct 2025·

Technical risk 5

Key takeaway. Management describes its technical plan as drilling to about 9,000 ft with multiple zones for coring and drill stem testing.

Read the full summary

The company assumes potash exists on the property based on historic downhole logs, and states that two to three drill holes would define a large resource on potash and lithium. For metallurgy, management says it plans solution mining for potash and direct lithium extraction for lithium from brines.

What was actually said
key assumption
drill to depth of about 9,000 ft with multiple zones for coring and drill stem test
“We are looking to drill to a depth of about 9,000 ft with multiple zones that we will core and multiple zones that we will run drill stem test”
Dean Pekeski· 20 Apr 2026·
key assumption
potash exists on the property based on downhole logs from historic wells
“It's got a history of of drilling on the project, so that we know there are we anticipate we're going to see potash, because we know through through some of the the downhole logs from historic wells that the potash exists.”
Simon Clarke· 20 Apr 2026·
key assumption
potash exists on property based on historic downhole logs
“we know through through some of the the downhole logs from historic wells that the potash exists.”
Dean Pekeski· 20 Apr 2026·
Show the other 2 statements
key assumption
two to three drill holes will define a large resource on potash and lithium
“two to three holes here will get us a large resource on both the pot ash and the lithium side”
Simon Clarke· 14 Oct 2025·
metallurgy
solution mining for potash; direct lithium extraction for lithium from brines
“you can solution mine, which is the most efficient way of extracting pot ash...you're pumping the brine up from 8,000 ft down, putting it through a direct lithium extraction”
Simon Clarke· 14 Oct 2025·

Economics 1 statement

Financing 1

What was actually said
capital needed
capital to be raised over next few months for drilling
“we will we'll we'll have to raise some capital as we move forward over the the next few months here to to to get the capital to drill”
Simon Clarke· 14 Oct 2025·

Timeline 12 statements

Timeline 12

Key takeaway. Management has given two different outlooks on timing.

Read the full summary

In October 2025, the company said drilling would start within 2 to 3 months, with resources estimated within six months of starting drilling and a prefeasibility study within one year. By April 2026, management reported that drilling was expected to commence in the third quarter (2026) as a 30- to 45-day program to about 9,000 ft, with multiple wells, resource estimates for lithium, potash and bromine, and either a scoping study or pre-feasibility-stage work all due within 12 months, subject to good drilling results.

What was actually said
milestone
drilling to commence in third quarter
“we're looking forward to to getting started somewhere in the third quarter.”
Dean Pekeski· 20 Apr 2026·
milestone
drilling program 30 to 45-day process
“The drilling, you know, once we start it's probably going to be a a 30 to 45-day process depending on on what we encounter.”
Dean Pekeski· 20 Apr 2026·
milestone
first drilling program starting in third quarter
“Um rig needs to be identified and in that effort, we are looking to bring on a consultant to assist us in and actually execute the drill program for us. So, that'll be announced in the coming weeks. And so, you know, we're very much in that planning phase where we will identify a drill, we'll lock in a mobilization date, we'll we'll establish and set up all the drill support services that are required. Um we're we're we're we're looking at the landscape of other experts and consultants in the space with experience in Utah that we might be able to bring on to our team to provide advice from time to time and make sure that we've got proper owners oversight over some of the decisions that are going to be made through drilling.”
Simon Clarke· 20 Apr 2026·
Show the other 9 statements
milestone
within 12 months multiple wells drilled with results from potash, lithium, bromine and resource estimates
“I would like to think that within 12 months we'll have multiple wells drilled. We'll have results from both potash, lithium, bromine. We will have generated, um, at least, you know, um, resource uh resource estimates for, for, um, lithium and potash.”
Simon Clarke· 20 Apr 2026·
milestone
permitting and environmental baseline studies to commence subject to good results
“And and and additionally, you know, subject to to good results, we would kick off, uh, permitting um, and environmental baseline studies because that's typically the the long lead time item in a, in any project's development timeline.”
Simon Clarke· 20 Apr 2026·
milestone
multiple wells drilled and resource estimates for lithium and potash within 12 months
“within 12 months we'll have multiple wells drilled. We'll have results from both potash, lithium, bromine. We will have generated, um, at least, you know, um, resource uh resource estimates for, for, um, lithium and potash.”
Dean Pekeski· 20 Apr 2026·
milestone
scoping study or pre-feasibility stage subject to resource estimates
“Subject to us delivering, you know, resource estimates, I would like to see us moving through to a, a scoping study or even pre-feasibility stage of work”
Dean Pekeski· 20 Apr 2026·
milestone
drilling to depth of about 9,000 ft with 30 to 45-day process
“So, it's a it's a multi-faceted program. You know, it it's it's a lot of moving pieces and parts. It's it's very similar to what you see in in the oil patch around the world and and that's somethi”
Simon Clarke· 20 Apr 2026·
study due
scoping study or pre-feasibility stage work subject to good drilling results
“Subject to us delivering, you know, resource estimates, I would like to see us moving through to a, a scoping study or even pre-feasibility stage of work, whereby we're putting cost numbers around not only the the the cost of production, but also the the the project, um, metrics and and valuation.”
Simon Clarke· 20 Apr 2026·
milestone
drilling to start within 2 to 3 months
“we can be in the ground drilling within 2 to 3 months”
Simon Clarke· 14 Oct 2025·
milestone
resources within six months of starting drilling
“within six months, you know, of starting drilling, we would have resources um on the lithium and uh and potachsh side”
Simon Clarke· 14 Oct 2025·
milestone
PFS within one year
“I think you can have all that done within a year for sure”
Simon Clarke· 14 Oct 2025·

Corporate 1 statement

Management 1

What was actually said
team experience
senior VP at Intrepid joined advisory board; additional senior hire planned
“We have a a a guy who is a senior um a senior VP at uh Intrepid joined our advisory board. Um and we're looking at another big hire in the industry.”
Simon Clarke· 14 Oct 2025·

Sources 5 interviews

Every interview 5

DateChannelInterviewStatements
26 Jun 2026 Commodity Culture Global Food Security Under Threat: THIS Commodity to Benefit BIG TIME No claims identified
07 Jun 2026 CapitalCosm 🔴 Uh Oh...Food Prices About To Explode? Here's 1 Stock That Could Capitalize | Dean Pekeski No claims identified
20 Apr 2026 Triangle Investor Potash, Lithium & Bromine: Inside American Critical Minerals’ Multi-Commodity Strategy (CSE: KCLI) 15
14 Oct 2025 The Deep Dive The U.S. Just Put Real Money Behind Critical Minerals | Simon Clarke - American Critical Minerals 12
27 Jul 2025 Triangle Investor Potash shortage and lithium market recovery | Simon Clarke (CSE: KCLI) No claims identified

What else those interviews covered

Every other asset named in the same recordings, by how many of them named it — the company's coverage context, not its holdings. Where the name is another company we hold a record for, it links to it.

potash 5
lithium 5
anson resources 3
bromine 2
intrepid potash 2
bhp 2
intrepid 2
compass minerals 1

Questions people ask

What is American Critical Minerals's project and where is it?

American Critical Minerals is a explorer potash company, with a project stated to be in Utah, United States. Everything here is drawn from its executives' own interviews.

Which interviews mention American Critical Minerals?

We track 5 interviews mentioning American Critical Minerals, across 4 channels (CapitalCosm, Commodity Culture, The Deep Dive, Triangle Investor).

What are investors saying about American Critical Minerals?

No independent commentary is on record yet — so far the page carries only the company's own voice.

What do recent interviews with American Critical Minerals cover?

The most-discussed topics on record are timeline, the deposit, technical risk, jurisdiction — each claim quoted and dated in the sections above.

How to read this page

What is here

Statements made by company representatives in the interviews listed above — each one carrying the words that made it, the date, and the recording. Nothing is added from any other source: if it was not said on a recording, it is not on this page. The one exception lives in the Claims & Checks record, which cites a metal price from our own feed so a stated cost can be set against it — and labels it as ours wherever it appears.

What is not verified

All of it. Resource figures, economics, timelines and promotional framing are management's own representations, checked against no filing and no technical report. Transcripts are automatic; we repair a clearly mis-heard word but never a number, a date, a unit or a speaker's hedge — “about 8.6 million ounces” keeps its “about”.

How to use it

Treat it as a map of what has been said, not as a source of fact. Where a figure matters to you, open the recording and read the company's filings. Nothing here is financial advice, a recommendation, or an offer to buy or sell any security — these are interested parties discussing their own company.

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