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For years, titanium has flown under the radar in the push for reshoring critical minerals.

But Project Blue - the UK market intelligence firm behind Metals and the Security of Nations - is warning that the West is heading toward a titanium squeeze that could hit aerospace and defense first.

That's a major concern when you consider that the U.S. imports more than 90% of its titanium, leaving a critical vulnerability at the heart of Western industry.

Meanwhile, China's grip has tightened fast. Their share of global titanium metals rose from about 40% in 2019 to over 75% in 2025.

That's why Saga Metals' (CSE:SAGA, OTCQB:SAGMF) new discovery in Canada is attracting attention. Their Radar Project is emerging as a potential Western rival to China's largest titanium mine, with early data suggesting a massive vanadium-rich titanomagnetite system comparable to - and in some respects larger than - China's flagship Panzhihua district.

Recent drilling has returned thick oxide zones hundreds of meters wide, while geophysical surveys produced magnetic readings so intense they literally maxed out the equipment.

The system spans more than 160 square kilometers and sits just 10 km from deepwater shipping, hydropower, and an established industrial hub - a rare combination for a project of this scale.

With first drill results already in hand and a much larger program underway, Radar is shaping up as one of the most strategically important titanium discoveries in North America, at a moment when Western governments are actively seeking alternatives to Chinese supply.

Read the full story about Saga Metals here.

Capital Trends

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