The Metal Behind America’s Military, Aerospace, and Drone Dominance

The U.S. imports 91% of its titanium - a critical material in aerospace and drone production. Saga Metals’ Radar Project is one of the few North American discoveries aiming to close that gap.

Over the past few months, it’s become clear: Modern warfare is evolving fast.

Air superiority is no longer defined by fighter jets alone. Drones – agile, autonomous, and rapidly deployed – are now essential to both battlefield operations and national defense strategy.

Behind these machines is one of the most strategically significant materials in the world: titanium.

Lightweight, corrosion-resistant, and nearly as strong as steel, titanium is a cornerstone of the defense sector. It forms 45% of the F-35 Raptor’s airframe and is increasingly indispensable to the next generation of unmanned systems, from surveillance drones to hypersonic missiles.

As U.S. defense spending surpasses $1 trillion, with billions allocated to aerospace and drone initiatives, the next critical mineral spotlight is squarely on titanium.

But it’s not just the military driving demand. Titanium’s strength-to-weight ratio, heat tolerance, and biocompatibility make it essential across a broad range of industries: commercial aerospace, medical implants, chemical processing, and industrial manufacturing.

It’s even a key ingredient in everyday consumer goods like toothpaste and paint.

According to Grand View Research, the global titanium market is projected to reach $52.8 billion by 2029, growing at a 6.2% CAGR.

Yet despite this rising demand, the U.S. remains heavily dependent on foreign sources, primarily China, Russia, and Kazakhstan, for 91% of its titanium supply.

In an era of supply chain instability and geopolitical risk, that reliance has become a concerning vulnerability.

Reshoring critical minerals has become a top priority for policymakers – and Saga Metals (OTCQB: SAGMF, TSX-V: SAGA) is positioning itself to be part of the solution.

The company is advancing what could be one of North America’s most significant new sources of titanium, the Radar Project in Labrador, Canada.

New Discovery In A Proven Critical Mineral Corridor

Just 10 km from the town of Cartwright, the 100%-owned Radar Project spans a massive 24,175 hectares.

The proximity to a coastal town with nearby hydroelectric power, a port, an airstrip, and a skilled local workforce, offers Radar a rare advantage.

Unlike many critical mineral projects in remote terrain, Radar is fully road-accessible year-round, eliminating the need for expensive helicopter transport and dramatically reducing exploration costs.

Early drilling, surface sampling, and geophysical data suggest that Radar could emerge as a globally significant VTM deposit.

The presence of a VTM system is a strong indicator of potential for integrated, multi-metal production – including titanium, vanadium, and iron – all from a single, concentrated ore body.

This can dramatically improve project economics and make downstream processing more efficient and scalable.

The geological model is not theoretical. Saga’s technical team draws direct comparisons to China’s Panzhihua deposit, the largest VTM operation in the world and source of over 40% of global vanadium production.

Like Panzhihua, Radar displays stratiform oxide layering, thick mineralized sequences, and coarse-grained titanomagnetite suitable for the production of high-grade titanium dioxide and vanadium pentoxide.

But those early indicators were just the beginning.

What Saga Metals (OTCQB: SAGMF, TSX-V: SAGA) discovered during the 2025 field season would firmly establish Radar as one of the most exciting VTM exploration stories in North America.

Magnetometer Readings Maxed Out the Machine

Saga’s 2025 geophysical program put Radar on the map.

In the Trapper zone, a priority target on the property, magnetometer readings exceeded 115,000 nanoteslas, pushing past the upper limit of the equipment’s detection range.

Readings this intense are typically associated with dense, high-grade magnetite-rich systems – exactly what Saga hoped to find.

The results were so strong they forced a full recalibration of Saga’s instruments.

In the neighboring Hawkeye zone, the company drilled 2,209 meters across seven holes and returned standout results.

That included 57.7 meters grading 5.3% titanium and 0.365% vanadium, with iron content as high as 49%. Another hole intercepted 20.2 meters at titanium at 6.32% and vanadium at 0.435%.

Trenching work further confirmed the scale of the system, revealing more than 500 square meters of surface mineralization with wide layers of vanadiferous titanomagnetite (VTM).

And just this year, the company built a 4.2-kilometer access trail directly through the Trapper zone. This has eliminated the need for helicopter support and brought drill costs down to $300–$350 per meter, a major cost advantage.

With a 10,000–15,000-meter drill campaign planned over the next year, Saga Metals (OTCQB: SAGMF, TSX-V: SAGA) expects to define a maiden resource estimate within 12 months.

They are initially targeting a 2.5-kilometer stretch of the oxide layering zone that has already demonstrated strong continuity, grade, and scale.

Lab analysis confirmed that the mineralized rock at Radar is consistent, clean, and indicates potentially easy processing, an important advantage in turning rock into salable metal.

Simpler metallurgy means lower costs, faster development, and higher potential margins. It’s one of the reasons Saga believes Radar can advance more efficiently than many comparable titanium-vanadium projects.

A Blueprint for World-Class Titanium Supply

The Grenville Geological Province is already home to some of the world’s largest and longest-producing titanium systems, and recent assay results suggest Radar could soon join that list.

Just to the southwest lies Rio Tinto’s Lac Tio Project. Lac Tio has been a cornerstone of Rio Tinto’s titanium operations for more than 70 years. The site is a world-leading producer of high-grade titanium dioxide feedstock, with annual production of titanium slag exceeding 1 million metric tonnes.

Notably, Saga Metals (OTCQB: SAGMF, TSX-V: SAGA) already has an established partnership with Rio Tinto through its lithium project (more on that below), raising the strategic relevance of Radar’s proximity to Lac Tio.

Further to the southwest sit three more advanced-stage titanium-vanadium projects: Temas Resources’ La Blache Project, Strategic Resources’ BlackRock Project, and Cerrado Gold’s Mont Sorcier Project.

Together, these deposits represent hundreds of millions of tonnes in inferred and indicated resources.

As they progress toward production, they’re helping to catalyze a broader transformation of the Grenville Province into a globally recognized titanium-vanadium production corridor.

Radar’s potential becomes even more compelling when viewed in the context of its neighbors. The project shares key geological characteristics with its peers but benefits from better infrastructure, cleaner mineralogy, and earlier community alignment.

It’s a rare opportunity to advance a discovery-stage asset in a region already preparing to supply the next generation of strategic metals.

Lithium, Uranium, and Strategic Partnerships

While Radar remains the flagship, Saga Metals is not a one-asset story.

The company also controls additional critical mineral assets that position it for long-term relevance as domestic mineral production accelerates.

Legacy Lithium Project

The Legacy Lithium Project covers more than 65,000 hectares in the heart of Quebec’s rapidly expanding James Bay lithium district.

The project is located along strike from major discoveries held by Winsome Resources, Azimut Exploration, and Loyal Lithium – and notably, is subject to a strategic partnership with Rio Tinto.

This partnership enhances Saga’s technical and financial capabilities and highlights institutional confidence in the project’s geological potential.

Legacy Lithium shares the same structural corridor as Rio Tinto’s own exploration efforts in the region, offering a compelling platform for further development.

The significance of this cannot be overstated. With the Radar project situated geologically near Rio Tinto’s Lac Tio titanium operations, the lithium partnership hints at deeper strategic alignment.

Double Mer Uranium Project

The 25,600-hectare Double Mer Project is focused on uranium exploration in an area that has seen millions of dollars in historical investment.

The site includes a fully winterized camp, significant historical drill data, and high-priority targets for follow-up work.

With demand for uranium rising in step with AI-driven power consumption and renewed nuclear adoption across the West, Saga’s presence in this space provides additional upside.

The project’s location within Labrador, a supportive, resource-rich jurisdiction, adds further confidence in its potential for near-term advancement.

7 Reasons to Add Saga Metals (OTCQB: SAGMF, TSX-V: SAGA) To Your Watchlist

Lithium Partnership with Rio Tinto
Saga’s Legacy Lithium Project is already under partnership with Rio Tinto Exploration Canada (RTEC). As part of the agreement, Rio Tinto Exploration Canada (RTEC) has the option to acquire an initial 51% interest in Saga’s Legacy Lithium Project over four years. Should RTEC earn the initial interest, they have a further option to increase their stake to 75%. RTEC will operate the project during these option periods, with a joint technical committee overseeing exploration. This collaboration provides Saga Metals with resources and expertise while allowing them to focus on other projects. Total financial commitment to earn 75% C$44.4 million.
Magnetometer Readings That Maxed Out Equipment
During the 2025 field season, magnetometer readings exceeded 115,000 nanoteslas in the Trapper zone, surpassing instrument thresholds and confirming the presence of massive titanomagnetite bodies at surface.
Fully Road-Accessible and Cost-Efficient
Unlike many remote exploration projects, Radar is road-accessible, power-adjacent, and located just 10 km from the town of Cartwright’s deepwater port. Drilling costs are projected at just $300–$350 per meter, one of the lowest in the sector.
Globally Recognized Geological Belt
Radar sits within the Grenville Geological Province, home to world-class titanium deposits like Rio Tinto’s Lac Tio. The same rock types, same structural settings – and still largely underexplored in Labrador.
Panzhihua-Scale Potential
Saga’s Radar Project shares striking geological similarities with China’s Panzhihua, the world’s largest VTM deposit. The company has already drilled thick, high-grade intercepts across just a fraction of its 24-kilometer oxide layering trend.
Optionality in a Nuclear World
Saga’s Double Mer uranium project gives it exposure to the rapidly accelerating nuclear energy narrative, as governments look to power AI-era data infrastructure and decarbonize grids.
Titanium’s Moment Has Arrived
With titanium demand rising across aerospace, drone warfare, and military supply chains—and the U.S. 91% reliant on foreign supply, making Saga’s Radar Project timely and strategic.

The Radar Project, defined by its Panzhihua-like scale, clean mineralogy, and robust infrastructure, has the potential to be one of the most promising VTM discoveries on the continent.

Early-stage drilling has tested less than 3% of the total oxide layering strike length and already yielded grades and intercepts that exceed expectations. The magnetic signatures, mineral continuity, and supportive jurisdiction all reinforce long-term potential.

But perhaps the most important element is diversification. With exposure to titanium, vanadium, iron, lithium, and uranium – and with a demonstrated ability to attract tier-one partners like Rio Tinto – Saga Metals (OTCQB: SAGMF, TSX-V: SAGA) offers leverage to some of the most important industrial shifts of this decade.

Visit the company’s website to learn more or sign up above to receive timely updates on news, milestones, and investor materials as they become available.

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This document contains forward-looking information and forward-looking statements, within the meaning of applicable Canadian securities legislation, (collectively, “forward-looking statements”), which reflect expectations regarding SAGA’s future growth, future business plans and opportunities, expected activities, and other statements about future events, results or performance. Wherever possible, words such as “predicts”, “projects”, “targets”, “plans”, “expects”, “does not expect”, “budget”, “scheduled”, “estimates”, “forecasts”, “anticipate” or “does not anticipate”, “believe”, “intend” and similar expressions or statements that certain actions, events or results “may”, “could”, “would”, “might” or “will” be taken, occur or be achieved, or the negative or grammatical variation thereof or other variations thereof, or comparable terminology have been used to identify forward-looking statements. These forward-looking statements include, among other things, statements relating to: (a) revenue generating potential with respect to SAGA’s industry; (b) market opportunity; (c) SAGA’s business plans and strategies; (d) services that SAGA intends to offer; (e) SAGA’s milestone projections and targets; (f) SAGA’s expectations regarding receipt of approval for regulatory applications; (g) SAGA’s intentions to expand into other jurisdictions including the timeline expectations relating to those expansion plans; and (h) SAGA’s expectations regarding its ability to deliver shareholder value. Forward-looking statements are not a guarantee of future performance and are based upon a number of estimates and assumptions of management in light of management’s experience and perception of trends, current conditions and expected developments, as well as other factors that management believes to be relevant and reasonable in the circumstances, as of the date of this document including, without limitation, assumptions about: (a) the ability to raise any necessary additional capital on reasonable terms to execute SAGA’s business plan; (b) that general business and economic conditions will not change in a material adverse manner; (c) SAGA’s ability to procure equipment and operating supplies in sufficient quantities and on a timely basis; (d) SAGA’s ability to enter into contractual arrangements; (e) the accuracy of budgeted costs and expenditures; (f) SAGA’s ability to attract and retain skilled personnel; (g) political and regulatory stability; (h) the receipt of governmental, regulatory and third-party approvals, licenses and permits on favorable terms; (i) changes in applicable legislation; (j) stability in financial and capital markets; and (k) expectations regarding the level of disruption as a result of COVID-19. Such forward-looking information involves a variety of known and unknown risks, uncertainties and other factors which may cause the actual plans, intentions, activities, results, performance or achievements of SAGA to be materially different from any future plans, intentions, activities, results, performance or achievements expressed or implied by such forward-looking statements. Such risks include, without limitation: (a) SAGA’s operations could be adversely affected by possible future government legislation, policies and controls or by changes in applicable laws and regulations; (b) public health crises such as the COVID-19 pandemic may adversely impact SAGA’s business; (c) the volatility of global capital markets; (d) political instability and changes to the regulations governing SAGA’s business operations (e) SAGA may be unable to implement its growth strategy; and (f) increased competition. Except as required by law, the Website Host undertakes no obligation to update or revise any forward-looking statements, whether as a result of new information, future event or otherwise.

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Symbols: OTCQB: SAGMF, TSX-V: SAGA

July 30, 2025