重大事件
即時報告
8-K
2026-07-17
CO2 Energy Transition Corp.簽意向書 擬從油井鹽水回收鋰及鍶
AI 繁中摘要
CO2 Energy Transition Corp.（納斯達克：NOEM）於7月17日提交8-K表格，宣佈與一間總部位於德克薩斯州的石油天然氣公司簽署非約束性意向書，計劃從目標公司自有租賃油井的深層鹽水中回收鋰及鍶，以支援國內關鍵礦物生產及能源獨立。申報類型為8-K，屬重大事件公告。
該目標公司擁有美國非常規資源開發經驗，擬利用現有天然氣資產及油田基礎設施，建立「天然氣生產 + 鋰回收 + 鍶回收」的三重收入模式，旨在提高每桶收入並對沖鋰價波動風險。主席Chuck Fox表示，能源轉型提供了將油田基礎設施轉用於關鍵礦物回收的機遇，有助強化美國供應鏈安全，尤其適用於國防領域。
長期願景包括在國內生產低成本鍶鐵氧體磁鐵材料，實現從「井口到武器」的供應鏈優勢，繞過對稀土元素的依賴，特別適合用於一次性無人機等高用量、低成本軍事應用。鋰仍位列美國地質調查局關鍵礦物清單，而鍶生產已獲美國政府透過國防生產法及儲備撥款支持。
雙方擬於2026年9月16日前真誠磋商並簽署最終協議（可延期），交易尚需完成盡職調查、獲得必要批准及其他慣常交割條件。鑑於此為非約束性意向書，最終業務合併仍存在不確定性，投資者應注意風險，包括市場狀況、監管審批及公司於SEC文件中所列的風險因素。
對投資者而言，此舉顯示NOEM正尋求能源轉型領域的具體合併目標，若成功將為公司注入實質業務及收入模式，短期可能提振市場情緒；但交易尚未落實，股價或受談判進展及宏觀因素影響。
展開英文正文
EX-99.1 2 ea029840401ex99-1.htm PRESS RELEASE DATED JULY 17, 2026 Exhibit 99.1 CO2 Energy Transition Corp. (Nasdaq: NOEM) Signs Letter of Intent with Texas-Based Energy Company to Advance Domestic Lithium Recovery and Strontium Ferrite Production for Defense Applications Houston, TX, July 17, 2026 (GLOBE NEWSWIRE) -- CO2 Energy Transition Corp. (Nasdaq: NOEM) today announced the signing of a non-binding Letter of Intent with a Texas-based operating oil and gas company with a track record of unconventional natural resource development in the United States. The target plans to recover lithium and strontium from subsurface brines produced from its own leased wells to support domestic critical mineral production and energy independence. This initiative leverages the target company’s existing natural gas assets and oilfield infrastructure to create a three-prong revenue model — combining natural gas production with lithium and strontium recovery. This approach is designed to deliver increased revenue per barrel and provide downside protection against lithium price volatility. “The energy transition creates a powerful opportunity to repurpose oilfield infrastructure for critical mineral recovery,” said Chuck Fox, Chairman of CO2 Energy Transition Corp. “This partnership aligns with our mission to build sustainable energy solutions and strengthen America’s supply chain security, particularly in defense applications.” The target company plans to utilize proven extraction technologies in its processing plants in the near term while advancing longer-term process improvements. A core element of the long-term vision is producing low-cost strontium ferrite magnet materials domestically — enabling a “wellbore to weapons” advantage over traditional “mine to magnets” supply chains. This is particularly relevant for high-volume, low-cost applications such as one-way drones, which are increasingly treated as expendable munitions in modern defense strategies. Strontium ferrite magnets represent a strategic pathway around rare earth dependency — fit-for-mission performance from domestic brine at a fraction of the cost. Lithium remains on the USGS critical minerals list, while substantial U.S. government investments — including DPA Title III awards and stockpile funding — underscore the strategic importance of domestic strontium production. The parties intend to negotiate and enter into definitive agreements for the proposed business combination in good faith as soon as practicable, but in no event later than September 16, 2026, unless mutually extended. The transaction remains subject to the execution of definitive agreements, completion of due diligence, receipt of all necessary approvals, and other customary closing conditions. Forward-Looking Statements This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These forward-looking statements are based on current expectations and involve risks and uncertainties that could cause actual results to differ materially from those expressed or implied. Factors that could cause such differences include, but are not limited to, the ability to negotiate and execute definitive agreements, results of due diligence, regulatory approvals, market conditions, and other risks detailed in the Company’s filings with the Securities and Exchange Commission. The Company undertakes no obligation to update these forward-looking statements. About CO2 Energy Transition Corp. CO2 Energy Transition Corp. (Nasdaq: NOEM) is a blank check company, commonly referred to as a special purpose acquisition company or SPAC, formed for the purpose of effecting a merger, share exchange, asset acquisition, share purchase, reorganization, or similar business combination with one or more businesses or entities. While the Company may pursue a business combination target in any industry or geographic region, it is focused on opportunities in the energy transition sector, including critical minerals, sustainable power generation, and related infrastructure. Contact Information: CO2 Energy Transition Corp. Charles Fox Chairman [email protected] 281-402-1888