The M&E Dispatch // 044
Forget tariffs for a moment, Trump played his hand and it’s a great one for Canada
Forget tariffs for a moment, Trump played his hand and it’s a great one for Canada
February 11, 2025 | Listen Online | Read Online
The M&E Dispatch // 044
Forget tariffs for a moment, Trump played his hand and it’s a great one for Canada
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Hello Everyone,
The TL;DR today is that Trump is making a deal to help Ukraine in exchange for Critical Minerals. $500B worth to be exact. He just showed his hand, and for Canada, this makes ours much easier to play.
The world is changing fast, and for once, not in a way that should send shivers down our spines. There’s an enormous opportunity ahead—one that Canada’s junior mining companies need to be thinking about right now.
Governments across the globe are scrambling to secure the resources they need to power economies, transition energy grids, and shore up supply chains that have been stretched to their limit. They’re making deals, throwing support behind projects, and looking for stable, long-term partners in jurisdictions they can trust.
That’s us. That should be us.
And yet, Canada isn’t always front and center in these discussions. Not because we don’t have the deposits, the expertise, or the capability—but because we’re not doing enough to put ourselves in the right rooms, in front of the right people, at the right time.
This Isn’t About “Beating” Anyone—It’s About Stepping Up
Let’s be clear: Ukraine needs support, and if critical minerals play a role in ensuring they get it, then that’s something we should all understand. But it also underscores a bigger issue—governments are actively looking for reliable sources of lithium, nickel, cobalt, rare earths, and other critical materials.
Canada isn’t a fallback option. We’re not the alternative to war-torn supply chains or geopolitical risk zones. We are, and should be, the first choice for long-term security.
We have:
🇨🇦 A stable government
🛠 A skilled workforce
🌱 Some of the highest ESG standards in the world
🔋 A booming tech, battery, and resource sector
If there was ever a moment for Canada’s junior mining sector to step up and start thinking bigger, this is it.
Time to Start Playing on the Global Stage
For too long, Canadian juniors have looked inward for investment—focusing on domestic players, the TSX, and North American capital markets. That’s a mistake.
The world’s biggest economies are actively looking for secure mineral supply chains. The money, the partnerships, and the opportunities aren’t just sitting here at home—they’re in Tokyo, in Berlin, in Seoul, in Sydney.
If Canadian juniors aren’t making a case for themselves in these markets, someone else will.
So Where Do We Go From Here?
If you’re a junior mining company, here’s the game plan:
- Start speaking to international investors. The EU, Japan, and Korea are actively looking for deals. Are you pitching them?
- Position yourself as a solution to supply chain instability. The world needs stability. Canada offers it. Tell that story.
- Don’t just wait for capital—go get it. If you’re not at global mining events, securing media placements, or pushing your message to decision-makers abroad, you’re missing out. Update your website, publish your news!
- Find partners beyond our borders. The biggest mining houses in the world aren’t all in North America. Strategic alliances open doors.
We Need to Move—Now.
This isn’t about fear or reacting to crisis. It’s about realizing that Canada is uniquely positioned to lead in the resource sector for decades to come. But leadership doesn’t just happen—we have to claim it.
The world is watching. Are we showing up?
If you’re working in this space, let’s talk. There are stories to tell, opportunities to seize, and markets to open. I’ll shout your name from the rooftop, M&E is read by thousands of the smartest and brightest Investors, Executives and Speculators. Tell me about your company and I’ll help anyway I can.
I’m fired up this morning, you should be too. Let’s go get it!
// In Memoriam
A Tribute to Richard Hughes
Klondike Gold Corp. honors the passing of its late founder, Richard Hughes, a legendary prospector behind major discoveries, including the world-class Hemlo gold deposit. His contributions to the mining industry are immeasurable, and he leaves behind a lasting legacy.
My deepest condolences to his family, friends, and colleagues.
Read the tribute
// The Dirt
Commerce Resources Secures $2.6M for Ashram Access Road
Commerce Resources receives $2.6M in funding from Canada’s Critical Minerals Infrastructure Fund to advance road development at its Ashram REE/Fluorspar Project in Quebec.
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NEO Battery Materials Ramps Up Production
NEO Battery Materials increases silicon anode production to 20 tons per year, aiming to meet growing demand and scale up for full-scale factory production.
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Patriot Battery Metals Launches Winter Drill Program
Patriot Battery Metals begins its 2025 winter drilling campaign at the Shaakichiuwaanaan Property, targeting high-grade extensions of the Vega Zone.
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Westwater Resources Commissions Kellyton Qualification Line
Westwater Resources successfully commissions its CSPG qualification line, positioning itself as a key producer of battery-grade graphite anode material.
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Homerun Resources Secures Solar Glass Offtake Agreement
Homerun Resources signs a non-binding offtake agreement with Sengi Solar to supply high-quality solar glass for panel production in Brazil.
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Osisko Metals Kicks Off 2025 Gaspé Copper Drilling
Osisko Metals launches a new drill program at its 100%-owned Gaspé Copper project, targeting further resource expansion in eastern Quebec.
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NEO Battery Materials Partners with Rockwell Automation
NEO Battery Materials collaborates with Rockwell Automation to integrate advanced automation solutions at its Windsor silicon anode manufacturing plant.
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Brunswick Exploration Talks Future Expansion Plans
Brunswick Exploration CEO Killian Charles shares insights on the company’s plans for Canada and Greenland in a recent interview.
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KWG Resources Announces Private Placement
KWG Resources proposes a private placement of units to support ongoing exploration and corporate initiatives.
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Kutcho Copper Discovers New Intrusive Target
Kutcho Copper identifies a new intrusive-related mineralization target at its high-grade copper-zinc project in British Columbia.
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Focus Graphite Updates on Patent-Pending Battery Tech
Focus Graphite provides an update on its silicon-enhanced spheroidized graphite technology, aimed at improving battery anode performance.
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Have a good week all, catch you on Friday
- Lee
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