The Future is Canadian.
March 11, 2025 | Read Online
The M&E Dispatch // 052
The Future is Canadian.
{{OPEN_TRACKING_PIXEL}}
Hello Everyone,
For years, Canadian industries—mining, energy, infrastructure—have leaned on American suppliers like a lazy teenager leaning on a fridge that they expect to magically refill itself. Equipment? From the U.S. Critical tech? From the U.S. That weird obsession with unnecessarily big pickup trucks? Also from the U.S. But times have changed. The tariffs are here, trade policy is a mess, and some of our southern neighbours are throwing tantrums about contracts and threatening to switch off entire nations from their services (looking at you, Elon).
It’s time to face the facts: relying on U.S. suppliers is now a liability. And the companies that don’t start shifting their supply chains yesterday are in for a world of pain.
The Great Supplier Shift Is About Time, Really
For decades, sourcing from the U.S. was the easy button. But recent events are proving that easy doesn’t mean smart:
- Tariffs & Trade Barriers – Surprise! The U.S. just made everything you import more expensive, and they’ll probably do it again.
- Political Instability – One minute, a deal’s in place. The next? Cancelled, rewritten, or wrapped in enough bureaucracy to make you weep.
- Unreliable Suppliers – When billionaires openly talk about switching off internet access like it’s a lightbulb, maybe—just maybe—it’s time to rethink where we get our critical infrastructure.
In short, if you’re still assuming that the U.S. is the best, most stable supplier, I have an excellent piece of Florida swamp land to sell you.
Canada Can Handle This—And Do It Better
Here’s the good news: we don’t actually need the U.S. for everything. Canada has the talent, the technology, and the resources to start looking inward—and globally—for better solutions. Some key areas where this shift is already happening:
- Telecommunications & Connectivity – With Ford scrapping Ontario’s Starlink contract and Musk threatening to flick the ‘off’ switch on countries he doesn’t like, Canada needs its own options. Telesat Lightspeed, anyone? It’s a Canadian satellite network designed for exactly this kind of situation. Or how about OneWeb, a European competitor that isn’t run by a man with a Twitter problem?
- Mining Equipment & Heavy Machinery – For too long, we’ve defaulted to U.S. suppliers for mining gear, but with tariffs and instability, why not look to Canada’s own fabricators? Or European and Asian manufacturers who aren’t treating trade deals like a napkin at a BBQ?
- Energy & Infrastructure – Instead of overpaying for American-made components, Canada has the opportunity to build its own renewables and domestic oil & gas infrastructure with materials sourced from reliable partners.
The Opportunity: Get Smarter or Get Squeezed
This isn’t just about dodging trade wars. The companies that make the shift now will:
- Stop Stressing About U.S. Policy – No more waking up to find that your entire supply chain just got 25% more expensive overnight.
- Strengthen Canada’s Economy – More local production means more Canadian jobs, more innovation, and more self-reliance.
- Get Ahead of the Curve – The first companies to pivot will be the first to benefit when everyone else realizes their American suppliers are about as stable as a Jenga tower in a windstorm.
Make the Move Now, or Regret It Later
Businesses have two choices: hope the U.S. suddenly becomes reliable again (spoiler: they won’t), or take control and start shifting supply chains before the next disruption hits.
The smart money is on the second option. The shift is already happening, and those who treat this as an opportunity—not a crisis—will come out ahead.
The future isn’t about waiting for things to go back to “normal.” It’s about finally making something better.
// The Dirt
Tocvan Hits Highest-Grade Gold Interval at Gran Pilar
Tocvan Ventures' latest drilling at the Gran Pilar Gold Silver Project in Sonora, Mexico, has returned 10.3 g/t gold over 9.7m within a broader 83.5m intercept of 1.3 g/t gold, including a stellar 60.6 g/t gold over 1.6m—the highest-grade interval since discovery.
Read more
PPX Mining Pushes Convertible Debenture Maturity to 2026
PPX Mining has secured a deferral on the maturity of its convertible debenture, extending it to December 31, 2026. This move is part of a broader effort to restructure finances and maintain strategic flexibility.
Read more
Stakeholder Gold Moves Toward Drilling at Ballarat
Stakeholder Gold has submitted a Class 1 Notification for its 2025 exploration program at the Ballarat Gold-Copper Project, setting the stage for maiden drilling at the Skye Gold Zone and Loki Copper Zone.
Read more
Magna Mining Scales Up Nickel & Copper Production Plans
Magna Mining is positioning itself at the forefront of the nickel and copper demand surge, announcing plans for near-term production growth to support the green energy transition.
Read more
Klondike Gold Lands $500K for Montana Creek Lease
Klondike Gold has entered into a six-year lease agreement with Armstrong Mining Corp. for its Montana Creek Placer Property near Dawson City, Yukon, securing an upfront payment of $500,000.
Read more
Apollo Silver Files NI 43-101 for Cinco de Mayo Project
Apollo Silver has completed and filed a NI 43-101 technical report for its Cinco de Mayo Project in Chihuahua, Mexico, detailing its silver exploration progress.
Read more
// The Hustle and the Hustle
As I write this, two things are taking place:
1. Trump has announced he’s doubling tariffs on Canadian Steel and Aluminium in retaliation for Ontario’s tax on exported energy.
Trump Says He’s Doubling Tariffs On Canadian Steel, Aluminum
President Donald Trump said he would increase steel and aluminum tariffs on Canada to 50% to retaliate against Ontario’s move raising taxes on electricity sent to the US, ramping up his fight with the US’s largest trading partner.
www.bloomberg.com/news/articles/2025-03-11/trump-says-he-s-doubling-tariffs-on-canadian-steel-aluminum?leadSource=reddit_wall
And 2. I’m making the last few updates before we set off for my Son’s Provincials in Nanaimo. If you’re going to be there for the U15 Hockey Championships, please hit reply. I’d love to catch up for a coffee.
Have a great week everyone.
- Lee
Update your email preferences or unsubscribe here
© 2025 Mining & Energy
228 Park Ave S, #29976, New York, New York 10003, United States