The M&E Dispatch - 034

Hello Everyone,

With Trudeau stepping down and Parliament likely prorogued, it’s anyone’s guess how Canada will tackle Trump’s impending tariffs. For the Mining, Oil & Gas, and Energy sectors, the questions—and potential answers—are worth pondering:

Oil & Gas:
With cross-border energy trade likely facing disruptions, what contingency plans can be put in place? Maybe it’s time to dust off the Rolodex (or LinkedIn) and form a coalition of “oil allies.” A united front might just turn the tide—or at least make for some dramatic press conferences.

Mining:
Could tariffs on raw materials lead to tighter margins? Possibly, but why not turn lemons into gold? Investing in processing facilities could help sell finished products at higher prices. Bonus: You get to call it “value-added”—the business world’s favorite buzzword.

Renewables:
Will funding cuts squeeze innovation? Probably. But maybe it’s the perfect excuse to name a wind turbine after every Canadian billionaire or Corp willing to throw around some cash. Who wouldn’t want their name spinning at 60 rpm in a prairie field?

Parliamentary Delays:
With Parliament paused, are we stuck waiting? Perhaps. But this might also be the perfect time for industry leaders to convene a “shadow cabinet” of their own. Who needs Ottawa when you’ve got Zoom and a decent PowerPoint?

Diversification:
If the U.S. slams the door on us, do we just move on? Probably time to really cozy up to Europe and Asia with the enthusiasm of a newly single person on a dating app. Swipe right on new markets before someone else does sort of thing.

Is this chaos an unmitigated disaster—or the start of a bold new chapter? Only time (and a few clever moves) will tell. I know I make light this situation, that’s my approach to life, but this puts us firmly into “Interesting Times” territory and that makes me uncomfortable with some potential outcomes.

// The Dirt

Serra Energy Metals Announces Share Consolidation
Serra Energy Metals consolidates ten common shares into one, effective January 7, 2025, streamlining its capital structure.
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Osisko Metals Secures $100M for Copper Projects
Osisko Metals highlights its participation at the London Symposium and announces funding for the Burzynski Copper Project.
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Monumental Energy Updates Copper Moki Workover
Monumental Energy shares progress on its Copper Moki workover wells and its investment in New Zealand Energy Corp.
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Northern Graphite Increases Prices and Restarts Mill
Northern Graphite announces higher graphite prices and the restart of its mill operations, signaling improved market dynamics.
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NEO Battery Materials Expands to Space Industry
NEO Battery Materials unveils a breakthrough silicon anode product, extending its technology applications to the space sector.
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King Global Ventures Initiates Market-Making Services
King Global Ventures partners with Venture Liquidity Providers Inc. to ensure orderly trading of its common shares.
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Focus Graphite Welcomes New CEO, Dean Hanisch
Focus Graphite announces Dean Hanisch as CEO, with plans for a refreshed strategic direction.
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Manganese X Energy Secures $2.1M Investment
Manganese X Energy announces a private placement, with $2M contributed by prominent investor Eric Sprott.
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EMP Metals Grants Stock Options
EMP Metals issues 2.15M stock options to its team, aligning with its incentive plan for growth and performance.
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CanAlaska Plans $12.5M 2025 Exploration Program
CanAlaska Uranium announces an ambitious drilling campaign targeting high-grade uranium zones at its West McArthur Joint Venture.
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If Canada finds itself in need of an interim Prime Minister—likely a sacrificial lamb—I humbly volunteer as tribute. There are a few things I’d like to accomplish while I’m in office, and to be perfectly honest, most of them are 100% selfish and self-serving.

First on the agenda: undoing the laws that banished the good breakfast cereals from Canada and reinstating toys in every box. A country without sugary cereals and surprise trinkets is no country at all.

After that I’ll consider what others have to say. Wait a second, sounds like I might be perfect for the job after all…

See you Friday, maybe from my new office in 80 Wellington St.

- Lee