The M&E Dispatch // 040

Hello Everyone,

As I write this I’m watching BOOM Supersonic live on YouTube cross the supersonic mark. I’m doing so via my latest gen MacBook Pro, on my latest gen secondary display while monitoring a couple key stocks live on my latest gen iPhone.

Why do I keep emphasizing latest? Well, because I’m the average consumer and I like the latest and greatest. And just like most consumers I’m wildly oblivious to the incredible technologies and materials that are made available to me every time I go to the store.

So news like yesterday’s DeepSeek announcement is a big deal.

The announcement resulted in the largest single day loss of a stock in US Stock Market history, and this stock also happens to belong to the leading chip manufacturer that the US, and most of the world, was counting on for AI and Computing advancements.

What I find most to be the most interesting part of this that China recently announced a Critical Minerals Ban. The very minerals needed to produce the chips powering the future of AI. It’s like they are making a play to torpedo all chip advancements outside of China.

Just days after Trump announced the latest in AI efforts from the Whitehouse Podium, China dropped the latest advancement in AI and it’s leaps ahead.

Are we ready for a world where China leads AI, Chip production and controls the supply of the critical minerals needed to keep up?

I heard there’s this little nation occupying the northern portion of North America that has a lot of these minerals… maybe the world should pick up the phone and make some calls to them, eh?

// The Dirt

Stakeholder Gold Interprets Skye Gold Zone Data
Stakeholder Gold announces results from its VLF-EM geophysical survey at the Ballarat Gold-Copper Project in Yukon, revealing new insights into the Skye Gold Zone.
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Wolfden Resources Secures $2.1M Through Timberland Sale
Wolfden Resources sells a 3,770-acre timberland parcel, raising $2.1M in non-dilutive financing to support operations.
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Brunswick Exploration Launches Winter Drilling Campaign
Brunswick Exploration kicks off a 5,000m drilling program at its Mirage Project in Quebec, focusing on untested targets.
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DLP Resources Adds Derek White to Board of Directors
DLP Resources appoints Derek White to its Board and provides an update on its exploration progress.
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Patriot Battery Metals Closes $69M Investment with Volkswagen
Patriot Battery Metals finalizes a strategic partnership with Volkswagen and PowerCo, securing $69M in funding.
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Grounded Lithium Completes Field Program on Kindersley Project
Grounded Lithium announces the successful completion of its 2024 field program and provides a PFS progress update.
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SKRR Exploration Terminates Clearwater West Agreement
SKRR Exploration ends its option agreement for the Clearwater West uranium property, citing strategic realignment.
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Lomiko Metals Acquires Yellow Fox Project in Newfoundland
Lomiko Metals secures the Yellow Fox antimony, silver, and gold property, expanding its resource portfolio.
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Core Assets Identifies New Gold Target in BC
Core Assets reports high-grade silver, lead, and copper results, along with a new gold target at its Silver Lime Project.
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Yorbeau Resources Begins Drilling in Northwestern Quebec
Yorbeau Resources starts a 6,000m drilling program on its Beschefer Property near the former Selbaie Mine.
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EMP Metals Achieves High Lithium Grades at Mansur
EMP Metals reports lithium concentrations of up to 217 mg/L from its third test well in the Mansur Project area.
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Bold Ventures Stakes Claims Near Springpole
Bold Ventures acquires 208 claims in the Springpole East Gold Project area, totaling 4,180 hectares.
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American Pacific Boosts Copper Resources at Palmer Project
American Pacific Mining releases updated resource estimates, showing increased contained copper at its Palmer Copper-Zinc VMS Project in Alaska.
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Have a good week all, catch you Friday.

- Lee