The M&E Dispatch // 066

Hello Everyone,

Great. It’s over. The signs are being pulled (the real win for everyone), the town halls are done, and the nation’s picked its new lineup, sort of. Now it’s time to lace up, roll up, and get the real work underway. Like all great hockey coaches say, “you’ve gotta earn your minutes” and that’s just as true for our leadership.

While the media scrambles to unpack the election’s drama, we should be looking at the scoreboard that really matters: global demand, national supply, and whether Canada is ready to show up or just show off.

The path to sovereignty runs through prosperity—and prosperity depends on production. Here's what we have, what the world needs, and what the next shift must deliver. Time to earn your minutes, show us what you’ve got Mr. PM.

Grain for a Hungry Europe

What We Have: Wheat, barley, pulses
Who Needs It: Europe
Why Now: War in Ukraine and sanctions on Russia have put enormous pressure on European grain supplies. Prices are spiking, and the continent is scrambling for trusted partners who can feed them reliably and ethically.
What’s Missing: Infrastructure. We can’t be a breadbasket without grain corridors that actually ship the grain—think expanded port capacity, upgraded rail lines, and trade-friendly policy that treats farmers like exporters, not obstacles.

Critical Minerals for Allied Tech Independence

What We Have: Lithium, nickel, cobalt, graphite, rare earths
Who Needs It: U.S., EU, Japan, South Korea
Why Now: Everyone is racing to secure non-Chinese supply chains for EVs, wind turbines, and semiconductor manufacturing. The Inflation Reduction Act in the U.S. is only as good as its access to stable upstream supply—and that means us.
What’s Missing: Permitting timelines, investor certainty, and backbone. We need fewer ribbon-cuttings and more ribbon-layings. If we can fast-track hockey arenas, we can fast-track the mines that power the future.

Energy for Allies Who Need It Now

What We Have: LNG, hydro, uranium, next-gen nuclear tech
Who Needs It: Germany, Poland, Japan, the UK
Why Now: Russian gas is radioactive in Europe, and nuclear energy is making a quiet comeback thanks to climate policy and common sense.
What’s Missing: Export infrastructure. Atlantic terminals, Arctic corridors, and grid interconnectivity. If we want to be the world’s responsible energy partner, we need to build like we mean it.

Gold & Silver for Monetary Resilience

What We Have: Tier-1 deposits, globally respected juniors
Who Needs It: Central banks, investors, tech sector
Why Now: With inflation still lurking, U.S. bond confidence shaken, and BRICS nations shifting away from the U.S. dollar, hard assets are back in vogue.
What’s Missing: Exploration incentives and capital access. This is not the time to starve juniors or drown them in compliance paperwork.

Materials for Global Infrastructure Rebuild

What We Have: Potash, copper, zinc, steelmaking coal
Who Needs It: Southeast Asia, Latin America, U.S.
Why Now: Post-pandemic and post-conflict rebuilding, alongside massive global infrastructure bills (like Biden’s or Brazil’s), are spiking demand for construction materials.
What’s Missing: Logistics and policy agility. We need to be shipping more, faster—and negotiating trade access like it's a contact sport. Brutally.

Sovereignty Through Trade

We don’t need more commissions, consultations, or circular conversations. We need export corridors, domestic consumption incentives, and reciprocal trade deals that reward Canadian origin and ownership.

If sovereignty is the goal, prosperity is the playbook—and Canada has every tool in the bag.

The G7 Is Coming. Let’s Not Waste the Spotlight.

We just elected Mark Carney, a globally respected finance veteran, and in June, we’re hosting the G7.

That’s a rare double play for us. A fresh face with global credibility and the full attention of the world’s biggest economies.

I’d like to see Carney at that summit not just smiling for the photo op—but working the room like a seasoned conference-floor vet. A stack of business cards in one hand, order forms in the other. Deals, partnerships, MOUs—signed on the spot. No think tanks. No pilot projects. Just signatures, terms, and timelines.

Grab a muffin and ink a deal for some minerals.

Because this is it.

We have what the world needs—now.

And if we don’t move fast enough, someone else will.

Let’s make the pitch. Close the deals. Get the equipment moving and the resources flowing. Let’s not just play the game this time, let’s run up the score! As a nation of our size, with this wealth of resources… this is our game now. Time to embarrass the competition.

// The Dirt

Melkior Drills 77.4 g/t Au Over 6.9m in New High-Grade Discovery
A new zone at the Carscallen Project near Timmins delivers the project’s highest-grade intercept to date: 445 g/t Au over 1.2m.
Read more →

Fury Gold Completes Acquisition of Québec Precious Metals Corporation
Fury wraps its previously announced buyout of QPM, consolidating control in the James Bay gold region.
Read more →

Hercules Unveils 3D Block Model, Gears Up for Biggest Year in Idaho
With Leviathan now modeled, Hercules is prepping for its most ambitious season yet.
Read more →

Piedmont Ships 27,000 dmt of Spodumene in Q1’25
North American Lithium operation posts solid Q1 production numbers—keeping pace with lithium supply chain demands.
Read more →

Homerun Files 43-101 Resource Estimate for Belmonte Silica Sand
The compliant technical report confirms high-purity silica resources at Belmonte, expanding the company’s industrial minerals portfolio.
Read more →

Northisle Commences 2025 Drilling and Field Program
The Phase IV drill program is now underway, targeting maiden resource at West Goodspeed and intrusive discovery at Northwest Expo.
Read more →

Thesis Gold Completes Strategic 9.9% Investment by Centerra Gold
The deal closes, cementing Centerra’s minority position in Thesis’ B.C. gold exploration portfolio.
Read more →

NioCorp Engages Engineering Firms to Update Elk Creek Feasibility Study
New consultants are onboarded to rework the Elk Creek Project’s economics and mine plan.
Read more →

FPX Nickel Appoints Dan Apai as VP of Projects
Dan Apai steps into the role as Andrew Osterloh exits, signaling a leadership refresh at the company’s flagship Decar project.
Read more →

CanAlaska Wraps Winter Drill Program at Cree East
Work at the uranium project concludes with all holes drilled to target depth—results to come.
Read more →

While taking my son to school this morning I returned home to find two young kids standing in my driveway, bikes laden with pannier bags and looking at their phones.

Of course I came out to see if I could help, and I learned that they’re a couple young kids from Northern England who are riding their bikes from Banff to San Diego.

They weren’t lost, they were just making sure that the route they were on was correct. Roughly speaking they had waypoints to cross, in this case the next border crossing to the USA, but other than that - they were simply figuring it out as they went. Path of least resistance and quickly adjusting when things don’t go as planned.

That’s us as a Nation now. We’re in a time when we need to have a destination in mind and just get at it, the days of long planned processes are over, it’s time to get some sweat on our brow and figure it out the hard way.

Ahem, let me clarify, the “Hard Work Way” that is. Shovels in the ground, oil in the pipes, money in the bank.

Have a great week, all.

- Lee