The M&E Dispatch // 074

Hello Everyone,

The G7 Summit is about to kick off in Kananaskis, bringing with it the usual diplomatic buzzwords: resilience, sovereignty, sustainability. Macron’s already warming up to talk “reindustrialization,” and the U.S. delegation is no doubt polishing speeches about supply chains and security of supply.

But let's be honest, speeches aren’t shovels.

While global leaders are fine-tuning their language, Canada’s mining and energy sectors are already putting words into action. We’re not waiting around for policymakers to grab a muffin and a breakout room. We’re drilling holes, closing deals, signing real partnerships, and yes, delivering critical minerals to global markets.

Here’s what the G7 should be talking about if they genuinely care about stable supplies, realistic growth, and meaningful partnerships.

Keep Capital Flowing

Talking point: How can governments step out of the way of responsible growth, while still supporting critical infrastructure?

Recent private placements have been oversubscribed, reflecting strong investor appetite. That’s great news, but only if government regulations and bureaucratic timelines don’t slow momentum.

Real Innovation Happens Quietly; And Canada’s Ahead

Talking point: How can nations collectively support and safeguard strategic IP without tripping into protectionism?

Canadian firms are patenting advanced lithium extraction processes and battery-grade graphite tech. If we want strategic minerals independence, we need more than declarations, we need real-world deployments.

Indigenous Equity Isn’t a Buzzword, It’s a Blueprint

Talking point: How to replicate Indigenous partnership models at scale, making community equity the norm, not the exception.

While global leaders debate the merits of social license, companies like Enbridge and 36 First Nations are proving equity partnerships can deliver genuine long-term value.

Drill-Ready Projects Need Permits, now!

Talking point: How to streamline regulatory frameworks to accelerate exploration without compromising the environment.

Exploration and project readiness are strong in Canada, with substantial deposits poised for development. The biggest risk now? Red tape, delays, and political indecision.

Balanced Growth is Possible - We’re Proving It

Talking point: Canada’s proving ESG can enhance projects, not stall them. Use us as your case study.

Expanding drilling programs, resource intensification, and ESG are coexisting successfully in Canada. Our industry understands growth doesn't mean abandoning responsibility.

Small Caps Are Prepping for Scale, They Need Support, Not Speeches

Talking point: Policies to better support early-stage projects that genuinely underpin future resource security.

Strategic restructuring, share consolidations, and thoughtful planning among small-cap resource companies signal real preparation for substantial growth.

Collaboration Already Exists, Fund It Accordingly

Talking point: Align international policies and funding mechanisms with the collaborative reality on the ground.

Earn-in agreements, joint ventures, and infrastructure sharing are already standard practice in our sector. We’ve moved beyond cooperation in theory to cooperation in reality.

// The Dirt

i-80 Gold Closes US$11 Million Private Placement
Funds will support continued development across the Nevada portfolio, following last week's major bought-deal close.
Read more →

Westwater Resources Secures Patent for Kellyton Graphite Plant
A big IP milestone for the company’s battery-grade graphite operation in Alabama.
Read more →

Grounded Lithium Reports Q1 2025 Financial and Operating Results
Operational update offers insight into Canada’s emerging lithium sector players.
Read more →

Trailbreaker Acquires Drill-Ready Copper-Gold Project in BC
The 8,000-hectare Coho project sits just 30km from Mount Milligan, an intriguing regional addition.
Read more →

PPX Extends Drill Program at Callanquitas Gold-Silver Deposit
A nearly doubled meterage program aims to meaningfully expand mineral resources.
Read more →

Goldshore Signs Impact Agreement Term Sheet with First Nation
Early steps toward an IBA for the Moss Gold Project signal positive momentum on social license.
Read more →

Kingfisher Upsizes Private Placement to $10.6 Million
Strong investor interest pushes the offering size higher, supporting aggressive exploration plans.
Read more →

Stria Lithium Grants 2-Year Extension on Pontax Earn-In to Cygnus Metals
Strategic partner now has more time to fulfill requirements on this key lithium asset.
Read more →

Star Copper Mobilizes for 2025 Summer Drilling Program
Field crews and equipment are headed out, expansion drilling begins shortly.
Read more →

Murchison Minerals Consolidates Shares 20:1
Share structure overhaul now official as the company eyes next-stage growth.
Read more →

If the G7 leaders truly want economic resilience, energy security, and resource independence, it’s not new ideas they need. It’s to recognize and support the ideas already in action, right here, right now, in Canada.

And as they gather around their tables in Kananaskis, let’s remind them clearly:

We don’t need a seat at the table…
We are the table.

- Lee