The M&E Dispatch // 090

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Hello Everyone,

Well, I'm desk-less now.

The purge is almost done. All that’s left is a table, a couple beds, and a few things I can’t quite bring myself to let go of, yet. Oh, and 4,000+ teacups still waiting for their bubble wrap moment.

But something happens when you start stripping away everything you don’t need: your vision gets clearer. Lighter. The less I carry, the more I see the road ahead, and the more opportunities I notice in places I hadn’t thought to look.

Like across the pond.

The UK, for all its flaws and fog, has always been relentless when it comes to securing the resources it needs to power the empire, literal or economic. For generations they’ve been tapping into the energy of the sea, mining interface zones, and embedding themselves in remote, rugged regions most of us would never set foot in. They’ve turned necessity into ingenuity, floating wind farms, seabed mining pilots, arctic navigation routes.

And while we’ve been tangled in our own domestic bureaucracy or waiting for the U.S. to stop throwing trade tantrums, the Brits have been quietly showing up in the farthest corners of the globe, boots on ground, clipboards in hand.

They’re often the first accent you’ll hear in an African market near a diamond play. Or the last one you expect to see driving a drill rig out past Yellowknife. But they’re there. Because they move.

There’s something admirable in that, something we might benefit from emulating.

We already have a joint UK–Canada Critical Minerals R&D partnership in motion. It's the kind of effort that could scale if more of us pay attention. The question is: do we just let that play out in the labs and conference rooms, or do we hitch our carts to their pursuit and ride it somewhere bold?

The UK is no stranger to crossing oceans for opportunity. Maybe this is our chance to do the same in reverse.

We’ve recruited their cops and their nurses. Maybe now we open the door to something bigger, energy innovation, mining expertise, cross-border ventures built on aligned ambition instead of outdated trade routes.

They’re looking outward. We need to stop looking inward.

The future of mining and energy won’t be built by those who guard their piles. It’ll be shaped by those who partner, share, and scale.

The sun never sets on the Canzuk Empire.

// The Dirt

Cameco, Orano, and BHP Form Canadian Nuclear Fuel Supply Chain
The partnership aims to provide a full domestic supply chain for nuclear fuel production in Canada, leveraging each company's strengths.
https://www.cameco.com/media/news/cameco-orano-and-bhp-form-canadian-nuclear-fuel-supply-chain

Hudbay Minerals Begins Production at Copper World
Hudbay has started processing at Phase I of its Copper World mine in Arizona, boosting domestic copper output amid tight global markets.
https://hudbayminerals.com/investors/news/news-details/2025/Hudbay-Begins-Production-at-Copper-World-Phase-I/default.aspx

NexGen’s Rook I Project Receives Federal Approval
Canada’s Minister of Environment has granted federal environmental approval for NexGen’s flagship uranium project in Saskatchewan.
https://nexgenenergy.ca/news/2025/nexgens-rook-i-project-receives-federal-approval/

E3 Lithium Receives $3.5M Federal Grant for Clearwater Project
Natural Resources Canada is backing E3’s Alberta lithium extraction project, a key move for domestic battery supply chains.
https://www.e3lithium.ca/newsroom/news-releases/e3-lithium-awarded-35-million-in-funding-from-natural-resources-canada

Alamos Gold Reports Record Q2 Production
The company delivered 134,200 ounces of gold in Q2 2025, driven by strong results from its Island Gold and Mulatos mines.
https://www.alamosgold.com/news-and-media/news-releases/news-details/2025/Alamos-Gold-Reports-Record-Second-Quarter-2025-Production/default.aspx

Equinox Gold Sells Mercedes Mine for $100M
The sale of the non-core Mexican asset allows Equinox to focus capital on its larger-scale growth projects.
https://www.equinoxgold.com/news/2025/equinox-gold-announces-sale-of-mercedes-mine/

Fortune Minerals Expands NICO Drill Program
New drilling will target expansion zones at the cobalt-gold-bismuth deposit, with battery metals demand accelerating.
https://www.fortuneminerals.com/news/press-releases/2025/fortune-expands-nico-drilling/

Osisko Development Advances Trixie Gold Mine
The company reports development milestones at Trixie in Utah, including increased underground access and test mining progress.
https://osiskodev.com/news/osisko-development-advances-trixie-gold-project-2025/

Teck Resources Posts Strong Q2 Zinc and Steelmaking Coal Output
Steelmaking coal production came in ahead of expectations, helping to offset commodity price volatility.
https://www.teck.com/news/news-releases/2025/teck-reports-second-quarter-2025-results

Canada Nickel Discovers New Nickel Sulphide Zone
The new Deloro target shows significant promise with 0.24% Ni over 210m, boosting Canada Nickel’s exploration portfolio.
https://www.canadanickel.com/news/2025/canada-nickel-company-intersects-new-nickel-sulphide-zone-at-deloro/

This week is the last of the renos, the painting is beginning and starting Monday if all goes as planned, the house cleaners will arrive.

I’m grateful that you spend your time with me as it’s gives me a much needed reprieve from the chaos of the move.

Catch you on Friday, have a great week.

- Lee

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