eResearch - US - Ukraine - Mineral Agreement_sm
Analyst Articles

US-Ukraine Critical Minerals and Energy Deal Signals Geopolitical and Economic Shift Amid Conflict

The U.S.-Ukraine minerals agreement gives U.S. firms access to Ukraine’s rare earths, lithium, and hydrocarbons in exchange for ongoing aid and a revenue-sharing model. The deal establishes a reinvestment fund for infrastructure and energy development, though the governance structure remains incomplete. Ukraine’s Parliament must still ratify the agreement, and the war adds significant uncertainty. Several U.S. and European mining and defense companies are reportedly assessing opportunities. With no production timeline and limited transparency rules, the arrangement reflects geopolitical positioning as much as economic strategy. However, investors are watching for signs of stability before capital begins to flow at scale. [more]

eResearch - Canadian North Resources
Analyst Articles

Canadian North Resources Advancing a $14B Polymetallic Resource in Canada’s Critical Minerals Corridor

Canadian North Resources Inc (TSXV: CNRI) continues to advance its 100%-owned Ferguson Lake Project in Nunavut, Canada. The polymetallic resource includes copper, nickel, cobalt, palladium, and platinum, all key metals for the clean energy transition. A 2024 mineral resource estimate outlines 66.1 Mt Indicated and 25.9 Mt Inferred, including 1.093 billion pounds of copper and 678 million pounds of nickel in the Indicated category, with most of the resource mineable by open pit. Ongoing metallurgical and geophysical work supports further resource expansion. With over C$190 million in historical investment, the project is positioned as a potential joint venture or acquisition target as CNRI works toward future technical studies and project de-risking. [more]

eResearch - PDAC 2025 - Techn Keynote - Flavia Nardini - Fleet_sm
Analyst Articles

PDAC 2025 – Technology and Innovation Keynote – Flavia Tata Nardini of Fleet Space Technologies

At PDAC 2025, Fleet Space Technologies CEO Flavia Tata Nardini highlighted how AI, machine learning, and satellite technology could significantly accelerate and improve mineral exploration. Drawing parallels with space missions, she emphasized the importance of hiring data scientists and integrating cross-disciplinary datasets to stay competitive. With AI already helping reduce project timelines from months to days, she warned that mining companies risk being overtaken by tech firms if they fail to adapt. Fleet’s space-driven exploration technologies are also targeting lunar seismic mapping, further underscoring how Earth and space discoveries are increasingly interconnected. [more]

Analyst Articles

PDAC 2025 – Technical Program – The Next Big Moves In Commodities: The Future Trends Shaping Our World

PDAC’s Technical Program on “The Next Big Moves In Commodities” spotlighted key shifts in the global commodities market. Discussions covered leadership challenges in volatile markets, the copper vs. gold investment case, the complex trajectory of lithium demand, and uranium’s strategic re-entry. Speakers emphasized how capital allocation, community engagement, and geopolitical awareness are shaping investment strategies across metals. Lithium’s volatility, copper’s infrastructure potential, gold’s financial role, and uranium’s resurgence formed the core of the debate. No clear winner emerged, but the case was made for diversification and long-term thinking in a landscape increasingly shaped by energy transition and technological disruption. [more]

Analyst Articles

PDAC 2025 – Commodity Outlook Keynote – Mike Henry of BHP

BHP CEO Mike Henry outlined a bold vision at PDAC 2025, emphasizing the rising global demand for critical minerals and the investment opportunities ahead. With the world’s population expected to reach 10 billion by 2050, demand for copper alone is projected to increase by 70%, requiring significant exploration and innovation. He stressed the importance of policy reforms to maintain global competitiveness and highlighted BHP’s commitment to sustainability and local partnerships. He positioned BHP as a leader in shaping the future, ensuring that the mining industry remains essential to global infrastructure and economic development in the decades to come. [more]

2024-03-03 PDAC 2024 Keynote Speech - Metals Matter
Analyst Articles

“Metals Matter” Keynote Speech by Jakob Stausholm of Rio Tinto at PDAC 2024

At the PDAC Convention 2024, Rio Tinto CEO Jakob Stausholm outlined the Company’s strategic response to global economic and geopolitical challenges, emphasizing decarbonization, innovation, and sustainable mining practices. Stausholm highlighted the importance of metals in the renewable energy transition and detailed Rio Tinto’s commitment to safety, environmental stewardship, and stakeholder engagement. The Company’s multifaceted strategy includes diversifying supply chains, investing in technological advancements, and fostering collaborative relationships to ensure resilience and growth amidst uncertainties. Rio Tinto‘s proactive approach positions it as a leader in sustainable mining, ready to meet the increasing demand for critical minerals. [more]

2024-02-14 PDAC - Mining in Canada North
Analyst Articles

Exploring Canada’s North: Mining Companies to Watch at PDAC

Discover the untapped potential of Canada’s North at the PDAC 2024 conference, where mining companies showcase their contributions to the global economy and green energy transition. This region, rich in critical minerals like cobalt, lithium, and gold, faces unique challenges, from environmental impacts to logistical hurdles. PDAC highlights the importance of sustainable development, Indigenous partnerships, and innovative solutions to these challenges. Join industry leaders, government officials, and Indigenous communities in discussions that shape the future of mining in the Arctic, ensuring responsible resource development and environmental stewardship. We highlight 11 companies currently operating or exploration in Canada’s North that you can meet this year at PDAC 2024. [more]

2023-12-27 Manganese Industry Report - Video
Elcora Advanced Materials

VIDEO: Manganese Supply Deficit Looms as Demand from Alloys and EV Batteries Increases

In this short video, Chris Thompson of eResearch discusses the manganese market, highlighting its essential use in steel production and the burgeoning demand from the EV battery sector. The report categorizes 23 manganese-focused companies from explorers to producers and spotlights Elcora Advanced Materials’ (TSXV: ERA) mining projects in Morocco. We explore how this critical metal is set to face supply challenges amidst soaring demand. Learn why manganese companies are attracting investment interest and how companies like Elcora are strategically positioning themselves in this rapidly evolving market. Download our full 31-page report to uncover the dynamic future of manganese. [more]

Manganese Industry Report - image
Analyst Articles

NEW INDUSTRY REPORT – Manganese Supply Deficit Looms as Demand from Alloys and EV Batteries Increases

We have written a 31-page Industry Report on “Manganese Supply Deficit Looms as Demand from Alloys and EV Batteries Increase – Your Guide to Understanding and Investing in Manganese Companies”. This comprehensive report delves into the burgeoning manganese market, spotlighting its critical role in steel production and the rapidly growing electric vehicle (EV) battery sector. With nearly 90% of global manganese used in steelmaking and a surge in demand from the EV industry, a potential supply deficit looms as early as 2024. The report examines key drivers of demand, including infrastructure projects and green economy commitments, alongside major manganese mines and producers. The report spotlights Elcora Advanced Materials (TSXV: ERA) with high-grade manganese projects in Morocco. [more]

Analyst Articles

NEW INDUSTRY REPORT – Ionic Adsorption Clay Deposits Potential to Supply REE for the EV Industry

We have written a 32-page Industry Report on “Ionic Adsorption Clay Deposits Potential to Supply REE for the EV Industry”. Discover the critical role of Ionic Adsorption Clay (IAC) deposits in supplying Rare Earth Elements (REE) for the burgeoning Electric Vehicle (EV) industry. This report delves into how IAC deposits, particularly in Brazil, are pivotal in addressing the global REE demand. With the EV sector’s rapid growth and the urgent need for sustainable, low-carbon technologies, understanding the significance of these deposits becomes essential. The report highlights key companies and projects spearheading this initiative, showcasing Brazil’s emerging prominence in the REE market and its contribution to a greener future. [more]