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The Dispatch.

124 stories

cautious corporate update

The M&E DISPATCH // 162

$100+ oil price

Canadian resource sectors are benefiting from global instability driving oil above $100/barrel and surging precious metals prices. The article analyzes how US tariffs have inadvertently strengthened Canada's position in commodities markets while disrupting traditional trade relationships. Canada is diversifying markets and increasing Arctic infrastructure investment amid shifting global supply chains.

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Algoma Steel
Oil Gold Mar 31
forward thinking corporate update

The M&E DISPATCH // 161

150 million carats produced over 23 years

This weekly industry dispatch covers major developments across Canadian mining and energy sectors, highlighting the closure of Rio Tinto's Diavik diamond mine after 23 years and 150 million carats of production. The report also details significant progress on LNG Canada Phase 2, government backing for critical minerals projects including a $335M graphite supply deal and $175M for rare earth development, and uranium sector positioning amid global supply constraints.

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Rio Tinto
Gold Silver Mar 27
forward thinking corporate update

The M&E DISPATCH // 160

$2 billion Critical Minerals Sovereign Fund

This mining and energy sector quiz covers major Canadian developments including LNG Canada's first cargo shipment in June 2025, Trans Mountain pipeline operations at 890,000 barrels/day, and the federal government's $2 billion Critical Minerals Sovereign Fund launching in spring 2026. The quiz highlights Canada's growing position in LNG exports and critical minerals development.

Oil Gas Mar 24
forward thinking corporate update

The M&E DISPATCH // 159

Gold surges past $5,100/oz to fresh record

Canada's mining and energy sector is experiencing unprecedented momentum with gold hitting record highs above $5,100/oz, copper surging to $13,000/tonne, and uranium returning above $100/lb. The federal government announced $12.1 billion in critical minerals partnerships at PDAC 2026, while geopolitical tensions are positioning Canada's energy assets as strategically vital to Western allies.

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Iamgold Corp.
Gold Silver Mar 20
optimistic corporate update

The M&E DISPATCH // 158

$1.7 billion AI data centre investment

Bell announced a $1.7 billion investment to build Canada's largest AI data centre campus in Saskatchewan, featuring 300 MW of computing capacity. The project represents Bell's largest-ever investment in Saskatchewan and is expected to generate $12 billion in economic value for the province while creating hundreds of jobs.

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Bell
Mar 17
urgent corporate update

The M&E DISPATCH // 156

$3.6 billion federal critical minerals commitment

A commentary on the Canadian mining industry's marketing failures despite significant government funding commitments. The federal government announced $3.6 billion for critical minerals development, but most junior mining companies lack the sales and marketing capabilities to effectively compete for this capital despite having sound geology and technical expertise.

Lithium Cobalt Mar 10
optimistic corporate update

The M&E DISPATCH // 155

32,155 participants at PDAC 2026

PDAC 2026 broke attendance records with 32,155 participants and 1,326 exhibitors from 59 countries, marking the highest participation in the event's 94-year history. The convention showcased significant international interest in Canadian mining opportunities, with major technology adoption trends including AI companies and exoskeleton technology providers. Government commitment was highlighted by Minister Hodgson's announcement of $3.6 billion in new critical minerals programs.

Gold Copper Mar 6
urgent energy project

The M&E DISPATCH // 154

$18.5 billion mobilized under Critical Minerals Production Alliance

A major geopolitical crisis erupted with military strikes on Iran, causing oil to surge from $67 to over $80 and shutting down 20% of global LNG supply. Energy Minister Tim Hodgson announced $18.5 billion in critical minerals investment at PDAC, positioning Canada as a stable alternative to volatile energy suppliers.

Oil Gas Mar 3
forward thinking corporate update

The M&E DISPATCH // 153

190,000+ workers needed by 2034

A mining and energy industry newsletter examines how AI-driven layoffs in other sectors are creating talent opportunities for resource industries facing severe worker shortages. Canada's mining sector needs 190,000+ workers by 2034, with a potential shortfall of 40,000 people, while AI spending in mining is projected to grow from $2.7 billion in 2024 to over $13 billion by 2029.

Copper Lithium Feb 27
forward thinking corporate update

The M&E DISPATCH // 152

43 GW operating capacity with 227 GW development pipeline

This article presents a strategic analysis of Canada as a 'medium country' prototype, highlighting how Canadian companies like Brookfield Renewable are building world-class systems without being global dominators. The piece uses Canada's Olympic hockey silver medals as a metaphor for the country's approach to business and geopolitics - consistently performing at the highest level rather than seeking total domination.

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Messer
Copper Feb 24
forward thinking corporate update

The M&E DISPATCH // 151

Double exports to non-U.S. markets by 2035

Canada is implementing a strategic shift in critical minerals trade policy, aiming to double exports to non-U.S. markets by 2035 through Mark Carney's trade strategy. The strategy focuses on diversifying supply chains away from single-country dependencies as critical minerals become increasingly weaponized in geopolitical conflicts, with countries like China using export controls on gallium, germanium and rare earths as leverage tools.

Lithium Nickel Feb 20
forward thinking corporate update

The M&E DISPATCH // 150

Canada joins €150-billion EU defence financing program

Canada became the first non-European country to join the EU's €150-billion SAFE defence financing program, gaining preferred status in European defence procurement. This move provides Canadian companies access to Europe's rearmament spending while diversifying away from U.S. defence dependence. The program connects to mining and energy sectors through demand for critical minerals needed in defence systems.

Lithium Nickel Feb 17
cautious energy project

The M&E DISPATCH // 149

500 TWh global data centre consumption by 2026

Analysis discusses critical grid capacity constraints facing medium countries as mining electrification, heavy industry, and AI data centres compete for power. South Africa's load-shedding challenges and Chile's blackouts demonstrate how unreliable power threatens industrial operations and investment.

Copper Lithium Feb 13
cautious corporate update

The M&E DISPATCH // 148

50% tariff threatened on Canadian aircraft

President Trump threatened to impose 50% tariffs on Canadian aircraft and decertify Bombardier jets over Canada's refusal to certify Gulfstream business jets. This represents a weaponization of safety certification for trade leverage, creating structural risks for medium countries like Canada that depend on high-value exports. The threat highlights broader challenges facing Canada's export-driven industrial strategy.

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Bombardier
Critical minerals Oil Feb 10
forward thinking corporate update

The M&E DISPATCH // 147

500 GW clean energy target for India

The M&E Dispatch analyzes the diplomatic reset between Canada and India, focusing on critical minerals and energy cooperation. A new Canada-India corridor is emerging based on complementary needs: India requires minerals for 500 GW of clean energy development, while Canada seeks to diversify exports beyond traditional markets.

Lithium Nickel Feb 6
neutral corporate update

The M&E DISPATCH // 146

Nonstop flights from Abu Dhabi to Calgary

Etihad Airways has launched nonstop flights between Abu Dhabi and Calgary. This new air service connection could benefit Alberta's energy sector by improving access between the Middle East and Canada's oil and gas hub.

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Etihad Airways
Feb 3
neutral corporate update

The M&E DISPATCH // 144

The article appears to reference Canada's steel industry in a brief headline format. The mention of the industry being 'literally sunk' as 'a good thing' suggests a positive development, though specific details are not provided in this excerpt.

Iron Jan 27
retrospective corporate update

The M&E DISPATCH // 143

This appears to be a brief editorial comment from the M&E Dispatch publication discussing changing global power dynamics. The statement suggests a shift in the traditional world order with emerging powers challenging established hegemonies.

Jan 23
neutral corporate update

The M&E DISPATCH // 142

This appears to be a brief editorial comment about unprecedented developments in the mining and energy sector during the past week. No specific details, companies, or results are provided.

Jan 20
forward thinking corporate update

The M&E DISPATCH // 141

The article appears to reference a trade-related development involving someone named Carney in Beijing, suggesting potential shifts in trade relationships that could impact global markets. However, the provided content is minimal and lacks specific details about the nature of the trade realignment or its implications for the mining and energy sectors.

Jan 16
cautious corporate update

The M&E DISPATCH // 140

A brief commentary piece from M&E DISPATCH issue 140 making observations about recurring patterns across different industries. The content suggests familiar dynamics are playing out with new participants in what appears to be the mining and energy sector.

Jan 13
neutral corporate update

The M&E DISPATCH // 139

This appears to be a newsletter or editorial piece referencing David Eby, likely the Premier of British Columbia, with a provocative headline. The content snippet is too brief to determine the specific mining or energy context.

Jan 9
forward thinking corporate update

The M&E DISPATCH // 137

The M&E Dispatch issue 137 presents an outlook suggesting that while 2025 was characterized by construction activity in the mining and energy sector, 2026 is expected to be defined by negotiation activities. This represents a strategic shift in industry focus from execution to deal-making and partnership formation.

Jan 2
retrospective corporate update

The M&E DISPATCH // 136

This appears to be an editorial or newsletter introduction with nostalgic commentary about past social interactions and Tim Hortons' former in-store baking practices. No mining or energy content is evident in this brief excerpt.

Dec 30