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The Dispatch.

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forward thinking corporate update

The M&E Dispatch // 101

29.2% Cu, 0.9% Ni & 53 g/t Pt+Pd+Au over 1m

This industry newsletter discusses North American port infrastructure vulnerabilities following a coal carrier explosion in Baltimore, highlighting Canada's lack of redundancy compared to U.S. systems. The newsletter also covers significant mining results including Magna Mining's exceptional copper-nickel-PGM intercepts at Sudbury's Levack Mine with 29.2% copper over 1 meter.

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Magna Mining
Coal Copper Aug 29
forward thinking corporate update

The M&E Dispatch // 100

1.3 Moz Indicated @ 1.12 g/t Au and 1.7 Moz Inferred @ 1.23 g/t Au

This M&E Dispatch newsletter covers multiple Canadian mining developments, with Sirios Resources announcing an updated resource estimate for their Cheechoo Gold Project of 1.3 Moz Indicated at 1.12 g/t Au and 1.7 Moz Inferred at 1.23 g/t Au. The publication also discusses international trade opportunities and highlights recent exploration updates from various companies including Osisko Metals, Abasca Resources, and financing activities.

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Sirios Resources
Lithium Gold Aug 26
neutral corporate update

The M&E Dispatch // 099

18.91 g/t Au & 1,420 g/t Ag

A mining industry newsletter covering multiple developments including PPX Mining's standout drill results of 18.91 g/t gold and 1,420 g/t silver from Peru, Magna Mining's nickel-copper intercept in Sudbury, and American Lithium's $9.4M oversubscribed financing. The newsletter also highlights ongoing supply chain pressures for rare earth elements and Trevali's $2.8M settlement for the Perkoa mine disaster.

Rare earths Gold Aug 22
neutral corporate update

The M&E Dispatch // 098

2.3% Ni, 0.7% Cu over 28m

This is a mining industry newsletter highlighting recent drilling results, financing activities, and exploration updates across multiple Canadian and international mining companies. Key results include Magna Mining's strong nickel-copper grades at Sudbury and American Lithium's successful $9.4M financing.

Silver Nickel Aug 19
optimistic exploration update

The M&E Dispatch // 097

16.9 g/t Au over 3.8m

Multiple mining companies reported strong drill results including P2 Gold's 16.9 g/t gold over 3.8m at Nevada's Gabbs Project and HighGold Mining's exceptional 1,083 g/t silver over 0.7m in Alaska. The newsletter also covers recent financings including Troilus Gold's $4.5M deal and several corporate appointments.

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P2 Gold
Gold Silver Aug 15
optimistic exploration update

The M&E Dispatch // 096

76m of 1.04% CuEq

This mining dispatch highlights several promising exploration results across Canada, led by American Eagle Gold's 76m intersection of 1.04% copper equivalent at their NAK Project in BC's Golden Triangle. Other notable results include Snowline Gold's 2.91 g/t gold over 119.5m in Yukon and Power Nickel closing a $3M financing for their Quebec project.

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American Eagle Gold
Copper Gold Aug 12
neutral corporate update

The M&E Dispatch // 095

528 g/t silver equivalent over 3.4m

This is a mining and energy newsletter roundup covering multiple exploration updates, with Summa Silver reporting the most significant result of 528 g/t silver equivalent over 3.4m at their Mogollon Project in New Mexico. The newsletter also covers various corporate updates, financings, and discusses broader economic concerns including Canada's loss of 41,000 jobs in July.

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Summa Silver
Silver Copper Aug 8
neutral corporate update

The M&E Dispatch // 094

$10M from U.S. Department of Defense

This industry newsletter covers multiple corporate developments including NioCorp receiving $10M from the U.S. Department of Defense for domestic scandium supply, Star Copper's fully funded Phase 2 drill campaign in BC's Golden Triangle, and several mergers and corporate restructuring moves. The newsletter highlights critical minerals policy developments and various exploration updates across North America.

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NioCorp
Scandium Silver Aug 5
cautious corporate update

The M&E Dispatch // 093

50% tariff on copper products

The U.S. has imposed a 50% tariff on Canadian copper products under Section 232 national security provisions, along with a 35% blanket levy on imports not qualifying under USMCA. Multiple Canadian mining companies announced financing rounds totaling over $35M, with exploration updates from Golden Triangle and other Canadian projects.

Copper Gold Aug 1
forward thinking corporate update

The M&E Dispatch // 092

$20M strategic investment by B2Gold

This industry newsletter discusses the changing skills requirements for future mining careers, emphasizing the need for digital literacy and soft skills alongside traditional technical abilities. The newsletter also includes brief updates on various mining company activities including project acquisitions, drilling programs, and strategic investments.

Diamonds Lithium Jul 29
optimistic corporate update

The M&E Dispatch // 091

C$2.1-2.4 billion Highland Valley extension approved

The M&E Dispatch highlights Teck Resources' board approval of a C$2.1-2.4 billion extension at Highland Valley Copper mine, Canada's largest copper operation, extending production through 2046. The newsletter also covers the successful rescue of three workers at Newmont's Red Chris mine after 60+ hours underground and provides updates on various junior mining companies' activities across Canada and internationally.

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Teck Resources
Gold Copper Jul 25
optimistic corporate update

The M&E Dispatch // 090

134,200 ounces of gold in Q2 2025

This mining industry newsletter covers multiple corporate developments including Cameco forming a Canadian nuclear fuel supply chain partnership, NexGen receiving federal approval for its Saskatchewan uranium project, and various production updates from companies like Alamos Gold and Hudbay Minerals. The newsletter emphasizes opportunities for UK-Canada collaboration in critical minerals and resource development.

Uranium Copper Jul 22
cautious corporate update

The M&E Dispatch // 089

$14.4M strategic investment from Sumitomo

This newsletter discusses the challenges facing northern resource communities, using the recent layoffs at Ekati diamond mine as a catalyst to propose building permanent northern hub cities instead of temporary project-based towns. The author advocates for a centralized northern city with spokes to multiple operations to create resilient, diversified regional economies.

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FPX Nickel
Diamonds Nickel Jul 18
forward thinking corporate update

The M&E Dispatch // 088

$30M private placement proposed

The M&E Dispatch highlights graphite as an undervalued critical mineral for the battery boom, noting Canada has large untapped reserves but lacks processing capacity while China controls 90% of the market. The newsletter also covers multiple corporate updates including Northern Superior's Chibougamau acquisition, American Lithium's $30M private placement, and Silver North's $2.1M flow-through financing.

Graphite Lithium Jul 15
cautious corporate update

The M&E Dispatch // 087

50% tariff on copper imports starting August 1

The U.S. has imposed a 50% tariff on copper imports and 35% tariffs on Canadian goods including mining equipment, both effective August 1, creating significant disruption for mining supply chains. The newsletter covers multiple mining developments including drilling results from various companies and project advances across different commodities.

Copper Lithium Jul 11
forward thinking corporate update

The M&E Dispatch // 086

66 gigawatts of offshore wind capacity planned

Prime Minister Mark Carney's nation-building plan under Bill C-5 outlines five major infrastructure themes including a Western Arctic Corridor with oil pipelines, critical minerals pathways, next-stage nuclear development, and Atlantic energy partnerships. The plan emphasizes private-led projects with federal support for transportation corridors, processing facilities, and export infrastructure to diversify Canadian energy and mineral exports.

Oil Gas Jul 8
cautious corporate update

The M&E Dispatch // 085

11m @ 6.94% CuEq at Lunahuasi

This industry newsletter analyzes how new U.S. legislation could impact Canadian mining and energy companies through changes to lease sales, tax credits, and clean energy incentives. The newsletter also includes brief updates on multiple mining companies' recent operational results and strategic developments.

Oil Gas Jul 4
neutral corporate update

The M&E Dispatch // 084

$10.5M financing closed

This mining industry newsletter covers multiple corporate updates including several financing closures, with Bonterra Resources raising $10.5M and Thunder Gold closing a $1.6M placement. Notable exploration updates include Lomiko receiving permits for a 250-tonne graphite bulk sample program in Quebec and Bayhorse Silver reporting high-grade assays of 1,104 g/t silver.

Gold Silver Jul 1
forward thinking corporate update

The M&E Dispatch // 083

One Canadian Economy Act passed

Canada passed the One Canadian Economy Act to fast-track infrastructure and energy projects deemed in national interest. The newsletter discusses missed opportunities like Syntroleum's coal-to-fuel technology and advocates for pairing major infrastructure development with innovative pilot projects. Multiple mining companies reported positive drilling results and strategic investments.

Nickel Lithium Jun 27
forward thinking corporate update

The M&E Dispatch // 082

1.85 g/t Au over 453.0m at Rogue Project

This industry newsletter analyzes global geopolitical developments and their implications for Canadian resources, particularly energy, uranium, and critical minerals. The author connects Middle East tensions, Russia-Ukraine conflict, and Canada-EU defence cooperation to resource sector opportunities. Brief project updates are provided for several companies including Snowline Gold's drilling results and North Arrow's lithium acquisition.

Oil Uranium Jun 24
cautious corporate update

The M&E Dispatch // 081

140 layoffs in Elk Valley

A mining industry newsletter discusses 140 layoffs in BC's Elk Valley coal region, framing them as an opportunity for industry recalibration rather than decline. The newsletter also summarizes multiple mining company updates including drilling results, production figures, and financing announcements across various commodities.

Coal Lithium Jun 20
urgent corporate update

The M&E Dispatch // 080

Iran's oil exports dropped from 1.7M bpd to 100,000 bpd

This dispatch covers the escalating Iran-Israel conflict and its major impact on global energy markets, with oil prices spiking and Iran's exports plummeting from 1.7 million barrels per day to just 100,000 bpd. The conflict threatens the critical Strait of Hormuz shipping corridor that handles 20% of global oil and LNG exports. Several mining project updates are also included covering gold, lithium, nickel, and uranium developments.

Oil Gas Jun 17
cautious corporate update

The M&E Dispatch // 079

CA$200M project financing deal

This mining industry newsletter covers multiple significant developments including Foran Mining's $200M project financing deal for McIlvenna Bay, Atlas Lithium's first shipment from Brazil, and several strong drilling results from gold and lithium companies. The dispatch emphasizes these as 'quiet wins' with big implications for Canadian share prices and exploration budgets.

Lithium Gold Jun 13
forward thinking corporate update

The M&E Dispatch // 078

21.6m @ 4.82 g/t Au

This M&E Dispatch newsletter discusses Canada's potential for Arctic port development inspired by Saudi Arabia's NEOM project, while highlighting multiple mining company updates including Northern Superior's 21.6m @ 4.82 g/t gold discovery at Philibert. The editorial argues Canada should develop floating infrastructure and Arctic access to capitalize on critical mineral demand.

Gold Copper Jun 10