The M&E Dispatch // 046
The world is making moves—Trump, Russia, energy deals. If Canada doesn’t step up, we’ll be watching from the press box. Time to get in the game.
The world is making moves—Trump, Russia, energy deals. If Canada doesn’t step up, we’ll be watching from the press box. Time to get in the game.
February 18, 2025
The M&E Dispatch // 046
The world is making moves—Trump, Russia, energy deals. If Canada doesn’t step up, we’ll be watching from the press box. Time to get in the game.
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Hello Everyone,
I’m staring down the last ‘cold’ day of this passing winter. For the past week, we’ve been hitting -20°C overnight, with highs around 0°C. Starting today, our forecast calls for steadily rising daytime highs. 3°C, 4°C, 7°C, 9°C.
A measured relief: a daily reprieve and something to look forward to.
The same goes for the markets. Measured relief and a bit of optimism—Canadians unified by the threat of tariffs and annexation, standing together with a collective ‘No fucking way’.
This has lit a fire unlike anything I’ve seen in my 42 years. Maybe I was an oblivious young adult, but I can’t recall a time when we’ve been this unified in messaging—or this connected thanks to the internet.
There’s been a 374% increase in global traffic over the last 30 days to Mining & Energy compared to the previous 30 day period. The world is watching. What’s happening here isn’t just noise—it’s a major global event. Yet, some are still brushing it off as ‘crude comments’ or a negotiating tactic.
Just like we go nose-blind to a room’s smell, sometimes it takes someone else to point out the stench. Well, this stinks. Regardless of which side of the aisle you’re on most days it’s clear now that we need to stop treating politics like a team sport and focus on outcomes.
We all know Baron Rothschild’s infamous quote about the best time to buy in the market. There’s a contrarian stance to take when the outlook looks bleak and for much of the past few weeks that’s been the case.
As March approaches, and the snow begins to melt, it’s time for a hard look at what’s in play for our industries.
- Coal we can export – Time to get on the phone, make some calls, dazzle some execs, and secure long-term contracts with someone not named Uncle Sam.
- Potash we can sell to Mexico – Let’s remind our southern amigos that their crops love Canadian potash almost as much as we love their tequila.
- Oil we can refine domestically – Why ship crude when we can keep the jobs, make the money, and sell the finished product at a premium?
- Pipelines we can construct – Enough talk—lay the damn pipe and get our product moving to markets that actually want it.
- Natural gas we can liquefy and ship – Europe is shivering, Asia is watching, and Canada is still debating—let’s turn up the heat and start selling.
- Mines that can open new cuts – The metal is in the ground, the demand is through the roof—let’s stop playing environmental Twister and start digging.
- Wells that can be brought back online – Dust off the pumpjacks, spin some rod wrenches, and remind the world that Canada still produces.
- Grain reserves we can export – Hungry markets, full silos—let’s move some wheat before the rats start throwing dinner parties.
- Critical minerals we can fast-track – Battery makers are begging for lithium and nickel—time to stop permitting like it’s 1973.
- Hydro we can tax the hell out of – If they want our electricity, they can pay through the nose for it—consider it a friendship tariff.
The next few months aren’t just about keeping the lights on—they’re about making sure Canada isn’t benched while the rest of the world gets down to business. We’ve got the resources, the expertise, and the global demand lined up like a buffet. The only thing missing? A bit of backbone. It’s time to stop treating our industries like an embarrassment and start running them like the economic powerhouses they are.
With Trump openly negotiating with Russia while Ukraine is left off the roster, it’s clear that power moves don’t wait for invitations. If Canada doesn’t step up and assert itself, we risk the same fate—talked about in the locker room, but never put in the game.
So, whether it’s coal, potash, oil, gas, or the billion-dollar rocks we keep buried under red tape, we have a choice: sit on our hands and watch other countries cash in, or step up, make the deals, and remind the world that Canada doesn’t just play the game—we dictate the pace.
The markets are watching. The world is watching. Time to make some moves.
// The Dirt
Sienna Resources Secures Drill Permit for Case Lake West
Sienna Resources has received the drill permit for its Case Lake West Cesium and Spodumene Pegmatite Project in Ontario, which borders Power Metals Corp.'s cesium deposit.
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Horizon Minerals Presents at the Bell Potter Unearthed Conference 2025
Horizon Minerals' CEO, Grant Haywood, shares insights at the Bell Potter Unearthed Conference 2025, discussing company growth and industry trends.
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Consolidated Lithium Metals Announces $300,000 Private Placement
Consolidated Lithium Metals plans to raise $300,000 through a non-brokered private placement to support its ongoing exploration and development efforts.
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i-80 Gold Releases Positive PEA for Archimedes Underground Project
i-80 Gold announces a strong preliminary economic assessment for its Archimedes Underground Project in Nevada, reinforcing its long-term growth outlook.
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Minsud Files Technical Report for the Chita Valley Project
Minsud Resources files a technical report for its Chita Valley Project, highlighting the latest exploration updates and project advancements.
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Midnight Sun Retains 100% Interest in Dumbwa Target
Midnight Sun Mining confirms full ownership of its Dumbwa Target, securing its exploration opportunities for 2025.
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Graphano Provides Exploration Update & Strategic Plans
Graphano Energy Ltd. outlines its ongoing exploration initiatives and strategic priorities for the upcoming year.
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FPX Nickel Lays Out 2025 Activities for Baptiste Nickel Project
FPX Nickel details its operational and exploration plans for the Baptiste Nickel Project, following a successful 2023 PFS.
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Fathom Nickel Releases 2024 Year in Review & 2025 Outlook
Fathom Nickel recaps its 2024 milestones and shares plans for expansion in the coming year.
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Alpha Copper Signs Consulting Deal with Upswitch Media
Alpha Copper partners with Upswitch Media to enhance marketing and investor relations efforts.
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// The Broadcast
MSC Baltic III Runs aground off the coast of Newfoundland
An interesting look at what happens when a shipping vessel runs aground, something to watch while you grab a coffee. This is one of the major reasons why we need to start expanding our presence in the Arctic, as that passage becomes increasingly passable we’re going to see more incidents like this. Oh, and a little thing called “Force Projection” which is growing more and more important.
Cargo Ship MSC Baltic III Goes Aground on the West Coast of Newfoundland | RCAF To the Rescue
If this all turns into something bigger than it is now, I hope future historians will consider what is going down on Thursday as the first skirmish. Maybe future generations will learn to use sport instead of war to solve disputes.
LFG Canada!
- Lee
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