Competitiveness is built, not found. Industrial strategy is how countries make it happen. Minister Joly came back from China with partners, platforms, and a path to learning in the auto sector — the three things a serious industrial strategy runs on. Learn more: https://ow.ly/jBpe50ZnSoO

This is really big news for Canada: expanding the Trail smelter's capacity to separate more germanium and antimony, and perhaps starting the separation of gallium. www.teck.com/news/news-re...

Teck, Canada Growth Fund and Canada Critical Minerals Accelerator sign Agreement to Support Strategic Metals Production at Trail Smelter

Today, Teck Resources Limited (“Teck”), Canada Growth Fund Inc. (“CGF”), and Natural Resources Canada (“NRCan”)’s Canada Critical Minerals Accelerator announced that they have signed a Strategic Inves...

teck.com

A resource to support First Nations leadership in critical minerals: our plain-language report with First Nations Major Projects Coalition maps the value chain, barriers, and roles for communities engaging on their own terms. https://ow.ly/65Xe50ZbTt9

Canada currently exports raw copper from BC mines overseas for processing, revealing a critical missing piece in our copper supply chain. Building a smelter on home soil would capture that value in Canada, creating supply chain resilience and reducing reliance on foreign processing.

Great article on North American deposits of rare earth and how to compare them to support further development. Canada definitely has opportunities www.sciencedirect.com/science/arti.... #criticalminerals #rareearth

Onshoring North American rare earth mining

We evaluated 28 drill-tested North American (NA) rare earth element (REE) deposits and their suitability for commercialization to supply domestic end-…

sciencedirect.com

There’s a labour shortage in our critical minerals sector. 👷⛏️ And without the people who extract, process, and refine critical minerals — powering EV batteries to clean tech — our #CleanEnergy transition is at risk. buff.ly/WqfrR7R

The critical minerals story goes well beyond mining: It’s about competitive, inclusive value chains. It’s about First Nations’ rights, participation, and ownership. And it’s about developing and connecting major projects differently. 1/9

The Transition Accelerator@transitionaccelerator.ca · 2mo ago

We’re proud to support FNMPC's new report, The Critical Minerals Value Chain: What First Nations in Canada Need to Know, a plain-language report intended to help First Nations leadership navigate the critical minerals value chain. Read the full report: https://ow.ly/PEJS50Z2N6E

We’re proud to support FNMPC's new report, The Critical Minerals Value Chain: What First Nations in Canada Need to Know, a plain-language report intended to help First Nations leadership navigate the critical minerals value chain. Read the full report: https://ow.ly/PEJS50Z2N6E

So in my critical minerals world, I’ve done 2 podcasts in the last month. This is the first one, focusing on #nickel in a Canadian context. Note that this is before the last couple of weeks of gyrations on the Sherritt International saga. www.asiapacific.ca/podcast/mine...

Minerals Matter: Forging the Future with Canadian Nickel

In this episode of Minerals Matter, we sit down with Lyle Trytten to discuss the intricacies of global nickel supply chains in Canada and beyond!

asiapacific.ca

The critical minerals story nobody seems to be following in Canada is what the USA has done to Cuba and Canada’s Sherritt International. The place where I learned much about metals and minerals. Sherritt has a refinery just outside Edmonton. It started up in 1954. #yeg @sostheneung.bsky.social

Sherritt suspending its Cuban JV participation, the feed inventory for the Fort Saskatchewan nickel plant can last until mid-June sherritt.com/sherritt-pro...

Le gouvernement français a publié hier un plan pour renforcer la souveraineté industrielle, allant de la séparation des terres rares à la fabrication d'aimants permanents. www.entreprises.gouv.fr/la-dge/actua... #rareearths #criticalminerals

Plan national de résilience « Terres rares et aimants permanents » : renforcer la souveraineté industrielle et sécuriser les approvisionnements | Direction générale des Entreprises

Le plan national de résilience « Terres rares et aimants permanents » a pour objectif de sécuriser les approvisionnements et de structurer une filière industrielle stratégique pour réduire la dépendan...

entreprises.gouv.fr

How should Canada design industrial policy for critical minerals in a world shaped by shifting market demand and geopolitical competition? Strong conversation with @bentleyallan.bsky.social + Pascale Massot @transitionaccelerator.ca @asiapacificfdn.bsky.social 🎧 www.asiapacific.ca/podcast/mine...

Minerals Matter: Market Demand and Global Partnerships

Bentley Allan explores how Canada's Critical Minerals Strategy 2.0 can be restructured to meet the domestic needs of Canadian businesses with Pascal Massot.

asiapacific.ca

www.theglobeandmail.com/business/eco... Fertilizers in Canada: With a dominant share of global potash supply in SK, plus natural gas/hydrogen potential for nitrogen, some phosphate deposits, and local sulfur production; there is definitely a play for an interesting national strategy for fertilizer!

Growing discontent: Why it’s time for Canada to consider a national fertilizer strategy

Canada’s fertilizer strategy is fragmented and outdated, relying on other countries to safeguard its food supply, one expert says

theglobeandmail.com

Should Canada build a new copper smelter? Despite challenging economics, there are more and more strategic arguments to reinforce copper processing magazine.cim.org/en/managemen...

Does Canada need a new copper smelter?

As demand for copper surges, Canada is weighing whether building a new domestic copper smelter and refinery makes strategic sense despite tough economics

magazine.cim.org

Interesting note from Karen Hui at @asiapacificfdn.bsky.social on the current helium supply disruption and the opportunities for Canada www.asiapacific.ca/publication/... #criticalminerals

Iran Conflict Sparks Helium Shock, Threatens Global Chip Supply

Conflicts in the Middle East have triggered a helium shortage that is rattling high-end chipmakers, with cascading consequences across global supply chains.

asiapacific.ca

A timely new report for those who want to learn more about the rare earth and magnet value chains

International Energy Agency@iea.org · 4mo ago

There’s a growing mismatch between rising use of rare earth elements across a wide range of technologies & the slow pace of supply diversification globally. New projects, partnerships & policies are needed to address supply chain risks. Our report 👉 iea.li/47QqPPX

unctad.org/publication/...

Critical minerals, critical decisions: Industrial policy for the energy transition |

The global shift to low-carbon energy is mineral-intensive. Lithium, copper, nickel, cobalt, graphite and rare earth elements are essential for batteries, renewable power and advanced manufacturing.

unctad.org

theconversation.com/global-coppe...

Global copper demand outstrips supply, threatening electrification and industrial growth

There’s lots of copper in the ground, but demand is already outstripping usable supply – and the shortfall is likely to get worse.

theconversation.com

IEA piece from last week about why copper prices are rising while treatment and refining charges for processing are so low (negative) www.iea.org/commentaries...

Copper prices have hit record highs, but smelters face mounting strategic pressures – Analysis - IEA

Copper prices have hit record highs, but smelters face mounting strategic pressures - A commentary by Shobhan Dhir, Mari Nishiumi, Tae-Yoon Kim

iea.org

After the US & MP materials, Japan and Australia are also adopting the CfD-style model for rare earths. wcsecure.weblink.com.au/pdf/LYC/0306... Australian REE producer Lynas and JARE (Japan Australia Rare Earths B.V.) signed a long-term off-take agreement with interesting pricing mechanisms 1/3

www.theglobeandmail.com/business/art...

Canada’s lack of mineral processing capabilities is a defence vulnerability, committee hears

Reliance on foreign refining could expose Canada to supply disruption, export controls and geopolitical pressure, experts say

theglobeandmail.com

Today's announcement of an interprovincial-territorial electricity partnership is an important step towards building the reliable, affordable, and resilient electricity system that will power Canada’s future. Read our statement on the agreement: transitionaccelerator.ca/news-and-ins...

National Energy Corridor is an important step towards setting electrons free

Today’s announcement of a first-of-its-kind interprovincial-territorial electricity partnership is an important step towards the reliable, affordable, and resilient electricity system that will power ...

transitionaccelerator.ca

A neat figure from the latest IEA report ⬇️

International Energy Agency@iea.org · 5mo ago

Access to timely, high-quality data on energy technology supply chains is key to identifying & addressing risks as countries shape their industrial strategies. Our new report examines key data collection challenges & outlines solutions for policymakers 👉 iea.li/4ctrl9V

New IEA report on clean energy supply chain data www.iea.org/reports/clea...

Clean Energy Technology Supply Chain Data – Analysis - IEA

Clean Energy Technology Supply Chain Data - Analysis and key findings. A report by the International Energy Agency.

iea.org

Our Future Economy team is growing: https://transitionaccelerator.ca/careers/ We're looking for two analysts to help put Canada on the path to a competitive clean economy. If you're an expert on critical minerals or industrial policy you're creating transformational change, let us know!

As the lines between economy and security are increasingly blurred, Canada needs a broader vision for national security. Read our VP Future Economy Bentley Allan on why Canada needs an economic security act like Japan's in today's Financial Post: https://ow.ly/QIGe50YctQl

Opinion: The rupture is here: Why Canada needs an economic security act like Japan's

Japan's approach is exactly what Canada needs: a targeted, collaborative approach to building essential capabilities. Read more.

ow.ly

This⬇️

Jonas Nahm@jonasnahm.com · 6mo ago

This @nytopinion.nytimes.com op-ed on rare earths repeats a misleading story: that China dominates these industries mainly because of lax labor and environmental standards. It sounds intuitive, but it’s analytically wrong in ways that matter for policy. 1/ www.nytimes.com/2026/02/06/o...

The 2026 edition of the USGS Mineral Commodity Summaries is out! www.usgs.gov/centers/nati...

Mineral Commodity Summaries

Published on an annual basis, this report is the earliest Government publication to furnish estimates covering nonfuel mineral industry data. Data sheets contain information on the domestic industry s...

usgs.gov