The AI revolution is being built on a foundation of MINERALS. @Bloomberg’s breakdown of what it takes to build a 1GW AI data centre is a powerful reminder that AI is not just about chips, software and computing power. It requires enormous physical infrastructure. Copper, aluminum, steel, critical minerals, power generation, transmission networks and cooling systems. The real challenge is not simply building more data centres. It is securing the raw materials needed to build and power them. That means investing NOW in mineral exploration, mine development, processing capacity and secure supply chains. Without investment upstream, ambitions downstream will face very real constraints. You cannot build the digital economy without investing in the physical resources that make it possible. ⚡️ Now is the Time 🚀 @business @markets @arcstone @ArcstoneFPulse bloomberg.com/features/2026-…

The @payneinstitute Payne Institute’s State of Critical Minerals Report 2026 should be required reading for anyone involved in mining, capital markets or critical-mineral supply chains. The message is increasingly clear: ⚒️ Securing critical minerals is no longer simply about finding and developing deposits. 🤝 It requires building entire mine-to-market supply chains backed by infrastructure, skilled people, functioning markets, strategic capital and collaboration between industry and government. Perhaps most importantly: “Invest in supply chains, not projects.” That is a significant shift in how we need to think about financing and developing this industry. An important report at an important time for the global mining sector. 🚀 Now is the Time ⚡️ payneinstitute.mines.edu/wp-… @MBazilian

Excited to share that I’ve joined @arcstone as Managing Director, Head of Mining & Metals. ⚒️At a time when critical minerals, resource security and global supply chains are increasingly in focus, I look forward to leveraging ArcStone’s capital markets expertise, global relationships and investor marketing platform to help mining companies access capital, build strategic partnerships and unlock their potential.💰 Excited for this next chapter and the opportunities ahead! ⚡️ Now is the Time 🚀

🇨🇦 @Canada just made it cheaper for junior miners to finance the journey from discovery toward development. The new Productivity Mega Deduction provides a 100% immediate deduction for Canadian Development Expenses (CDE), a potentially significant change for flow-through financing. Why it matters: → Greater tax value for investors → Potentially higher financing premiums → Less dilution for issuers → More capital to advance Canadian projects toward production Finding the minerals is only the first step. Financing development is what turns discoveries into mines. 🇨🇦 A timely topic for today’s @arcstone Growth Summit in Toronto. arcstoneglobalsecurities.com…

Only two days before this must-attend capital markets event. If you’re an investor, fund manager, investment banker, advisor or growth company executive, this is one event you’ll want on your calendar. The @arcstone | Kingswood Growth Summit 2026 brings capital, companies and opportunity together in Toronto for a full day of presentations, 1-on-1 meetings, market insights and relationship-building. 📅 September 16 | Toronto With 600 attendees and 540+ one-on-one meetings last year, this has become a must-attend capital markets event. Interested in participating? DM me or request an invitation: arcstoneglobalsecurities.com…

🇨🇦 Capital is coming back to Canadian mining. @BMO @BMOmetalsmining expects Canadian mining development spending to rise 11%+ over the next two years, driven by growing global demand for critical minerals and the need for secure supply chains. The timing couldn’t be better. This Wednesday, the ArcStone | Kingswood Growth Summit 2026 brings investors, issuers and capital markets leaders together in Toronto, including a dedicated Critical Minerals & Strategic Mining session. Canada has the resources. The world needs the minerals. Now we need to connect projects with capital. ⚡️Now is the Time 🚀 @arcstone

☢️ Seven strong uranium radiometric anomalies identified at Charlot-Neely Lake, Saskatchewan 🇨🇦 This is exactly the kind of exploration momentum we want to see. One of the strongest responses sits north of Neely Lake, where historical exploration recorded uranium mineralisation grading up to 0.8% U₃O₈. And importantly, this is only the preliminary dataset. The main 75m-spaced survey lines are still to be completed across the 163.7 km² project area. For @FulcrumMetals, the opportunity is compelling: Terra North (a @TerraBalcanica spin-out) is funding the exploration programme while #FMET retains exposure through its equity interests, further cash and equity consideration, and a 1.0% NSR royalty. The uranium story is getting interesting.

☢️ This is exactly the kind of upside we want to create for $GEMC.V | $GBLEF shareholders. Seven prominent radiometric anomalies have now been identified at the Charlot-Neely Lake Uranium Project in Saskatchewan, including one of the strongest responses north of Neely Lake, near historical uranium-bearing outcrops grading up to 0.8% U₃O₈. What I find particularly compelling is how this fits the @EnergyMetals model. We retain a 0.5% NSR royalty across @TerraBalcanica spinout Terra North’s Saskatchewan uranium portfolio, giving GEMC exposure to potential discovery success while our partners fund and advance the exploration. The 2,441 line-km airborne program is providing the data needed to prioritize targets, with ground-truthing and drill-target definition to follow. Consolidate. Partner. Invest. It’s a strategy designed to give our shareholders exposure to multiple critical-mineral discoveries while limiting the capital burden of advancing every project ourselves. Early days at Charlot-Neely but an encouraging step forward in one of the world’s premier uranium jurisdictions. 🇨🇦

AI runs on more than algorithms. It runs on critical minerals. Copper, lithium, nickel, cobalt, rare earths, graphite and other materials are the physical foundation of the data centres, power infrastructure, semiconductors and advanced technologies driving the AI revolution. That’s why the work being done by @MBazilian & the @payneinstitute is so important in the way they connect critical minerals, energy security and the technologies shaping the next decade. 💻Remember this: The AI race is also a minerals race.⚒️ Those who secure the supply chains will have a strategic advantage. ⚡️Now is the Time 🚀