Oct. 7 at 2:14 PM
$MSMGF The New Macro Environment — and Why It’s a Trigger Moment
The U.S. government’s direct equity stake in
$TMQ Trilogy Metals and re-approval of the Ambler Road sent a clear, global message:
Washington (and Ottawa, by proximity) now consider copper, nickel, lithium, cobalt, and cesium strategic national assets, not just commodities.
That instantly:
• Reduces perceived political risk for developers in North America;
• Re-values critical mineral resources as “strategic inventory”; and
• Forces major funds and industrial groups with exposure (like Waratah, AMCI, and
$TECK) to accelerate consolidation before valuations (they already own almost 50%) and competition spikes.
This kind of government involvement typically triggers an M&A wave, as private actors rush to secure supply while the policy tailwind lasts.
