Carney Unveils $470 Billion "Defence Industrial Strategy" to Secure Canadian Sovereignty

The $470 Billion Pivot: Why Canada is Rethinking Defence

For decades, Canadian defence strategy assumed the U.S. would always be there. Early this week, Canadian Prime Minister Mark Carney signaled that those days are over.

The new Defence Industrial Strategy is not just about buying tanks; it’s about building a "sovereign capability" from the ground up. With a massive pledge of C$180 billion for procurement and C$290 billion for infrastructure, the goal is to direct 70% of spend to Canadian firms.

The biggest winner? The critical minerals sector. By designating mining projects as national security assets, Ottawa is effectively guaranteeing demand and fast-tracking infrastructure in the North.

This is a fundamental shift in how we view Canadian resources, not as commodities to export, but as the bedrock of Canada's own security.

Supreme Checkmate: High Court Dismantles Trump’s Tariff Masterplan

The U.S. Supreme Court has officially struck down President Trump’s sweeping global tariffs under the International Emergency Economic Powers Act (IEEPA). While the immediate headlines are focused on consumer goods and the potential $133B+ in government refunds, the most significant impact is happening deep within the industrial supply chain.

For the North American mining sector, this ruling is a game-changer. Critical minerals like copper and nickel, essential for everything from EV batteries to AI infrastructure, were facing massive 35% levies that would have choked cross-border trade between the U.S. and Canada. By removing this artificial bottleneck, the High Court has effectively protected the very materials needed to secure North America's industrial and technological future.

The administration must now return to targeted, sector-by-sector negotiations, leaving the critical minerals market to operate on fundamentals rather than courtroom drama. This is a monumental shift for global trade and infrastructure investment.

Record-Breaking Commodity Rally Propels Mining Stocks to the Top of the 2026 TSX Venture 50

The results for the 2026 TSX Venture Exchange 50 are officially here, and mining stocks have completely taken over.

A massive congratulations to Arturo Préstamo and the team at Santacruz Silver Mining Ltd. (TSXV: SCZ) for securing the #1 overall spot with a staggering 1,137 percent growth in market capitalization. It is an incredible validator for their strategic vision in Latin America.

It was also fantastic to see critical minerals taking center stage, with Ucore Rare Metals Inc. (TSXV: UCU) taking the second spot, and Farhad Abasov leading Millennial Potash Corp. (TSXV: MLP | OTCQB: MLPNF) to the number three position. As global food security and supply chains become paramount, their development at the Banio Potash Project is clearly resonating with the market.

Rounding out the top five, the gold rally was perfectly represented by Shaun Heinrichs and the 1911 Gold Corporation (TSXV: AUMB) team at number four, alongside the impressive growth of TDG Gold Corp. (TSXV: TDG) in the fifth spot.

With 48 of the 51 spots claimed by the resource sector, this year's TSXV 50 is undeniable proof that the commodity supercycle is channeling unprecedented liquidity into early-stage mining. Congratulations to all the teams driving this historic rotation!

Investors Buy the Dip as Gold Recovers from Selloff

Gold and silver are proving their resilience this week. After a sharp two-day correction, dip-buyers have pushed gold back above the $5,000 mark and silver up over 4%.

Despite the recent volatility, which saw gold hit an all-time high near $5,600 before snapping back, the long-term thesis appears intact. Major institutions remain bullish, citing geopolitical tension and Fed independence as key drivers.

All eyes are now on the Federal Reserve minutes due later today. With conflicting signals coming from Fed officials regarding interest rate paths, the market is hungry for clarity.

Did you buy the dip or wait for the dust to settle?

Is the "Death of Coal" the Greatest Financial Myth of the 2020s?

The consensus view was that coal was a legacy asset. The 2026 data suggests it’s an essential one.

While Western policy focuses on the long-term transition, global reality is dealing with a massive supply-side squeeze. Indonesia, the world’s thermal export king, is removing nearly 190 million metric tons from the market via new quotas. Meanwhile, China and India continue to build coal as their primary "insurance policy" for grid reliability.

For investors, the opportunity lies in the mismatch between public perception and physical demand. Companies like Forge Resources Corp (CSE: FRG | OTCQB: FRGGF) are hitting major extraction milestones and advancing underground development at the exact moment the seaborne market is tightening.

Energy security isn't a luxury; it's a prerequisite.

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