Turbulence in global titanium supply (The Oregon Group – May 14, 2025)

https://theoregongroup.substack.com/

Titanium market faces supply disruptions and regional deficits

Titanium, prized for its strength and versatility, is essential across advanced defense, aerospace, automotive, medical, and industrial sectors. From everyday pigments to jet engines, the titanium dioxide (TiO₂) market was valued at US$24 billion in 2024, with a projected CAGR of 3.7% from 2023-2030. The US, EU, UK, Canada, Australia and Japan all classify titanium as a critical mineral.

The titanium market now faces supply disruptions and regional deficits as geopolitical challenges and rising defense industry demands increase pressure. Growth in Chinese dominance of global pigment markets has also driven supply deficits of high value titanium dioxide minerals such as rutile. The largest global producers of titanium metal and pigments are feeling the strain—creating a clear market opportunity for new entrants and strategic investments in new long-term sources of titanium feedstocks.

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Glencore and Vale each win mine rescue district honours – by Staff (Sudbury.com – May 14, 2025)

https://www.sudbury.com/

Annual district mine rescue competitions were held last week for both the Onaping and Sudbury mining districts, teams now advance to the all-Ontario competition to held in Timmins in June

Vale and Glencore are sharing the honours for the 2025 Ontario Mine Rescue district competition winners for Sudbury and Onaping districts respectively, said a news release issued Tuesday. The annual mine rescue district competitions, held last week, produced new winning teams in all of the mining districts across the province.

Those teams will advance to the provincial competition to be held in Timmins in June. Every team that participated in the district contests had to respond to a mock emergency. Teams were judged on how quickly they responded, how well they performed first aid and how they resolved the overall emergency.

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NEWS RELEASE: Tariffs or no Tariffs, Genuine First Nation Partnerships must be the Backbone of Sustainable Development in Ontario and throughout Canada (Eabametoong First Nation – May 14, 2025)

Eabametoong, Ontario – “Respect and wisdom go a long way, although they are becoming rare in these days of selfinterest,” reflected Chief Solomon Atlookan and Council from Eabametoong First Nation. “Many politicians are promising change and racing to push new projects without thinking through what positive development is really about – improving quality of life for the long term.”

Yesterday Prime Minister Carney announced his new cabinet, and many in Canadian and Provincial politics have been scrambling to respond to the threats coming from our long time American allies. The leadership of Eabametoong First Nation has written to invite governments and businesses to return their focus to a much deeper and fundamental alliance: Treaty #9 and relationships with First Nations. EFN is calling for a ‘war council’ to be formed with the specific focus of promoting the economic and social sustainability of our shared way of life.

“Our ancestors fought and spilled blood alongside the settler forces in 1812 to preserve our way of life against American expansionism, and we later agreed to a Treaty that promised shared control of our lands and the mutual prosperity of our peoples.

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Mining the Northwest: Orla spends to elevate Musselwhite to ‘next level’ production – by Ian Ross (Northern Ontario Business – May 14, 2025)

https://www.northernontariobusiness.com/

Vancouver miner invests $115 million to upgrade, expand and lengthen mine life of northwest operation

Vancouver’s Orla Mining is delivering as originally advertised when it comes to investing and rebuilding in its latest catch at the Musselwhite Mine.

The upstart mid-tier gold company is investing $115 million into the remote northwestern Ontario underground operation to plunk into mine development, procure new equipment, and launch an aggressive round of exploration drilling this year.

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‘Diamonds are forever,’ but not necessarily so for northern mining industry – by Aya Dufour (CBC News Sudbury – May 13, 2025)

https://www.cbc.ca/news/canada/sudbury/

DeBeers renews focus on natural diamonds after closing lab-grown business

DeBeers recently renewed its focus on natural diamonds after experimenting with lab-grown ones. But that probably won’t be enough to revive diamond mining in northern Ontario, according to some working in the sector.

In a news release last week, the mining giant pointed to a sharp decline in prices for lab-grown diamonds and said that trend underpinned the company’s “core belief in rare, high value and natural diamond jewelry.” DeBeers started its lab-grown diamond business around the same time it closed its only diamond project in Ontario — the Victor Mine near Attawapiskat First Nation in the province’s far north.

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Timely government permitting factors into McEwen Mining’s upsized gold production plans – by Ian Ross (Northern Ontario Business – May 12, 2025)

https://www.northernontariobusiness.com/

Timmins miner eager to tap into robust Grey Fox deposit sooner than later

How keen are Ottawa and Queen’s Park in working together to accelerate the approvals process that puts more mines into production? McEwen Mining will find out in the months to come. The Toronto gold company has high hopes for its Grey Fox deposit, east of Timmins, which CEO Rob McEwen called a “cornerstone asset for us for years to come,” in a May 7 news release.

The Timmins-area miner recently released the latest batch of high-grade drill hits from an ongoing exploration program at Grey Fox that bolstered management’s confidence that the high-grade deposit only stands to get bigger.

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Canada is not for sale — And neither is Neskantaga First Nation, says chief – by Jon Thompson (Ricochet Media – May 12, 2025)

Front

‘This is a genocide:’ no clean water, healthcare as drug pandemic rages

Neskantaga First Nation Chief Gary Quisess is only six weeks into his first term, and is facing simultaneous crises in his community and in Thunder Bay. But he left home and travelled to Queen’s Park today to call out what he describes as “genocide” buried in new provincial environmental legislation.

Ontario’s proposed Bill 5, the Protect Ontario By Unleashing Our Economy Act, would allow the province to designate “special economic zones” that would qualify to bypass environmental regulations and speed up development. It is expected to be in force as early as September, and Premier Doug Ford intends to name the proposed Ring of Fire mineral development as the first such site.

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Greater Sudbury mayor focused on critical minerals – by Jenny Lamothe (Sudbury.com – May 8, 2025)

https://www.northernontariobusiness.com/

Mineral processing, a home permitting boom and push to grow the city’s population emphasized in State of the City address

It was the city’s Latin motto, Aedificemus, that gave rise to the theme of Mayor Paul Lefebvre’s annual State of the City address, which he translated as “Come, let us build together.” Hosted by the Sudbury Chamber of Commerce, the May 1 speech was the mayor’s third address since he was elected in 2022.

A packed house heard the mayor speak to the economic progress and vision for the city, and saw the first ever showing of the artist rendition of the new downtown events centre facade.

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3 First Nations chiefs warn Ontario’s premier Treaty 9 lands are ‘not for sale’ – by Edzi’u Loverin (CBC News Indigenous – May 09, 2025)

https://www.cbc.ca/news/indigenous/

Province is using tariffs as ‘an excuse’ to push through mining project approvals, says lawyer

Three Treaty 9 First Nations chiefs say they will challenge a proposed Ontario law to implement “special economic zones” to speed up development, if passed.

Chief Donny Morris of Kitchenuhmaykoosib Inninuwug, a community around 580 kilometres north of Thunder Bay, said Wednesday his response to Bill 5 is the same as Premier Doug Ford’s response to U.S. threats of annexation. “Canada and Ontario lands is not for sale. It’s the same perception we have, too,” he said.

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Ontario in ‘critical time,’ must speed up infrastructure projects, Ford says – by Rochelle Raveendran (CBC News Toronto – May 07, 2025)

https://www.cbc.ca/news/canada/toronto/

Government won’t skip environmental assessments, premier says

Ontario Premier Doug Ford says the province must focus on accelerating infrastructure projects as it finds itself in a “critical time” against U.S. tariffs. “We just want to get projects moving forward as quickly as possible,” he said at Queen’s Park on Wednesday.

“There’s no longer time to sit around and wait 10 years as we do an [environmental assessment] and everything else.” His comments come after the government has faced criticism for a proposed bill that would give cabinet power to create “special economic zones” and allow the government to exempt itself from following laws on certain projects.

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Tariffs and their effect on northern Ont. focus of final day of northern municipal conference – by Eric Taschner (CTV News Northern Ontario – May 07, 2025)

https://www.ctvnews.ca/

Provincial cabinet ministers were on hand Wednesday in North Bay for the final day of the Federation of Northern Ontario Municipalities conference. For the last three days, FONOM has included numerous talks and panels for hundreds of municipal leaders and dignitaries to take back to their towns and cities.

On Wednesday morning, six ministers in Premier Doug Ford’s cabinet converted on the conference, which took place at the Best Western on Lakeshore Drive. They were on hand to listen to municipal leaders about the issues they’re facing – and to bring those concerns back to Queen’s Park.

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Amid low prices, Vale could sell off some of its nickel operations – by Staff (Sudbury Star – May 7, 2025)

https://www.thesudburystar.com/

Options could also include forging partnerships or putting some assets in care and maintenance, company says

Vale is eyeing options amid current market challenges that could include full or partial divestment of some nickel operations. Last week, the Brazilian company’s chief executive told reporters that an oversupply of the metal from Indonesia is causing short-term issues that necessitate a serious look at how to keep this side of its business profitable.

“We are evaluating if some assets in the portfolio could have a strategic alternative,” said Gustavo Pimenta, according to a Reuters story. Options could include selling off nickel holdings, forging partnerships or putting some assets in care and maintenance, the Vale head indicated.

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Indigenous leaders call on Ford to halt mining bill, consult – by Jessica Smith Cross (The Trillium – May 6, 2025)

https://www.thetrillium.ca/

The bill would give ministers the power to exempt projects from legal requirements

Indigenous leaders are warning the Ford government that its failure to consult their people on its mining legislation could prompt “a confrontation on the ground.”Nishnawbe Aski Nation (NAN) Grand Chief Alvin Fiddler was at Queen’s Park Monday to watch the debate over Bill 5, the Protecting Ontario by Unleashing our Economy Act.

“It’s very concerning to hear some of the responses from the government, from the MPPs from the Conservative side, talking about how they see our territory as their land, as their resources,” Fiddler told reporters.

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‘Greater Sudbury has the winning hand,’ mayor says – Take our poll – by Mary Katherine Keown (Sudbury Star – May 3, 2025)

https://www.thesudburystar.com/

The world needs Sudbury’s critical minerals and the city must take full advantage of its opportunity, Paul Lefebvre says

The horizon looks very promising for Greater Sudbury, Mayor Paul Lefebvre told a packed house on Thursday. As the aromas of chicken parmesan and pasta sauce wafted through the upper hall at the Caruso Club, the audience — mostly members of the Greater Sudbury Chamber of Commerce and the regional business community — turned towards the podium, where Lefebvre stood for the annual State of the City address.

The mayor’s speech was uplifting and optimistic. He said Greater Sudbury is poised for great outcomes. After decades, we are finally starting to realize our potential, he said.

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Explainer: What is the Ring of Fire and when will it be developed? – by Jim Moodie (Sudbury Star – May 5, 2025)

Project Location & Study Area (CNW Group/Webequie First Nation and Marten Falls First Nation)

https://www.thesudburystar.com/

One analyst calls this part of Northern Ontario ‘the most important mining discovery in Canadian history’

It spans an area of Ontario bigger than Quetico Provincial Park — itself nearly as big as Algonquin Park — but few people have visited and you won’t find it easily on a map. Tip: if you Google Winisk River Provincial Park, that will at least get you in the right neighbourhood.

As murky as it might be geographically, however, geologically and economically it has been thrust under a spotlight — particularly of late, as both Queen’s Park and Ottawa look to parry U.S. trade moves and build domestic might going forward. The Ring of Fire has become a household name, and a source of superlatives.

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