— Canadian Critical Minerals Exploration

The Opportunity

Exchange
CSE: PURE
CSE: PURE
Focus
Critical Minerals
— The Opportunity

Three Tailwinds. One Portfolio.

01.

Increasing Demand For Clean Power.

Clean energy production and artificial intelligence are rapidly scaling, both relying heavily on critical minerals. As the global demand accelerates, securing reliable access to these resources is becoming increasingly essential.

02.

Global Defense Renaissance.

NATO are rebuilding defense capabilities at scale, driving significant demand for key materials. The required supply chain increaseingly mirrors that of the mining sector, with critical minerals at its core.

03.

Monetary Metals.

Gold and silver are reaching historic highs
amid growing economic uncertainty. At the
same time, rising government debt is
reinforcing their role as trusted stores of
value.

01 — Global Energy Transition

Increasing Demand For Clean Power.

The global energy transition is the largest capital reallocation event in modern history. It is materials-intensive in ways that supply chains are not prepared for.
Every solar panel, offshore wind turbine, and electric vehicle requires copper, silver, and a suite of critical minerals that are already in deficit. Nuclear energy, increasingly embraced as the only viable baseload alternative to fossil fuels, drives sustained uranium demand. The IEA projects a 40× increase in critical mineral requirements by 2040. Mine supply takes 16+ years to respond. The gap is structural and widening.
$ 0 T
Annual global clean energy investment, and growing.
0 x

Projected growth in critical mineral demand by 2040 (IEA)

0 yrs

Average mine discovery-to-production timeline

0 x

Copper needed per EV vs. conventional vehicle

01 — Global Energy Transition

Copper Demand Expected To Double By 2035.

Global copper demand is projected to rise dramatically by 2035, with some forecasts suggesting an increase from 24% to over 40% driven by electrification, AI data centers, and the energy transition.1

Several studies indicate that annual demand could reach 50 million tonnes by 2035, essentially doubling the growth rate seen in the previous 15 years.1

The global copper market is projected to grow from USD 279.29 billion in 2026 to USD 466.67 billion by 2034, exhibiting a CAGR of 6.63% during the forecast period.2

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The global copper market is expected to face a 30% supply deficit by 2035.3
$ 0 T
Global energy transition investment reached a record $2.3 trillion in 2025, up 8% from 2024.4

Sources: 1. Wood Mackenzie  2. Fortune Business  3. IEA  4. Bloomberg

COPPER DEMAND GROWTH BY DRIVER (TO 2040)

Data Source: S&P Global
The Opportunity

Copper On The Rise.

*Click to expand image

Chart Sources: Dailymetalprice.com

02 — Strategic & Defence Priority

Global Defence Renaissance.

Western governments have woken up to the reality that critical mineral supply chains are a national security issue, not just an economic one.
NATO allies are rebuilding defence manufacturing capacity at scale, requiring copper, zinc, and rare earths for weapons systems, electronics, and hardened infrastructure. At the same time, multi-decade civilian infrastructure programs such as grid upgrades, data centres, ports, and rail are creating parallel, policybacked demand for the same materials. This is durable, non-discretionary demand that runs independent of commodity cycles. Reshoring of strategic manufacturing further compresses available supply.
$ 0 T+
NATO defence spending commitment for infrastructure and procurement
0
Critical minerals on Canada’s national security priority list
0 %
NATO GDP floor — driving unprecedented allied defence investment.
0 x
More copper required per advanced weapons system vs. conventional.
02 — Strategic & Defence Priority

Modern Warfare is
Metal-Intensive.

NATO defence spending has shifted from decades of decline into a strong and sustained growth phase, accelerating after 2014 and surging following the 2022 Russia–Ukraine war. With total spending now around $1.4 trillion and a proposed increase toward 5% of GDP by 2035, this reflects a longterm expansion in military investment.1

As modern defence systems rely heavily on critical minerals and rare earths, the rising spend directly supports increased demand for mining and exploration companies supplying these essential materials.

New NATO target 2 (2025 Hague Summit):

3.5% core defence
1.5% security / infrastructure
NATO’s European allies and Canada increased defence spending by 20% in 2025.3

Sources: 1 & 3. Reuters  2. Nato  4. Policy Magazine

The Opportunity

Uranium On The Rise.

*Click to expand image

Chart Sources: Dailymetalprice.com

03 — Global Reserves

Monetary Metals.

In an era of fiscal expansion, persistent inflation, and geopolitical fragmentation, gold and silver have reasserted themselves not just as investment assets — But as strategic reserves that governments and sovereign wealth funds are actively rebuilding.
Central banks purchased gold at the fastest pace in decades in 2023 and 2024, reinforcing its role as a core reserve asset. At the same time, silver is seeing renewed interest from both investors and industry, driven by its dual role as a monetary metal and a critical component in electrification and clean energy. Tight supply, rising demand, and increasing institutional participation are reinforcing the scarcity premium across precious metals.
0 t+

Central bank gold purchases in 2023 — a multi-decade record

ATH

Gold at all-time highs, with institutional allocation still well below prior peaks

0 Moz
Record industrial demand for silver — driven by energy transition and electrification. 1,100T+ ATH 50%+
0 %
Share of silver demand driven by industrial applications (solar, EVs, electronics).
The Opportunity

Gold On The Rise.

*Click to expand image

Chart Sources: Dailymetalprice.com

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