China's Mineral Export Ban Reinforces Electric Royalties' Long-Term Strategic Focus on Projects Located in Safer Jurisdictions
Electric Royalties (ELECF) highlights how China's recent export restrictions on critical minerals validate the company's strategic focus on safer jurisdictions since 2020. China, the world's largest producer of germanium, gallium, and antimony, has implemented export controls and banned exports of these minerals to the U.S., along with new restrictions on graphite exports.
CEO Brendan Yurik emphasizes that the company's royalty portfolio is well-positioned to benefit from this situation, particularly through assets like the Middle Tennessee Zinc Mine, which contains germanium and gallium, and graphite royalty assets in Canada, Australia, and Madagascar. The company's strategy aligns with recent U.S. government initiatives, including Executive Order 14272, which aims to expedite domestic critical mineral projects and strengthen national security.
Electric Royalties (ELECF) sottolinea come le recenti restrizioni all'esportazione di minerali critici imposte dalla Cina confermino la strategia dell'azienda di concentrarsi su giurisdizioni più sicure fin dal 2020. La Cina, principale produttrice mondiale di germanio, gallio e antimonio, ha introdotto controlli sulle esportazioni e vietato l'esportazione di questi minerali verso gli Stati Uniti, insieme a nuove limitazioni sulle esportazioni di grafite.
Il CEO Brendan Yurik evidenzia che il portafoglio di royalty dell'azienda è ben posizionato per trarre vantaggio da questa situazione, in particolare grazie a risorse come la Middle Tennessee Zinc Mine, che contiene germanio e gallio, e asset di royalty sulla grafite in Canada, Australia e Madagascar. La strategia dell'azienda è in linea con le recenti iniziative del governo statunitense, incluso il Decreto Esecutivo 14272, che mira ad accelerare i progetti nazionali sui minerali critici e a rafforzare la sicurezza nazionale.
Electric Royalties (ELECF) destaca cómo las recientes restricciones a la exportación de minerales críticos impuestas por China validan el enfoque estratégico de la empresa en jurisdicciones más seguras desde 2020. China, el mayor productor mundial de germanio, galio y antimonio, ha implementado controles de exportación y prohibido la exportación de estos minerales a EE. UU., junto con nuevas restricciones a las exportaciones de grafito.
El CEO Brendan Yurik enfatiza que la cartera de regalías de la empresa está bien posicionada para beneficiarse de esta situación, especialmente a través de activos como la Middle Tennessee Zinc Mine, que contiene germanio y galio, y activos de regalías de grafito en Canadá, Australia y Madagascar. La estrategia de la empresa se alinea con las recientes iniciativas del gobierno estadounidense, incluido el Ejecutivo 14272, que busca acelerar los proyectos nacionales de minerales críticos y fortalecer la seguridad nacional.
Electric Royalties (ELECF)는 중국이 최근 도입한 중요 광물 수출 제한 조치가 2020년부터 안전한 관할 구역에 집중해온 회사의 전략적 방향을 입증한다고 강조합니다. 세계 최대의 저마늄, 갈륨, 안티몬 생산국인 중국은 미국으로의 이들 광물 수출을 통제하고 금지했으며, 흑연 수출에 대한 새로운 제한도 도입했습니다.
CEO 브렌던 유릭은 회사의 로열티 포트폴리오가 특히 미들 테네시 아연 광산과 같이 저마늄과 갈륨을 포함한 자산, 그리고 캐나다, 호주, 마다가스카르의 흑연 로열티 자산을 통해 이 상황에서 이익을 얻기에 좋은 위치에 있다고 강조합니다. 회사의 전략은 국내 중요 광물 프로젝트를 신속히 추진하고 국가 안보를 강화하는 것을 목표로 하는 행정명령 14272호 등 최근 미국 정부의 정책과도 부합합니다.
Electric Royalties (ELECF) souligne comment les récentes restrictions à l'exportation de minéraux critiques imposées par la Chine confirment l'orientation stratégique de l'entreprise vers des juridictions plus sûres depuis 2020. La Chine, premier producteur mondial de germanium, gallium et antimoine, a instauré des contrôles à l'exportation et interdit l'exportation de ces minéraux vers les États-Unis, ainsi que de nouvelles restrictions sur les exportations de graphite.
Le PDG Brendan Yurik insiste sur le fait que le portefeuille de redevances de l'entreprise est bien positionné pour tirer parti de cette situation, notamment grâce à des actifs comme la Middle Tennessee Zinc Mine, qui contient du germanium et du gallium, ainsi que des actifs de redevances sur le graphite au Canada, en Australie et à Madagascar. La stratégie de l'entreprise s'aligne sur les récentes initiatives du gouvernement américain, y compris le Décret exécutif 14272, qui vise à accélérer les projets nationaux sur les minéraux critiques et à renforcer la sécurité nationale.
Electric Royalties (ELECF) hebt hervor, wie Chinas jüngste Exportbeschränkungen für kritische Mineralien die strategische Ausrichtung des Unternehmens auf sicherere Rechtsgebiete seit 2020 bestätigen. China, der weltweit größte Produzent von Germanium, Gallium und Antimon, hat Exportkontrollen eingeführt und den Export dieser Mineralien in die USA verboten, sowie neue Beschränkungen für den Graphitexport verhängt.
CEO Brendan Yurik betont, dass das Royalty-Portfolio des Unternehmens gut positioniert ist, um von dieser Situation zu profitieren, insbesondere durch Vermögenswerte wie die Middle Tennessee Zinc Mine, die Germanium und Gallium enthält, sowie Graphit-Royalty-Assets in Kanada, Australien und Madagaskar. Die Strategie des Unternehmens steht im Einklang mit den jüngsten Initiativen der US-Regierung, einschließlich des Executive Order 14272, das darauf abzielt, inländische Projekte für kritische Mineralien zu beschleunigen und die nationale Sicherheit zu stärken.
- Strategic positioning in safer jurisdictions positions the company to benefit from China's export restrictions
- Portfolio includes Middle Tennessee Zinc Mine with germanium and gallium potential
- Diversified graphite royalty assets across multiple safe jurisdictions (Canada, Australia, Madagascar)
- Company's assets align with U.S. government initiatives to support domestic critical mineral development
- Middle Tennessee Zinc Mine is not currently in production
- Dependent on third-party operators to develop and produce from royalty properties
VANCOUVER, BC / ACCESS Newswire / May 13, 2025 / Electric Royalties Ltd. (TSXV:ELEC)(OTCQB:ELECF) ("Electric Royalties" or the "Company") notes that the recent export restrictions imposed by China on critical minerals have sparked the very global concerns regarding supply chain vulnerabilities that the Company anticipated since its founding in 2020, when it first prioritized creation or acquisition of royalties on projects in safer jurisdictions.
China is the world's largest producer of germanium, gallium and antimony, which have niche but vital roles in clean energy, chip-making and defense1. Since 2023, Beijing has gradually added the minerals to its export controls list. In December 2024, it banned exports to the U.S. and announced further export controls for graphite2.
"China's decision to curb exports of these critical minerals underscores the urgency of reducing reliance on a single dominant supplier, no matter which particular mineral," said Brendan Yurik, CEO of Electric Royalties. "Recent measures by the U.S. government, including the White House's executive order to expedite domestic critical mineral projects3, highlight the growing importance of North American mineral development."
Mr. Yurik is referring to initiatives outlined in President Trump's Executive Order 14272, titled "Ensuring National Security and Economic Resilience through Section 232 Actions on Processed Critical Minerals and Derivative Products" that not only prioritize domestic mining and processing projects but also reinforce the strategic value of critical minerals essential for transportation, energy, telecommunications, advanced manufacturing, and national security4.
Mr. Yurik further commented: "We believe our Company's investments are well-positioned to capitalize on this evolving landscape. Our royalty portfolio leverages North America's rich mineral resources that are being developed to contribute to a secure and sustainable supply chain for critical minerals.
"For example, the presence of germanium and gallium at the Middle Tennessee Zinc Mine in Tennessee, U.S., positions it to be a potential supplier of these minerals when it re-commences production. Additionally, our graphite royalty assets in Canada, Australia, and Madagascar not only mitigate risks associated with geopolitical tensions but also align with global efforts to develop alternative sources of energy that use graphite heavily.
"As this energy transition continues around the world, we believe the demand for critical minerals will continue to rise. Our strategy of focusing on projects located in North America and other safe jurisdictions has better positioned several of our assets to receive support from both investors and governments as they prioritize development and production."
2https://source.benchmarkminerals.com/article/china-tightens-graphite-export-controls-to-the-us
About Electric Royalties Ltd.
Electric Royalties is a royalty company established to take advantage of the demand for a wide range of commodities (lithium, vanadium, manganese, tin, graphite, cobalt, nickel, zinc and copper) that will benefit from the drive toward electrification of a variety of consumer products: cars, rechargeable batteries, large scale energy storage, renewable energy generation and other applications.
Electric vehicle sales, battery production capacity and renewable energy generation are slated to increase significantly over the next several years and with it, the demand for these targeted commodities. This creates a unique opportunity to invest in and acquire royalties over the mines and projects that will supply the materials needed to fuel the electric revolution.
Electric Royalties has a growing portfolio of 43 royalties in lithium, vanadium, manganese, tin, graphite, cobalt, nickel, zinc and copper across the world. The Company is focused predominantly on acquiring royalties on advanced stage and operating projects to build a diversified portfolio located in jurisdictions with low geopolitical risk, which offers investors exposure to the clean energy transition via the underlying commodities required to rebuild the global infrastructure over the next several decades toward a decarbonized global economy.
Company Contact
Brendan Yurik
CEO, Electric Royalties Ltd.
Phone: (604) 364‐3540
Email: Brendan.yurik@electricroyalties.com
https://www.electricroyalties.com/
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Cautionary Statements Regarding Forward-Looking Information and Other Company Information
This news release includes forward-looking information and forward-looking statements (collectively, "forward-looking information") with respect to the Company within the meaning of Canadian securities laws. This news release includes information regarding other companies and projects owned by such other companies in which the Company holds a royalty interest, based on previously disclosed public information disclosed by those companies and the Company is not responsible for the accuracy of that information, and that all information provided herein is subject to this Cautionary Statement Regarding Forward-Looking Information and Other Company Information. Forward looking information is typically identified by words such as: believe, expect, anticipate, intend, estimate, postulate and similar expressions, or are those, which, by their nature, refer to future events. This information represents predictions and actual events or results may differ materially. Forward-looking information may relate to the Company's future outlook and anticipated events and may include statements regarding the financial results, future financial position, expected growth of cash flows, business strategy, budgets, projected costs, projected capital expenditures, taxes, plans, objectives, industry trends and growth opportunities of the Company and the projects in which it holds royalty interests.
While management considers these assumptions to be reasonable, based on information available, they may prove to be incorrect. Forward-looking statements involve known and unknown risks, uncertainties and other factors which may cause the actual results, performance or achievements of the Company or these projects to be materially different from any future results, performance or achievements expressed or implied by the forward-looking statements. These risks, uncertainties and other factors include, but are not limited to risks associated with general economic conditions; adverse industry events; marketing costs; loss of markets; future legislative and regulatory developments involving the renewable energy industry; inability to access sufficient capital from internal and external sources, and/or inability to access sufficient capital on favourable terms; the mining industry generally, recent market volatility, income tax and regulatory matters; the ability of the Company or the owners of these projects to implement their business strategies including expansion plans; competition; currency and interest rate fluctuations, and the other risks.
The reader is referred to the Company's most recent filings on SEDAR+ as well as other information filed with the OTC Markets for a more complete discussion of all applicable risk factors and their potential effects, copies of which may be accessed through the Company's profile page at sedarplus.ca and at otcmarkets.com.
SOURCE: Electric Royalties Ltd.
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