Great to have boots on the ground in New Mexico for an @aefuelscorp site visit to Fluorite Ridge! 🇨🇦 $AEF.V 🇺🇸 $NRGFF 🥼Valuable discussions with academia at New Mexico Tech @newmexicotech, both on campus and in the field at Fluorite Ridge. ⚒️ Productive strategy sessions with fellow directors & strategic consultants focused on advancing AE Fuels’ opportunities. Building relationships, advancing opportunities and driving critical minerals forward! ⛏️ ⚡️Now is the Time 🚀 aefuels.com

The AI revolution is being built on a foundation of MINERALS. @Bloomberg’s breakdown of what it takes to build a 1GW AI data centre is a powerful reminder that AI is not just about chips, software and computing power. It requires enormous physical infrastructure. Copper, aluminum, steel, critical minerals, power generation, transmission networks and cooling systems. The real challenge is not simply building more data centres. It is securing the raw materials needed to build and power them. That means investing NOW in mineral exploration, mine development, processing capacity and secure supply chains. Without investment upstream, ambitions downstream will face very real constraints. You cannot build the digital economy without investing in the physical resources that make it possible. ⚡️ Now is the Time 🚀 @business @markets @arcstone @ArcstoneFPulse bloomberg.com/features/2026-…

Excited to share that I’ve joined @arcstone as Managing Director, Head of Mining & Metals. ⚒️At a time when critical minerals, resource security and global supply chains are increasingly in focus, I look forward to leveraging ArcStone’s capital markets expertise, global relationships and investor marketing platform to help mining companies access capital, build strategic partnerships and unlock their potential.💰 Excited for this next chapter and the opportunities ahead! ⚡️ Now is the Time 🚀

The @payneinstitute Payne Institute’s State of Critical Minerals Report 2026 should be required reading for anyone involved in mining, capital markets or critical-mineral supply chains. The message is increasingly clear: ⚒️ Securing critical minerals is no longer simply about finding and developing deposits. 🤝 It requires building entire mine-to-market supply chains backed by infrastructure, skilled people, functioning markets, strategic capital and collaboration between industry and government. Perhaps most importantly: “Invest in supply chains, not projects.” That is a significant shift in how we need to think about financing and developing this industry. An important report at an important time for the global mining sector. 🚀 Now is the Time ⚡️ payneinstitute.mines.edu/wp-… @MBazilian

4/4 ⚡ The opportunity is bigger than finding magnesium deposits. The challenge is rebuilding mine-to-metal supply chains in the U.S. and allied jurisdictions. Secure supply. Allied processing. Domestic manufacturing. Reduced dependence on China. 🇺🇸 Magnesium may be one of the most overlooked opportunities in the critical minerals sector. Contact me to find out more about Magnesium and ways to get exposure to this under-the-radar strategic mineral. #Magnesium #CriticalMinerals #Mining #NationalSecurity

3/4 ✈️🛡️🚗 Why is magnesium strategic? It is exceptionally lightweight — roughly one-third lighter than aluminum — and is important across: ✈️ Aerospace & aviation 🛡️ Defence 🚗 Automotive & lightweighting 💻 Electronics 🏭 Advanced manufacturing This isn’t simply a commodity issue. It’s a national security and industrial resilience issue.

2/4 🇨🇳 Supply is extraordinarily concentrated. China accounts for roughly 88% of global primary magnesium production. Meanwhile, America’s only primary magnesium smelter ceased its already-limited production in 2022. Today, recycling is the only source of domestic U.S. magnesium metal supply.

1/4 🧵 MAGNESIUM: America has a critical minerals problem few investors are talking about. 🇺🇸 Magnesium is essential to aerospace, defence, automotive and advanced manufacturing. Yet the U.S. currently has no operating primary magnesium metal production. Here’s why that matters. 👇

☢️ This is exactly the kind of upside we want to create for $GEMC.V | $GBLEF shareholders. Seven prominent radiometric anomalies have now been identified at the Charlot-Neely Lake Uranium Project in Saskatchewan, including one of the strongest responses north of Neely Lake, near historical uranium-bearing outcrops grading up to 0.8% U₃O₈. What I find particularly compelling is how this fits the @EnergyMetals model. We retain a 0.5% NSR royalty across @TerraBalcanica spinout Terra North’s Saskatchewan uranium portfolio, giving GEMC exposure to potential discovery success while our partners fund and advance the exploration. The 2,441 line-km airborne program is providing the data needed to prioritize targets, with ground-truthing and drill-target definition to follow. Consolidate. Partner. Invest. It’s a strategy designed to give our shareholders exposure to multiple critical-mineral discoveries while limiting the capital burden of advancing every project ourselves. Early days at Charlot-Neely but an encouraging step forward in one of the world’s premier uranium jurisdictions. 🇨🇦

The energy transition isn’t just a technology story. It’s a materials story. Renewables. Grids. Energy Storage. EVs. Data Centres. Defence. None get built at scale without critical minerals. Copper. Nickel. Cobalt. Lithium. Manganese. Fluorspar & More. Yet the supply challenge is growing: ⛏️ New mines can take 7–15 years 🏭 Processing remains highly concentrated ⚡ Electrification is increasingly materials-intensive 🌎 Governments are prioritizing secure, domestic & allied supply chains This is where I’ve chosen to focus my career: Building, financing and advancing the companies and projects that can strengthen tomorrow’s critical mineral supply chains. The transition economy will be built with metals. The opportunity is now. 🔋⚒️🌎 💰🤝 ⚡️Now is the Time 🚀 linkedin.com/in/mitchellpsmi…