Video Title: From Mine to Market: Canada's Critical Minerals Opportunity
SCENE 1
Set of six minerals appear on screen, each a different colour. Nickel, Copper, Cobalt, Rare Earth Elements, Lithium, Graphite.
“Critical minerals are essential components of everything from batteries, magnets, wind turbines and electric vehicles, to cellphones, aerospace technologies, and defense systems.”
Icons of batteries, magnets, wind turbines, electric vehicles, cell phones, aerospace technologies and defence systems pop up above the minerals.
SCENE 2
Vertical stacked bar charts appear above all six icons of minerals. The vertical stacked bar chart illustrates the geographical concentration of mining and processing for six key minerals: Nickel, Copper, Cobalt, Rare Earth Elements, Lithium and Graphite. Each mineral is represented by a vertical bar scaled to 100%.
Purple represents the largest global producer, white represents the second largest, and teal accounts for all other countries. The chart visually demonstrates heavy market concentration. China is identified as the largest producer for every mineral except copper where it is second to Chile, and Nickel where Indonesia leads. The chart is credited to the IEA, 2024.
“While demand is rising, mining and processing are heavily concentrated globally.”
SCENE 3
The scene morphs into a bar chart, titled Global Market Value of Minerals, 2023 vs. 2040. It illustrates the projected growth in the market value for key critical minerals over the next two decades.
Y-Axis: Measures market value in billions of dollars, ranging from $0 to $300B.
X-Axis: Categorizes six minerals by their chemical symbols: Nickel, Copper, Cobalt, Rare Earth Elements, Lithium and Graphite.
Key Data Insights: Copper is projected to remain the most valuable mineral, nearly reaching the $300B mark by 2040.
Lithium shows the most dramatic relative growth, starting from a small 2023 base to a projected value of approximately $250B.
Nickel is expected to grow significantly, reaching nearly $175B.
Cobalt, Rare Earth Elements, and Graphite are projected to see steady growth but remain at lower total market values compared to the leaders.
“And this tension between high demand and concentrated supply is one reason why the International Energy Agency predicts the market value of critical minerals will grow significantly over the coming decades.”
SCENE 4
A grid-like layout with colorful blocks indicating Canada's specific rank for each mineral highlights Canada's global standing in the supply of several key resources.
Y-Axis Represents the Global Ranking, with 1st place at the top and 10th place at the bottom.
X-Axis: Categorizes five specific minerals: Graphite, Lithium, Uranium, Potash and Rare earth elements.
According to the data provided by NRCan, StatCan, S&P, and USGS:
Potash: Canada ranks 1st globally.
Uranium: Canada holds the 3rd largest reserves.
Lithium: Canada is ranked 6th.
Graphite: Canada is ranked 9th.
Rare earth elements: Canada is ranked 10th.
Icons illustrating our workforce and infrastructure pop on screen.
“Canada has large reserves, an experienced and skilled mining workforce, and key infrastructure in place, creating an exciting economic opportunity.”
SCENE 5
Zoom out to map of Canada with advance stage and active projects displayed by location. There are over 85 active projects and over 170 advanced projects under development, highlighting rapid growth in Canada’s critical minerals industry.
“To seize this opportunity, the race to unlock Canada’s critical minerals potential is underway, with over 170 projects under development.”
Canada flag icon shows up over the map.
SCENE 6
We zoom into the Canada flag representing a mining project, and it transitions to an image where it sits on a set of labelled platforms: Research & Development, De-risking projects, Regulatory streamlining, Indigenous partnerships, Tax incentives and Building infrastructure.
“And this rapid growth is supported by a framework of policies and smart investments. These initiatives will speed up development and give investors the confidence to do business across the country.”
SCENE 7
The vertical platform shrinks back into one platform, then splits horizontally into a visual depiction of the value chain.
Icons appear to illustrate five titles – Exploration, Mining, Refining, Manufacturing and Recycling.
“Canada is stepping up, leading the way on critical minerals and delivering value from the ground all the way to market.”
SCENE 8
We slide up past a line of critical minerals, then transition to icons representing economic growth and innovation, before finally landing on a shot of icons that critical minerals enable, like batteries and electric vehicles.
“Together, we can seize Canada’s critical minerals opportunity — driving innovation, economic growth, and shaping a sustainable future for generations to come.”
The scene zooms out and finishes with the icons inside a maple leaf.
Canada wordmark appears.