The Northern Miner Podcast Critical minerals top G7 agenda, ft EY's Theo Yameogo
Jun 24, 2025
Theo Yameogo, EY's Americas Metals & Mining Leader, shares insights on the G7 summit's focus on critical minerals and the gap between political ambitions and mining realities. He advocates for involving mining CEOs in discussions to create practical solutions. Tim Clark, CEO of Fury Gold Mines, highlights the company’s high-grade gold projects in Nunavut and Quebec, discussing how their strategic exploration sets them apart in Canada’s competitive mining landscape. Together, they explore the evolving landscape of mining and its geopolitical implications.
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Critical Minerals Central at G7 Summit
- Critical minerals reached the top of the G7 agenda, highlighting their role in economic security.
- This recognition marks a significant shift in global attention toward the metals and mining sector.
Challenges in G7 Critical Minerals Standards
- The G7 faces challenges standardizing critical minerals due to differing national definitions and major producers outside the group.
- Economic and geopolitical factors complicate market fairness and supply chain reliability.
Cost Versus Supply Chain Security
- There's tension between free market sourcing and onshoring metal production in higher-cost countries.
- Balancing cost competitiveness with supply chain security is a key strategic dilemma.