Good morning! This is Queen Street Analytics' weekly roundup of regulatory developments, legislative discussions, political announcements and other government-related news concerning metals and non-metals miners, explorers and prospectors. Every Monday, we break down the most important updates in this space in under five minutes.

Want to track the upstream and downstream forces affecting Mining? Don’t miss this week’s updates in Manufacturing and Oil & Gas.

Dates: 2025-09-07 to 2025-09-13

📋 In This Week's Newsletter

• 🇨🇦 Canadian Federal GR News
• 🇺🇸 US Federal GR News
• 🗺️ Canadian Provincial GR News
• 📚 What We're Reading This Week

Canadian Federal GR News

Preliminary Dumping Duties Imposed on Certain Steel Wire Imports

On September 4, 2025, the Canada Border Services Agency determined a preliminary finding of dumping concerning certain carbon and alloy steel wire from China, Chinese Taipei, India, Italy, Malaysia, Portugal, Spain, Thailand, Tcrkiye, and Vietnam. Under the Special Import Measures Act, provisional duties are now payable on imports of these products released from customs, effective until the investigation concludes, the Canadian International Trade Tribunal (CITT) rules, or an undertaking is accepted. The CITT will now conduct a full inquiry to assess industry injury, with a decision due within 120 days of notice. Provisional duties may not exceed the estimated dumping margin. Full product definitions and applicable tariff codes are referenced through the CBSA's online material, with the Statement of Reasons to follow within 15 days. The decision has immediate implications for Canadian wire producers and importers managing international supply chains.

Sources: Gazette, Part I: www.gazette.gc.ca

Trade Tribunal Finds Injury from Chinese Cast Iron Soil Pipe Imports

The Canadian International Trade Tribunal has determined there is reasonable evidence that dumped and subsidized cast iron soil pipe imports from China have caused or are threatening to cause injury to the domestic industry. The determination, issued September 9, 2025, follows earlier dumping and subsidy investigations initiated by the Canada Border Services Agency under the Special Import Measures Act. The inquiry is independent and reports to Parliament via the Minister of Finance. Subsequent phases include continued CBSA investigation, with preliminary findings due by October 9, 2025. The decision could affect downstream industries relying on imports or facing competitive pressure from subsidized Chinese goods, especially for pipeline components in construction and resource sectors.

Sources: Announcements: www.canada.ca

Federal Ministers Meet Canadian Energy Leaders to Discuss Project Facilitation

On September 9, 2025, François-Philippe Champagne, Minister of Finance and National Revenue, joined by Tim Hodgson, Minister of Energy and Natural Resources, and Julie Dabrusin, Minister of Environment and Climate Change, convened a group of energy sector leaders in Edmonton. The meeting addressed ways to advance major nation-building projects, including critical minerals, energy corridors, ports, and other infrastructure, under the new Building Canada Act. Discussion topics included market diversification, internal trade expansion, and the role of investment tax credits for clean technologies. Officials pointed to the establishment of the Major Projects Office in Calgary, which is expected to accelerate approvals while adhering to environmental and Indigenous rights requirements. Insights from this roundtable will inform Budget 2025 and the government's focus on expediting strategic projects relevant to mining and resource development.

Sources: Announcements: www.canada.ca

Federal Funding Announced for Carbon Capture and Storage in BC

Natural Resources Minister Tim Hodgson announced $5.8 million in federal investments for carbon capture and utilization projects in British Columbia on September 8, 2025. Funding recipients include Svante for the expansion of testing facilities, Anodyne Chemistries Inc. for scaling industrial processes to produce formate, and Agora Energy Technologies Ltd. to develop CO2 capture technologies leveraging impure flue gas streams. The projects are positioned to grow the energy sector, generate local employment, and advance emissions-reduction initiatives. The investment aligns with federal strategies to enhance Canada's position as a global supplier of low-carbon resources and solutions to the resource extraction and processing sectors.

Sources: Announcements: www.canada.ca

Minister Hodgson to Deliver Keynote in Winnipeg for Natural Resources Stakeholders

Tim Hodgson, Minister of Energy and Natural Resources, is scheduled to provide a keynote address and participate in a fireside chat with the Winnipeg Chamber of Commerce on September 12, 2025. The session will involve discussions with industry and business leaders on energy and natural resource policy, with media participation invited upon registration. The event provides a public forum for federal perspectives on energy project development and regulatory priorities relevant to mining companies operating in Manitoba and Western Canada.

Sources: Announcements: www.canada.ca

Industrial Capacity Utilization Rates Edge Down in Q2 2025

Statistics Canada reported that Canadian industries operated at 79.3% of their production capacity in the second quarter of 2025, dropping from 79.9% in the first quarter. The revised figures reflect a modest decline. Changes in overall capacity utilization rates can influence resource demand forecasts, operational strategies, and planning for large-scale industrial projects within mining, processing, and supply-chain segments.

Sources: Open Government Data Set: www.statcan.gc.ca

US Federal GR News

EPA Publishes New Environmental Impact Statements Affecting Mining and Coal Sectors

The U.S. Environmental Protection Agency announced the availability of several Environmental Impact Statements (EIS) between August 29 and September 8, 2025. These include a final supplement for the Nuclear Regulatory Commission's second license renewal for the Dresden Nuclear Power Station Units 2 and 3 in Illinois, a draft EIS regarding bycatch management in the Bering Sea by the National Marine Fisheries Service, and a final EIS by the Bureau of Land Management for the Warrior Met Coal Mines in Alabama. Public review and comment periods for these EISs run through October 14, 2025 (for the NRC), and January 5, 2026 (for NOAA/NMFS). The release of these EIS documents may have direct implications for cross-border uranium, nuclear fuel markets, and U.S. coal sector operations in relation to Canadian resource exports.

Sources: U.S. Federal Announcements: www.federalregister.gov

Labor Department Seeks Input on Information Collection Related to Coal Mine Workers’ Compensation

The U.S. Department of Labor has opened a public comment period—until October 14, 2025—on an information collection request concerning changes in benefit payments to coal mine workers under the Division of Coal Mine Workers’ Compensation. Changes covered by the request affect notifications of terminations, suspensions, increases, or reductions in benefits by coal mine operators and insurers. The proposal estimates annual input from 325 respondents and a time burden of 1,321 hours. The request, subject to OMB approval, aims to review the necessity, scope, and efficiency for private sector actors involved in U.S. coal mining, with potential downstream relevance to cross-border mining and benefit administration frameworks.

Sources: U.S. Federal Announcements: www.federalregister.gov

Canadian Provincial GR News

Ontario Announces $100 Million Investment in Critical Mineral Supply Chain

Electra Battery Materials, with nearly $100 million in investments and $17.5 million from the Invest Ontario Fund, will launch a cobalt sulphate refinery in Temiskaming Shores to strengthen the domestic critical mineral processing supply chain.

Sources: Provincial Announcement: news.ontario.ca

Ontario Invests $61.8 Million for Roadways Near Ring of Fire

The Government of Ontario will invest $61.8 million in Geraldton’s Main Street Rehabilitation Project, improving access to the Ring of Fire and connecting key mining and infrastructure routes.

Sources: Provincial Announcement: news.ontario.ca

Alberta Renominates Three to Natural Resources Conservation Board

The Alberta government has renominated Daniel Heaney, Earl Graham, and Walter Ceroici for terms on the province's Natural Resources Conservation Board, with mandates commencing October and November 2025.

Sources: Provincial Announcement: www.alberta.ca

Ontario Launches Level Up! Skilled Trades Career Fairs

Ontario will hold Level Up! career fairs across 12 cities between September 17 and December 12, 2025, aiming to attract students and job seekers to skilled trades, including mining-related occupations.

Sources: Provincial Announcement: news.ontario.ca

Alberta to Promote Energy Sector at U.S. Energy Council Meeting

Alberta MLA Shane Getson will travel to Anchorage, Alaska, from September 16-21, 2025, to discuss Alberta energy and trade ties at the Energy Council’s annual meeting with U.S. state legislators.

Sources: Provincial Announcement: www.alberta.ca

What We're Reading This Week

• NOVAGOLD’s 2025 Donlin Gold Drill Program Returns High-Grade Gold Intercepts, Strengthens Resource Conversion, and Supports Bankable Feasibility Study Progression: Project update details new drill results and resource conversion at Donlin Gold.
• Teck-Anglo focus on critical minerals to bode well for regulatory review: experts: Analysts comment on the potential impact of the Teck-Anglo deal for Canada’s critical minerals output.
• Pre-Feasibility Study Highlights Significant Mine Life Extension at Mount Milligan, Royal Gold's Largest Stream Interest: Mount Milligan pre-feasibility study signals extended resource production window.
• Political aims, critical minerals strategy key to review of Teck-Anglo deal: experts: Regulatory review of the Teck-Anglo deal examined in the context of Canada’s critical minerals policy.
• What does the massive Anglo Teck deal mean for the future of mining in Canada? We answered your questions: Reader Q&A discusses the broader implications of the Anglo-Teck transaction.
• Highland Copper Completes Environmental Mitigation Program Demonstrating Benefit of Concurrent Reclamation at Copperwood Project: Copperwood project details environmental measures alongside development.
• REPEAT – Domestic Metals Provides Project Update for Ongoing Field Level Exploration at the Smart Creek Project: Ongoing field exploration activities reported at Smart Creek project.
• Domestic Metals Provides Project Update for Ongoing Field Level Exploration at the Smart Creek Project: Further information released on exploration at Smart Creek.
• Sask. copper mine one of 5 projects Carney recommending for approval: Saskatchewan’s copper mine considered among the top projects for regulatory approval recommendations.
• NOVAGOLD's 2025 Donlin Gold Drill Program Returns High-Grade Gold Intercepts, Strengthens Resource Conversion, and Supports Bankable Feasibility Study Progression: Drill results at Donlin Gold detailed in market release.

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