This House of Commons National Defence committee meeting examined the nexus between national defence, national security, and the critical minerals sector. Appearing as witnesses were Nadia Mykytczuk (Laurentian University), Rodrigue Turgeon (MiningWatch Canada), Heather Exner-Pirot (Macdonald-Laurier Institute), Jim Balsillie (as an individual), and Sean Boyd (Agnico Eagle Mines Limited).
Nadia Mykytczuk argued that Canada's defence sovereignty is inseparable from its mineral sovereignty, with the real strategic vulnerability being a lack of domestic processing capacity and supply chain dependence rather than geology. She recommended treating mine waste valorization as a strategic reserve for near-term mineral sources, embedding mineral expertise in defence research structures, and protecting Canadian intellectual property arising from mineral innovation within procurement frameworks.
Rodrigue Turgeon stated that despite security threats cited for years, Canadian governments have not given authorities greater leverage over access to and control of minerals, and he observed high collaboration with the U.S. Department of War on mining projects alongside a diplomatic rapprochement with China. He recommended that Canada clearly communicate its position on foreign access to critical minerals, enshrine the United Nations Declaration on the Rights of Indigenous Peoples in mining laws, and pursue mineral sobriety rather than increased production for military purposes.
Heather Exner-Pirot distinguished between minerals important to the economy, electrification, and those essential to defence that China has monopolized, arguing that stockpiles are not a solution for most critical minerals. She recommended focusing scarce resources on niche products like gallium and germanium, rebuilding Canada's lost expertise in translating raw materials into munitions and energetics, and coordinating processing and refining capacity with allies.
Jim Balsillie argued that Canada's policy thinking remains rooted in the 1970s, causing systemic erosion of prosperity and security because wealth and power now depend on intangible assets like intellectual property and data AI. He recommended creating an expert economic council or secretariat within the Privy Council Office to develop strategies for capturing value through patent pools, sovereign compute, and participation in global standard-setting, noting that the November budget and defence industrial strategy were missed opportunities.
Sean Boyd emphasized that Arctic sovereignty begins with socio-economic benefits and strong communities, and he highlighted Agnico Eagle's $10-billion investment in Nunavut and plans to reopen the Hope Bay mine on the Northwest Passage. He recommended improving regulatory certainty by eliminating duplication in permitting processes, coordinating with the Department of National Defence on infrastructure and logistics, and focusing on skills training to support northern development.
During questions, witnesses addressed foreign ownership thresholds, with Exner-Pirot noting that junior miners are most susceptible to Chinese investment and Boyd stating that context matters depending on the deposit's importance. Balsillie added that owning minerals does not provide leverage without the ability to process them into products. On processing capacity, Mykytczuk noted that Canada has lost expertise as facilities like Sherritt Technologies closed, and Boyd said quick wins could come from reopening older permitted operations. Exner-Pirot stressed the need for a product-by-product plan with NATO allies, while Balsillie urged creating a sovereign patent pool and reforming defence procurement to retain intellectual property in Canada. Turgeon disagreed with the premise that increased mining is necessary, arguing that climate change is a national security threat and that Canada must reduce mineral overconsumption. The committee also discussed procedural matters, including upcoming meetings on the Iran conflict and the appearance of the Minister of National Defence.
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