Event31 October 2025Document

G7 Critical Minerals Production Alliance: Canada announces 26 investments, partnerships and measures meant to unlock C$6.4B of critical-minerals projects, with partners from nine countries including the US

Announced in Toronto by Energy and Natural Resources Minister Tim Hodgson on the margins of the G7 energy and environment ministers' meeting. Partners come from France, Germany, Italy, Japan, Luxembourg, Norway, the United States, Australia and Ukraine. The package includes Government of Canada offtake arrangements with Nouveau Monde Graphite (graphite) and Rio Tinto (scandium), and a plan to use the Defence Production Act to stockpile critical minerals. The C$6.4B is the value of the projects the measures are meant to unlock, not money committed. (The page addresses still say 25 measures; the pages now say 26.)

Date: 31 October 2025
Kind: Agreement
Where: International
Evidence: Document: An official document: a bill, a filing, an agreement text. How evidence is weighed
Who: United States federal government (counterparty); Government of Canada (acted); Government of Japan (counterparty); Natural Resources Canada (acted); Canada Growth Fund (acted); Government of Germany (counterparty); Nouveau Monde Graphite (counterparty)

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Sources

Natural Resources Canada, “Backgrounder: Canada unlocks 26 new investments and partnerships with 9 allied countries to secure critical minerals supply chains” (external site), 31 October 2025. source record
Natural Resources Canada, “Canada unlocks 26 new investments and partnerships with 9 allied countries to secure critical minerals supply chains” (external site), 31 October 2025. source record
The Globe and Mail, “Canada to stockpile graphite and scandium in $2-billion push to disrupt Chinese domination” (external site), October 2025. paywalled source record

Projects

Nouveau Monde Graphite: Matawinie mine and Bécancour plant

How it bears on the outcome

Explanation	Fit	Why
O0 No meaningful speed-up	Against weak	Government offtakes and stockpiling plans aimed at unlocking projects point to an effort to speed up, though the C$6.4B is project value, not money committed.
O1 Faster, but the extra output goes mostly elsewhere	Fits weak	Partners from nine countries, with the US only one of them, are consistent with spreading new output across several buyers.
O2 Faster, and more volume reaches the US (this level or higher)	Neutral weak	US participation means some volume may go to the US; the package does not show the split.
O3 Locked-in preferential terms for the US	Neutral weak	No US-specific preferential terms appear; the arrangements are multilateral and Canadian-government-led.