China's Mineral Export Ban Reinforces Electric Royalties' Long-Term Strategic Focus on Projects Located in Safer Jurisdictions

VANCOUVER, May 13, 2025 - Electric Royalties Ltd. (TSXV:ELEC)(OTCQB:ELECF) ("Electric Royalties" or the "Company") notes that the recent export restrictions imposed by China on critical minerals have sparked the very global concerns regarding supply chain vulnerabilities that the Company anticipated since its founding in 2020, when it first prioritized creation or acquisition of royalties on projects in safer jurisdictions.
China is the world's largest producer of germanium, gallium and antimony, which have niche but vital roles in clean energy, chip-making and defense1. Since 2023, Beijing has gradually added the minerals to its export controls list. In December 2024, it banned exports to the U.S. and announced further export controls for graphite2.
"China's decision to curb exports of these critical minerals underscores the urgency of reducing reliance on a single dominant supplier, no matter which particular mineral," said Brendan Yurik, CEO of Electric Royalties. "Recent measures by the U.S. government, including the White House's executive order to expedite domestic critical mineral projects3, highlight the growing importance of North American mineral development."
Mr. Yurik is referring to initiatives outlined in President Trump's Executive Order 14272, titled "Ensuring National Security and Economic Resilience through Section 232 Actions on Processed Critical Minerals and Derivative Products" that not only prioritize domestic mining and processing projects but also reinforce the strategic value of critical minerals essential for transportation, energy, telecommunications, advanced manufacturing, and national security4.
Mr. Yurik further commented: "We believe our Company's investments are well-positioned to capitalize on this evolving landscape. Our royalty portfolio leverages North America's rich mineral resources that are being developed to contribute to a secure and sustainable supply chain for critical minerals.
"For example, the presence of germanium and gallium at the Middle Tennessee Zinc Mine in Tennessee, U.S., positions it to be a potential supplier of these minerals when it re-commences production. Additionally, our graphite royalty assets in Canada, Australia, and Madagascar not only mitigate risks associated with geopolitical tensions but also align with global efforts to develop alternative sources of energy that use graphite heavily.
"As this energy transition continues around the world, we believe the demand for critical minerals will continue to rise. Our strategy of focusing on projects located in North America and other safe jurisdictions has better positioned several of our assets to receive support from both investors and governments as they prioritize development and production."
1https://www.reuters.com/world/china/chinas-export-controls-are-curbing-critical-mineral-shipments-world-2025-04-20/
2https://source.benchmarkminerals.com/article/china-tightens-graphite-export-controls-to-the-us
3https://www.forbes.com/sites/arielcohen/2025/04/18/white-house-cuts-red-tape-for-us-critical-minerals/
4https://www.whitehouse.gov/presidential-actions/2025/04/ensuring-national-security-and-economic-resilience-through-section-232-actions-on-processed-critical-minerals-and-derivative-products/
About Electric Royalties Ltd.
Electric Royalties is a royalty company established to take advantage of the demand for a wide range of commodities (lithium, vanadium, manganese, tin, graphite, cobalt, nickel, zinc and copper) that will benefit from the drive toward electrification of a variety of consumer products: cars, rechargeable batteries, large scale energy storage, renewable energy generation and other applications.
Electric vehicle sales, battery production capacity and renewable energy generation are slated to increase significantly over the next several years and with it, the demand for these targeted commodities. This creates a unique opportunity to invest in and acquire royalties over the mines and projects that will supply the materials needed to fuel the electric revolution.
Electric Royalties has a growing portfolio of 43 royalties in lithium, vanadium, manganese, tin, graphite, cobalt, nickel, zinc and copper across the world. The Company is focused predominantly on acquiring royalties on advanced stage and operating projects to build a diversified portfolio located in jurisdictions with low geopolitical risk, which offers investors exposure to the clean energy transition via the underlying commodities required to rebuild the global infrastructure over the next several decades toward a decarbonized global economy.
Company Contact
Brendan Yurik
CEO, Electric Royalties Ltd.
Phone: (604) 364?3540
Email: Brendan.yurik@electricroyalties.com
https://www.electricroyalties.com/
Neither the TSX Venture Exchange nor its Regulation Services Provider (as that term is defined in the policies of the TSX Venture Exchange), nor any other regulatory body or securities exchange platform, accepts responsibility for the adequacy or accuracy of this release.
Cautionary Statements Regarding Forward-Looking Information and Other Company Information
This news release includes forward-looking information and forward-looking statements (collectively, "forward-looking information") with respect to the Company within the meaning of Canadian securities laws. This news release includes information regarding other companies and projects owned by such other companies in which the Company holds a royalty interest, based on previously disclosed public information disclosed by those companies and the Company is not responsible for the accuracy of that information, and that all information provided herein is subject to this Cautionary Statement Regarding Forward-Looking Information and Other Company Information. Forward looking information is typically identified by words such as: believe, expect, anticipate, intend, estimate, postulate and similar expressions, or are those, which, by their nature, refer to future events. This information represents predictions and actual events or results may differ materially. Forward-looking information may relate to the Company's future outlook and anticipated events and may include statements regarding the financial results, future financial position, expected growth of cash flows, business strategy, budgets, projected costs, projected capital expenditures, taxes, plans, objectives, industry trends and growth opportunities of the Company and the projects in which it holds royalty interests.
While management considers these assumptions to be reasonable, based on information available, they may prove to be incorrect. Forward-looking statements involve known and unknown risks, uncertainties and other factors which may cause the actual results, performance or achievements of the Company or these projects to be materially different from any future results, performance or achievements expressed or implied by the forward-looking statements. These risks, uncertainties and other factors include, but are not limited to risks associated with general economic conditions; adverse industry events; marketing costs; loss of markets; future legislative and regulatory developments involving the renewable energy industry; inability to access sufficient capital from internal and external sources, and/or inability to access sufficient capital on favourable terms; the mining industry generally, recent market volatility, income tax and regulatory matters; the ability of the Company or the owners of these projects to implement their business strategies including expansion plans; competition; currency and interest rate fluctuations, and the other risks.
The reader is referred to the Company's most recent filings on SEDAR+ as well as other information filed with the OTC Markets for a more complete discussion of all applicable risk factors and their potential effects, copies of which may be accessed through the Company's profile page at sedarplus.ca and at otcmarkets.com.
SOURCE: Electric Royalties Ltd.
View the original press release on ACCESS Newswire