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Capital Markets January 15, 2026 · 3 min read

PDAC 2026: What We Heard, What It Means, and Where the Mining Sector Is Moving

PDAC 2026: What We Heard, What It Means, and Where the Mining Sector Is Moving

Key Takeaway

PDAC 2026 drew a record 32,155 attendees, with critical minerals firmly established as a strategic priority at the intersection of national security and industrial resilience. Key discussion themes — including the Canada-Australia critical minerals partnership, power and infrastructure constraints, and Indigenous partnership requirements — carry direct implications for Korean companies considering Canadian mining investments or public listings.

# PDAC 2026: What We Heard, What It Means, and Where the Mining Sector Is Moving

Key Summary

PDAC 2026 drew a record 32,155 attendees, cementing critical minerals as a central pillar of national security and industrial resilience. Major discussion themes included the Canada-Australia critical minerals partnership announcement, power and infrastructure constraints, and Indigenous partnership considerations — all of which carry direct strategic implications for Korean companies pursuing Canadian mining investments or exchange listings.

Details

According to [StrategyCorp's analysis](https://strategycorp.com/2026/03/pdac-2026-what-we-heard-what-it-means-and-where-the-sector-is-moving/), the defining themes of PDAC 2026 were: (1) critical minerals are now being framed through the lens of industrial resilience and national security; (2) power supply and infrastructure constraints — including remote power access, grid congestion, and connection delays — are emerging as the primary bottlenecks for project advancement; (3) Indigenous partnerships have become a decisive factor in both project viability and financing risk; and (4) the Canadian and Australian governments announced a joint critical minerals stockpiling and supply chain partnership. [PDAC Official Release](https://www.newsfilecorp.com/release/286250/PDAC-2026-Reflects-Growing-Global-Momentum-for-Mineral-Exploration-and-Development)

Key Figures

  • PDAC 2026 attendance: 32,155 (all-time record)
  • Canada-Australia critical minerals partnership formally announced
  • Strong commodity prices continue to underpin sector-wide optimism
  • Rise Partners Implications

    For Korean battery and EV materials companies evaluating investment in Canadian critical minerals projects, Indigenous partnership compliance (FPIC) and power infrastructure availability should be highlighted as non-negotiable due diligence items. The Canada-Australia critical minerals partnership also provides a practical reference point for exploring the feasibility of an analogous Korea-Canada cooperation framework.

    Implications

    For Korean battery and EV materials companies evaluating Canadian critical minerals projects, FPIC-based Indigenous partnerships and power infrastructure security should be emphasized as core due diligence requirements. The Canada-Australia critical minerals partnership serves as a concrete precedent for exploring a comparable Korea-Canada collaboration framework.