Electric Royalties Ltd. ELEC.V

Company Overview

Electric Royalties Ltd. is a Canadian royalty company focused on the global clean energy transition and battery metals supply chain. The company acquires royalties on projects tied to commodities commonly used in electrification, renewable energy infrastructure, energy storage, and electric vehicle manufacturing, including lithium, graphite, manganese, nickel, cobalt, vanadium, zinc, copper, and tin. Electric Royalties operates within the mining finance and natural resources industries, using a royalty and streaming-style business model designed to provide exposure to commodity production without directly operating mines.

The company’s primary revenue drivers are royalty interests linked to mineral production and development-stage assets. Its portfolio includes royalties on projects across multiple jurisdictions and stages of development, ranging from exploration to near-production assets. Electric Royalties positions itself as a diversified clean-energy-focused royalty platform with exposure to strategic minerals expected to benefit from long-term electrification demand trends. The company was founded in 2020 and expanded through acquisitions of royalty interests and strategic investments in battery-metal-related mining projects globally.

Business Operations

Electric Royalties generates revenue primarily through mineral royalties tied to future production from underlying mining projects. Its business model centers on acquiring royalty interests rather than directly funding or operating mining activities. The company’s portfolio includes exposure to lithium, graphite, manganese, vanadium, cobalt, nickel, copper, and zinc assets in jurisdictions including Canada, the United States, Australia, Brazil, and parts of Europe and Africa. Key portfolio assets have included royalty interests connected to projects such as Battery Hill, Seymour Lake, Graphmada, and other battery-metal development properties.

The company operates internationally through ownership of royalty agreements and mineral interests rather than through extensive physical operating infrastructure. Its assets are tied to projects controlled by third-party mine developers and operators, allowing Electric Royalties to maintain a comparatively lean operating structure. Strategic relationships are formed through royalty financing agreements, property acquisitions, and investment partnerships with mining and exploration companies. Data regarding certain private agreements or project economics is inconclusive based on available public sources.

Strategic Position & Investments

Electric Royalties’ strategy focuses on building a diversified portfolio of royalties linked to metals essential to decarbonization, grid modernization, and battery technologies. The company has emphasized acquiring royalties on projects with long-term exposure to electric vehicles, stationary energy storage, and renewable power infrastructure. Growth initiatives have centered on expanding royalty holdings across multiple commodities and jurisdictions to reduce dependence on any single mine or metal market.

The company has completed several royalty acquisitions and strategic investments since its formation, including interests associated with lithium, graphite, manganese, and vanadium projects. Electric Royalties has also pursued portfolio diversification through transactions involving development-stage and advanced exploration assets. Its strategic positioning is based on participating in the growth potential of critical minerals markets while limiting direct operational and capital expenditure risks typically associated with mine ownership. Public disclosures indicate continued interest in emerging battery-material technologies and critical mineral supply chains tied to Western industrial policy and energy security initiatives.

Geographic Footprint

Electric Royalties is headquartered in Canada and maintains a globally diversified royalty portfolio. Its royalty interests and related investments span North America, South America, Africa, Europe, and Australia, with exposure to projects in jurisdictions considered important to critical mineral development and battery supply chains. The company’s public filings and investor materials indicate a particular focus on politically stable mining jurisdictions with active battery-metal exploration and development sectors.

The company’s international footprint is based primarily on contractual royalty ownership rather than direct mining operations. Its portfolio approach provides exposure to a broad range of geographic markets and commodity supply chains associated with electrification and renewable energy growth. The extent of operational influence over underlying mining projects varies because Electric Royalties generally acts as a royalty holder rather than a controlling operator.

Leadership & Governance

Electric Royalties was founded under the leadership of mining executive Brendan Yurik, who has played a central role in shaping the company’s strategy around critical minerals and clean energy metals royalties. The company’s leadership approach has emphasized disciplined royalty acquisitions, portfolio diversification, and long-term exposure to energy transition commodities. Governance and corporate strategy are guided through executive management and the board of directors, with disclosures provided through public filings and exchange reporting requirements.

Key executives and leadership figures have included:

• Brendan Yurik – Chief Executive Officer
• Marc Fogassa – Chairman
• James Hesketh – Chief Financial Officer
• William (Bill) Fisher – Director
• Glen Macdonald – Director

Public filings, including SEDAR+ filings, corporate disclosures, and investor materials, support the majority of disclosed leadership and operational information. Certain operational metrics and forward-looking project timelines depend on disclosures from third-party mine operators and may change over time.