Offtake agreements are critical for financing Ontario’s critical mineral projects but demand volatility, market manipulation, and geopolitical shifts are upending traditional routes to market. This presentation explores emerging solutions like government-backed price guarantees and new demand pathways from defence and midstream buyers.

• Why offtake markets remain a key bottleneck for project financing
• Exploring the role of government-backed price guarantees to unlock investment
• Defence procurement and midstream capacity as emerging offtake pathways
• What buyers and investors need to see from Ontario producers