While commodity prices remain strong, the combination of high interest rates and relatively low investor interest in certain commodities may be limiting access to capital. Michael Faralla, Managing Director and Head of Global Mining, Investment Banking, TD Securities, and Peter Haynes, Managing Director and Head of Index and Market Structure Research, TD Securities, examine the unique ecosystem Canada has carved out in fostering capital formation, M&A activity across the industry, and geopolitical risks in countries processing the rare minerals used for energy transition. Listen in as they discuss the upcoming PDAC mineral exploration and mining convention, sharing their own memories and envisaging initial conversations that may ultimately become deals. This podcast was recorded on January 31, 2024. For relevant disclosures, visit: tdsecurities.com/ca/en/tds-viewpoint-episode-27. To learn more about TD Securities, visit us at tdsecurities.com or follow us on LinkedIn @tdsecurities.