Marc Bishop Lafleche, CEO of Ecora Royalties (LSE: ECOR) (TSX: ECOR) (OTCQX: ECRAF), sat with us at the 2026 Rule Symposium for Natural Resources in Boca Raton and laid out the gap between what the energy transition requires and what the mining industry is actually building. New mine construction has lagged demand for years, and permitting timelines, financing hurdles, and the sheer scale of capital required mean that gap isn’t closing anytime soon.
The conversation also covers his outlook for uranium, why he sees critical minerals royalties becoming more valuable as that supply gap persists, and how royalty acquisitions over long-life assets factor into the next decade of mine development.
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