SMC 2026-05-17

Good morning,

Something a little different this week. Our illustrious Chairman, Tim Lewin in the UK, recently discovered that, in the AI world, Claude appears to provide better results than ChatGPT for certain types of research and analysis. With that in mind, he began feeding Claude background information to generate a report highlighting the importance of our new patent — not only for battery metals and mining, but also for the agriculture industry.

The current conflict in the Middle East continues to create ripple effects well beyond the region, particularly in global fertilizer and commodity markets. Against that backdrop, the report makes for a very interesting read and serves as another example of how rapidly evolving technologies are reshaping industries and changing the world around us.

Read the full report here.

Cheers,
Ross Orr
President & CEO