Disseminated on behalf of Canamera Energy Metals Corp. (CSE: EMET) (OTCQB: EMETF) and may include paid advertising.

• The global rare earth elements market is projected to grow from roughly $14 billion in 2025 to more than $41 billion by 2034, driven by accelerating demand from EV traction motors, wind turbines, consumer electronics, and defense applications
• China continues to dominate rare earth mining and processing capacity, leaving Western manufacturers exposed to persistent supply concentration risk as governments push to build alternative supply chains
• Canamera Energy Metals raised approximately $10.2 million over four months ending March 2026 and is advancing active exploration programs across seven rare earth and uranium assets in Brazil, the United States, and Canada

The rare earth supply story has moved beyond long-term strategic concern and into immediate industrial planning. Electric vehicles, wind turbines, advanced electronics, and modern defense systems all rely on rare earth inputs that remain heavily concentrated in a small number of global supply channels. Demand projections continue to move higher, but bringing meaningful new supply online remains a slow and capital-intensive process. That imbalance is creating a widening opportunity for developers positioned in jurisdictions seeking to diversify critical mineral supply chains.

Canamera Energy Metals (CSE: EMET) (OTCQB: EMETF) is operating within that emerging window, building a multi-jurisdiction portfolio of rare earth and uranium assets across Brazil, the United States, and Canada as Western governments and manufacturers search for alternative supply sources.

A Structural Supply Problem

The long-term rare earth demand thesis remains difficult to ignore.

Global rare earth elements market projections suggest the sector could expand from approximately $14 billion in 2025 to more than $41 billion by 2034, supported by broad-based growth in permanent magnet demand. Electric vehicle adoption remains a major catalyst, with each traction motor requiring rare earth magnet materials containing elements such as neodymium and praseodymium. Wind power infrastructure adds another major layer of demand, particularly offshore installations where magnet intensity is significantly higher.

Defense applications add further pressure.

Rare earth elements are essential in radar systems, missile guidance, communications infrastructure, and other advanced military technologies, making supply chain security a strategic issue rather than simply an industrial one.

Supply growth, however, operates on a different timeline.

China still maintains dominant control over global rare earth mining, refining, and magnet manufacturing capacity. While major Western players including MP Materials, Lynas, and Iluka continue building out alternative infrastructure, meaningful production diversification remains years away in many cases. New greenfield projects often require extended permitting timelines, technical de-risking, infrastructure investment, and substantial capital commitments before reaching commercial output.

That leaves a supply gap between rising demand and available Western production.

Why Ionic Clay Projects Matter

Not all rare earth projects are built the same.

Brazilian ionic adsorption clay deposits have become increasingly relevant because they may offer a potentially faster and less capital-intensive development pathway compared with traditional hard-rock rare earth operations.

In these systems, rare earth elements are loosely bound to clay particles near surface, allowing extraction methods that can be materially less complex than conventional hard-rock mining and processing routes. That distinction has attracted growing investor and industry attention as supply chain diversification becomes more urgent.

Brazil also offers additional advantages, including established mining infrastructure, favorable geology, and increasing strategic relevance in global critical minerals development.

That backdrop helps explain Canamera’s focus in the region.

Canamera’s Expanding Platform

Canamera is building exposure through multiple rare earth opportunities while maintaining geographic diversification across the Americas.

In Brazil, the company is advancing ionic clay-hosted rare earth exploration at Turvolândia and Patos. At Turvolândia, Canamera completed the initial 350-meter phase of a planned 1,000-meter auger drill campaign, with prior disclosed intervals exceeding 6,000 ppm total rare earth oxide, suggesting characteristics associated with ionic clay mineralization. The remaining program is underway, with assay results expected in the near term.

The Patos Project represents another Brazilian ionic clay opportunity currently undergoing due diligence drilling to support acquisition decisions.

Beyond Brazil, the company is advancing the Iron Hills critical minerals project in Colorado through 3D geophysical modeling while progressing uranium work at Great Divide in Wyoming.

Its Canadian portfolio adds further optionality.

Ontario-based projects including Schryburt Lake, Garrow, and Waterslide are each moving through technical studies, airborne surveys, permitting pathways, and early exploration programs.

That portfolio breadth is notable, but execution requires capital.

Canamera reported raising approximately $10.2 million over the past four months, giving the company financial flexibility to fund multiple active exploration initiatives while maintaining operational momentum across jurisdictions.

The Junior Developer Window

Large-scale rare earth supply diversification will likely be led by major producers and integrated processors. That is already happening.

But large-scale projects take time.

In the interim, junior developers with capital, active exploration programs, and strategically positioned assets may benefit from heightened industry attention, stronger funding conditions, and potential partnership interest as supply chain participants seek future sources of material.

Rare earth demand continues rising, supply diversification has become a geopolitical priority, and developers capable of advancing credible projects are operating in a market that increasingly values optionality.

For more information, visit the company’s website at CanameraMetals.com.

NOTE TO INVESTORS: The latest news and updates relating to EMETF are available in the company’s newsroom at ibn.fm/EMETF

CAUTIONARY NOTE REGARDING FORWARD-LOOKING INFORMATION

This document contains “forward-looking information” within the meaning of applicable securities legislation, including statements regarding: the Company’s planned exploration activities on its projects; the anticipated timing and completion of the earn-in milestones under the Option Agreement; the Company’s ability to make required cash and share payments and incur required exploration expenditures; the geological prospectivity of its projects; and the Company’s exploration strategy.

Forward-looking information is based on assumptions, estimates, and opinions of management at the date the statements are made and is subject to a variety of risks and uncertainties that could cause actual results to differ materially from those anticipated or projected. These assumptions include, without limitation: the Company’s ability to raise sufficient capital to fund its exploration programs and option payments; favourable regulatory conditions; continued access to its projects; and general economic conditions.

Important risk factors that could cause actual results to differ materially include, but are not limited to: uncertainties related to raising sufficient financing; the inherently speculative nature of mineral exploration; title risks; environmental and permitting risks; and fluctuations in uranium prices. Additional risk factors affecting the Company can be found in the Company’s continuous disclosure documents available at www.sedarplus.ca.

Readers are cautioned not to place undue reliance on forward-looking information.

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