Recorded on October 1, 2026 at NRS Studios
TSXV: ELEC
OTCQB: ELECF
Steve Yang interviews Brendan Yurik, CEO & Director of Electric Royalties Ltd., about the company’s royalty strategy and its portfolio of 43 royalties across nine clean-energy metals.
Yurik explains why he chose the royalty model over traditional single-asset mining exposure, how Electric Royalties evaluates projects with specialty advisers, engineers and an in-house geologist, and why the company prefers assets with defined economics rather than very early-stage projects. He discusses copper, lithium, manganese, graphite, tin, vanadium, zinc and nickel, along with electrification, artificial intelligence, industrial growth and Western supply chains.
The interview covers the producing Punitaqui copper royalty in Chile, Sleitat tin in Alaska, Battery Hill manganese in Canada, operator quality, jurisdiction selection, insider alignment, share structure, the convertible credit facility, current cash flow, potential future producing royalties and portfolio-level M&A.
Electric Royalties currently lists Punitaqui as a producing 0.75% gross revenue royalty on copper in Chile.
Yurik also explains how he thinks about royalty-company NAV and compares selected assets with royalty transactions involving Euro Manganese and Deterra Royalties. His valuation views and forward-looking estimates are statements from the interview and should be evaluated through independent due diligence.
Steve discloses that he is not currently an investor, Electric Royalties did not pay for this interview, and the discussion is not investment advice.
KEY TOPICS
– Royalty model and diversification
– 43 royalties across nine clean-energy metals
– Punitaqui, Sleitat and Battery Hill
– Project economics and due diligence
– Jurisdiction and operator selection
– Insider alignment and financing
– Cash flow, M&A and consolidation
– Royalty valuation and NAV comparisons
ELECTRIC ROYALTIES LTD.
Website
https://www.electricroyalties.com/
Portfolio
https://www.electricroyalties.com/portfolio
Producing Royalties
https://electricroyalties.com/portfolio/producing-royalties
LinkedIn
https://ca.linkedin.com/company/electric-royalties-ltd
BRENDAN YURIK
LinkedIn
https://ca.linkedin.com/in/brendan-yurik-54535b4a
HOST – STEVE YANG
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CHAPTERS
00:00 Cold open - how Electric Royalties evaluates projects 00:53 Introduction 01:12 Tickers and the 43-royalty portfolio 02:13 Why the royalty model 04:08 Sleitat and scarce critical-metal assets 05:03 Punitaqui copper royalty 06:00 Diversification, ownership and upside 08:22 Why clean-energy metals 11:19 Brendan Yurik’s background and due diligence process 12:58 Jurisdictions and operator criteria 14:54 Share structure and financing 16:34 Cash flow and growth strategy 17:50 Valuation and royalty comparisons 19:37 How to follow Electric Royalties 20:52 Disclosure and closing
Visit Producing Royalties Website
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