Americore Resources (TSXV: AMCO)
Drilling Value in the Silver State
A clear investment roadmap is emerging from Prime Minister Mark Carney’s nation-building agenda for 2026, centered on massive infrastructure, energy, and critical minerals spending designed to strengthen Canada’s economy and global standing. This government-backed push is creating powerful tailwinds for domestic suppliers in energy, nuclear, and mineral sectors.
Among them, Pembina Pipeline (TSX:PPL), Cameco Corporation (TSX:CCO), and Nouveau Monde Graphite (TSX:NOU) are viewed as essential investments due to their strategic roles in these pivotal areas.
PM Carney has announced five major projects forming the agenda’s backbone:
The success of this ambitious agenda hinges on active participation from Canadian industry leaders. Pembina, Cameco, and Nouveau Monde are poised to lead in energy infrastructure, nuclear supply, and critical minerals development, respectively.
A reliable source of passive income, Pembina attracts investors with its stable, high-yield dividends. At $51.69 per share, it offers a compelling ~5.5% yield. This dividend titan has not missed a quarterly payment since Q4 2010.
The $30 billion company owns and operates conventional pipeline systems, including the Peace Pipeline, transporting NGLs, crude oil, and condensate across North America. With expansions underway to meet growing demand for propane and ethane, Pembina plans to develop new energy projects and bolster made-in-Canada supply chains, positioning it as a vital player in reshaping the national energy strategy.
Cameco is the premier pure-play investment for exposure to nuclear energy. The $55.5 billion company supplies nuclear fuel, products, and services across the entire fuel cycle. Its stock has been a top performer, with a year-to-date gain of 72.8% ($127.48 per share) and a staggering 320.7% total return over three years.
Management believes heightened global interest in nuclear power will durably strengthen the uranium industry’s fundamentals. As the world seeks nuclear energy to achieve a net-zero future, Cameco aims to be a strategic partner, supplying crucial uranium for clean energy and supporting Canada’s nation-building initiatives.
As North America’s largest fully integrated, carbon-neutral graphite producer, Nouveau Monde supplies critical materials for EVs, energy storage, and technology. The company, with a market cap of ~$583.5 million, has seen its stock rise 56.5% over the past year to $3.63.
Its flagship Matawinie graphite mine in Quebec was referred to the federal Major Projects Office on November 13, 2025. Dubbed the “mine of the future” with a 25-year life, it is slated to begin construction in Q1 2026 and reach production by mid-2028, creating over 1,000 jobs. Aligned with national strategy, the mine is set to become a powerhouse for extracting and upgrading critical minerals like graphite, tungsten, copper, lithium, nickel, and cobalt.
Pembina Pipeline, Cameco, and Nouveau Monde Graphite play indispensable strategic roles in reshaping Canada’s energy infrastructure, securing its clean nuclear supply chain, and achieving critical mineral autonomy. For investors focused on Canada’s long-term growth and sustainability, these TSX-listed companies offer a direct path to participate in the nation’s ambitious agenda and share in the potential rewards.
