Avalon Advanced Materials CEO Interview | $4.1B NPV, Rare Earths, & North American Supply Chain
May. 14, 2026
In our investor-focused interview, Scott Monteith, CEO of Avalon Advanced Materials (OTCQB: AVLNF | TSX: AVL), breaks down how the company is building one of North America's most strategically positioned critical minerals platforms.
Avalon's dual-asset strategy spans the Nechalacho Rare Earth Elements Project, one of the largest and highest-quality North American REE deposits, and the Lake Superior Lithium Project in Thunder Bay, Ontario, which carries a C$4.1B after-tax NPV and a 48% IRR. The Thunder Bay facility is expected to become Ontario's first commercial lithium hydroxide refinery, purpose-built to supply the rapidly expanding EV battery manufacturing ecosystem across Canada and the U.S.
Scott also covers Avalon's tier-one partnerships with Metso and SCR-Sibelco and why the company believes its current market cap represents a significant disconnect from the intrinsic value of its asset base.
