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Insights

Occasional observations on methodology, markets, and the subsurface. We publish when we have something worth saying.

012025-11
Silhouette of Swiss alpine peaks at dawn with atmospheric mist

The Problem with Prospectivity Maps

Most prospectivity models train on known deposits and predict more of the same. They are detection-biased — they find ground that looks like ground that has already been found. The result is a map of exploration history, not geological potential.

Our framework separates the question of geological favorability from the question of observational coverage. A two-layer spatial model estimates where minerals are likely to exist (the truth layer) and where exploration has been sufficient to find them (the detection layer). The frontier — ground that is geologically favorable but historically under-examined — only becomes visible when you decouple these questions. Conventional prospectivity mapping cannot see it because it was never designed to look.

022025-08
Alpine summits veiled in atmospheric fog under soft morning light

On the Misuse of 'AI' in Exploration

The mineral exploration industry has developed an enthusiasm for artificial intelligence that outpaces its understanding of what these tools actually do. The result is a growing gap between marketing language and operational reality.

Disciplined application looks different from the marketing version. It means automatic feature selection that identifies which of 48 geological variables actually carry information, rather than an operator choosing inputs based on intuition. It means Bayesian posterior estimation that quantifies uncertainty, rather than a binary prospective/non-prospective classification. It means explicit bias modelling that accounts for where people have looked, rather than treating detection history as ground truth. The model serves the geologist. Never the reverse.

032025-04
Dramatic mountain range beneath brooding cloud formations

Why We Focus on Ontario and the Canadian Shield

There is a persistent belief that the best remaining discoveries lie in frontier jurisdictions with minimal exploration history. This is sometimes true. It is more often a justification for avoiding the harder question: why hasn't this ground been found in Ontario, where people have been looking for over a century?

Ontario and the Canadian Shield offer something that frontier regions cannot: data density. A century of systematic geological surveys by the OGS, decades of geochemical sampling, and comprehensive geophysical coverage create a substrate rich enough for computational methods to extract meaningful signal. The opportunity is not in going where no one has looked. It is in looking differently at what everyone has already seen across the Abitibi, Red Lake, and Sudbury.

The most valuable insight is the one the market hasn't priced in yet.