AI + Satellites Just Uncovered One of North America’s Largest Lithium Targets

Paul Jackson

November 25, 2025

Key Points

  • Fleet Space used its satellite-powered AI subsurface imaging system to expand the footprint of a massive lithium deposit in Quebec.

  • The Cisco Project now estimates up to 329M metric tons of lithium oxide, with new data showing the deposit likely extends well beyond current boundaries.

  • The technology compresses exploration timelines, reducing drill targeting decisions from weeks to 48 hours, a potential game-changer in the global lithium race.

AI Meets Space: A Breakthrough in Lithium Exploration

In a development that could reshape North America’s battery-metals landscape, Australian exploration-tech startup Fleet Space announced it has expanded the size and scope of the already huge Cisco lithium project in Quebec — using AI-driven satellite imaging instead of traditional exploration methods.

Mineral discovery is notoriously slow and wildly inefficient. On average, only 0.3% of identified deposits ever become real mines, and the process of narrowing targets through geophysics and drilling often takes years. Fleet Space says its approach can shrink that decision timeline to 48 hours, dramatically increasing exploration efficiency.

The company’s mini-constellation of satellites uses electromagnetic, passive seismic, and gravity-sensing data to map the subsurface. That data is then fed into its AI engine, which identifies drill targets with higher accuracy and a fraction of the cost.

For mining companies racing to meet explosive lithium demand — especially in the U.S. and Canada — this isn’t incremental improvement. It’s a structural unlock.

A Lithium System of Global Scale?

The Cisco Project already carried one of the larger conceptual resource footprints in Canada. But Fleet Space’s new results suggest something far bigger:

  • Up to 329 million metric tons of lithium oxide potential within the current footprint.
  • New satellite imaging shows the system extends well beyond existing property boundaries, indicating “district-scale potential.”

“District-scale” is mining code for:
This isn’t a deposit. It’s a potential lithium province.

Quebec’s James Bay region is already emerging as one of the world’s most significant hard-rock lithium camps. Fleet’s AI results suggest this area may be entering an entirely different league.

Why This Matters: Lithium Is the New Oil

The world is heading toward the steepest lithium supply gap in modern history:

  • Benchmark Mineral Intelligence projects a 3–4x surge in demand by 2030.
  • Energy storage, EV batteries, and grid-scale systems require massive amounts of lithium hydroxide and carbonate.
  • The U.S. currently imports virtually all of its battery-grade lithium.

Washington’s latest industrial policies — from the Inflation Reduction Act to DOE-backed supply-chain grants — explicitly prioritize domestic or allied-nation sourcing, making Canada the single most strategic lithium partner for the U.S. economy.

A discovery of this scale in Quebec does more than benefit the operator — it strengthens the entire North American battery ecosystem.

AI Exploration May Rewrite the Economics of Mining

Fleet Space’s accelerated exploration model could fundamentally change the mineral discovery timeline:

Traditional exploration:

  • 6–12 months to integrate geophysics
  • Costly crews
  • Limited resolution
  • Long delays between drilling and reinterpretation

Fleet Space approach:

  • Multi-sensor satellite sweep
  • AI-enhanced subsurface model delivered in 48 hours
  • Allows rapid drill-plan pivot
  • Ideal for remote or hard-access regions

For investors, faster targeting means:

  • Lower discovery costs
  • Fewer failed drill holes
  • Accelerated NI 43-101 or 43-101 compliant steps
  • Faster path to economic valuation

This technology does not guarantee discovery — but it significantly increases the odds and speed of proving it.

WSA Take

Fleet Space just demonstrated the next era of mineral exploration — and it comes at the exact moment North America is scrambling to secure battery metals. A deposit that may hold hundreds of millions of tonnes of lithium oxide is already notable. But the real story is the district-scale upside hinted by the AI imaging.

For investors tracking the global clean-energy supply chain, this positions Quebec as an even more strategic lithium hub — and puts Fleet Space’s technology squarely at the center of the next wave of exploration breakthroughs.

Read our recent coverage on the Google and Meta Are Exploring a Multibillion-Dollar AI Chip Deal.

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Disclaimer

WallStAccess does not work with or receive compensation from any public companies mentioned. All content is for educational and informational purposes only and is not financial advice. Always conduct your own due diligence.

Author

Paul Jackson

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