Canada Nickel Company WKN: A2P0XC ISIN: CA13515Q1037 Kürzel: CNC Forum: Aktien Thema: Hauptdiskussion

Poilievre says feds are holding up oil, gas and mining projects. Is he right, and could he change that? A number of the Conservative leader’s priority projects are nearing or have final approvals, while others face concerns about environmental and First Nations impacts Toronto-based Canada Nickel Company’s Crawford Nickel Project, an open-pit nickel-cobalt mine and metal mill north of Timmins, Ont., was also identified on Poilievre’s list. It, too, appears to be “in the final approval stage with the federal government,” according to a March interview with the company’s CEO by a financial analysis publication. The company has said it expects approvals this year and has secured financing partners including Scotiabank. The Ontario Rivers Alliance said in February it was “concerned with the serious lack of details” in the company’s documentation about the project’s effects on things like downstream ecosystems. LNG Canada and Canada Nickel Company did not respond to requests for comment. https://thenarwhal.ca/poilievre-priority-projects-federal-election/

Turkish nickel bull plans $2 billion M&A spree to rival China https://www.mining.com/web/turkish-nickel-bull-plans-2b-ma-spree-to-rival-china/ Wenn die M&As passieren, dann ist man am bald am Boden des Zykluses.

Ontario to table legislation that will speed up mine development Ontario is set to table legislation that it says will speed up the development of mines by designating some as “special economic zones,” though Premier Doug Ford said that could also be used on other projects. The Ring of Fire, a massive area in northern Ontario said to be replete with critical minerals, will be one such economic zone. But Ford said other big projects could receive similar designations, including his plan to build a massive transit and traffic tunnel under Highway 401. https://www.ctvnews.ca/toronto/politics/queens-park/article/ontario-to-table-legislation-that-will-speed-up-mine-development/

Indonesia hikes mining royalties to fund Prabowo policies https://www.mining.com/web/indonesia-hikes-mining-royalties-to-fund-prabowo-policies/

A presentation by the city council available on the city’s website notes the prospective growth in the precious metals and critical minerals sectors due to projects such as the Crawford Nickel Project and the Côté Gold Project. Canada Nickel’s Crawford Nickel Project open-pit mine will be an estimated $2.5-billion development located 40 kilometres north of Timmins, with first production expected in late 2026, early 2027. The Côté Gold open pit mine, operated by IAMGOLD and located halfway between Sudbury and Timmins in Gogama, has continued to see positive momentum since opening in 2024. “The critical minerals market is growing,” Tam said. “Some of those industries have approached the municipality and have said they want to establish themselves here long term. …We’re asking ‘What’s out there, how can we help support industry’?” https://www.timminstoday.com/local-news/new-study-seeks-to-predict-timmins-of-the-future-10510446

https://youtu.be/8W-5y8KHimI?si=K6ZLeWGt3_sWh8vb Zölle und der Nickelmarkt

https://youtu.be/iKz35kPxwK4?si=m-hCirPK8eYGoZGX Die Nickelpreise haben sich seit Jahresbeginn 2025 auf 16.500 US-Dollar pro Tonne (7,50 US-Dollar/Pfund) erholt und damit um 10 % zugelegt. Diese Erholung ist vor allem auf deutliche Preissteigerungen bei indonesischem und philippinischem Erz zurückzuführen. In der letzten Woche stiegen die indonesischen Erzpreise um 1,50 bis 2 US-Dollar pro Tonne (3–6 %). Branchenexperten betrachten den indonesischen Erzpreis als wichtigsten Indikator für die diesjährige Marktentwicklung von Nickel. Die Preissteigerungen wirken sich kaskadenartig auf die gesamte Lieferkette aus und beeinflussen die Preise für Erz, Nickelroheisen (NPI) und Edelstahl. Einige Preispunkte erreichen Niveaus, die erst Ende 2024 kurzzeitig erreicht wurden. Auf Unternehmensebene hat die Canada Nickel Company eine RoyaltyCo gegründet, die eine Lizenzgebühr von 1 % auf den Großteil ihres Landpakets hält. Dadurch konnte sie 8 Millionen US-Dollar einwerben und gleichzeitig 62 % der Anteile halten. Das Unternehmen erwartet, bis Mitte des Jahres sechs weitere Ressourcenschätzungen zu veröffentlichen und damit möglicherweise eine Ressourcenausstattung zu schaffen, die mit dem Sudbury-Becken vergleichbar ist.

Update on top critical mining projects in Ontario https://www.canadianminingjournal.com/featured-article/update-on-top-critical-mining-projects-in-ontario/ Canada Nickel: Crawford nickel sulphide project Canada Nickel is a Toronto-based company that is advancing the next generation of net-zero carbon nickel-cobalt projects with plans to supply the critical mineral to Canada’s EV battery industry. The company’s Crawford nickel sulphide project is the second largest nickel resource and reserve globally, with 3.8 million tonnes of proven and probable nickel contained. The project is expected to be the third largest nickel sulphide operation globally with an annual production of 48,000 t/y nickel, 800 t/y cobalt, 1.6 million t/y iron, and 76,000 t/y chrome during its peak 27-year period, and a total of 1.6 million tonnes of nickel over the project’s 41-year lifespan. Located in the Timmins Nickel District and covering 900 km2, the project will be a large scale, open pit, bulk tonnage, nickel sulphide operation with the potential for zero carbon production. Canada Nickel’s feasibility study (FS), completed in Nov. 2023, showed that the project has a $3.5 billion after-tax net present value (NPV) (8%), an internal rate of return (IRR) of 17%, increasing to $3.69 billion after-tax NPV (8%), an IRR of 18%, and an initial capital expenditure of $2.70 billion. The FS also showed that over the project’s lifecycle, it is projected to generate more than $89 billion in revenue, $9.93 billion in federal and provincial income tax, and $3.69 billion in provincial mining taxes, from a total investment of $9.65 billion. Canada Nickel received $4.38 million from the Critical Minerals Infrastructure Fund which will support pre-implementation studies for electrical infrastructure. The company also invested $35 million in 2024 to unlock the Timmins Nickel District and demonstrate its potential to be one of the world’s largest nickel sulphide districts. The company filed its environmental impact statement (EIS) in Nov. 2024 and expects to receive its permits in 2025 and to make a construction decision in 2025 leading to first production expected by year-end 2027.

Canada scraps federal review of large projects Canada’s federal government will permit major infrastructure and mining projects with provincial and territorial approvals alone, Prime Minister Mark Carney said Friday evening after meeting with the country’s 13 premiers. “We will eliminate federal duplicative requirements by recognizing provincial assessments for major projects, the so-called mutual recognition,” Carney told reporters in Ottawa. “So, one project, one review, and we will work with the provinces and other stakeholders, Indigenous groups, to identify projects of national significance and accelerate the time frame to build them.” Carney said a leading project for the speedy permitting process would be the Cedar LNG project, a proposed Indigenous-led liquefied natural gas export facility estimated to cost C$5.8 billion and located near Kitimat, British Columbia. The project is a partnership between the Haisla Nation and Pembina Pipeline Corp. The C$80 million Churchill port revitalization project on Hudson Bay in northern Manitoba is the other. The Liberal Party leader, who is expected to call a federal election on Sunday, laid out several parts of what amount to an economic platform for the imminent campaign. He said developing the Ring of Fire critical minerals region in northwestern Ontario would one of several potential future projects that could get a quick OK. Earlier Friday, Carney said the government was cancelling plans to increase the capital gains tax to 66% from 50%. A week ago in his first move at a cabinet meeting, he cancelled the consumer carbon tax, echoing calls by other leaders such as Conservative Party leader Pierre Poilievre. While the election hasn’t been called, Poilievre has also been making stump speeches, like one on Wednesday pledging to approve Ring of Fire within six months of being elected. https://www.mining.com/canada-scraps-federal-review-of-large-projects/#:~:text=Canada's%20federal%20government%20will%20permit,with%20the%20country's%2013%20premiers.

Commodities ‘Both sides of the border’ aware of the strategic importance of critical minerals amid trade war: expert https://www.bnnbloomberg.ca/investing/commodities/2025/03/15/both-sides-of-the-border-aware-of-the-strategic-importance-of-critical-minerals-amid-trade-war-expert/

https://youtu.be/EbaadKGBHtQ?si=5wQ4y48Eear6L7_7 The Battery Show with Mark Selby, CEO of Canada Nickel Corp. What a difference 2 weeks makes – up $2,200 a tonne since we last spoke breaking out of range $15,000-$15,800 range that we’ve been in the last 3 months.

Ein Monat mit 28,6% Plus in dem Umfeld Die Richtung stimmt ist es der Turnaround - not yet sure. Es müssten jetzt von Selby ein paar schöne News kommen dann geht es hier weiter hoch.

Na, jetzt bemüht sie sich aber sehr in die richtige Richtung zu wandern. Weiter so.

Mine waste could be transformed into a ‘net-zero, multi-billion dollar opportunity’ – study #miningnews https://x.com/mining/status/1898162628188369171?s=46&t=CND_DF6ErYtM-d_GnIoKqA

Das hat doch was schönes heute!!!

Canada Nickel CEO on potential markets for Canadian nickel Mark Selby, CEO of Canada Nickel, discusses his outlook on Canadian nickel and which markets the commodity could see a boost in. https://www.bnnbloomberg.ca/video/shows/commodities/2025/03/05/canada-nickel-ceo-on-potential-markets-for-canadian-nickel/