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

Iroquois Falls is open for business, mayor says Canada Nickel eying town for processing facility https://www.timminspress.com/news/iroquois-falls-is-open-for-business-mayor-says

Canada Nickel Company Incorporated - Mineral exploration permit Instrument type: Mineral exploration permit Comment period June 9, 2026 - July 9, 2026 (30 days) Open https://ero.ontario.ca/notice/026-0613

Scott Stinson: Ontario to sign critical minerals 'partnership' with U.K. to combat Chinese influence The agreement is the latest such deal as the province seeks to attract investment from beyond the United States https://nationalpost.com/opinion/ontario-criticial-minerals-partnership-united-kingdom Nickel wird zwar jetzt nicht im direkten Zusammenhang mit der Partnerschaft genannt aber Cobalt To that end, the agreement between Ontario and the United Kingdom will see both governments work together to “build secure, resilient, and integrated” supply chains for critical minerals like lithium and cobalt that are used in modern tech manufacturing, according to a draft statement that was obtained by the Post.

Hier nochmal Ontario signs critical minerals agreement with the UK The announcement could be significant for major mining projects in Northeastern Ontario, including Canada Nickel’s Crawford project near Timmins. The company said the deal builds on its historical ties between Canada and the United Kingdom. “The UK has been a historical home of nickel processing, and there are key strategic nickel users there. The nickel we hope to produce in the Timmins region could go to consumers in the UK,” said Mark Selby, CEO for Canada Nickel. https://www.ctvnews.ca/northern-ontario/article/ontario-signs-critical-minerals-agreement-with-the-uk/

• Company Overview: Canada Nickel Company is a Canadian mining company developing the Crawford Nickel Sulphide Project in Ontario. • Company Focus: The company aims to supply nickel and cobalt for the EV and stainless steel markets, with a focus on lower-carbon production. • Industry Trends: Nickel is gaining importance due to its role in critical minerals, supply chain resilience, and industrial policy. • Indonesia’s Dominance in Nickel Market: Indonesia controls over two-thirds of the global nickel supply, impacting prices and prompting a shift towards maximising value. • Strategic Importance of Nickel: Nickel is crucial for various industries, including defence, and its demand has been steadily increasing. • Crawford Project Significance: The Crawford project, nearing completion, is considered a nation-building initiative, potentially influencing its development trajectory. • Project Timeline: Final permitting decision expected in early summer, financing by early next year, construction decision next year, and groundbreaking by October 2027. • Project Significance: A $2 billion capital project, potentially the largest nickel sulphide operation in the Western world, with a focus on low emissions. • Government Support: Identified as a nation-building project, receiving assistance with permitting and financing, and awaiting government funding to support a final construction decision. • Nickel Ore Types and Emissions: Laterite nickel ore requires energy-intensive processing, leading to high CO2 emissions, while sulphide nickel ore is less energy-intensive and offers a significant emissions benefit. • Challenges in Canadian Mining: Historically, Canada has faced challenges in converting resource potential into operating mines, partly due to capital markets favouring traditional commodities like gold, silver, and copper. • Genuine Indigenous Engagement: Genuine engagement with Indigenous communities in critical minerals projects involves early, open, and sincere interaction, aiming for mutual benefits and going beyond mere compliance. • Indigenous Consultation Importance: Indigenous consultation is a core part of Canada’s permitting process. • Community Involvement: Communities are involved in generating sections of the impact assessment report. • Project Progress: Communities control the pace of project progress based on trust and information. https://www.investmentreports.co/interview/mark-selby-2378

Canada Nickel participated in the Korea–Canada Resource Security & Supply Chain Cooperation Forum in Ottawa, where government and industry leaders discussed strengthening critical minerals partnerships and building more secure Canada–Korea supply chains. https://x.com/canadanickel/status/2062258691135373418?s=46&t=CND_DF6ErYtM-d_GnIoKqA

Canada Nickel & Samsung SDI: 7 Things You Need to Know About the US$1 Billion Crawford Deal https://www.cruxinvestor.com/posts/canada-nickel-samsung-sdi-7-things-you-need-to-know-about-the-us-1-billion-crawford-deal

Is it worth a nickel???

Six countries ask EU to shield heavy industry from carbon costs Poland, Czech Republic and others call for more emissions permits given global crises and high energy prices • Request for Carbon Cost Protection: Six EU member states (Czech Republic, Bulgaria, Poland, Romania, Greece, and Slovakia) urged the EU to shield their heavy industries from carbon costs due to geopolitical crises and high energy prices. • Proposed Solution: The countries proposed increasing free carbon permits for industries transitioning to cleaner output, prioritising mid- and lower-income member states. • Reason for Request: The energy crisis, particularly impacting mid- and lower-income member states, and the increasing energy costs for industries due to the emissions trading system. • Free Allowance Plan: Officials plan to give more free allowances for industries but require more reporting on decarbonisation reinvestment. • Fast-Tracking Free Allocation: Six member states agreed to grant additional free allocation to energy-intensive industrial operators with verifiable emission reduction plans, aiming for implementation before 2030. • Concerns over Allowance Cuts: Member states criticised the commission’s decision to cut allowances for the heat and fuel sectors, potentially increasing carbon costs for industries already facing high energy prices and global competition. https://www.ft.com/content/608c2d9c-638f-470d-b5af-937d0a2eaee1

Hoffe die Regierung bleibt dabei

Bei so einem Projekt kann immer was passieren. Aber bei einem solchen Vorkommen, der Klimaneutralität und der Regierung im Rücken 💁🏻‍♂️das ist schon vielversprechend

Die news wirken bedrohlich warnend

Das Projekt ist extrem schwierig und noch lange nicht in trockenen Tüchern Hier ist ein extremes Risiko.

Werden wir das Tal des Todes verlassen oder darin umkommen??

### 3. Abgrenzung gegen ausländische (chinesische) Konkurrenz * **Der Status:** Der globale Nickelmarkt wurde in den letzten Jahren stark durch billiges, oft von China finanziertes Nickel (z. B. aus Indonesien) beeinflusst, was die Preise unter Druck setzte und westliche Projekte wirtschaftlich herausforderte. * **Die Einordnung:** Selbys Warnungen vor „verdeckten Eigentümerstrukturen“ und feindlichen Akteuren dienen dazu, Crawford als die „saubere“, geopolitisch sichere und rein westliche Alternative zu positionieren. Er fordert regulatorischen Schutz, damit westliches Kapital (z. B. Pentagon-Förderungen nach dem US *Defense Production Act*) bevorzugt in Projekte wie Crawford fließt. ### 4. Signal für den „Multiplikator-Effekt“ bei der Finanzierung * **Der Status:** Investoren warten bei Canada Nickel vor allem auf die finale Strukturierung der Milliardensummen für den Minenbau. * **Die Einordnung:** Wenn Selby im Artikel schreibt, dass staatliche Beteiligung ein „Signal für die langfristige strategische Bedeutung“ an die privaten Kapitalmärkte sendet und das Risiko senkt, beschreibt er die exakte Finanzierungsstrategie für Crawford. Der Artikel soll Zuversicht wecken, dass durch staatliche Anschubhilfe (nach US-Vorbild) die viel größeren, benötigten Summen von privaten Großinvestoren freigesetzt werden können. **Fazit für Investoren:** Der Artikel ist kein rein theoretisches Meinungsstück. Er ist ein strategisches Positionierungspapier des Managements. Selby nutzt die geopolitische Lage, um Crawford als unverzichtbares Projekt für die nationale Sicherheit Kanadas und der USA zu etablieren, um so die finalen, milliardenschweren Finanzierungen und Genehmigungen zu beschleunigen.