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

Bei TR passieren lustige Dinge. Kurz nach 22Uhr ging's in den Keller und mein SL bei 0,97€ wurde ausgelöst. Hier steht aber noch 1,282€ 🤨

Indonesia enforces 70% output cut at world’s largest nickel mine, quota reduced from 42 mln to 12 mln tons Weda Bay Nickel must lower ore production from 42 mln tons to 12 mln tons, marking a sharp 70% reduction. The step backs Indonesia’s strategy to limit national nickel output to 260 mln tons and tighten global supply. The operation is jointly owned by Tsingshan Holding Group, Eramet, and Aneka Tambang. Officials are also moving ahead with penalties over a forestry permit breach, increasing regulatory pressure beyond the production curbs. Indonesia’s previously approved 42 mln ton level for 2025 has now been reduced to 12 mln tons for 2026, reinforcing tighter control in a market long dominated by Indonesian nickel supply. https://x.com/bigbreakingwire/status/2021502101525033042?s=46&t=CND_DF6ErYtM-d_GnIoKqA

The nickel situation is so fascinating, yet nobody's talking about it. Indonesia is the world's largest nickel producer. And it's telling you it can't sustain production at current prices. These are things you see at cycle bottoms. https://x.com/marketplunger1/status/2021579632357572680?s=46&t=CND_DF6ErYtM-d_GnIoKqA

WORLD’S BIGGEST NICKEL MINE IN INDONESIA TOLD TO SLASH OUTPUT https://x.com/firstsquawk/status/2021491570030280888?s=46&t=CND_DF6ErYtM-d_GnIoKqA

Nickel Extends Gains as Indonesia Reaffirms Sharp Mining Cuts • Nickel Price Trend: Nickel prices surged over 20% since mid-December, driven by speculative buying and geopolitical concerns. • Indonesia’s Nickel Quota: Indonesia, the top nickel supplier, will issue production quotas of 260-270 million tons of nickel ore in 2024, aiming to boost prices amid a surplus. • Market Impact: Analysts view quotas below 270 million tons as bullish, with Macquarie Group raising its 2026 nickel forecast by 18% due to expected supply constraints. https://www.bloomberg.com/news/articles/2026-02-11/nickel-extends-gains-as-indonesia-reaffirms-sharp-mining-cuts?embedded-checkout=true

Canada is set to play a leading role in supplying the world with responsibly produced critical minerals https://www.iea.org/commentaries/canada-is-set-to-play-a-leading-role-in-supplying-the-world-with-responsibly-produced-critical-minerals

Aus dem Crux Video https://youtu.be/Gb7bxSSP58c?si=myibvjKs1P73ZjhX Spezifisch zu Canada Nickel 00:16:25–00:17:12 — Projekt-Meilensteine & Personal • Ernennung von Ausenco als Lead-Engineer. Zuständig für die Prozessanlage und zugehörige Infrastruktur; guter Track-Record. • Fokus: Detailengineering hochfahren mit dem Ziel, Ende des Jahres mit dem Bau zu beginnen. 00:16:42–00:17:12 — Finanzierung / Brückenfazilität • Ankündigung einer erweiterten Brückenfazilität (im Transkript: „for Auramet“). • Die bestehende Fazilität, die nächste Woche fällig gewesen wäre, wurde ausgezahlt. • Erwähnung eines Partners (Auramet), der als sehr unterstützend beschrieben wird. • Zweck der Brückenfazilitäten: Sicherstellung der Finanzierung während laufender Gespräche mit Regierungen und Projektpartnern, damit das Projekt beim Hochfahren des Detailengineerings weiter „full speed“ laufen kann. 00:17:14–00:18:03 — Branchen-News / Anekdote • „Hot off the press“: Eine Handelsfirma (im Transkript: Trafficker; wohl gemeint: ein großer Rohstoffhändler) gewann eine $600 Mio. Klage, weil jemand Nickel in Containern verkauft haben soll — die Container waren jedoch leer. • Mark war im Büro von Glencore (Transkript: „Glenor“) mit dem Glencore-Nickel-Team, sie lachten über den Vorfall. 00:18:03–00:18:39 — Sonstiges / Vorsichtshinweise • Kurzer Austausch über Geschäfte in Indien und die Notwendigkeit, mit manchen Gruppen vorsichtig zu sein. Besonders interessant und auch bei CEO.CA diskutiert - was macht der zusammen mit Glencore und dem Nickel Team?? Glencore ist ein großer Nickel Produzent und auch in Ontario vertreten. https://www.glencore.ca/en/sudburyino

Ich hab hier auch noch einen Artikel, der sich mit der Meldung beschäftigt.. hoffe, es wurde nicht schon gepostet. https://miningthemarket.com/news/f9dbcea0-6162-4c4a-8cf9-62961de383a7

No reports, no records: China’s nickel black hole in Indonesia Tsingshan Stainless Steel’s disclosure failure flouts regulatory requirements and jeopardizes China-Indonesia economic cooperation • Missing Investment Report: PT Indonesia Tsingshan Stainless Steel, a major Chinese nickel smelter in Indonesia, has not submitted its mandatory Investment Activity Report. • Impact on Oversight: The lack of reporting hinders the government’s ability to track investments, assess production, and enforce regulations in the nickel industry. • Significance of the Case: This case highlights the challenges of China-Indonesia economic cooperation, particularly in the nickel sector, which is crucial for Indonesia’s economic growth and industrial policy. • Indonesia’s Nickel Policy Impact: Indonesia’s policy choices, including banning unprocessed nickel exports and promoting downstream processing, have attracted significant Chinese investment and reshaped the global nickel supply. • Need for Robust Governance: The scale of investment highlights the urgent need for strong governance to protect national interests, including environmental protection, fiscal management, and strategic considerations. • Regulatory Gaps and Risks: Failure to enforce reporting obligations creates regulatory gaps, weakening Indonesia’s authority over its strategic nickel sector and increasing environmental, fiscal, and strategic risks. • Post-Audit Actions: Authorities should review investment realisation, tax compliance, environmental permits, and energy sourcing, and make the findings public. • Supervision Improvement: Supervision should be systematic, with integrated reporting systems across relevant agencies and predictable, promptly enforced sanctions for noncompliance. • Indonesia’s Advantage: Indonesia’s success in governing its nickel resources will determine the sustainability of its economic gains from industrialisation. https://asiatimes.com/2026/02/no-reports-no-records-chinas-nickel-black-hole-in-indonesia/

Goldman Sachs Group Inc. $GS and Macquarie Group Ltd $MQG raised their 2026 average nickel price forecasts, citing tighter Indonesian supply after signals that the country plans to curb mining output. Goldman lifted its 2026 average forecast to $17,200/tonne (from $14,800), with prices potentially reaching ~$18,700/tonne in 2Q26 before easing toward ~$15,500/tonne by year-end as supply recovers. Macquarie raised its LME 2026 average to $17,750/tonne (from $15,000), cutting its global surplus view to ~90 kt. Indonesia, the world’s largest nickel producer, plans to slash mining quotas to 250–260 Mt (vs 379 Mt in 2025), aiming to support prices near $18,000/tonne. LME nickel $NICKEL1! last traded around $17,447/tonne https://x.com/lwsresearch/status/2018945555544658333?s=46&t=CND_DF6ErYtM-d_GnIoKqA

• Carbon Storage Method: Canada Nickel plans to store carbon by reacting carbon dioxide with brucite in its nickel mine tailings. • Process Description: Tailings will be processed in tanks where high-strength carbon dioxide streams will be bubbled and stirred into the tailings for several hours. • Technology Readiness: While the technology has not yet been implemented at full commercial production scale, it has progressed through testing and pilot projects and is being actively advanced toward commercialisation.

Canada’s biggest nickel mine could store carbon in its waste rock — if all goes to plan https://thenarwhal.ca/crawford-nickel-carbon-storage/

Sondervermögen 🫣😎🥳

Das klingt kaufmännisch gut durchdacht und wahrscheinlich richtig. Drückt kurz den Kurs, aber dafür gehts nachher wahrscheinlich umso höher. Danke für den Bericht Rudi, ich durfte ein neues Wort lernen:Überbrückungskreditfazilität. Geil.

Dachte auch erst das ist negativ aber evtl ist das notwendig und du nächsten größeren Anschaffungen zu tätigen um schnell voran zu kommen!