Clean Energy Transition Inc. · TSXV:TRAN
Clean Energy Transition — Canada Asia Business Forum April 2025
20 slides from Clean Energy Transition's conference presentation, April 2025
Slide 1: Sean Samson, President & CEO, Clean Energy Transition Inc.
Sean Samson President & CEO, Director Clean Energy Transition Inc., Canada “TRAN” on TSXV
Slide 2: Cautionary Note Regarding Forward-Looking Statements
Cautionary Note Regarding Forward-Looking Statements This presentation may contain forward-looking information. Such forward-looking statements or information are provided to inform the Shareholders and potential investors about management’s current expectations and plans relating to the future. Rea
Slide 3: Clean Energy Transition: three parts of the business
Clean Energy Transition, or transition.inc is traded on the TSXV, has a tight float, cash in the bank and some tax losses. We have 3 parts to our business- a couple mining businesses- one in silica/quartz and another in potentially very low-carbon nickel- that’s what I’ll run through today. Plus we
Slide 4: Tight share structure, cash runway, tax losses
• Clean Energy Transition Inc., or “transition.inc” (“TRAN” on TSXV) has: • Tight Share Structure- 41.7M shares • Cash Runway- more than 2 years of G&A • Tax Losses- >$30M Non-Capital Losses and Unclaimed Resource Deductions Strategically, we plan to profit from opportunities across the Energy Trans
Slide 5: Nickel and silicon metal on Canada's Critical Minerals List
Nickel Today, 2 of Canada’s Critical Silicon Metal Minerals List Source: https://www.canada.ca/en/campaign/critical-minerals-in-canada/critical-minerals-an-opportunity-for-canada.html
Slide 6: Quartz Projects: Silicon Ridge in Quebec and Snow White in Ontario
Silica/Quartz Low Carbon Nickel 2 Quartz Projects- Silicon Ridge in Quebec and Snow White in Ontario Snow White Main Zone NI 43-101 Mineral Resource: 486,000 Indicated tonnes & 271,000 Inferred tonnes. We’ve identified continued quartz, along a 1km trend, and surface-sampled from the Mirror and Pure
Slide 7: Quartz plus heat makes silicon metal
Silica/Quartz Low Carbon Nickel + = Silicon Metal “MG-Si” Quartz Heat + coal + woodchips
Slide 8: Silicon metal into aluminum alloys and polysilicon
Silica/Quartz Low Carbon Nickel Into Aluminum Alloys Lighter / Stronger Car Bodies Upgraded to Polysilicon Solar Panels Silicon Metal “MG-Si”
Slide 9: Travers Solar Project in Alberta and Canada solar context
Silica/Quartz Low Carbon Nickel Travers Solar Project in Alberta- 465 MW → of 6.9GW solar across Canada Canada’s Largest The Snow White Main Zone Resource could potentially produce >69 GW of solar For Context: TRAN’s Ontario Project has the potential for ~10x Canada’s current installed solar generat
Slide 10: Snow White quartz as silicon metal supplier
Of our two Quartz deposits, Snow White west of Sudbury, Ontario has very low impurities and we believe will be excellent for transforming into Silicon Metal. MG-Si is usually sold to Aluminum companies for alloys that supply, for example– CarCos plus Silicon Metal can be further upgraded to Polysili
Slide 11: Opportunity for Made in Canada domestic transformations
CONCEPTUAL Silica/Quartz Low Carbon Nickel Opportunity for Made in Canada projects for More Domestic Transformations Bécancour, None None None Quebec TRAN Quartz- Silicon Smelting Extraction “MG-Si” Modules Polysilicon Ingots / Wafers assembly Michigan, Tennessee, WA state 70% China 79% China 85-97%
Slide 12: Aurora Nickel Project (acquired 2024)
Silica/Quartz Low Carbon Nickel Aurora Nickel Project (acquired 2024) Source: For further detail see News Release dated November 12, 2024
Slide 13: Aurora Nickel Project NI 43-101 Mineral Resource
Silica/Quartz Low Carbon Nickel Aurora Nickel Project- NI 43-101 Mineral Resource (March, 2025) Deposit Mining Category Tonnes Ni Grade Aurora North Open Pit Indicated 8.5M 0.40 Aurora South Underground Indicated 2.0M 0.65 Combined ~10.5M 0.42% Prelim Econ Prelim Feas Feasibility Historical Current
Slide 14: A 100kWh battery needs ~145 lbs of nickel
Silica/Quartz Low Carbon Nickel A 100kWh battery needs ~145 lbs of Nickel The Aurora Resource contains enough Nickel for ~705K EVs For Context: TRAN’s Nickel Project has the potential for ~5x Canada’s annual EV registrations Source: For further detail (including the math) see News Release dated Marc
Slide 15: Aurora as a supplier of low-carbon intensity nickel
transition.inc’s Aurora Nickel Project, just outside of Timmins Ontario has the potential to become a very important supplier of low-carbon intensity nickel. We have currently identified the mineral resource in the ground, that’s a first step down the path to building a potential business. And the s
Slide 16: Conceptual nickel value chain
CONCEPTUAL Silica/Quartz Low Carbon Nickel Source: Company Research
Slide 17: Increasing nickel processing capability in Canada
And like the quartz- for our potential nickel business, there’s opportunity for us to increase capability, and have additional transformation happen in Canada. We are lucky to be located near an existing processing plant, we could work with them or build our own, but then that that could produce a n
Slide 18: Opportunity for Made in Canada nickel transformation
CONCEPTUAL Silica/Quartz Low Carbon Nickel Opportunity for Made in Canada projects to innovate on additional Transformation Potential Sudbury Canadian EV & Vale- Capacity Nearby Mill Constrained Battery Plants, could be sent a TRAN Nickel- Nickel Final Product Ontario Concentrate + Refined Applicati
Slide 19: Trade war theme, Asian partnerships and valuation
Today I’ve stuck to the theme of the Trade War and focussing on ways for TRAN to be in a stronger Canada, with greater ties to, for example Asia. Incidentally, we are discussing partnerships, especially with our Nickel Project, with Asian CarCos and Investors- we have representation in both Korea an
Slide 20: Low-impurity quartz, low-carbon nickel, tight share structure
Low-impurity Quartz Low-carbon Nickel Tight Share Cash Runway Tax Losses >$30M Non-Capital Add’l Transition Structure >2 years G&A in Cash and Losses and Unclaimed Opportunities 41.7M shares Cash Equivalents Resource Deductions
Clean Energy Transition — Canada Asia Business Forum April 2025 on 6ix