Clean Energy Transition Inc. · TSXV:TRAN

Clean Energy Transition — Mining Critical Minerals Canada Conference 2025

15 slides from Clean Energy Transition's conference presentation, Nov 12, 2025

  1. Slide 1: Spotlight Presentation: How Critical Minerals Influence the Energy Transition

    Spotlight Presentation: How Critical Minerals Influence the Energy Transition Sean Samson President & CEO, Director Clean Energy Transition Inc., Canada 1

  2. 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

  3. Slide 3: IPCC critical scenario targets holding the temp increase to +1.5°C

    Efficiency, switching sources- Electrification Switching Sources- Electrification IPCC critical scenario targets holding the temp increase to + 1.5°C (above pre-industrial Efficiency, switching sources- Electrification levels) Requires a transition to net-zero Carbon Switching Sources- Renewables Em

  4. Slide 4: Global electricity generation per source, by years since passing 100 TWh

    Global electricity generation per source, by years since passing 100 TWh* *Data only shown until the point where each source generated just over 2,000 TWh Source: ember-energy.org . Wind and solar generation data from Ember's yearly electricity data. Nuclear, gas, coal and hydro data from Pinto et a

  5. Slide 5: Minerals are Critical to the future of the Energy Transition

    Minerals do not just Influence the Energy Transition, They are Critical to the future of the Energy Transition Copper- the electrification of everything Nickel, Graphite, Lithium, Cobalt- EV batteries and storage Rare Earth Elements- renewables (wind & solar) IEA Uranium- low-carbon electricity (nuc

  6. Slide 6: Component of the Energy Transition… …Critical Mineral

    Component of the Energy Transition… …Critical Mineral Battery materials (including EVs) Lithium, nickel, cobalt, manganese, graphite Rare earths (e.g., neodymium, praseodymium, Motors & wind turbines (magnets) dysprosium, terbium, samarium) Wires & grid Copper, aluminum Silicon/silicon metal, silver

  7. Slide 7: Governments of mineral-rich nations see the Energy Transition as an opportunity

    • Governments of mineral-rich nations see the Energy Transition as an incredible opportunity. • Commercial / Monetary fortunes and tax bases growth targeted, but also an opportunity to build soft power • In future, a continued Second Cold War of US Block vs China/Russia Block created opportunities w

  8. Slide 8: Components of the Energy Transition… …but, the carbon bill

    Components of the Energy Transition… …but, the carbon bill • Battery materials (including EVs) • Mining & processing are energy-intensive • Motors & wind turbines (magnets) • Declining grades increase energy per tonne • Wires & grid • Refining adds heat + electricity demand • Solar & semiconductors

  9. Slide 9: Investment dynamic: capital into transition uses, lower-carbon metals, policy

    Investment dynamic: capital into transition uses → capital into lower-carbon metals → policy that links the two Supply-side decarbonization Finance & policy linkages • Power: shift mines/smelters to • Contracts: offtakes with CO₂e intensity renewable + firm low-carbon thresholds and ratchets • Proce

  10. Slide 10: Low-impurity Quartz / Silicon, Low-carbon Nickel, Additional Transition Opportunities

    Low-impurity Low-carbon Add’l Transition Quartz / Silicon Nickel Opportunities 10

  11. Slide 11: Low-impurity Quartz / Silicon

    Low-impurity Low-carbon Add’l Transition Quartz / Silicon Nickel Opportunities Two excellent, high-quality Quartz deposits. NI-43101 Resources at Snow White in Ontario and Silicon Ridge / La Crête de Silicium in Québec. The silica in high-quality quartz makes silicon metal, a key component in modern

  12. Slide 12: Low-carbon Nickel: Aurora Nickel Project Updated Resource

    Low-impurity Low-carbon Add’l Transition Quartz / Silicon Nickel Opportunities Aurora Nickel Project (acquired 2024) Updated Resource (2025) Contained Nickel Deposit Mining Category Tonnes Ni Grade Pounds Tonnes North Pit Indicated 8.5M 0.40 74.0M 34K South UG Indicated 2.0M 0.65 28.2M 13K Combined

  13. Slide 13: Additional Transition Opportunities

    Low-impurity Low-carbon Add’l Transition Quartz / Silicon Nickel Opportunities The Company is also developing additional opportunities across the Energy Transition. 13

  14. Slide 14: C$1.25M Equity Value

    Low-impurity Low-carbon Add’l Transition Quartz / Silicon Nickel Opportunities Tax Losses Cash Runway Tight Share Structure >$30M Non-Capital Losses >2 years G&A in Cash and 41.7M shares and Unclaimed Resource Cash Equivalents Deductions C$1.25M Equity Value 3c/share as of Nov 11 2025 = 1.2c / Ni lb

  15. Slide 15: How Critical Minerals Influence the Energy Transition: In Summary

    How Critical Minerals Influence the Energy Transition In Summary: • To get to Net Zero, an incredible volume of Critical Minerals will be required • IEA estimates 5x growth in Critical Minerals demand, from 2020 to 2050 • Recycling will eventually play a key role but new supply, will be needed to ge

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