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EV Nickel: 2022 Wrap-Up & Upcoming Catalysts

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Tue, December 13, 2022 at 12:00 PMendedReplay
EV Nickel: 2022 Wrap-Up & Upcoming Catalysts

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Meeting Overview The meeting was a live summit hosted by EVNickel, featuring a presentation by CEO Sean Samson and VP of Exploration Paul Davis. They discussed the current state and future outlook of nickel supply in relation to the growing demand from the electric vehicle (EV) market, highlighting the complexities of sourcing low-carbon nickel and the company's exploration efforts. Key Discussion Points - Overview of the growing demand for nickel due to the rise of electric vehicles (EVs). - The impact of new European legislation on carbon footprint declarations for EVs starting in 2024. - Geopolitical challenges affecting nickel supply, particularly due to the war in Ukraine and tensions in Taiwan. - The implications of protectionist legislation in the US on nickel sourcing. - The company's exploration potential, including high-grade mineralization and large-scale projects. - Introduction of the "clean nickel" strategy aimed at minimizing carbon costs in nickel production. Decisio...

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[Speaker identities could not be resolved; generic labels used] [00:08] Speaker 1: Hello everyone and welcome to EVNickel's live summit today. I'm pleased to introduce their president and CEO, Sean Samson, as well as their VP of Exploration, Paul Davis. Sean and Paul are going to walk us through a company presentation and after going into a Q&A session, you can submit any questions you like using the Q&A tab on the right hand side of your screen at any time today. And as always, the event is being recorded and will be available on six.com in the coming days. But without further ado, Sean, Paul, I want to hand things over to you. Take it away. [00:33] Speaker 2: Thanks, Cam. [00:35] Speaker 2: Welcome, everybody. [00:36] Speaker 2: Thank you for joining us. So with this presentation, as Cam mentioned, we hope to just run through some slides with a quick update about where we're at and you'll see where we're going. And then we'll follow that up with Q&A. So please get those questions in and we'll address them at the end. [00:52] Speaker 2: So starting now with our [00:54] Speaker 2: typical disclaimer slide, talking about [00:57] Speaker 2: forward statements we may make in this presentation. [01:00] Speaker 2: So if I get us going, [01:03] Speaker 2: you know, what we believe with EV nickel is that there's not enough nickel in the world for the electric vehicles. So the current market is all serving stainless steel, vast majority of it goes from where nickel is produced [01:18] Speaker 2: primarily to China [01:19] Speaker 2: into stainless steel and then gets distributed around the world and final products. [01:24] Speaker 2: By 2030 [01:25] Speaker 2: electric vehicles will be the majority of nickel demand so the world doesn't currently have the supply to match that...