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Katanga Mining Ltd Ord KATFF

Katanga Mining Ltd, through its subsidiaries, is engaged in copper and cobalt production activities in the Democratic Republic of Congo (DRC). Specifically, the company explores and develops properties with potential copper and cobalt yields operate mining and processing facilities that produce copper and cobalt and holds a portfolio of other mines that may be developed in the future.


OTCPK:KATFF - Post by User

Post by Wonnetron Jan 16, 2018 10:54am
107 Views
Post# 27367502

Canada's RNX in talks to fund Cobalt/Nickel mine

Canada's RNX in talks to fund Cobalt/Nickel mineCanada's Royal Nickel in talks to fund battery material mine Susan Taylor 3 Min Read TORONTO (Reuters) - RNC Minerals is in talks with commodity traders, mine operators and financiers to help secure $1 billion to build the worlds biggest nickel and cobalt project next year, the Canadian miner said. A global battery boom, driven by growing demand for electric cars, is pushing prices higher for such key ingredients as nickel and cobalt and encouraging miners to accelerate development plans. Conditions are right to build Dumont in the Canadian province of Quebec, said RNC. With 3.15 million tonnes of nickel sulfide and 126,000 tonnes of cobalt, it is the largest undeveloped reserve of both metals in the world, the Toronto-based company said on Monday, citing S&P Global Market Intelligence data. RNC, which changed its name from Royal Nickel in 2016, is in talks with large Japanese trading houses, companies that offer streaming deals and miners interested in off-take arrangements to feed their smelters, said Chief Executive Mark Selby in an interview. Streaming deals offer miners upfront cash in exchange for future production at a discounted, fixed price. We have a clear path to secure financial backing, said Selby. Lithium batteries, which contain cobalt and high-grade nickel, power electric vehicles for automakers ranging from Tesla to General Motors. UBS estimates 15 million electric vehicles will be on the road by 2025, lifting nickel demand by 300,000-900,000 tonnes, or by some 10-40 percent of the current market. Analysts at CRU Group forecast the battery sector will need more than 75,000 tonnes of cobalt a year by 2025, up from around 41,000 tonnes in 2016. In the past six months, nickel prices have climbed 38 percent and cobalt 27 percent. RNC is not yet in direct talks with battery makers or car companies, but is open to those discussions, Selby said. The company is also seeking debt financing to fund half the development cost, he said, and expects to complete financing deals late this year and start the two-year construction project in 2019. RNC owns 50-percent of Dumont with private equity firm Waterton Global Resource Management holding the remainder. Cobalt is mainly mined in the war-torn Democratic Republic of Congo. The market is dominated by Glencore, which produced more than 28,000 tonnes in 2016 and agreed to sell up to 20,000 tonnes of cobalt to a Chinese battery maker. Analysts at Macquarie Research expect cobalt deficits of 885 tonnes this year, 3,205 in 2019 and 5,340 in 2020. BMO forecasts a 36,000-tonne nickel deficit in 2018 and sees demand for nickel used in electric car batteries to grow by 215,000 tonnes by 2025, about 10 percent of the current market size
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