Good afternoon. I have a real fire in my belly and and I I want to really accomplish something significant environmentally and and in the next 10 minutes I hope to share that passion with all of you and and to stoke this fire I need a lot of fuel. Okay. I go down to the farmers market every Saturday morning and I buy Beautiful produce, fruits and vegetables. One of the ones I bought this morning is this lovely pmen. It's pimmen season. Yeah. Hooray. It's also uh apple season as we all know, right? They're c ...

Good afternoon everyone. Uh so I'm going to start by taking you to party block of Bwani district of Madhya Pradesh. What you see here is a story of heartbreaking loss.The soil is parched. The top soil is gone. Land is parched.The rainwater that falls rushes away. This land is no longer productive. 50% of the land in Badwani district is no longer productive primarily due to water erosion. And Badwani is not the only district in India where this is happening.Millions of hectares of land across India is like t ...

Core Insights - First Atlantic Nickel Corp. has entered into agreements to acquire a 100% interest in 18 mineral licenses covering 500 mineral claims (12,500 hectares) in the Bay of Islands Ophiolite Complex, branding it as the "Ophiolite-X" project, which has multi-commodity potential including hydrogen, carbon capture, and various metals [1][8][42] - The Bay of Islands Ophiolite Complex (BOIC) is recognized for its geological significance, with studies indicating its potential for natural hydrogen generation and carbon dioxide storage, making it a strategic area for exploration [2][3][5] Geological and Mineral Potential - The BOIC consists of four major ophiolite massifs, with the Blow Me Down Mountain and Lewis Hills being significant for their mineralization potential, including nickel, chromium, and platinum group elements [2][28] - Research indicates that the BOIC has a theoretical CO₂ storage capacity of 5.1 × 10^11 tonnes, equivalent to over 13 years of global CO₂ emissions based on 2022 data [5][23] - The presence of brucite, formed during serpentinization, is highlighted as the most efficient mineral for CO₂ capture, requiring only ~2.5 tonnes of mineral to sequester 1 tonne of CO₂ [5][9][18] Hydrogen Generation and Carbon Capture - Active serpentinization within the BOIC generates dissolved hydrogen in ultrabasic springs, with pH values up to 12.3, indicating ongoing natural hydrogen production [3][12][13] - The BOIC is identified as an optimal geological setting for both natural and stimulated geological hydrogen production, with studies suggesting that ultramafic rocks can produce 2-4 kg of hydrogen per cubic meter [17][26] - Historical chromite occurrences in the BOIC are associated with significant hydrogen discoveries, suggesting a correlation between chromite mineralization and hydrogen generation potential [35][36] Strategic Agreements and Future Plans - The company has entered into three agreements to acquire additional mineral licenses, with consideration involving the issuance of common shares and subject to net smelter returns royalties [37][38] - The exploration programs will include systematic sampling to evaluate the occurrence of awaruite, a nickel-iron alloy, which serves as both a potential resource and an indicator of hydrogen generation potential [27][42] - The strategic location of the Pipestone XL Nickel Alloy Project near existing infrastructure enhances the company's position in the North American nickel market, particularly in light of the U.S. critical minerals list [42][44]

[music] [music] [applause] Good afternoon everyone. Uh so I'm going to start by taking you to party block of Bwani district of Madhya Pradesh. What you see here is a story of heartbreaking loss.The soil is parched. The top soil is gone. Land is parched.The rainwater that falls rushes away. This land is no longer productive. 50% of the land in Badwani district is no longer productive primarily due to water erosion. And Badwani is not the only district in India where this is happening.Millions of hectares of ...

Core Insights - Canada Nickel Company Inc. has initiated an in-situ carbon sequestration pilot study at its Crawford Nickel Project in collaboration with the U.S. DOE ARPA-E team, led by the University of Texas at Austin [1][7] - The pilot aims to evaluate large-scale carbon capture by injecting carbon-enriched water into a 400-meter-deep well within the ultramafic body, building on previous bench-scale studies [2][4] Company Initiatives - The pilot program follows successful bench-scale studies that demonstrated the ability of magnesium-rich mineral brucite to capture CO2 by transforming into secondary minerals [2][3] - The pilot is designed to monitor the CO2-to-rock mineralizing process, which is expected to begin within hours of injection, with most CO2 turning into solid rock within six months [3][4] - This initiative is independent of Canada Nickel's existing In-Process Tailings (IPT) Carbonation Program and is a significant step in enhancing the company's carbon capture and storage capabilities [4][7] Strategic Goals - The results from this pilot study will inform future post-mining carbon sequestration strategies, aligning with Canada Nickel's vision for a Zero-Carbon Industrial Cluster in Timmins [4][6] - Canada Nickel is focused on advancing nickel-sulphide projects to meet the growing demand in electric vehicle and stainless-steel markets, while also pursuing processes for net zero carbon production of nickel, cobalt, and iron products [6][8]

Core Insights - The energy sector is currently overshadowed by higher growth sectors and commodities, with limited attention beyond oil market fluctuations [1] - Energy stocks, while not performing poorly, are lagging behind the broader market as indicated by the S&P Energy Select Sector Index, but there is potential for a rebound by the end of the year [2] - The ALPS CoreCommodity Natural Resources ETF (CCNR) is highlighted as a potential investment opportunity for those looking to capitalize on a future energy sector recovery [2][3] Company Insights - CCNR has a significant exposure to the energy sector, accounting for 34.49% of its holdings, making it a diversified option for investors interested in commodities-linked equities [3] - Devon Energy is noted for its strong presence in key US shale basins with low breakeven costs, which positions it well for modest production growth and operational improvements [5] - Occidental Petroleum, another component of CCNR, is expected to improve its financial standing despite past criticisms, with a focus on carbon sequestration that differentiates it from peers [6][7]

Core Insights - Verde Resources Inc. has developed a proprietary cold-recycled asphalt mix, BioAsphalt™, which integrates biochar and is made entirely from 100% Reclaimed Asphalt Pavement (RAP) [1][4] - Independent testing by the National Center for Asphalt Technology (NCAT) confirms that this mix meets and exceeds key industry specifications, demonstrating exceptional strength, durability, and moisture resistance [2][3] Performance Evaluation - The BioAsphalt™ mix achieved an Indirect Tensile Strength (ITS) of 61.8 psi (426.1 kPa) under dry conditions and 45.6 psi (314.2 kPa) under wet conditions, with a Tensile Strength Ratio (TSR) of 0.74, surpassing the industry threshold of 0.70 [3] - Testing results indicate significant improvements in cohesion, retained strength, and overall mix performance, exceeding expectations at this stage [3] Environmental Impact - The BioAsphalt™ technology is positioned as a scalable, low-carbon alternative to traditional paving materials, contributing to carbon sequestration and sustainable infrastructure [4][7] - The production process is burnerless and solvent-free, allowing for application at ambient temperatures year-round, which reduces energy use and greenhouse gas emissions [6][7] Industry Advancement - Traditionally, cold recycling of 100% RAP has been limited to intermediate and base layers; the ability to use it in surface layers represents a significant advancement for the industry [5] - The partnership with Ergon Asphalt & Emulsions aims to accelerate commercialization and expand market reach for Verde's innovative solutions [9] Strategic Partnerships - Verde has entered into a 10-year exclusive agreement with Ergon, the largest asphalt marketer in North America, to drive long-term revenue growth and market adoption of BioAsphalt™ [8][9] - This collaboration is expected to enhance the practical application of Verde's technology in the asphalt industry, paving the way for future infrastructure developments [9]

Core Insights - Canada Nickel Company Inc. has announced the next phase of its strategic partnership with NetCarb, focusing on new product opportunities and the development of a zero carbon industrial cluster in Northeastern Ontario [2][4] - The collaboration aims to utilize NetCarb's advanced carbon sequestration technology to capture and store carbon dioxide from the Crawford Nickel project tailings while generating valuable by-products [2][3] Strategic Partnership and Technology - The partnership with NetCarb is seen as a pivotal step in advancing Canada Nickel's initiatives, with a focus on assessing the technical and economic viability of potential products derived from tailings [3][4] - The NetCarb process is estimated to sequester up to ten times more CO2 compared to Canada Nickel's proprietary IPT Carbonation process, while also producing by-products like hydrogen and magnesium [3][13] Product Development and By-Products - The joint development program will concentrate on three main areas: blue-green hydrogen, low-carbon fertilizers, and magnesium-based products, alongside enhanced carbon removal using local biomass [6][9] - Each tonne of Crawford tailings has the potential to store approximately 300 kg of CO2 and produce 55 kg of hydrogen, which can be further processed into 310 kg of ammonia or 545 kg of urea [7][10] Local Biomass and Energy Production - Northeast Ontario has significant biomass harvesting capacity, which can be utilized to produce biofuels or generate energy, contributing to a net carbon negative process [9][10] - The partnership aims to leverage local biomass to reduce the carbon footprint of downstream processing facilities, enhancing regional self-sufficiency in fertilizers [9][10] Future Steps and Funding - Canada Nickel and NetCarb plan to submit funding proposals to various agencies throughout 2025, aiming to complete lab-scale work on targeted processes in 2026 [14] - Successful development of these processes is expected to lead to identifying strategic partners for pilot-scale demonstrations in 2027, with the goal of full commercialization [14]

Core Insights - California Governor Gavin Newsom signed Assembly Bill 30 (AB30), allowing a 15% ethanol blend in gasoline, which is expected to increase the ethanol market in California by over 600 million gallons per year [3][4]. Industry Impact - The approval of E15 is projected to decrease gasoline prices by $2.7 billion annually, saving consumers approximately 20 cents per gallon [3][4]. - The bill aims to enhance renewable energy and environmental goals while providing lower-cost, high-octane renewable fuel [4]. Company Developments - Aemetis, Inc. operates a 65 million gallon per year ethanol facility in California, which will benefit from the increased blending of ethanol into gasoline [5]. - Aemetis plans to invest $30 million in a mechanical vapor recompression (MVR) system to reduce natural gas usage by 80% at its Keyes plant, which is expected to improve cash flow from operations by $32 million annually after implementation in 2026 [6][7].

Core Insights - Aemetis, Inc. announced the signing of Assembly Bill 30 (AB30) by California Governor Gavin Newsom, allowing 15% ethanol blending in gasoline, which expands the potential market for ethanol in California by 50% [1][2] - A study indicates that the 15% ethanol blend could lead to a reduction in gasoline prices by $2.7 billion annually, saving consumers approximately 20 cents per gallon [1] - The approval of E15 is expected to provide cost savings, improve air quality, and enhance engine performance for California drivers [2] Company Operations - Aemetis operates a 65 million gallon per year ethanol facility in California's Central Valley, which will benefit from the increased blending of ethanol into gasoline [2] - The company is investing in a $30 million mechanical vapor recompression (MVR) system at its ethanol plant, projected to reduce natural gas usage by 80% and improve cash flow from operations by $32 million annually after implementation in 2026 [3] Industry Context - The approval of E15 in California aligns with the state's renewable energy and environmental goals, promoting lower-cost, high-octane renewable fuel while reducing emissions from conventional gasoline [2] - Other states have already experienced the benefits of E15, including healthier air and cost savings at the pump, indicating a positive trend for renewable fuel adoption [2]