.07 To $7 Understanding The Potential Economic Value Layers
Layer 1
✈️ SAF Revenue
Produce fuel and sell SAF
Layer 2
🌿 BC LCFS Credits
Lower carbon intensity may generate additional credit value.
Layer 3
🇨🇦 Clean Fuel Regulation Credits
Federal compliance-fuel incentives.
Layer 4
🏗️ CCUS Investment Tax Credits
Potential federal incentives for qualifying carbon-capture infrastructure.
Layer 5
♻️ Carbon Credit Markets
Potential value from permanent carbon storage.
WHY THE CDL ATLAS DATA LIBRARY MATTERS
The Atlas is not revenue.
The Atlas is not a tax credit.
The Atlas may help answer one critical question:
Where does the carbon go?
PROJECT NAHOONAI
Waste
⬇️
SAF
CCUS
Carbon Storage
Carbon Credits
Tax Incentives
THE BIG QUESTION
What percentage of Project Nahoonai’s future value could come from:
✈️ SAF Production
versus
♻️ Carbon Capture, Storage & Carbon Economics?
KEY TAKEAWAY
The SAF project may attract attention.
The carbon strategy may be where a significant portion of the long-term economic opportunity exists.
Important Disclaimer:
My posts are not financial or investment advice. Please conduct your own due diligence before making any investment decisions. I am simply an individual on Reddit and X sharing my personal opinions, and they should be interpreted as such.
I do, however, want to emphasize that you are welcome to share this content across any form of media, including Reddit, X/Twitter, stock chat rooms, etc.
From our recent @CruxInvestor interview: see how NexMetals uses data-driven exploration techniques to maximize our odds of success.
That’s how we found the Flexure Zone, a target area that recorded a “superconductor" response on BHEM surveys.
At hole SMD-26-209 we recently intersected 10.40 Metres of 6.82% CuEq (3.09% Cu, 1.83% Ni), 320 metres beyond the 2024 MRE.
Watch the full interview here: https://t.co/7PU9Pgd0vU
$NEXM #CriticalMinerals
New NR just dropped.
$LIB.V $VLTLF has executed a term sheet containing material terms for a long-term Li₂CO₃ offtake agreement with a leading American industrial customer.
Definitive agreement expected within 30 days. This is what the first tonne was building toward. DYOR
The market is missing how big this milestone is for $LIB.v $VLTLF.
This is @LibertyStreamIP's first tonne shipped since starting #LithiumCarbonate production in Texas at the $WTTR Select Water Solutions site.
Industrial buyers don’t purchase a tonne as a one‑time transaction.
This shipment represents the validation step that typically precedes an offtake agreement.
Project Nahoonai: From Forestry Waste to Carbon-Negative SAF
Project Nahoonai represents a bold vision for the future of Canadian clean-energy infrastructure.
Strategically located in Prince George, British Columbia, the project seeks to transform low-value forestry residuals and other sustainable biomass feedstocks into Sustainable Aviation Fuel (SAF) while integrating carbon capture and permanent geological storage solutions.
What makes Project Nahoonai unique is its potential to combine multiple long-term objectives into a single platform:
• Aviation decarbonization through SAF production
• Carbon capture and permanent storage (CCUS)
• Indigenous-led ownership and stewardship
• Forestry waste utilization and resource optimization
• Regional economic development and job creation
By pairing renewable feedstocks with carbon management infrastructure, Project Nahoonai aims to move beyond traditional emissions reduction and toward the production of carbon-negative fuels that support global aviation climate goals.
The project also highlights the growing importance of collaboration between industry, Indigenous partners, technical experts, and government stakeholders in building the next generation of Canadian energy infrastructure.
If successfully developed, Project Nahoonai has the potential to become more than a fuel facility—it could serve as a model for how sustainable fuels, carbon management, Indigenous participation, and environmental stewardship can work together to create long-term economic and environmental value.
At its core, Project Nahoonai is about transforming waste into opportunity, carbon into value, and innovation into lasting impact.
Important Disclaimer:
My posts are not financial or investment advice. Please conduct your own due diligence before making any investment decisions. I am simply an individual on Reddit and X sharing my personal opinions, and they should be interpreted as such.
I do, however, want to emphasize that you are welcome to share this content across any form of media, including Reddit, X/Twitter, stock chat rooms, etc.
Can you spot all 5 rigs?
$NEXM's ~30,000m drill program at Selebi Main is running at full scale, with rigs spread across the emerging Flexure Zone and step-out corridors beyond the 2024 MRE boundary.
Follow along with more updates to come.
https://t.co/Y3sGtT3obi
$NEXM #CriticalMinerals #Botswana
📢 NexMetals is taking the stage at @BloorStreetCap's Virtual Copper Conference on June 6.
CEO Sean Whiteford will provide an update on progress at the Selebi and Selkirk projects in Botswana, while presenting alongside other leaders across the copper sector.
If you're following the copper market, don't miss the opportunity to hear directly from management teams and learn more about the catalysts driving the next phase of growth for NexMetals.
$NEXM #Copper #Nickel #Mining
🚨 NEWS RELEASE: NexMetals Intersects 11.15 Metres of Massive Sulphide Mineralization at Selebi Main in Drill Hole SMD-26-212-W1, Expanding the Flexure Zone
🔗Read more: https://t.co/8BvzR3wlxf
$NEXM #Botswana#CriticalMinerals
This week, the NexMetals management team is continuing to meet key global stakeholders at the Critical Minerals Forum | US-Africa Investment Summit.
This third annual summit is designed to convene senior U.S. government officials, African mining ministers, project developers, and investors to focus on advancing near-term, financeable critical minerals projects.
- Date: Wednesday, June 3 | 8:00 AM - 6:30 PM EDT
- Location: Washington, DC
- Registration: https://t.co/j15Z5eExn4
$NEXM #CriticalMinerals
The game-changing difference between $LIB.v $VLTLF & traditional #DLE players like SLI or Albemarle?
💰 Big DLE companies: Just like mining companies, invest $1B - $2B+ CapEx upfront. Wait 5-10 years for revenue.
⚡ $VLTLF: Just like Oil & Gas style model!
Build Unit 1, start producing & use the revenue to fund Unit 2 & then 3 & keep growing 📈
No risk of central plant that might stop working!
This approach cuts CapEx, accelerates returns, and unlocks faster deployment.
The future of lithium isn't mining... it's integration. #Lithium #Mining #Energy #Sustainability #OilGas
Cielo to Present at ICAO Aviation Climate Week, June 2–4, SkyTalks Speaker and Silver Sponsor Alongside Airbus
About ICAO
The International Civil Aviation Organization (ICAO) is a United Nations agency which helps 193 countries to cooperate together and share their skies to their mutual benefit.
Here’s a brief overview of who the ICAO is and why its involvement could be extremely important to the SAF initiative surrounding Project Nexus.
One Global Path: Advancing Net-Zero Aviation
The ICAO Aviation Climate Week 2026, centered around the theme One Global Path: Advancing Net-Zero Aviation, will be held from 2 to 4 June 2026, at the ICAO Headquarters, Montréal, Canada, as an in-person event.
Building on Global Momentum
This key event will build on the momentum of the first edition held in June 2025, establishing this initiative as ICAO’s annual global platform to advance aviation’s environmental and climate agenda.
This three-day event offers the opportunity to learn about the latest developments in all aviation environmental topics, including the outcomes of the 42nd Session of the Assembly, and the advent of the ICAO Assistance, Capacity-building and Training for the Long-Term Global Aspirational Goal (ACT-LTAG) programme, as we move towards achieving net-zero carbon emissions by 2050.
The event will also allow the monitoring of further progress on the ICAO Global Framework for Sustainable Aviation Fuels (SAF), Lower Carbon Aviation Fuels (LCAF) and other Aviation Cleaner Energies adopted at the third ICAO Conference on Aviation and Alternative Fuels (CAAF/3), including the collective global aspirational Vision to reduce CO2 emissions in international aviation by 5 per cent by 2030.
Key Pillars of the 2026 Agenda
Come and be part of the global momentum driving environmental sustainability in aviation and help strengthen collective action across all environmental areas. The ICAO Aviation Climate Week 2026 will:
Share information on the outcomes of the 42nd ICAO Assembly on international aviation and climate change and set the scene with recent science, academic research, technological innovation, and relevant global developments, as we move towards achieving LTAG of net-zero carbon;
Present latest progress on LTAG Monitoring and Reporting methodology, including approaches to monitoring, reporting and accounting CO₂ reductions from technology, operations and fuels.
Showcase cutting-edge advancements in aircraft technology, infrastructure and operations, including next-generation airframe and engine concepts, more stringent CO₂ and noise Standards, emerging aircraft technologies and hydrogen propulsion research, as well as innovations in air traffic management and ground operations that reduce CO₂ emissions.
Showcase advancements on aviation cleaner energies, with a focus on the ICAO Global Framework for SAF, LCAF and other Aviation Cleaner Energies, providing the latest achievements and experiences under four Building Blocks: policy planning, regulatory framework, implementation support, and financing;
Encourage action for implementation support, including under the ICAO ACT-SAF programme, its extension to ACT-LTAG, and its linkage with State Action Plans;
Unlock financing by showcasing the latest efforts on financing aviation decarbonization measures, including progress toward full operationalization of the ICAO Finvest Hub, and discussions on additional financing opportunities.
Link provided below.
https://t.co/Q44eD9ZtS5
Important Disclaimer:
My posts are not financial or investment advice. Please conduct your own due diligence before making any investment decisions. I am simply an individual on Reddit and X sharing my personal opinions, and they should be interpreted as such.
I do, however, want to emphasize that you are welcome to share this content across any form of media, including Reddit, X/Twitter, etc.