Champion Iron Limited (ASX:CIA) Announces Partnership for Kami Project

Champion Iron Limited (ASX: CIA) has formed a strategic partnership with Nippon Steel Corporation and Sojitz Corporation to jointly develop the Kamistiatusset Project (Kami). The investors will initially contribute $245 million for a 49% stake in the partnership, distributing financial gains based on the project’s performance once operational.

Project Development and Financial Structure

Following a successful positive final investment decision (FID) and the completion of an upcoming definitive feasibility study (DFS), the project will share development and construction costs in alignment with ownership interests. Up to $490 million may be contributed before Champion requires further capital for its share.
Champion’s CEO, David Cataford, expressed enthusiasm about collaborating with industry leaders, stating that the partnership signifies a major step toward producing high-purity iron ore, a critical mineral recognized by Canadian authorities.
Nippon’s Managing Executive Officer, Ryuichi Nagai, remarked on the project’s importance in securing a sustainable iron ore supply, enhancing their competitive edge in emission reductions within steelmaking.
Sojitz’s COO, Osamu Matsuura, highlighted the alignment of this partnership with the steel industry’s shift towards sustainability, facilitating access to critical materials for evolving procurement needs.

Partnership Agreement and Future Prospects

The partnership is subject to finalising a framework agreement which will facilitate an interim investment decision, leading to a potential FID. The DFS is projected for completion by mid-2026, with an anticipated construction duration of 48 months post-FID.
Upon closing, Champion will hold a 51% interest in Kami, with Nippon and Sojitz retaining minority stakes. The partners will benefit from a proportional allocation of iron ore produced from the project.
The partnership aims to advance an Environmental Impact Statement mandated by local government authorities and actively engage with local stakeholders, including First Nations communities. These initiatives will enhance the project’s potential benefits for the Labrador West region.
Key staffing moves have also been made, including hiring Kevin Foley as General Manager of Kami, bringing extensive project management experience.

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Motley Fool contributor Abbie Stokes has no position in any of the stocks mentioned. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

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