Vale considers listing base metals business in late 2026

Vale Voisey's Bay Labrador nickel cobaltVale's Voisey's Bay nickel mine in Labrador. Credit: Vale

Vale (NYSE: VALE) is considering a potential public listing for Vale Base Metals by the end of 2026 or early 2027, according to VBM chair, Mark Cutifani.

Vale separated its nickel, copper and cobalt operations from its iron ore business last year and sold a 10% stake to Saudi Arabia to unlock value from the unit. Speaking at the FT Mining Summit on Friday, Cutifani said the business could be valued at US$40 billion.

He added that there is a pathway to “increase that value.”

Even if Vale Base Metals does not go public, Cutifani sees big changes coming for the company over the next two years.

The decision on whether or not to list would ultimately fall to incoming Vale CEO Gustavo Pimenta, Cutifani added.

Vale Base Metals’ new CEO, Shaun Usmar, will take over the role starting Oct. 1. The executive, with 30 years of experience, will be based in Toronto.

Before assuming leadership at Vale Base Metals, Usmar founded Triple Flag (TSX: TFPM) and served as senior executive vice president and chief financial officer at Barrick Gold (TSX: ABX; NYSE: GOLD). His career also includes significant roles at Xstrata and BHP (NYSE: BHP; LSE: BHP; ASX: BHP).

Over the next decade, VBM plans to invest US$25-30 billion in strategic mineral projects in Brazil, Canada, and Indonesia, aiming to nearly triple copper production to 900,000 tonnes per year and almost double nickel output to 300,000 tonnes per year, up from the current 160,000-175,000 tonnes.

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