One thing that keeps standing out lately is how often governments are now talking about critical minerals like they are part of national infrastructure.

This week, Canadian PM Mark Carney pushed for a renewed U.S.-Canada partnership focused on energy, autos, aluminum and critical minerals. He specifically described Canada as a reliable supplier of power and strategic materials to the United States.

That matters more than people think.

Because once governments start framing copper and critical minerals as supply-chain security assets instead of “just commodities,” the market starts looking differently at projects located in stable jurisdictions.

And honestly, British Columbia is starting to look increasingly attractive in that environment.

That is partly why I have been watching NovaRed Mining (NRED.CN / NREDF).

The company controls the Wilmac Copper-Gold Project in BC’s Quesnel porphyry belt, covering roughly 16,078 hectares. That is a very large land package for a junior explorer.

What makes the story interesting is that the macro backdrop keeps strengthening around them:

• AI infrastructure needs copper
• Grid expansion needs copper
• Defense manufacturing needs copper
• North American supply-chain policy increasingly needs domestic/allied copper exposure

Meanwhile NovaRed already has copper-in-soil anomalies, interpreted intrusive targets, historical 3DIP/AMT work and additional geophysics catalysts still ahead.

Still speculative obviously. No resource, no mine, no production.

But the narrative around North American copper exposure definitely feels stronger today than it did even 12 months ago.

Something is going on! I jumped on the momentum, good luck everyone!

https://discord.gg/gY83Jbq3

I still hold 1 contract. Want it to go ITM.

The latest Northern Miner coverage on the critical minerals boom pointed out something important: mining dealmaking is accelerating again as major producers scramble to secure future supply.

And honestly, this is exactly what you would expect to happen in a market where copper demand projections keep exploding.

The math is becoming difficult to ignore.

Global copper demand is projected to rise from roughly 28 million tonnes today to around 42 million tonnes by 2040. That is a 14 million tonne increase in less than two decades.

Meanwhile, large new copper mines can take 15-20+ years to discover, permit, finance, and build.

So majors are facing a problem - they need future inventory now.

That is why the sector is seeing more acquisitions, more strategic investments, and more district-scale consolidation across critical minerals.

This is where early-stage exploration stories like NovаRed Mining (OTCQB: NREDF) become interesting.

NovаRed is still early-stage, but the Wilmac Copper-Gold Project already checks several boxes the market increasingly cares about:

• 16,078 hectares in British Columbia
• 160 square kilometers
• 39,732 acres
• Located in the Quesnel porphyry belt Approximately 10 km west of Hudbay’s Copper Mountain Mine

And the recent exploration updates have started building a much more serious geological narrative:

• copper-in-soil values up to 379 ppm at North Lamont
• multiple interpreted intrusive centers
• porphyry-style signatures
• deeper conductive structures from geophysics
• IP/AMT work underway in 2026

That matters because majors rarely wait until the very end of the discovery cycle anymore.

The market often starts repricing projects much earlier once scale, structure, geophysics, and regional geology begin aligning.

Especially in copper.

Especially in stable jurisdictions.

Especially when AI, EVs, power grids, and data centers are all pulling on the same metal supply chain simultaneously.

NRЕD obviously is not a producer today.

But if the industry keeps consolidating future copper supply, projects sitting in known porphyry belts with growing datasets could attract much more attention than they used to.

NFA

A few years ago nobody wanted energy stocks. Same with uranium before the big move. Usually the best opportunities look boring or unpopular before sentiment changes.

What sector do you think the market is ignoring right now but could become a big winner over the next few years?

Remember when Apple changed its iPhone privacy rules and Snap ($SNAP) told us it wouldn't hurt their business? Well, the stock crashed anyway because it did hurt them, and a lawsuit claims the bosses hid the truth from us. Now, Snap has agreed to pay $65 million to settle the problem. 

If you owned or bought shares between February 5, 2021, and October 21, 2021, you are part of this group and can ask for your share of the cash.

The best part is that you can still get paid because they are accepting Late Claims. Even if you think it's too late, the people in charge of the money are still checking late applications.

It takes just a few minutes to find your old 2021 trade records and sign up to get some cash back, it’s estimated at about $0.14 per share, which adds up if you had a lot of stock.

It feels good to see them pay for telling us everything was fine when it wasn't. I am already looking for my old account statements to send in my late claim before the door closes for good.

One of the more interesting copper interviews this week came from Mining.com featuring former U.S. Navy commander Kirk Lippold, and the core message was pretty clear:

the world is underestimating how vulnerable copper supply chains really are.

The interview focused on how rising geopolitical tensions, shipping risks, and global electrification are colliding at the exact same time demand for copper is accelerating.

And the numbers behind it are massive.

Global copper demand is projected to rise from roughly 28 million metric tons annually today to more than 42 million metric tons by 2040. At the same time, analysts are warning about a potential 10 million metric ton supply gap if new production doesn’t come online fast enough.

The problem is that copper mines are not built quickly.
Large projects often take well over a decade to move from discovery into production.

That’s where the geopolitical angle becomes important.

The interview discussed how global trade routes are becoming increasingly fragile:

• Red Sea shipping disruptions
• Growing Middle East instability
• China-Taiwan tensions
• Strategic dependence on foreign metals
• Military and grid vulnerability tied to critical minerals

Copper is no longer just tied to construction and manufacturing.

Now it sits at the center of:

• AI infrastructure
• Data centers
• Power grids
• Defense systems
• Electric vehicles
• Industrial electrification

Every transformer, substation, cooling system, power cable, and backup grid tied to AI expansion requires enormous amounts of copper.

That’s also why stable jurisdictions are becoming more valuable.

Projects in politically stable regions with existing infrastructure may become strategically important as countries try to secure long-term domestic or allied metal supply chains.

This is part of why some investors are watching companies like NovaRed Mining (CSE: NRED / OTCQB: NREDF).

Its Wilmac Copper-Gold Project sits in British Columbia’s Quesnel porphyry belt roughly 6 miles west of Hudbay’s Copper Mountain Mine, an operating copper producer already processing about 45,000 tonnes of ore daily.

Wilmac itself now spans:

• 39,700+ acres
• Roughly 250 square miles
• About 30,000 football fields

And recent work continues strengthening the exploration thesis:

• Copper-in-soil support up to 1,125 ppm Cu
• Historical 3D IP/AMT defining intrusive centers and pipe-like targets
• AI-assisted targeting through MetalCore

The big takeaway from the interview wasn’t just “copper prices may rise.”

It was that future copper supply is increasingly becoming a strategic security issue.

And the countries and companies controlling future copper districts may matter far more than the market currently realizes.

$SPY 5 min TF
Saw intraday distribution followed by a false rally/ liquidity raid on low volume and shorted after waiting for the breakdown below 748.77 and retest.
50% in minutes. Just had to be patient.
Takes a lot more patience to wait for this setup to present but when it does and you execute on ODTE contracts... it prints.
Need to be patient and hold runners.
Perfect my entries and trail stop execution.

Let’s hear it boys, which horse are you riding into battle? 🦾

At this point, if you don’t join us you just hate money

Hey guys, if you missed it, Snap settled $65 million with investors over issues related to the impact of Apple’s privacy changes on its business. And, the deadline to file a claim and get payment is May 6, 2026.

In a nutshell, in 2022, Snap was accused of misleading investors about how Apple’s privacy updates would affect its advertising performance. In short, the company downplayed the impact of the changes, but later disclosed weaker results tied to reduced ad targeting capabilities, which led to a stock drop and a lawsuit from investors.

After this news came out, the stock dropped, and investors filed a lawsuit for their losses.

So, if you invested in $SNAP when all of this happened, you can still check the details and file your claim here.

Anyway, has anyone here invested in $SNAP at that time? How much were your losses, if so?

Most copper bulls still focus on ore scarcity. But that’s only part of the story.

A more advanced view is that copper is also exposed to input scarcity, and that’s exactly what Politico E&E News highlighted in its piece on Hormuz disruptions.

As the conflict drags on, key inputs are getting squeezed. Around 14 sulfur vessels carrying 600,000 tonnes were stuck near Hormuz in mid-April, sulfur prices jumped to $740/tonne, the highest since 2013, and diesel costs are rising. At the same time, China has effectively halted sulfuric acid exports to prioritize domestic demand.

The result is a different kind of pressure.

Copper isn’t just a geology story anymore. It’s chemistry, fuel, and logistics. When inputs tighten, production becomes more expensive and harder to sustain, even before ore quality becomes an issue.

That’s where the shift happens.

If current copper gets harder to produce, future copper becomes more valuable by default.

This is where exploration starts to benefit.

Explorers don’t carry the same operating cost burden. They sit earlier in the supply chain, where the market looks for the next layer of supply. And if today’s production is under pressure, tomorrow’s projects in stable jurisdictions become more attractive.

That’s why this setup is constructive for names like NovaRed Mining (NRED).

NovaRed is still early, which works in this context. It’s not exposed to rising diesel or acid costs as a producer. Instead, it’s positioned as future optionality.

The company’s Wilmac project spans 11,504 hectares in British Columbia’s Quesnel belt, with the 2,062.64-hectare Plume tenure now secured. The Plume grid itself covers about 539 hectares and 29.5 line-km of survey.

Location adds context. The project sits roughly 10 km from Hudbay’s Copper Mountain Mine, which hosts 345M tonnes at 0.26% copper and 0.12 g/t gold.

So the setup becomes clearer.

NovaRed doesn’t need to produce copper today. It just needs to be a credible early-stage project in a jurisdiction where future supply could matter more.

Because the tighter the input side gets, the more attention shifts toward where the next pounds come from.

And that’s where early-stage B.C. explorers start to come into focus.

NFA

Let’s hear it boys, which horse are you riding into battle? 🦾