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While gold dominates the headlines, our largest shareholder, Frank Giustra, believes one of the biggest investment opportunities may be unfolding in copper. After 45 years financing and building mining companies, Frank argues the world is facing a structural copper supply deficit. In his latest interview with Kitco NEWS, Frank... discusses: - Why copper demand continues to accelerate - The supply gap the market still isn’t pricing in - How AI and data centres are becoming major copper consumers - The long-term implications for copper producers and developers - Why critical minerals are becoming increasingly strategic For investors focused on the next major commodity cycle, this is an interview worth watching: $CGNT.V $LBCMFshow more

Copper Giant

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“Copper is next.” Our largest shareholder, Frank Giustra, breaks down recent market volatility and why copper may be entering the next phase of the cycle in a recent Kitco NEWS interview. Watch: $CGNT.V $LBCMF

“Copper is next.” Our largest shareholder, Frank Giustra, breaks down recent market volatility and why copper may be entering the next phase of the cycle in a recent Kitco NEWS interview. Watch: $CGNT.V $LBCMF

Copper Giant

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Mocoa is one of the largest undeveloped copper deposits in the Americas. In this clip, Frank Giustra, the largest shareholder of Copper Giant, explains why the Mocoa Deposit matters: scale, longevity, and relevance in a tightening global copper market. Watch the full interview: $CGNT.V $LBCMF

Mocoa is one of the largest undeveloped copper deposits in the Americas. In this clip, Frank Giustra, the largest shareholder of Copper Giant, explains why the Mocoa Deposit matters: scale, longevity, and relevance in a tightening global copper market. Watch the full interview: $CGNT.V $LBCMF

Copper Giant

12,811 Aufrufe • vor 5 Monaten

Rick Rule: Copper is the next bull market - Copper offers the best risk/reward setup - 7% of global copper supply has vanished - In a market already in structural deficit “The copper price has a coiled spring aspect to it” At the same time, it is getting increasingly harder to find new copper deposits. - Grades are lower - Mines are deeper - Risks are rising As a result, exploration and mine development costs are surging. Copper has a bright future

Rick Rule: Copper is the next bull market - Copper offers the best risk/reward setup - 7% of global copper supply has vanished - In a market already in structural deficit “The copper price has a coiled spring aspect to it” At the same time, it is getting increasingly harder to find new copper deposits. - Grades are lower - Mines are deeper - Risks are rising As a result, exploration and mine development costs are surging. Copper has a bright future

Lukas Ekwueme

57,695 Aufrufe • vor 5 Monaten

Stan Druckenmiller: You don’t have to be a genius to be long copper. - There is no meaningful supply coming online in the next 8 years. - AI and data centers are adding demand. - Not long copper equities, but futures. Being long copper just makes sense.

Stan Druckenmiller: You don’t have to be a genius to be long copper. - There is no meaningful supply coming online in the next 8 years. - AI and data centers are adding demand. - Not long copper equities, but futures. Being long copper just makes sense.

Lukas Ekwueme

249,298 Aufrufe • vor 4 Monaten

Kristi L. Noem is joining NovaRed Mining - as a strategic adviser, and OMG, this is a major headline for the critical-minerals space. Her resume is stacked: farmer, rancher, business owner, South Dakota state lawmaker, U.S. Congresswoman, 33rd Governor of South Dakota, 8th U.S. Secretary of Homeland Security, and now U.S. Special Envoy for the Shield of the Americas. That means decades of experience across agriculture, energy, infrastructure, economic development, public policy, emergency management, transportation security, and national security. Why is this powerful for NRED? Because NovaRed is focused on copper-gold exploration in British Columbia, and copper is becoming a strategic material for the U.S., Canada, and allied nations. Copper powers electric grids, AI data centers, defense systems, transportation, advanced manufacturing, and the infrastructure behind modern economies. In a world where secure supply chains matter more than ever, NovaRed’s copper story connects directly to national security, energy security, and North American resource independence. NovaRed Mining: exploration, AI-enhanced technology, copper, and critical-minerals security. Not investment advice. Personal advisory capacity only. No government endorsement.

Kristi L. Noem is joining NovaRed Mining - as a strategic adviser, and OMG, this is a major headline for the critical-minerals space. Her resume is stacked: farmer, rancher, business owner, South Dakota state lawmaker, U.S. Congresswoman, 33rd Governor of South Dakota, 8th U.S. Secretary of Homeland Security, and now U.S. Special Envoy for the Shield of the Americas. That means decades of experience across agriculture, energy, infrastructure, economic development, public policy, emergency management, transportation security, and national security. Why is this powerful for NRED? Because NovaRed is focused on copper-gold exploration in British Columbia, and copper is becoming a strategic material for the U.S., Canada, and allied nations. Copper powers electric grids, AI data centers, defense systems, transportation, advanced manufacturing, and the infrastructure behind modern economies. In a world where secure supply chains matter more than ever, NovaRed’s copper story connects directly to national security, energy security, and North American resource independence. NovaRed Mining: exploration, AI-enhanced technology, copper, and critical-minerals security. Not investment advice. Personal advisory capacity only. No government endorsement.

Victor Renard

62,566,297 Aufrufe • vor 1 Monat

This company just took news headlines by storm - Jacob Amsterdam just joined its Advisory Board. WHY? Copper recently traded above $14,000 per ton, near historic highs, as demand from AI infrastructure continues accelerating. Just one electric vehicle can use more than 80 kilograms of copper. Some estimates suggest a single large-scale AI data center can require up to 50,000 tons of copper across power systems, transformers, cooling infrastructure, wiring, and grid connections. AI data centers, robots, military systems, renewable energy, and EV production are all increasing global copper demand at the same time. Entire countries are upgrading electrical infrastructure simultaneously. And while demand rises, new copper mines can take more than a decade to develop. That is where NovaRed Mining enters the story. Its Wilmac Copper-Gold Project spans nearly three times the size of Manhattan across prospective copper-gold terrain in British Columbia. As the global race for copper intensifies, companies connected to future copper supply are attracting increasing investor attention. Always do your own research. This is not financial advice.

This company just took news headlines by storm - Jacob Amsterdam just joined its Advisory Board. WHY? Copper recently traded above $14,000 per ton, near historic highs, as demand from AI infrastructure continues accelerating. Just one electric vehicle can use more than 80 kilograms of copper. Some estimates suggest a single large-scale AI data center can require up to 50,000 tons of copper across power systems, transformers, cooling infrastructure, wiring, and grid connections. AI data centers, robots, military systems, renewable energy, and EV production are all increasing global copper demand at the same time. Entire countries are upgrading electrical infrastructure simultaneously. And while demand rises, new copper mines can take more than a decade to develop. That is where NovaRed Mining enters the story. Its Wilmac Copper-Gold Project spans nearly three times the size of Manhattan across prospective copper-gold terrain in British Columbia. As the global race for copper intensifies, companies connected to future copper supply are attracting increasing investor attention. Always do your own research. This is not financial advice.

Victor Renard

68,638,804 Aufrufe • vor 2 Monaten

NRED is not just a mining story. It is a power-demand and strategic-metals story. The U.S. is heading into record electricity demand as AI, data centers, electrification, and grid expansion accelerate. At the same time, copper supply is becoming more fragile. Reuters, citing S&P Global, has reported copper demand could rise from 28 million metric tons in 2025 to 42 million by 2040, with a potential 10 million metric ton annual supply gap if new supply does not come online. That is where NovaRed Mining ( $NRED ) enters the discussion. The company’s copper-gold exposure in British Columbia’s Quesnel Terrane becomes more relevant in a world where power infrastructure, defense resilience, and AI growth all need more copper. Not financial advice. Stocks can lose value.

NRED is not just a mining story. It is a power-demand and strategic-metals story. The U.S. is heading into record electricity demand as AI, data centers, electrification, and grid expansion accelerate. At the same time, copper supply is becoming more fragile. Reuters, citing S&P Global, has reported copper demand could rise from 28 million metric tons in 2025 to 42 million by 2040, with a potential 10 million metric ton annual supply gap if new supply does not come online. That is where NovaRed Mining ( $NRED ) enters the discussion. The company’s copper-gold exposure in British Columbia’s Quesnel Terrane becomes more relevant in a world where power infrastructure, defense resilience, and AI growth all need more copper. Not financial advice. Stocks can lose value.

Victor Renard

28,393,865 Aufrufe • vor 3 Monaten

Robert Friedland: If you think we have enough copper you’re dreaming - In human history, we have mined ~700 Mt of copper - In the next 18 yrs, we need to mine the same amount as in the last 10k yrs - And that’s without factoring in renewables, data centers or wars We have all these fancy ideas: renewables, data centers, and EVs… just electrify everything and assume copper will be available. The reality? We haven’t invested in copper for >10 years, meanwhile it is getting harder and harder to find and mine copper. - Since 1900, energy required to produce copper is up 16x - Water consumption is up 2x - Mines are deeper and smaller - Grades are declining We now need more resources to produce the same amount of copper. - 6 Tier-1 copper mines must come online every year for the next 24 yrs - The last major copper mine came online in 2021 - Major copper discoveries are down ~80% over the past 2 decades That’s a long way of saying copper prices must rise to incentivize new production.

Robert Friedland: If you think we have enough copper you’re dreaming - In human history, we have mined ~700 Mt of copper - In the next 18 yrs, we need to mine the same amount as in the last 10k yrs - And that’s without factoring in renewables, data centers or wars We have all these fancy ideas: renewables, data centers, and EVs… just electrify everything and assume copper will be available. The reality? We haven’t invested in copper for >10 years, meanwhile it is getting harder and harder to find and mine copper. - Since 1900, energy required to produce copper is up 16x - Water consumption is up 2x - Mines are deeper and smaller - Grades are declining We now need more resources to produce the same amount of copper. - 6 Tier-1 copper mines must come online every year for the next 24 yrs - The last major copper mine came online in 2021 - Major copper discoveries are down ~80% over the past 2 decades That’s a long way of saying copper prices must rise to incentivize new production.

Lukas Ekwueme

104,697 Aufrufe • vor 2 Monaten

GOLD TELEGRAPH CONVERSATION 16: FRANK GIUSTRA "This is not a normal bull market. We are going through a structural change in the global monetary system." In this discussion, Frank breaks down why he believes we are witnessing the biggest structural shift in the global monetary system in generations, why central banks continue accumulating gold, how de-dollarization is reshaping global finance, and why he believes the coming decade will belong to hard assets. Frank Giustra is the Founder and Chairman of Fiore Group and one of the mining industry's most successful entrepreneurs and investors. Thank you for joining me, Frank. Frank Giustra TIMESTAMPS: (00:00) – On Argentina, Hyperinflation & Lessons That Changed His Life (08:24) – Why 1971 Changed the World Forever (15:21) – The Biggest Consequences of Leaving the Gold Standard (22:02) – Are Central Banks Solving Problems or Just Delaying the Inevitable? (25:47) – Why Central Banks Are Buying Gold at Record Levels (29:02) – Does China Secretly Own More Gold Than the United States? (29:47) – Will We Ever See a Fort Knox Audit? (33:35) – China, De-Dollarization & The New Global Order (37:16) – The Petrodollar System Explained (41:28) – BRICS, Gold & The Future of Global Trade (46:32) – Why Gold Still Matters More Than Ever (49:49) – The Rise of Hard Assets (53:31) – Why This Commodity Cycle Is Different (55:14) – Bullish Copper Thesis (01:00:54) – Are We Entering a Copper Supercycle? (01:01:42) – Greatest Achievement (01:04:52) – What Most Investors Still Don't Understand

GOLD TELEGRAPH CONVERSATION 16: FRANK GIUSTRA "This is not a normal bull market. We are going through a structural change in the global monetary system." In this discussion, Frank breaks down why he believes we are witnessing the biggest structural shift in the global monetary system in generations, why central banks continue accumulating gold, how de-dollarization is reshaping global finance, and why he believes the coming decade will belong to hard assets. Frank Giustra is the Founder and Chairman of Fiore Group and one of the mining industry's most successful entrepreneurs and investors. Thank you for joining me, Frank. Frank Giustra TIMESTAMPS: (00:00) – On Argentina, Hyperinflation & Lessons That Changed His Life (08:24) – Why 1971 Changed the World Forever (15:21) – The Biggest Consequences of Leaving the Gold Standard (22:02) – Are Central Banks Solving Problems or Just Delaying the Inevitable? (25:47) – Why Central Banks Are Buying Gold at Record Levels (29:02) – Does China Secretly Own More Gold Than the United States? (29:47) – Will We Ever See a Fort Knox Audit? (33:35) – China, De-Dollarization & The New Global Order (37:16) – The Petrodollar System Explained (41:28) – BRICS, Gold & The Future of Global Trade (46:32) – Why Gold Still Matters More Than Ever (49:49) – The Rise of Hard Assets (53:31) – Why This Commodity Cycle Is Different (55:14) – Bullish Copper Thesis (01:00:54) – Are We Entering a Copper Supercycle? (01:01:42) – Greatest Achievement (01:04:52) – What Most Investors Still Don't Understand

Gold Telegraph ⚡

782,370 Aufrufe • vor 1 Monat

⚙️Cascadia Minerals Ltd: Advancing One of Yukon’s Rarest High-Grade Copper Assets | As Seen on BNN Bloomberg Cascadia Minerals is gaining serious momentum in the Yukon. With its acquisition of Granite Creek Copper and the advanced stage Carmacks Copper-Gold Project, the company now controls one of the few high-grade, road-accessible copper-gold deposits in North America. - Carmacks hosts strong copper-gold grades, existing infrastructure, and a 177 km² land package with multiple untested targets — offering significant room for growth. - With copper supply tightening and high-quality projects in friendly jurisdictions at a premium, Cascadia sees strong potential for a near-term re-rate. - Cascadia recently completed ~4,000 metres of drilling as it works toward doubling the current resource, backed by low exploration costs and rising global copper demand. - Hole CD-25-033 returned 26.33 m of 1.52% Copper and 0.42 g/t Gold, 10 of the 11 2025 holes hit copper mineralization with 8 more holes to be released. Learn more:

⚙️Cascadia Minerals Ltd: Advancing One of Yukon’s Rarest High-Grade Copper Assets | As Seen on BNN Bloomberg Cascadia Minerals is gaining serious momentum in the Yukon. With its acquisition of Granite Creek Copper and the advanced stage Carmacks Copper-Gold Project, the company now controls one of the few high-grade, road-accessible copper-gold deposits in North America. - Carmacks hosts strong copper-gold grades, existing infrastructure, and a 177 km² land package with multiple untested targets — offering significant room for growth. - With copper supply tightening and high-quality projects in friendly jurisdictions at a premium, Cascadia sees strong potential for a near-term re-rate. - Cascadia recently completed ~4,000 metres of drilling as it works toward doubling the current resource, backed by low exploration costs and rising global copper demand. - Hole CD-25-033 returned 26.33 m of 1.52% Copper and 0.42 g/t Gold, 10 of the 11 2025 holes hit copper mineralization with 8 more holes to be released. Learn more:

BTV & CEO Clips

462,982 Aufrufe • vor 8 Monaten

On December 15, 2023, LME copper settled at $8,471 per tonne ($3.85 per pound). Today, May 25, 2026, the LME price is $13,660 per tonne, with U.S. copper trading (at a premium) at around $6.46 per pound. That’s a rise of over 60% in just two and a half years. The $15,000 per tonne threshold, needed to incentivise meaningful new supply, which I highlighted back in 2023, is now less than 10% away. Yet global copper supply is weaker today and costs are higher. Meanwhile, the demand for copper from the world’s two largest economies is unprecedented. In the US, potential Section 232 tariffs have put imported copper in the crosshairs, while in Asia we’re entering peak Chinese demand season. There are no semiconductors, no data centers, no electrification without copper… which is why the price of the world’s essential electrical conductor now trades in tandem with Nvidia and the AI boom. Add to the mix EVs, robotics, and defense demand, and copper’s future price direction is clear. In another two and a half years, $20,000 per tonne or $9+ per pound is realistic. Watch the LME warehouses closely and see where the metal actually moves… the world is finally waking up to the true value of copper.

On December 15, 2023, LME copper settled at $8,471 per tonne ($3.85 per pound). Today, May 25, 2026, the LME price is $13,660 per tonne, with U.S. copper trading (at a premium) at around $6.46 per pound. That’s a rise of over 60% in just two and a half years. The $15,000 per tonne threshold, needed to incentivise meaningful new supply, which I highlighted back in 2023, is now less than 10% away. Yet global copper supply is weaker today and costs are higher. Meanwhile, the demand for copper from the world’s two largest economies is unprecedented. In the US, potential Section 232 tariffs have put imported copper in the crosshairs, while in Asia we’re entering peak Chinese demand season. There are no semiconductors, no data centers, no electrification without copper… which is why the price of the world’s essential electrical conductor now trades in tandem with Nvidia and the AI boom. Add to the mix EVs, robotics, and defense demand, and copper’s future price direction is clear. In another two and a half years, $20,000 per tonne or $9+ per pound is realistic. Watch the LME warehouses closely and see where the metal actually moves… the world is finally waking up to the true value of copper.

Robert Friedland

55,934 Aufrufe • vor 2 Monaten

GOLD TELEGRAPH CONVERSATION 15: DAN MYERSON “Gold has outperformed every fiat currency in history.” In this discussion, Dan breaks down why the market is completely misreading supply in the commodities space, how difficult it really is to build mines, and why copper and gold are quietly setting up for something much bigger. Dan recently led Foran Mining through its transformational transaction with Eldorado Gold valued at roughly USD $2.8 billion. Mr. Myerson now serves as Deputy Chair of Eldorado. Thank you for joining me, Dan. TIMESTAMPS: (00:22) — Origins: from Morgan Stanley to Glencore (02:53) — Transition into the physical commodity world (05:22) — Understanding risk through global supply chains (07:57) — The decision to build a mining company (09:40) — The Foran–Eldorado transaction: strategy and rationale (15:24) — Stepping into the Deputy Chair role (17:05) — Copper demand vs supply: what the market is missing (20:44) — Why new supply is harder than ever to build (22:05) — The outlook for a tightening copper market (23:20) — McIlvenna Bay within the broader platform (27:39) — Why Saskatchewan: jurisdictional advantages (31:08) — Jurisdiction as a mispriced risk in mining (33:09) — What it really takes to build a mine (35:42) — Key milestones: production and near-term catalysts (37:20) — Gold vs copper: stability and growth (38:46) — Discovering gold (41:26) — Why gold continues to matter (43:50) — The copper-gold platform: long-term vision (46:14) — Free cash flow and capital allocation (48:28) — What investors should be focused on right now

GOLD TELEGRAPH CONVERSATION 15: DAN MYERSON “Gold has outperformed every fiat currency in history.” In this discussion, Dan breaks down why the market is completely misreading supply in the commodities space, how difficult it really is to build mines, and why copper and gold are quietly setting up for something much bigger. Dan recently led Foran Mining through its transformational transaction with Eldorado Gold valued at roughly USD $2.8 billion. Mr. Myerson now serves as Deputy Chair of Eldorado. Thank you for joining me, Dan. TIMESTAMPS: (00:22) — Origins: from Morgan Stanley to Glencore (02:53) — Transition into the physical commodity world (05:22) — Understanding risk through global supply chains (07:57) — The decision to build a mining company (09:40) — The Foran–Eldorado transaction: strategy and rationale (15:24) — Stepping into the Deputy Chair role (17:05) — Copper demand vs supply: what the market is missing (20:44) — Why new supply is harder than ever to build (22:05) — The outlook for a tightening copper market (23:20) — McIlvenna Bay within the broader platform (27:39) — Why Saskatchewan: jurisdictional advantages (31:08) — Jurisdiction as a mispriced risk in mining (33:09) — What it really takes to build a mine (35:42) — Key milestones: production and near-term catalysts (37:20) — Gold vs copper: stability and growth (38:46) — Discovering gold (41:26) — Why gold continues to matter (43:50) — The copper-gold platform: long-term vision (46:14) — Free cash flow and capital allocation (48:28) — What investors should be focused on right now

Gold Telegraph ⚡

598,439 Aufrufe • vor 3 Monaten

omment “Copper” and I’ll send the PDF guide directly to your DM! 💬 If Mukesh Ambani had to invest in just one metal — he wouldn’t choose Gold or Silver, he’d choose Copper. 🪙 Because the future belongs to copper. From AI and Electric Vehicles (EVs) to electronics and green energy, every futuristic product needs copper — and a lot of it. ⚙️🔋 According to the International Energy Agency (IEA), global copper demand is set to rise by 50% in the next 10 years! 🚀 Now the real question — how can you invest in copper today? 🤔 Here are 3 smart ways to invest 👇 1️⃣ International ETFs: – COPX ETF – tracks top global copper mining companies. – CPER Index Fund – tracks copper futures directly.

omment “Copper” and I’ll send the PDF guide directly to your DM! 💬 If Mukesh Ambani had to invest in just one metal — he wouldn’t choose Gold or Silver, he’d choose Copper. 🪙 Because the future belongs to copper. From AI and Electric Vehicles (EVs) to electronics and green energy, every futuristic product needs copper — and a lot of it. ⚙️🔋 According to the International Energy Agency (IEA), global copper demand is set to rise by 50% in the next 10 years! 🚀 Now the real question — how can you invest in copper today? 🤔 Here are 3 smart ways to invest 👇 1️⃣ International ETFs: – COPX ETF – tracks top global copper mining companies. – CPER Index Fund – tracks copper futures directly.

Mohini Maheshwari

26,841 Aufrufe • vor 8 Monaten

Why Namib Minerals is One to Watch From powering today’s gold market to fueling tomorrow’s technologies with copper and cobalt, Namib Minerals is building Africa’s resource future — in a bold, forward-thinking way. • Currently producing gold in Zimbabwe • Advancing 13 copper and cobalt exploration licenses in the DRC under joint venture • Rooted in Africa, investing in Africa — with long-term community impact • Proudly committed to sustainable, responsible growth Namib Minerals isn’t just mining — it's modeling a new kind of leadership in the resource sector. Watch the full feature on BTV here:

Why Namib Minerals is One to Watch From powering today’s gold market to fueling tomorrow’s technologies with copper and cobalt, Namib Minerals is building Africa’s resource future — in a bold, forward-thinking way. • Currently producing gold in Zimbabwe • Advancing 13 copper and cobalt exploration licenses in the DRC under joint venture • Rooted in Africa, investing in Africa — with long-term community impact • Proudly committed to sustainable, responsible growth Namib Minerals isn’t just mining — it's modeling a new kind of leadership in the resource sector. Watch the full feature on BTV here:

BTV & CEO Clips

17,971 Aufrufe • vor 1 Jahr

Rick Rule: There is nothing we can do to prevent copper prices to rise over the next five years. - The industry needs to invest ~$250B just to maintain current production. - Current production is already failing to meet demand. - The industry is investing only ~$150B. In other words, the copper industry isn't even investing enough to maintain today's supply... while demand continues to grow 2–3% annually. It's projected that by 2040: - the world needs an additional 14Mt of annual copper supply - ~50% more than today’s output - projected deficits alone approach ~10Mt To put that into perspective: - Humanity has mined ~700 Mt of copper in total history - Over the next 14 years, we must mine ~525Mt more - That's equivalent of adding 10 of the world biggest copper mine Higher copper prices are a mathematical certainty If you enjoyed this post, follow me for more.

Rick Rule: There is nothing we can do to prevent copper prices to rise over the next five years. - The industry needs to invest ~$250B just to maintain current production. - Current production is already failing to meet demand. - The industry is investing only ~$150B. In other words, the copper industry isn't even investing enough to maintain today's supply... while demand continues to grow 2–3% annually. It's projected that by 2040: - the world needs an additional 14Mt of annual copper supply - ~50% more than today’s output - projected deficits alone approach ~10Mt To put that into perspective: - Humanity has mined ~700 Mt of copper in total history - Over the next 14 years, we must mine ~525Mt more - That's equivalent of adding 10 of the world biggest copper mine Higher copper prices are a mathematical certainty If you enjoyed this post, follow me for more.

Lukas Ekwueme

42,127 Aufrufe • vor 22 Tagen

More millionaires will be made in mining and commodities over the next 5 years than in AI. I know that sounds wild. Hear me out. AI runs on copper, nickel, lithium, uranium. Every datacenter, every robot, every EV. The catch: we haven't sanctioned a major copper mine in over a decade. Discovery curves are flat. Discovery to production takes 15+ years. Exploding demand meeting structurally constrained supply. Textbook setup for a generational commodities bull run. AI gets the headlines. The shovels get the returns. Full conversation:

More millionaires will be made in mining and commodities over the next 5 years than in AI. I know that sounds wild. Hear me out. AI runs on copper, nickel, lithium, uranium. Every datacenter, every robot, every EV. The catch: we haven't sanctioned a major copper mine in over a decade. Discovery curves are flat. Discovery to production takes 15+ years. Exploding demand meeting structurally constrained supply. Textbook setup for a generational commodities bull run. AI gets the headlines. The shovels get the returns. Full conversation:

Terry Lynch

229,481 Aufrufe • vor 2 Monaten

CEO & CTO of Impulse Space Impulse Space Tom Mueller Tom Mueller says the Moon is "more important than Mars" in the near term: "Jared Isaacman said we're going to build a base on the Moon and stay there." "People are predicting we'll run out of copper in the next few years. Data centers require so much copper." "We need to start getting copper from the Moon or from the asteroids. There's an almost infinite supply in our solar system of material—enough to supply us for thousands of years." "We just gotta get ready to go get it."

CEO & CTO of Impulse Space Impulse Space Tom Mueller Tom Mueller says the Moon is "more important than Mars" in the near term: "Jared Isaacman said we're going to build a base on the Moon and stay there." "People are predicting we'll run out of copper in the next few years. Data centers require so much copper." "We need to start getting copper from the Moon or from the asteroids. There's an almost infinite supply in our solar system of material—enough to supply us for thousands of years." "We just gotta get ready to go get it."

Molly O’Shea

40,556 Aufrufe • vor 1 Monat

Tech is moving beyond chips. A record-scale offering just showed how much capital is chasing the tech buildout. For traders, the next question is simple: Where does capital rotate next? Critical materials for fast development! The common thread is copper. AI needs compute. Compute needs power. Power needs copper. Space needs copper! That makes upstream copper exposure a serious watchlist theme. NovaRed Mining Inc. NRED offers exposure to copper-gold exploration tied to the AI infrastructure cycle. Its Wilmac Project in British Columbia spans approximately 39,700 acres, nearly three times the size of Manhattan. NovaRed is also developing MetalCore, an AI-driven exploration platform designed to improve target ranking and exploration decisions. The setup: AI capex accelerating. Copper demand rising. New discoveries scarce. Exploration names can move fast. Add NovaRed Mining to your watchlist. The AI era will not be built in the cloud alone. It starts in the ground. DYOR !

Tech is moving beyond chips. A record-scale offering just showed how much capital is chasing the tech buildout. For traders, the next question is simple: Where does capital rotate next? Critical materials for fast development! The common thread is copper. AI needs compute. Compute needs power. Power needs copper. Space needs copper! That makes upstream copper exposure a serious watchlist theme. NovaRed Mining Inc. NRED offers exposure to copper-gold exploration tied to the AI infrastructure cycle. Its Wilmac Project in British Columbia spans approximately 39,700 acres, nearly three times the size of Manhattan. NovaRed is also developing MetalCore, an AI-driven exploration platform designed to improve target ranking and exploration decisions. The setup: AI capex accelerating. Copper demand rising. New discoveries scarce. Exploration names can move fast. Add NovaRed Mining to your watchlist. The AI era will not be built in the cloud alone. It starts in the ground. DYOR !

Victor Renard

27,824,246 Aufrufe • vor 1 Monat

BREAKING: $NRED just added Gregory Fedun to its advisory board ! This may be one of the company’s most important strategic moves yet. Fedun brings 30+ years in mining, natural resources, capital markets and global project development across North America, South America, Africa and the Middle East. He worked with the Al Mualla Royal Family in the UAE and participated in a $70M Anadarko-related transaction before Occidental acquired Anadarko in a $55B deal. This matters because $NRED is already building: • Wilmac Copper-Gold Project • 16,078 hectares in British Columbia Meanwhile copper demand keeps exploding: • EVs use 3-4x more copper • AI/data centers are driving grid expansion • global demand could exceed 50M tonnes by 2035 With tighter supply, rising mining costs and stronger strategic positioning, this looks like a company preparing for larger institutional attention over time. Watching closely. Not financial advice.

BREAKING: $NRED just added Gregory Fedun to its advisory board ! This may be one of the company’s most important strategic moves yet. Fedun brings 30+ years in mining, natural resources, capital markets and global project development across North America, South America, Africa and the Middle East. He worked with the Al Mualla Royal Family in the UAE and participated in a $70M Anadarko-related transaction before Occidental acquired Anadarko in a $55B deal. This matters because $NRED is already building: • Wilmac Copper-Gold Project • 16,078 hectares in British Columbia Meanwhile copper demand keeps exploding: • EVs use 3-4x more copper • AI/data centers are driving grid expansion • global demand could exceed 50M tonnes by 2035 With tighter supply, rising mining costs and stronger strategic positioning, this looks like a company preparing for larger institutional attention over time. Watching closely. Not financial advice.

Victor Renard

47,590,658 Aufrufe • vor 2 Monaten

Robert Friedland on the masive copper shortage to meet future grid, clean energy and AI demand: “We’re consuming 30m tonnes of copper a year. Only 4m tonnes of which is recycled. That means to maintain 3% GDP growth — with no [further] electrification — we have to mine the same amount of copper in the next 18 years as we mined in the last 10,000 years, combined. In the next 18 years, I’ve got to mine the same amount of copper as we mined the last 10,000 years. [This is without any new] electrification, without data centers, without solar and wind and the greening of the world economy. You people have no idea whatsoever what we’re facing.”

Robert Friedland on the masive copper shortage to meet future grid, clean energy and AI demand: “We’re consuming 30m tonnes of copper a year. Only 4m tonnes of which is recycled. That means to maintain 3% GDP growth — with no [further] electrification — we have to mine the same amount of copper in the next 18 years as we mined in the last 10,000 years, combined. In the next 18 years, I’ve got to mine the same amount of copper as we mined the last 10,000 years. [This is without any new] electrification, without data centers, without solar and wind and the greening of the world economy. You people have no idea whatsoever what we’re facing.”

Trung Phan

1,027,503 Aufrufe • vor 6 Monaten