+73.3% COPPER EXPORT GROWTH TO CHINA. 2018 EXPLAINS WHY.
China’s copper strategy changed after the 2017–2018 National Sword policy.
Less low-grade scrap.
Less foreign waste.
More copper ore.
More concentrates.
More raw feedstock pulled from global mines.
By 2018–2020, China had crossed the 60%+ share of global copper ore and concentrate imports.
Today, China imports around 60% of global copper ore and produces over 45% of refined copper.
Canada is now part of that funnel.
In 2025, Canadian copper ores and concentrates exports to China reached C$3.47B.
Up +73.3% YoY.
China took 55.4% of Canada’s copper ore and concentrate exports.
That is why Canada + United States need a full North American copper chain.
Mines.
Power.
Smelting.
Refining.
Processing.
Offtake.
Buyers.
$NRED / $NREDF connects naturally to this theme through Wilmac Copper-Gold in BC’s Quesnel porphyry belt, near Copper Mountain infrastructure.
NFA
This macro environment is exactly when copper exposure starts to matter more in positioning
#NOLIMIT#Rashmer#วาดฝันวันวิวาห์EP2 BTC DOGE AAPL COIN NRED
BASE METALS ARE WAKING UP WHILE THE DOLLAR IS SLIPPING.
US Dollar Index: 101.46, down 0.11%.
LME copper: +2.22%.
LME aluminum: +2.26%.
LME nickel: +0.42%.
LME tin: +1.31%.
SHFE copper: +0.90%.
That is the kind of overnight board that makes me look harder at copper.
A weaker dollar often helps commodities, and copper is one of the cleanest industrial metals to watch when the market starts pricing growth, infrastructure and energy demand again.
That is where $NRED / $NREDF becomes interesting to me.
Early copper exposure.
North American critical minerals.
AI and grid demand.
A macro tape that is starting to favor metals.
Copper is where I want my attention.
NFA
THIS LOOKS BAD.
$ETH has now flipped its Feb lows into resistance.
And this is the opposite of what's happening with Bitcoin, which hasn't closed a single daily candle below Feb lows.
Now, all eyes are on the $1,500 level for ETH, which has been a macro support zone for almost 4 years.
If ETH starts closing below that level, the correction could deepen.
THIS IS THE PART PEOPLE ARE MISSING ABOUT AI.
Micron proved memory demand is real.
Amazon is already securing copper for AI data center infrastructure.
That is the real chain.
Memory chips are the headline.
Copper is the foundation.
Without copper, there are no power systems, no transformers, no substations, no wiring, no grid expansion and no real AI buildout at scale.
That is why copper is becoming more than a commodity.
It is becoming a strategic asset.
S&P Global projects global copper demand jumping 50% by 2040, from 28M tonnes to 42M tonnes.
Now bring that back to $NRED / $NREDF.
NovaRed is an early-stage North American copper story with 970 soil samples, 4 IP/AMT surveys and a fall 2026 drill window.
C$1.43 after the shakeout.
+1,044% on the 1Y chart.
Big Tech is chasing copper supply.
The market is still discounting small copper names.
That gap is where the opportunity lives.
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I ALWAYS ASK MYSELF ONE QUESTION BEFORE BUYING A COPPER STOCK
Can this company benefit if the world needs substantially more copper five or ten years from now? That's one reason NovaRed Mining continues to stand out to me. The company has 39,726 acres, 3 priority drill-ready targets, a 70% earn-in opportunity, and continues expanding MetalCore beyond 2.7M records.
Recent reports suggest the pipeline of new copper discoveries isn't keeping pace with future demand. That's a powerful setup for explorers that can deliver new deposits.
To me, $NRED isn't just an exploration story—it's a way to participate in one of the biggest long-term supply themes developing in the commodity market.
Bull case: C$9+.
Personal opinion only.
I ALWAYS ASK MYSELF ONE QUESTION BEFORE BUYING A COPPER STOCK
Can this company benefit if the world needs substantially more copper five or ten years from now? That's one reason NovaRed Mining continues to stand out to me. The company has 39,726 acres, 3 priority drill-ready targets, a 70% earn-in opportunity, and continues expanding MetalCore beyond 2.7M records.
Recent reports suggest the pipeline of new copper discoveries isn't keeping pace with future demand. That's a powerful setup for explorers that can deliver new deposits.
To me, $NRED isn't just an exploration story—it's a way to participate in one of the biggest long-term supply themes developing in the commodity market.
Bull case: C$9+.
Personal opinion only.
BREAKING NEWS: NOVARED NOW HAS KRISTI L. NOEM AND KATIE ZACHARIA IN THE SAME ADVISORY STACK.
Kristi brings the power headline: former U.S. Secretary of Homeland Security, Special Envoy to the Shield of the Americas, national-security background and critical-minerals policy experience.
Katie brings the communications headline: Senior Communications Advisor at Truth Social / Trump Media, Fox News / CNN / Newsmax / OANN commentator, Fix California General Counsel, former DHS spokeswoman, plus White House, World Bank / IFC and Beijing legal experience.
That is not a quiet board buildout.
That is political access, media reach, policy credibility, communications strategy and capital-markets visibility being added around NovaRed.
$NRED / $NREDF just got a bigger microphone.
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🚨ALERT: MARKETS ARE CRASHING ACROSS THE BOARD!
Bitcoin: $61.1K
Gold: $3.96K - below $4K/oz for the first time since Nov 2025
STRC: $98.4- below $100 for the first time since Mar 2024
US Oil: $69.6 - below $70/bbl for the first time since Mar 1
TRILLIONS IN MARKET CAP ARE BEING WIPED OUT.
What's happening??!!
📊 $NRED UPDATE
Katie Zacharia joins NovaRed Mining’s Advisory Board, reinforcing the company’s leadership and strategic support as it advances its copper-gold projects in BC.
This follows a series of recent advisory additions and keeps $NRED in a strengthening narrative phase ahead of its next exploration cycle.
Market continues to re-rate the story beyond geology into a wider critical minerals context.
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$SNDK #NOLIMIT
📊 $NRED UPDATE
Katie Zacharia joins NovaRed Mining’s Advisory Board, reinforcing the company’s leadership and strategic support as it advances its copper-gold projects in BC.
This follows a series of recent advisory additions and keeps $NRED in a strengthening narrative phase ahead of its next exploration cycle.
Market continues to re-rate the story beyond geology into a wider critical minerals context.
NFA
$SNDK #NOLIMIT
BREAKING: Michael Saylor's $MSTR hit $103 yesterday, a new 23 month low.
It is now down -81% from its all time high and has wiped out $153 billion from its market cap.
Strategy holds 847,363 Bitcoin worth $53 billion at current prices. The stock is trading well below the value of its own Bitcoin reserve.
They now have $11.2 Billion unrealised loss on their BTC position, which is almost 29% of their entire Marketcap.