Copper is setting up for one of the biggest supply stories of the next decade.
Global demand is projected to rise from 28.3Mt in 2025 to 42.4Mt by 2040. That’s roughly 50% growth, while the potential supply shortfall could reach 10.1Mt a year.
New mines take around 17 years to develop and average grades keep declining.
That’s why I’m watching $NRED
16,078 hectares of copper-gold ground in British Columbia with large magnetic targets already identified.
If copper gets as tight as expected, projects like this will matter a lot more
Friday gave NRED a pulse again. Now I want to see what happens when the bell rings on Monday. I’m in the position, holding my shares, and waiting for the market’s next answer.
#HouseOfTheDragon#HOTD
$QQQ
THE NEXT IMAGE ADDS WHAT THIS POST CANNOT.
Text gives the 5 numbers. Map below adds target spacing, regional context and the position of NRED’s 3 Wilmac blocks.
#teenager#BBNaija $SOUN
A bigger system means a bigger reason to stay locked in. NRED identified a large high-intensity magnetic target beneath Wilmac. This deserves a spot on the momentum radar.
#UFCAbuDhabi
MARA WDFC SMCI
A LARGE INTRUSIVE-STYLE TARGET IS NOW ON THE MAP.
The project is roughly 10 km west of the operating Copper Mountain mine. This is still early-stage exploration, but the pieces around NRED are becoming more connected.
#nrednews#teenager $BF
Trojan-Condor adds a new corridor to the NRED story. NRED can earn a 70% interest under staged commitments. This deserves a closer look.
#teenager#PennyStocks $ROKU
THE WORLD NEEDS NEW COPPER. NRED can earn 70% of Trojan-Condor. Offshore wind can require around 8,000 kg of copper per MW. That gives NRED leverage to a tightening copper market.
#MOMSON#Investing#fishtanklive NVDA META NFLX
🤖 MORE LAND GIVES NRED MORE DATA TO RANK WITH AI.
The option requires C$8.5M in exploration. That turns the acreage expansion into an execution-focused copper thesis.
#omegle#Investing#ATMARS NVDA INTC META
$LLY reclaimed the 21-day EMA on Thursday and Friday after two closes below this moving average on Tuesday and Wednesday. Weekly chart showed support at the 10-week line, just above the 1134 pivot of a larger base.
@jmoneystonks Not talked about enough, nicely articulated!
I now rarely short unless the broad market is very broken, on something larger than an hourly chart. 🤣
Shorting is a double edged sword. I played the downside very well and my equity curve is on highs. I would likely be in a drawdown had I not played the turn well.
The issue? I missed all of the moves today. That would never have happened had I been in cash. My bias was bearish and by the time I got out of my positions, things were too short term extended and I couldn’t find a way to work my way in to the names that I wanted. There were perfect entries today and I sat there with my thumb up my arse today.
Now I have to make the choice to buy names without small and no cushion, or let things rip without me.
Always learning..
Political tape: James Himes disclosed a $BAC sale in the $1K-$15K range. The Jul 20 filing made the exit notable. The political print is notable, but the earlier-stage opportunity may be $NREDF if mining AI gains traction. $JMSB #jonita
🚨 $300 BILLION. 30% SUPPLY GAP. 17 YEARS TO BUILD A NEW MINE.
Those numbers explain why copper is becoming one of the most strategic commodities on Earth.
NRED is using AI to improve exploration before the next supply crunch fully arrives.
#Copper#momson $VRT