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THE CRITICAL-MINERALS TRADE IS TURNING INTO A GOVERNMENT-CAPITAL STORY. Project Vault brings a $10B EXIM loan plus about $1.67B in private-sector capital. The U.S. Army selecting Titan Mining and REalloys for processing sites sends the same message: Washington wants mineral supply closer to defense and industry. China controls around half of global refined copper, roughly 90% of rare-earth processing, and about 90% of permanent magnet production. That is the bottleneck. Now look at $NRED / $NREDF. NovaRed has Ed Kostenski on its Advisory Board. He brings 40+ years across mining equipment, infrastructure, project finance, logistics, energy and global resource-sector development. In 2005, he was appointed by the U.S. Export-Import Bank to its Sub-Saharan Africa Advisory Committee. That is exactly the kind of experience that matters when critical minerals become industrial policy. NFA $AMD $DTAN $DRAM $ETH $QQQB $MU $LINK

+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 IS HOW NORTH AMERICA STARTS CUTTING DOWN CHINA’S MINERAL LEVERAGE Canada + the United States have a clear reason to move together Canada has nearly 140 mining projects planned or proposed through 2034 Total value: $117.1B Critical-minerals pipeline: 67 projects worth $72.4B China controls around 90% of refined rare-earth production, about 70% of mining output and roughly half of global rare-earth reserves That is why Canada + United States need a full supply chain, from mining to processing to buyers $NRED / $NREDF adds a copper angle to this bigger theme: Wilmac Copper-Gold covers 16,078 ha in BC, with 970 prior soil samples and 4 IP/AMT surveys tied into the 2026 program Market thoughts only

THIS IS HOW NORTH AMERICA STARTS CUTTING DOWN CHINA’S MINERAL LEVERAGE Canada + the United States have a clear reason to move together Canada has nearly 140 mining projects planned or proposed through 2034 Total value: $117.1B Critical-minerals pipeline: 67 projects worth $72.4B China controls around 90% of refined rare-earth production, about 70% of mining output and roughly half of global rare-earth reserves That is why Canada + United States need a full supply chain, from mining to processing to buyers $NRED / $NREDF adds a copper angle to this bigger theme: Wilmac Copper-Gold covers 16,078 ha in BC, with 970 prior soil samples and 4 IP/AMT surveys tied into the 2026 program Market thoughts only

THIS IS HOW NORTH AMERICA STARTS CUTTING DOWN CHINA’S MINERAL LEVERAGE Canada + the United States have a clear reason to move together Canada has nearly 140 mining projects planned or proposed through 2034 Total value: $117.1B Critical-minerals pipeline: 67 projects worth $72.4B China controls around 90% of refined rare-earth production, about 70% of mining output and roughly half of global rare-earth reserves That is why Canada + United States need a full supply chain, from mining to processing to buyers $NRED / $NREDF adds a copper angle to this bigger theme: Wilmac Copper-Gold covers 16,078 ha in BC, with 970 prior soil samples and 4 IP/AMT surveys tied into the 2026 program Market thoughts only

THE MARKET IS STARTING TO CONNECT MINING, MILITARY SUPPLY CHAINS AND GOVERNMENT CAPITAL. Project Vault is backed by up to $10B from EXIM plus nearly $2B in private-sector capital. Reuters also reported the U.S. Army selected Titan Mining and REalloys for critical-mineral processing sites. That is a major signal: the U.S. wants minerals closer to defense supply chains. Now connect China’s position. Around 50% of global refined copper. Around 90% of rare-earth processing. Heavy control across permanent magnets. That is the bottleneck behind defense electronics, AI infrastructure, power systems, drones, sensors and grid security. For investors, the map is simple. Big producers provide scale: $FCX $TECK $HBM. Rare-earth names provide the magnet angle: $MP. Industrial equipment names like $CAT track the buildout. Earlier-stage Canadian copper names like NovaRed Mining Inc. $NRED / $NREDF represent the future supply pipeline. The Americas need minerals before they need stockpiles. Protecting the Americas starts underground. My personal analysis, not a suggestion to buy or sell. $ONDS $QTEX $NVDA

THE MARKET IS STARTING TO CONNECT MINING, MILITARY SUPPLY CHAINS AND GOVERNMENT CAPITAL. Project Vault is backed by up to $10B from EXIM plus nearly $2B in private-sector capital. Reuters also reported the U.S. Army selected Titan Mining and REalloys for critical-mineral processing sites. That is a major signal: the U.S. wants minerals closer to defense supply chains. Now connect China’s position. Around 50% of global refined copper. Around 90% of rare-earth processing. Heavy control across permanent magnets. That is the bottleneck behind defense electronics, AI infrastructure, power systems, drones, sensors and grid security. For investors, the map is simple. Big producers provide scale: $FCX $TECK $HBM. Rare-earth names provide the magnet angle: $MP. Industrial equipment names like $CAT track the buildout. Earlier-stage Canadian copper names like NovaRed Mining Inc. $NRED / $NREDF represent the future supply pipeline. The Americas need minerals before they need stockpiles. Protecting the Americas starts underground. My personal analysis, not a suggestion to buy or sell. $ONDS $QTEX $NVDA