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Hey macro sleuths, the copper market looks calm on the surface, but underneath it feels like a pressure cooker On one side, Macquarie sees near-term surplus risk and warehouses are holding record inventories. On the other, major supply disruptions at Grasberg and Kamoa, permitting delays, and AI-driven power demand are building the case for a structural deficit later in the decade That is the tension I care about The U.S. tariff decision remains the main short-term catalyst, and the Commerce Department report on July 1 could move the whole complex. But my $NREDF thesis does not depend on one policy headline I’m watching NovaRed because MetalCore is built for the harder problem: turning millions of geological, geochemical and geophysical records into better exploration targets 4.1M+ records 16,078 hectares at Wilmac 1,125 ppm copper-in-soil at North Lamont Copper-gold-platinum potential in BC Short-term copper can stay messy. The long-term need for new discoveries keeps getting clearer Trade levels, not emotions $DAL $COST $NOW

What’s up supply-chain watchers, I think the market is whispering through scrap prices before the bigger headlines catch up. China’s copper scrap board moved almost across the board: top-grade wire and tubing gained CNY 400/t, Cu/Al radiator scrap added CNY 50/t, and heater cores rose CNY 100/t. Brass and bronze also moved higher, while most aluminum and steel grades sat still. Why does that matter to me? Because scrap is the pressure valve of the copper market. When manufacturers start paying more for secondary copper, it tells me every recoverable unit matters. That is the same reason $NRED $NREDF stays in my copper thesis. Wilmac gives NovaRed Mining Inc. 16,078 hectares in British Columbia, roughly 10 km west of Copper Mountain, while MetalCore gives them an AI-driven way to prioritize the most interesting ground. The market is pricing copper in the scrap yard. NovaRed is trying to find more of it in the ground. Trade at your own risk. This is just my take, not a recommendation. $SPY $NVDA $RUM