I like the setup here: China’s copper pull keeps growing, while NovaRed Mining is chasing BC discovery upside.
#NOLIMIT#TejRan#Rashmer NSRGY MURGF RHHBY
(+73.3% IN 2025. 2018 WAS WHEN CHINA CHANGED THE COPPER GAME.
The 2017-2018 National Sword policy squeezed low-grade scrap and foreign waste imports.
That forced China to pull more clean copper ore and concentrates from global mines.
By 2018-2020, China crossed the 60%+ share of global copper ore and concentrate imports.
Now Canada is feeding that same system.
Canadian copper ores and concentrates exports to China hit C$3.47B in 2025.
Growth: +73.3% YoY.
China’s share of Canada’s copper ore and concentrate exports reached 55.4%.
That is a major raw-material flow into China’s refining machine.
Canada + the United States need to weaken that influence by building more North American mining, smelting, refining, processing and offtake.
That is why BC copper exposure becomes more strategic.
NovaRed Mining $NRED / $NREDF fits into that shift through Wilmac Copper-Gold in British Columbia, 16,078 ha near Copper Mountain, with 2026 exploration work moving toward drilling.
Not financial advice. Charts don’t wait for permission.
My thoughts on space is playing out!
Looks like $SPCX IPO hype is tapering off, and capital is flowing back to the rest of the sector.
$UFO / $NASA ETFs starting to look better.
People finally realized $ASTS / $RKLB was oversold.
And memes like $SPCE is running again...
THE MARKET IS STARTING TO REWARD EXECUTION.
NovaRed Mining Inc CSE: $NRED / OTC: $NREDF is now trading around C$1.51 (+11.85%) in Canada and $1.07 (+15.38%) on the OTC.
I don't think this move is happening for no reason.
Over the last few weeks the company has kept stacking catalysts.
The planned 2026 drill program is moving forward, 3 drill-ready targets are ready for testing, and the company continues advancing its 39,726-acre project in British Columbia with C$8.5M committed toward earning a 70% interest in Wilmac.
The appointment of Katie Zacharia also caught my attention.
Bringing in someone with experience in capital markets and strategic growth tells me management isn't only focused on geology-they're thinking about how to position NovaRed Mining for the next stage of growth.
Now add the latest U.S. push to build critical minerals processing on Army bases.
If North America is investing in processing capacity, it will also need more copper projects.
That's exactly why I think NovaRed Mining is becoming more relevant with every update.
The story keeps getting stronger
Despite $MU crushing earnings, the hawkish macro (PCE, BoA rates, etc.) is overpowering the rest of the market.
Happy to see Micron and $SNDK still soaring... their rock solid forward guidance makes them pretty macro-proof here.
We should still see a pretty big recovery soon. No way Trump let's the market tank before his Independence Day speech... right?
THE BIG MONEY ISN'T CHASING COPPER. IT'S CHASING SECURITY.
Why is the U.S. preparing roughly $12B for critical minerals?
Because this is no longer about commodity prices.
It's about making sure AI servers, defense contractors, semiconductor fabs, data centers, EV factories and power grids can still operate if global supply chains are disrupted.
Meanwhile, China already imports around 60% of global copper ore, produces more than 45% of refined copper and imported C$3.47B of Canadian copper concentrates in 2025 alone.
That tells me one thing:
North America needs more than stockpiles.
It needs new copper discoveries.
That's where NovaRed Mining Inc CSE: $NRED / OTC: $NREDF fits.
- 39,726 acres in one of Canada's premier copper jurisdictions.
- 3 drill-ready targets.
- 18.3 miles of completed geophysics.
- 970 historical soil samples.
- C$8.5M already committed.
The future winners may not be the companies processing copper-but the companies discovering it first.
Trade your own plan.