Kincora Copper CEO Sam Spring on 2026 Copper Drill Targets & Growth Strategy ⛏️ 🟧 Sam Spring, President & CEO of Kincora Copper, discusses the Company’s upcoming 2026 drill campaign and high-priority copper-gold exploration targets. ⛏️ The interview covers the SOS target, district-scale exploration potential, copper market conditions, and Kincora’s evolving growth strategy. 📈 Sam also outlines how the Company is positioning for both organic exploration growth and strategic corporate opportunities in the #copper sector. Click to watch: 👉 youtube.com/watch?v=mv5EbYee… $KCC.v $BZDLF @KincoraCopper @Sam_J_Spring @RSDigest @nickchodge #Gold #Mining

293 NEW MINES NEEDED BY 2030 🛢️THIS IS NOT AN OIL GLUT STORY The energy transition does not face excess supply. It faces structural mineral scarcity. 🔋 What Battery Demand Requires By 2030: • 61 new #copper mines • 52 #lithium mines • 31 natural graphite mines • 29 rare earth mines • 28 nickel mines 🟠 Copper Gap • Current supply 22.9m tonnes • Additional required 3.7m tonnes That is a 16% increase on today’s base! Permitting timelines 10–15 years. Ore grades... Declining. Capex Rising📈 Copper does not scale like shale oil. 🟢 Lithium Gap • 1.2m tonnes required Lithium projects face: • Water constraints • ESG scrutiny • Processing bottlenecks • Chinese refining dominance The constraint is build speed 🛢️ Oil markets debate surplus. Metals do not work that way. You cannot bring 61 copper mines online in 2 years. There is no mineral equivalent of a Permian surge. If projects do not accelerate: • Mineral inflation returns • EV margins compress • Grid expansion slows • Energy transition timelines slip This is a structural investment gap. Fossil fuels face demand uncertainty. Critical minerals face supply constraints. Different cycles and Different risks. The transition narrative focuses on demand. The real bottleneck is geology and permitting. If you want to understand which companies are positioned to win this supply race and where capital is flowing next, I break down the top opportunities in my newsletter. Don’t miss it and Subscribe, link in the below comments

Welcome to the most asymmetric trade in modern financial history. The thread below lays out why. The opportunity exists because capital has chased the AI trade while ignoring the physical assets AI requires to run — assets that have quietly become the best-performing asset class of the decade. Since October 2020 when we first called for the commodity super cycle: QCI Total Return 217%, GSCI Total Return 205%, Gold 140%. NASDAQ trails at 130%. S&P 500 at 85%. The top three are all commodities. Yet oil cannot get out of its own way while copper and the broader atom complex prints fresh highs . That is the dislocation. That is the trade. Get long. Buckle in. Hang on for the ride. Forgive the longer posts in this thread — attempting to mimic my old 10-bullet commodity takes. On to it.

A compelling conversation on how the prospect generator model is reshaping mineral exploration. The discussion, featuring insights from Rick Rule and Jeff Phillips, highlights why this approach is gaining global traction. Key takeaways: 🔹 “Portfolio” approach vs single-asset risk 🔹 Leveraging major #mining companies for capital & expertise 🔹 Importance of management and share structure 🔹 Upside of carried interests and royalties In a sector with 1 in 3,000 odds of success, this model shifts the equation. If you follow mining or resource #investing, this is worth a look. 👉 resourcestockdigest.com/mark… @RealRickRule @RSDigest @nickchodge #ProspectGenerator