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September 2, 2025 - Sponsored by Kodiak Copper
Stock Pick Recommended By
Unveil Our Top Copper Stock Pick for September 2025: Click Here
On August 1, 2025, the Trump administration imposed a 50% tariff on copper imports — but most investors forget: the tariffs don’t hit copper ores, concentrates, or cathodes. Instead, they target semi-finished copper products like pipes, wires, rods, and electrical components, all designed to give U.S. manufacturers a boost under Section 232 of the Trade Expansion Act.
This announcement still led to copper futures pullback—notably a nearly 3% slide on COMEX to US $5.613 per pound and a similar dip in London to US $9,769.50 per tonne, as traders braced for clarity amid impending U.S. tariff decisions.
AI & tech companies like NVIDIA & Tesla keep growing regardless of commodity pricing. The escalating demand from electrification and AI infrastructure trends underpins a bullish backdrop for copper mining companies.
Savvy investors know: this sell-off is only reactionary, and that’s where real opportunities are created. This is simply a market re-pricing event that elevates the importance of explorers like Kodiak Copper ($KDKCF on the OTC)
In this month’s Copper Report, our top copper stock pick remains $KDKCF, for its strong fundamentals and growing resource estimate.
Their stock also remains under $1…for now…and is already up +75% YTD, showing an upside opportunity we simply can’t ignore.
Within Canada & the U.S., both Arizona (70% of U.S. copper production) and British-Columbia (50% of Canada’s copper production) stand out as the best places to mine for copper.
But Arizona has proven increasingly unstable when it comes to rules, permitting, and politics.
Even the highest office in the U.S. can’t cut through the uncertainty: on August 19, 2025, President Donald Trump posted a tweet attacking an appeals court decision that blocked the land transfer needed to advance Rio Tinto and BHP’s Resolution Copper project. (read the full article by CNBC here)
The move underscored that, regardless of political will—even from the president—Arizona’s permitting process is vulnerable to court decisions and shifting regulations.
By contrast, we believe British Columbia offers a more predictable environment for mining investment.
The province is home to world-class copper operations like Teck Resources’ Highland Valley Copper, Taseko’s Gibraltar, Newmont/Imperial Metals’ Red Chris, and Hudbay’s Copper Mountain.
Kodiak Copper’s MPD Project is located approximately 50 kilometers (or 90 kilometers) south of the Highland Valley Copper mine. While Teck Resources’ mine is depleting, they are looking for expansions, explaining their ownership of 6.1% in $KDKCF (see slide 7 of their corporate presentation here)
Unlike Arizona, B.C.’s copper faces no domestic political bottlenecks and enjoys direct export routes to Asia, giving producers immediate access to the world’s fastest-growing copper-consuming economies without U.S. geopolitical risk.
For investors looking toward future discoveries and high-return opportunities, British Columbia is increasingly the better bet.
For copper mining stock picks that could provide the highest upside, British-Columbia seems to remain a winner due to its earlier stage projects, government support, low cost of advancement and significant land size.
After looking at the B.C. projects with high potential for investor upside, our top copper stock pick for September 2025 remains Kodiak Copper Corp (TSX.V: KDK, OTCQB: KDKCF, FSE: 5DD1).
While many investors are chasing overvalued giants, Kodiak Copper remains one of the most underrated copper exploration companies on the market.
On June 25,2025 Kodiak released its initial resource estimate for 4 of the 7 mineralized zones at its MPD project in British Columbia.
These results showed an impressive ~300M tonne copper resource, with mineralization still open for expansion in multiple directions and at depth.
Investors quickly recognized the significance.
Kodiak’s stock rose 12% in the week following the release, despite it only covering 4 of the 7 zones.
The remaining 3 zones, West, Adit and South, have high-grade, near-surface potential and their inclusion in the full resource estimate expected in Q4 2025 could generate a similar market reaction.
Kodiak released its first drill results from the South Zone on August 21, with 950 metres of continuous, near-surface copper-gold mineralization.
These results confirm historic drilling and increase confidence in the MPD project as Kodiak prepared the full 7-zone MRE.
Timing is important, and with Kodiak Copper Corp. already up over 75% YTD, now is the time to watch this story closely. Read below and find out the 7 reasons why you should look into $KDKCF more closely.
Chris Taylor, Chairman of Kodiak said, “I’ve had the vision right from the start that MPD’s rich mineral endowment holds the potential for a major mine in British Columbia and our initial Resource estimate clearly demonstrates this.”
Don’t forget, Chris Taylor’s past accomplishments made many investors VERY wealthy when Kinross Gold acquired his Great Bear project for approximately $1.8 billion…
In addition, with known mineralized zones open to expansion and more target areas yet to be tested, Kodiak continues to explore, as there is a lot more potential to be unlocked at MPD.
With a current market cap of roughly $40 million USD, investors have an opportunity for good upside as the project continues to move forward. Market capitalizations tend to increase once a full mineral resource estimate comes out, as indicated by the slide below, appearing on their investor deck. (download the investor deck here)
The company also holds the Mohave copper-molybdenum-silver project in Arizona, near the renowned Bagdad mine, further diversifying its portfolio.
There will most definitely be some winners in this next cycle, and Kodiak has earned its place as a contender.
Kodiak Copper is a Canadian exploration company that is dedicated to discovering and developing copper resources. They operate primarily in Canada and the United States, focusing on regions with established mining infrastructure and favorable regulatory environments.
Their flagship exploration property, the 100%-owned MPD copper-gold porphyry project, is located in the prolific Quesnel Terrane of south-central British Columbia, Canada. The area is renowned for its rich mining history and excellent infrastructure and already has several operational and profitable mines. The MPD project encompasses a substantial land package (344-square-kilometre) and exhibits characteristics indicative of a major, multi-centred porphyry system with the potential to evolve into a major mine.
Kodiak Copper has been steadily advancing its MPD Project.
In 2020 Kodiak’s drill hole MPD-004 intersected 535 m of 0.49% Cu and 0.29 g/t Au, including 282 m of 0.70% Cu and 0.49 g/t Au on the Gate Zone on the MPD property. Since 2019 Kodiak has completed 85,000 metres of drilling and confirmed 7 substantial zones of copper-gold mineralization: Gate/Prime, Man, Ketchan, Dillard, West, Adit & South/Mid (43-101 Resource Estimate Pending). To date, 20 additional target areas have been identified on the property, with significant potential for more discovery.
In January 2025, the company initiated a National Instrument 43-101 compliant resource estimation for the MPD project, encompassing seven main zones: Gate/Prime, Man, Dillard, Ketchan, West, Adit, and South/Mid. (refer to the full press release here)
On June 25, 2025, released the initial resource estimate covering 5 of the 7 zones, with indicated resources of 56.4 million tonnes grading 0.42% CuEq and inferred resources of 240.7 million tonnes grading 0.33% CuEq. Following the news, the stock jumped 19% over the next week. (read the full press release here)
The August 21, 2025, release further confirmed high-grade results at the South Zone, showing near surface and continuous mineralization, reinforcing the potential of the copper-gold system. (read the full press release here)
The MPD project is only 25 kilometres north of the operating Copper Mountain copper mine, a long-life, open-pit operation, owned by Hudbay Minerals Inc. (75%) and Mitsubishi Materials Corp., (25%). This 45,000 tonne-day operation with grades of 0.25% Cu (copper) per tonne, and 0.07g/tonne Au (gold). This is the principal economic driver for the nearby town of Princeton, with exploration and mining an important driver for the community.
With 3 remaining zones yet to be fully incorporated into the final source, Kodiak is positioned for another potential catalyst when the full 7-zone NI 43-101 resource is released later this year. Investors could see a similar positive impact on the stock as they did with the initial 4-zone announcement.Kodiak’s flagship MPD project shows significant potential for large-scale resource development in an already established mining area with existing infrastructure. Kodiak Copper is backed by a strong management team with decades of mining experience, strategic partnerships, and a commitment to responsible mining. With the upcoming NI 43-101 resource estimate, continued exploration success, and rising demand for copper, Kodiak presents an excellent opportunity for investors looking to capitalize on the future of copper.
Bottom line:
A dip in copper futures primarily affects the sentiment and liquidity of short-term traders. But for Kodiak Copper, the longer-term story remains compelling: low inventories, tight supply, and escalating demand from electrification and AI infrastructure trends underpin a bullish backdrop.
The company continues to advance its fully funded drilling program and resource growth strategy—positioning it well when the market shifts again. In volatile cycles, disciplined explorers like Kodiak often deliver outsized upside.
Sources
1https://www.reuters.com/markets/commodities/china-nov-copper-imports-hit-one-year-high-2024-12-10/
2https://www.globalxetfs.com/copper-update-chinas-demand-and-renewed-supply-risks-to-be-supportive-of-a-market-rebound/
3https://economictimes.indiatimes.com/industry/indl-goods/svs/metals-mining/indias-copper-demand-surges-13-in-fy2024-driven-by-economic-growth-infrastructure-boom/articleshow/116165042.cms?
4https://www.reuters.com/markets/commodities/indias-jsw-group-foray-into-non-ferrous-metals-mining-2025-01-27/
5https://www.recyclingtoday.com/news/study-assesses-how-us-can-meet-projected-copper-demand/#:
~:text=According%20to%20the%20report%2C%20
titled,growth%20rate%20of%206.5%20percent.
6https://www.mining-technology.com/marketdata/ten-largest-coppers-mines/?
7https://natural-resources.canada.ca/minerals-mining/mining-data-statistics-and-analysis/minerals-metals-facts/copper-facts/20506
8https://nationalpost.com/news/canada/bc-fast-tracking-mining-energy-projects
9https://wp-kodiakcoppercorp-2023.s3.ca-central-1.amazonaws.com/media/2024/12/16114235/2025-01-16-Kodiak-Copper-Investor-Presentation-Draft.pdf
China overall market copper demand at 59%:
https://www.globalxetfs.com/copper-update-chinas-demand-and-renewed-supply-risks-to-be-supportive-of-a-market-rebound/?utm_source=chatgpt.com
Amount of copper mines:
https://www.mining-technology.com/marketdata/ten-largest-coppers-mines/?utm_source=chatgpt.com&cf-view
list of copper companies:
https://www.fool.com/investing/stock-market/market-sectors/materials/metal-stocks/copper-stocks/
Info about Kodiak and their mines:
https://wp-kodiakcoppercorp-2023.s3.ca-central-1.amazonaws.com/media/2024/12/16114235/2025-01-16-Kodiak-Copper-Investor-Presentaztion-Draft.pdf
Indirectly Used Sources:
https://features.csis.org/copper-in-latin-america/
https://www.generalkinematics.com/blog/copper-mining-processing/
https://www.fortunebusinessinsights.com/copper-mining-market-105514
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