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Disseminated On Behalf Of Kodiak Copper Corp

February 2026  Copper Squeeze Report - Riding the Copper Wave Following AI and Data Center Demand Surge

Copper Markets: February 2026 

Copper sits at the center of the energy transition: it’s in EVs, charging stations, grids and data centers.

Big new copper discoveries are rare and many mines are aging,investors are watching both large producers and emerging explorers for future supply.

January 6, 2026  COPPER BREAKING NEWS: Copper sets a fresh all-time high, trading at US$13,387.50 per tonne on the London Metal Exchange. (Globe & Mail, January 6th, 2026)

Following this development, we conducted an in-depth review of three related stocks and identified one standout name that, in our view, still offers meaningful upside potential.

Top 3 Copper Stocks to Watch & 1 Pick With Upsides
Kodiak Copper Corp. ($KDKCF on the OTC)
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This company has a promising exploration project with significant upside potential still available to investors   The MPD copper-gold project in south-central BC.

Their expansive land package has road and power access, and ongoing drilling is aimed at expanding their mineral resources. 

‍Teck Resources (TECK) – Highland Valley Copper
‍Teck is One of Canada’s biggest miners.

Its Highland Valley Copper mine in BC is the country’s largest copper operation, with a life-extension plan targeting production into the 2040s.

Teck’s Highland Valley Copper mine lies roughly 50 km north of the MPD Project owned by Kodiak Copper Corp., in a long-established mining district that helps keep exploration and production costs down.

‍Taseko Mines (TGB / TKO) – Gibraltar Mine
Mid-tier copper producer operating the Gibraltar mine in central BC, one of Canada’s largest open-pit copper mines, providing stable production plus growth potential from other projects & potentially could acquire new exploration projects in the area.

Companies with upcoming OR recent milestones are usually the ones with upside potential.
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A milestone event for KDKCF:OTCQX in 2025 was the first NI43-101 compliant mineral resource estimate (“MRE”) in December, demonstrating potential for a significant mine in an established region. (Kodiak fact sheet)
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Why $KDKCF Is Our Top Stock Pick

The MPD property also offers significant opportunities for resource growth and additional discoveries, with all seven resource zones open for extension and ~20 additional exploration target areas on the expanded property.
With a favourable jurisdiction, an exceptional technical team, and a strong capital structure, this stock pick should be watched…see the chart below for their recent stock appreciation.
Featured Stock
Kodiak Copper Corp, a publicly listed company (TSX.V – KDK, $KDKCF on the OTCQX) focused on the discovery and development of critical minerals (copper).

🇨🇦 KDK    🇺🇸 KDKCF    🇩🇪 5DD1

KDKCF - 1 Year Performance
CU $/lb - 1 Year Performance

KODIAK’S MPD PROJECT – “THE 3R’s”
RIGHT SIZE, RIGHT STAGE, RIGHT TIME

With the recent (December 2025) completion of the first Mineral Resource Estimation (MRE) on the MPD property, the Company is transitioning from the exploration “Greenfield stage” to the resource building “Brownfield Stage”. (See the full press release)

Companies with more advanced staged projects attract larger and more sophisticated financial investors and analysts and warrant higher valuations.
The bullish outlook for copper keeps strengthening, yet investment in brand-new (“greenfield”) mines is not keeping up.

To satisfy projected demand growth, the sector would need to commission new operations at roughly double the pace seen ten years ago — a very ambitious requirement.In other words, the copper market is sending clear warning signals about future supply.

The issue is not a lack of deposits; there is a solid inventory of potential new projects. The real constraints — especially for Western producers — are capital commitment, project risk tolerance, and the willingness to move those projects forward.
— Wood Mackenzie (November 20, 2025)
Two producing copper mines near Kodiak’s MPD project are undergoing major expansion projects (Hudbay’s Copper Mountain and Teck’s Highland Valley Copper Mine Life Extension Project), which in this era of intense Critical Mineral focus, are likely to garner substantial Federal and Provincial support and incentives.
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As Kodiak advances the MPD project through the resource expansion and economic evaluation phases, Kodiak might receive similar support.

LOCATION, LOCATION, LOCATION!

KODIAK SHARE PRICE CAN BENEFIT FROM HIGHER COPPER PRICES

Copper prices have been strong while Kodiak advances the MPD property, but many economic analysts predict both near-term and mid-term higher copper prices, which could positively impact Kodiak’s share price.
Sprott – January 23, 2026 –  A recent report by Sprott indicates: “Copper is in a powerful breakout, coming off a blockbuster 2025 and pushing deeper into record territory as tight supply and trade-driven dislocation keep the market on a scarcity footing.

Copper rose 43.93% in 2025, capping a strong year that reshaped market expectations for both price and the supply-demand balance. Copper’s strength has carried into early 2026, with the copper price continuing to attain all-time highs, reaching $13,273.81 per metric ton as of this writing. Notably, this is not a typical cyclical upswing. Copper is being repriced amid tightening fundamentals. Major supply disruptions have pushed the market into a deficit sooner than expected, while long-term demand growth continues to outstrip supply, increasing the likelihood of deeper shortages ahead. Copper’s momentum has been further reinforced by the broader strength of hard assets, as deglobalization and de-dollarization are increasing the strategic premium investors assign to essential critical materials like copper.”

Sprott’s comments related to copper producers and explorers is very encouraging: “Copper miners were the primary beneficiaries of rising copper prices in 2025. Copper miners gained 74.59% and junior copper miners rose 132.42%, underscoring how copper mining equities can deliver operating leverage to a higher copper price. For junior copper miners, the outperformance also reflects a rising probability that projects move from optionality to execution as higher prices improve economics and financing viability. That dynamic has been especially important for U.S.-linked projects, where government actions have increased confidence that domestic copper supply can be accelerated through faster permitting and broader support mechanisms, such as a direct equity stake in one junior developer.” (Source: Sprott - January 23, 2026)
A report by Baker Steel Capital Managers LLP (January 21, 2026) highlights some of the factors driving the strong copper prices: “Copper enters 2026 with a supportive backdrop, despite elevated geopolitical tensions. We expect the metal to lead the broader base metals complex higher in the months ahead, following one of the strongest annual performances for copper in over a decade in 2025. Prices exceeded USD 12k per tonne in late-2025, moving higher despite headwinds including Trump’s tariffs and weakness in China’s property sector, and have continued to make strong gains in early 2026.

Supportive fundamentals for copper are driven by structurally strong demand from the energy transition, transport electrification, smart grid investment, and the rollout of AI-related data infrastructure. Copper intensity of use across these technologies is high. A single EV uses around four times more copper than a conventional internal combustion engine vehicle, c.155 pounds in total, largely in wiring and battery systems[i]. As EV adoption accelerates, particularly in heavier SUVs and trucks, copper intensity is likely to continue rising. AI is another increasingly important demand driver for copper. AI data centres use roughly double the copper of conventional data centres, requiring 27–33 tonnes of copper per megawatt[ii]. It is estimated that copper usage in data centres globally will increase “sixfold by 2050” (Source: Baker Steel - January 21, 2026)

KODIAK $KDKCF - FOCUS ON COPPER – COPPER DEMAND ACCELERATED BY THE AI BOOM

The current AI "boom" has been compared to past bubbles like the dot-com era or the housing bubble, but differs, as leading companies (e.g. NVIDIA, Microsoft, Google) are highly profitable with strong balance sheets. These powerhouses offer real-world utility of the technology and have unprecedented scale of investment and capital intensity.
But the story behind the story is the immense electrical requirements needed for A.I. data centers and the increased demand for copper for this electrification. According to the U.S. Department of Energy and research by the Lawrence Berkeley National Laboratory, data centres could consume 6.7% to 12% of total U.S. electricity by 2028, up from 4.4% in 2023.
KEY STAT
‍‍Every new data center facility requires vast quantities of copper for cabling, transformers, and power distribution.
This new copper demand, related to the massive infrastructure for AI growth, is in addition to increasing copper requirements for electrical vehicles (EVs) and the renewables sector (wind and solar power). These newer copper applications add to more conventional copper demand factors such as increase copper use due to emerging developing countries and the required updating and modernization of the world’s “tired and overloaded” electrical grid network.

KODIAKS PROJECTS – PREMIUM JURISDICTION WITH GOVERNMENT INCENTIVES

Media coverage of Critical Mineral Initiatives often focused on President Trump and the American Federal government, through their support in the form of grants, subsidies and investment for critical minerals, but both the British Columbia and Canadian Federal government offer fast-tracking and financial support that greatly benefits mining projects like Kodiak’s in Southcentral BC:
  • The B.C. government has recently (November 17, 2025) launched “Look West”, a strategic plan to deliver major projects faster, expand skills training and grow key sectors to strengthen B.C.’s economy, creating good jobs and opportunities for people and businesses, and benefiting all of Canada.
  • Three critical metals mining projects were included in the six new nation-building projects announced by Prime Minister Carney' on November 13, 2025.
    In early February 2025, British Columbia announced it is fast-tracking 18 mining and energy projects worth about $20 billion to reduce its economic reliance on the U.S. in the face of potential tariffs. B.C. produces 16 of the 34 critical minerals in Canada identified by the federal government. (5) Among 27 mining projects currently under development in the province, 18 are critical minerals projects, and the number continues to grow, according to Mining Association of British Columbia (MABC).
  • The Canadian federal government is fast-tracking major projects through the Building Canada Act and the Major Projects Office (MPO) to streamline regulatory processes for projects deemed in the national interest.
  • Kodiak’s MPD project is strategically positioned in an important copper & gold producing district with significant current mining operations and several historic mine producers.
    • The southern portion of the MPD property is just north of the Copper Mountain Mine owned and operated by Hudbay Minerals Inc. Hudbay is also permitting the New Ingerbelle Project, (part of Copper Mountain) an open-pit copper mining operation with an economic impact of US$6.6 billion (6).
    • Approximately 50 km NNW of the MPD property is the Highland Valley Mine, the largest open-pit copper mine in Canada, owned 100% by Teck Resources Ltd. Teck is currently advancing construction of the Highland Valley Copper Mine Life Extension Project (HVC MLE) to extend the life of the operation. The HMC MLE is a cornerstone of the new Anglo Teck company's US$20 billion plans to double Teck's copper production by the end of the decade and strengthen its position in the global critical minerals market.
Highland Valley - Near Kodiak Copper Corp’s MPD property

Near-term Catalysts: Why Investors Are Watching $KDKCF Closely

Resources Expanding
Recent (Dec 2025) MRE on the MPD property, significant milestone showing size and scale of the 7 known deposits – all open to expansion.
Property Expansion and Consolidation of a District
The Company has aggressively expanded the MPD property through acquisitions (most recently October 20, 2025), now holding over 357 square kms, over 3 times the size of the area of the City of Vancouver. Since 2019, Kodiak has increased their property size by 470%, covering multiple new targets and historic zones.
Exploration Facts
With over CDN $8 million in the treasury, Kodiak is positioned for resource expansion and exploration to discover new porphyry zones. Recent copper discoveries in BC have resulted in significant share appreciation. A recent example (January 2025) includes Amarc Resources Ltd.’s, discovery of a copper-gold-silver deposit named “AuRORA” on their JOY property, in collaboration with Freeport-McMoran. Amarc’s share price appreciation of approximately +188% upon the release of assay results.
Team and Experience
Management team with strong track record, member of well-respected Discovery Group – founder and chairman Chris Taylor generated $2B for shareholders with sister company Great Bear on the Dixie gold discovery.
Dillilng at Gate zone at MPD
MPD-21-006 – Strongly Mineralized Hydrothermal Breccia with Chalcopyrite-Pyrite

KODIAK COPPER CORP.
(KDK.V-TSX.V, $KDKCF on the OTCQX)

Key Management & Advisors

Christopher Taylor
‍Chairman
Great Bear Resources
Claudia Tornquist
‍CEO
Rio Tinto, Sandstorm
John Robins
‍Advisor
Kaminak, Northern Empire

– Access to Expertise, Contacts, Capital

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Recent News on $KDKCF

January 23, 2026

Kodiak Files NI 43-101 Technical Report: Initial Mineral Resource Estimate at the MPD Copper-Gold Project

January 23, 2026– Vancouver, British Columbia – Kodiak Copper Corp. (the “Company” or “Kodiak”) (TSX-V: KDK, OTCQX: KDKCF, Frankfurt: 5DD1) today announces that it has filed an independent technical report (the “Report”) on SEDAR+ prepared in accordance with National Instrument 43-101 – Standards of Disclosure for Mineral Projects (“NI 43-101”) in support of the initial Mineral Resource estimate on the Company’s 100%-owned MPD copper-gold project in southern British Columbia.
December 9, 2025

Kodiak Reaches Key Milestone with Initial Mineral Resource Estimate at the MPD Copper-Gold Project

Vancouver, British Columbia--(Newsfile Corp. - December 9, 2025) - Kodiak Copper Corp. KDK (OTCQX: KDKCF) (FSE: 5DD1) (the "Company" or "Kodiak") reports the initial Mineral Resource estimate at the Company's 100%-owned MPD copper-gold project located in an established mining region in southern British Columbia. The Resource estimate for MPD includes seven deposits in total. Four deposits were previously reported in June (see news release June 25, 2025) and three are being reported today, to complete the full initial Mineral Resource estimate.
December 4, 2025

Kodiak Upgraded to Trade on OTCQX

Vancouver, British Columbia--(Newsfile Corp. - December 4, 2025) - Kodiak Copper Corp. (TSXV: KDK) (OTCQX: KDKCF) (FSE: 5DD1) (the "Company" or "Kodiak") reports that the Company has qualified and wil...
November 19, 2025

American Tungsten Announces Key Strategic Appointments

Vancouver, British Columbia--(Newsfile Corp. - November 19, 2025) - American Tungsten Corp. (CSE: TUNG) (OTCQB: TUNGF) (FSE: RK90) ("American Tungsten" or the "Company") is pleased to announce key str...
November 18, 2025

Kodiak Engages Capital Analytica for Marketing and Online Communication Services

Vancouver, British Columbia--(Newsfile Corp. - November 18, 2025) - Kodiak Copper Corp. (TSXV: KDK) (OTCQB: KDKCF) (FSE: 5DD1) (the "Company" or "Kodiak") today reports the engagement of Capital Analy...
November 4, 2025

Almadex Minerals Highlights Strategic Portfolio of Mining Royalties Across North America

VANCOUVER, British Columbia, Nov. 04, 2025 (GLOBE NEWSWIRE) -- Almadex Minerals Ltd. ("Almadex" or the "Company") (TSX-V: “DEX”) is pleased to provide a comprehensive overview of its diversified portf...

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‍Compensation Disclosure
‍Kodiak Copper Corp. has paid Connect 4 Marketing Ltd. (“Publisher”) a total of CAD$248,819.08 (including GST) *updated February 2, 2026 for marketing services & advertising budget including communicating information about the company to the public. This advertorial (“Advertorial”) is part of that agreement. Under the most recent agreement dated January 20, 2026, Kodiak Copper Corp. committed to a total campaign budget of CAD$200,000 + GST, which 50% of total campaign will be paid upon the execution of the agreement, with the remaining 50% payable on or before April 1, 2026. The agreement remains in effect until the budget is exhausted unless terminated or extended in writing. Additional advertising spend may be renegotiated and extended, subject to exchange approval, and may be subject to additional management fees. Publisher may also collect reader email addresses, which it may monetize.
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