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Disseminated On Behalf Of Kodiak Copper Corp

December 2025 Copper Squeeze Report - Riding the Copper Wave Following AI and Data Center Demand Surge

Copper Markets: December 2025

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.

December 3rd, 2025 COPPER BREKING NEWS: Copper sets a fresh all-time high, trading at just over US$11,350 per tonne on the London Metal Exchange . (Globe & Mail, December 3rd,2025)

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 early-stage explorer has a key exploration project with upside potential still available to investors -  The MPD copper-gold project in south-central BC.
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Their large land package, road and power access, and ongoing drilling aimed at defining a first resource.

‍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 costs down. The MPD property also benefits from straightforward access right off a major highway.

‍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.

Why $KDKCF Is Our Top Stock Pick

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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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)

The forthcoming new MRE on three additional mineralized zones further supports this transition. 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, incentives and grants.

As Kodiak advances the MPD project through the resource expansion and economic evaluation phases, Kodiak is likely to receive similar aid and 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.
Reuters – November 24, 2025 – In a recent note, UBS (a major global financial services firm, headquartered in Switzerland) said it sees copper prices moving higher into next year, pointing to ongoing supply constraints from frequent mine disruptions and strong structural demand tied to electrification and clean-energy spending.

The bank lifted its March 2026 price outlook by $750 per tonne to $11,500 (about $5.23/lb), raised its June 2026 and September 2026 targets by $1,000 per tonne to $12,000 ($5.45/lb) and $12,500 ($5.68/lb) respectively, and introduced a new December 2026 forecast of $13,000 per tonne (around $5.91/lb).
deVere – September 3, 2025 – “The price of copper is expected to make substantial gains in 2026, as demand for the industrial metal continues to outstrip supply. That’s according to a recent report from UBS, which predicts copper will reach $11,000 per metric ton ($5.23/lb) by September 2026 – up from around $9,800 today…. Prices in the next two years could reach US$15,000 a metric ton ($6.82/lb), according to a number of analysts. Interest-rate cuts would weaken demand for the U.S. dollar and, in turn, bolster demand for commodities priced in U.S. dollars, also adding to upward price pressure. But calls for copper to reach $15,000 remain outliers – while analysts are bullish on copper for 2026, most estimates land within the $10,0000 to $12,000 range. For example, JP Morgan’s most recent outlook sees copper averaging $11,000/t in 2026, with the global copper deficit climbing to 160,000 metric tons, and Citibank predicts $12,000/t next year.”

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 C 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.
  • 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.
  • Three critical metals mining projects were included in the six new nation-building projects announced by Prime Minister Carney' on November 13, 2025.
  • 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 55 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 - 55km from Kodiak Copper Corp’s exploration properties”

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

Resources Expanding
Recent (Dec 2025) MRE on on the MPD property, significant milestone showing size and scale of the 7 known deposits – all open to expansion.
Property Expansion
‍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 discoveries of new porphyry deposits. 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 $1.8B for shareholders with sister company Great Bear on the Dixie gold discovery.
Dillilng at Gate zone. MPO
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

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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