Kodiak Copper: A Major Discovery Hiding in Plain Sight
(TSX-V: KDK | OTCQX: KDKCF) Copper is breaking out. AI is devouring power. And this junior might be sitting on one of BC’s next big copper systems.
Not investment advice. Disseminated on behalf of Kodiak Copper Corp.
Copper has quietly become one of the most important commodities in the world. Not because of EVs. Not because of solar. But because the world’s biggest tech companies are racing to build energy-hungry AI data centers at a scale no one predicted.
And every one of those facilities is built on copper.
So when investors look for leverage to the copper story, they usually start hunting for producers. But occasionally a discovery-stage company reaches a point where the story shifts from “exploration” to “this might actually be a mine.”
That’s exactly where Kodiak Copper is right now.
Kodiak Copper (TSX-V: KDK | OTCQX: KDKCF) has spent the past several years assembling one of the most dominant land positions in a producing copper porphyry district in British Columbia. Ninety percent year-to-date share price performance is already telling you the market sees something forming. But the real reason this story is gaining traction?
A huge step-change in 2025: the release of Kodiak’s first NI 43-101 Mineral Resource Estimate.
This is the moment where a junior crosses the line into a potential development story.
Why the MPD Project is starting to turn heads
Kodiak’s MPD property spans an enormous 357 square kilometres in the heart of a proven copper belt, sitting right between Hudbay’s Copper Mountain Mine and Teck’s Highland Valley Copper Mine. These are not theoretical neighbours. They are two of the most important copper producers in Canada, and they are both undergoing major expansion plans.
The geological setting around MPD is the same kind that has delivered large, long-life porphyry mines across BC for decades. Until Kodiak consolidated the ground, MPD was fragmented and underexplored. Today, it is unified under one company, with seven mineralized zones already identified.
The turning point came in June 2025, when Kodiak delivered its first compliant Mineral Resource Estimate on four of those zones. The results shifted the MPD Project out of “greenfield exploration” and into “resource-building brownfield growth.” For institutional investors, that distinction matters. This is the stage where specialist funds start paying attention.
Kodiak plans another major update soon. Three additional mineralized zones are now heading toward inclusion in an updated resource estimate. That means more tonnes, more copper in the ground, and a clearer picture of the overall scale.
Every zone is still open. And there are roughly twenty additional target areas that have never been drilled with modern techniques.
This is what asymmetry looks like in copper exploration.
The larger backdrop: Copper demand is getting squeezed
You’ve heard the copper bull case before. Electrification. EVs. Grid upgrades.
But 2025 is different.
AI has entered the chat.
According to the US Department of Energy and Lawrence Berkeley National Laboratory, America’s data centers could consume between 6.7 percent and 12 percent of all US electricity by 2028. That’s a staggering increase from today’s level.
Every data center requires enormous cable runs, transformers, substations, thermal management systems, and high-capacity energy infrastructure. Copper is the common denominator.
Meanwhile, supply is shrinking. Large miners are warning of declining grades, slower permitting timelines, and a major shortage of new mines entering the pipeline. Wood Mackenzie recently wrote:
“The call on copper is soaring. But investment in greenfield mines is failing to keep pace.”
This is why major banks are raising copper price forecasts into 2026 and beyond. UBS now sees copper hitting $5.91 per pound by late 2026. Citi sees $12,000 per tonne next year. Some analysts are even floating $6–7 per pound scenarios if deficits deepen.
For a company like Kodiak, operating in a Tier-1 jurisdiction and advancing a growing resource base, that macro backdrop matters.
The jurisdiction advantage
British Columbia is quietly becoming one of North America’s most important critical mineral centres. The provincial and federal governments have rolled out major programs to fast-track strategic mining projects, streamline permitting, and support infrastructure expansion.
In 2025, BC announced fast-tracking for 18 mining and energy projects worth roughly $20 billion. The federal government is pushing huge national-interest infrastructure programs as well.
Kodiak’s MPD project sits directly in this zone of focus, with highways, power, and proximity to two major operating mines. The region has the workforce, the infrastructure, and the political alignment that major mining companies prefer.
In short: this is exactly where you want to be advancing a copper project in 2025.
Why investors are paying attention
Kodiak checks several boxes that matter to speculative investors looking for scale:
A large, district-scale land package in a proven copper belt
A 43-101 resource already completed, with expansion underway
Over 357 square kilometres of ground that is still open for discovery
Strong treasury, with roughly $88 million available for drilling and expansion
A leadership team led by Discovery Group, the same network behind Great Bear’s multibillion-dollar buyout
And this is critical: Kodiak has the capital to keep drilling aggressively while other juniors are struggling to raise money. That alone gives them a competitive edge.
The real catalyst is still ahead
The next updated Mineral Resource Estimate—covering three additional zones—could be the moment where the market begins valuing Kodiak not as an explorer, but as a potential future development-stage copper asset.
And when that shift happens, the valuation framework changes entirely.
For now, Kodiak remains in that early-stage window where the market is still adjusting to the size of what might be forming.
The bottom line
Kodiak Copper is no longer a pure early-stage explorer. It is a company transitioning into resource growth, backed by one of the strongest copper macro setups in modern history.
Its district-scale MPD Project sits between two producing mines in a politically aligned jurisdiction, with catalysts lined up for the months ahead, including a major resource update.
Copper demand is tightening. Prices are rising. And the market is searching for the next generation of North American copper projects.
Kodiak is positioning itself to be one of them.
Disclaimer: This newsletter was conducted on behalf of Kodiak Copper Corp. Cashu Technologies has been compensated two thousand dollars by Connect 4 Marketing for this content. This is not investment advice. Please perform your own due diligence before making any investment decisions.