The Mineral Behind AI

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Disseminated on Behalf of Gunnison Copper Corp. Not Financial Advice.

Introduction

Copper is not often the first thing people think about when talking about technology, but it is the thread running through nearly every major innovation. The price of copper is back near five dollars per pound. The U.S. government recently added it to the Critical Minerals Draft List. And with protectionist policies returning to the forefront, American copper is carrying more weight than ever before.

This backdrop creates a rare setup for companies positioned to produce copper on U.S. soil. Gunnison Copper Corp. is one of them. With first production already underway in Arizona and a much larger project on the horizon, the company is becoming a name to watch in the push for supply chain independence.

Why Copper Matters

Copper is one of the most versatile metals on the planet. It conducts electricity better than almost anything else at scale, which is why it is embedded into the foundation of modern life. Electric vehicles need roughly four times more copper than traditional cars. Wind turbines require several tons each. Solar installations depend on it to move power from panels to the grid. And data centers, the lifeblood of AI, use miles of copper wiring to keep servers running around the clock.

The challenge is supply. Most copper today comes from Chile, Peru, and China. New projects can take more than a decade to move from discovery to production. Meanwhile, demand keeps climbing. Analysts warn of persistent deficits through the next decade, which could create sustained upward pressure on prices.

For the U.S., the situation is especially pressing. Once a dominant copper producer, the country now relies heavily on imports. That reliance creates economic and geopolitical risk. With Washington prioritizing critical minerals, domestic producers are in the spotlight. Gunnison Copper, based in Arizona, is positioned directly in the middle of this shift.

Gunnison Copper: From First Production to the Next Big Catalyst

In August 2025, Gunnison Copper Corp became America’s newest copper producer at the Johnson Camp Mine in southeastern Arizona. That milestone matters. Producing copper on U.S. soil instantly separates the company from countless juniors that remain years away from generating revenue. The plant has the capacity to deliver 25 million pounds of copper per year, a meaningful volume for a company at this stage.

This early production also serves another purpose. It demonstrates that Gunnison can operate, not just promote. In a sector where many small companies fail to move past studies and presentations, having copper actually flow out of the ground is a major credibility win.

Backing from Rio Tinto’s Nuton division further boosts that credibility. Rio Tinto is one of the largest mining companies in the world, and its involvement signals technical and financial confidence in Gunnison’s projects. That support gives Gunnison both expertise and visibility, making it easier to attract investors and partners going forward.

While Johnson Camp is a meaningful first step, the larger opportunity lies ahead. Gunnison’s flagship project is a much larger open-pit copper mine, with a Pre-Feasibility Study due in late 2026. This is the big catalyst. If the study confirms strong economics, it would place Gunnison in the running to become a long-term domestic supplier at scale. Importantly, the timing lines up with U.S. policy goals for mineral independence and growing demand from electrification and AI infrastructure.

Valuation

Gunnison Copper is priced like it has no shot. The stock trades at just 0.05x Price-to-NAV. NAV is simply the estimated value of a mining project if it reaches full production. At this level, the market is saying Gunnison’s main project has almost no chance of ever being built.

That is a massive discount compared to other copper developers. Most trade closer to 0.24x NAV. Gunnison’s gap comes from three things: the company’s past missteps that hurt credibility, Arizona Sonoran Copper having a larger resource and stronger partners, and the capital required to build Gunnison’s flagship mine.

The opportunity is that the market does not need Gunnison to raise all that money tomorrow. What it needs is proof that the plan is real. First copper production at Johnson Camp is a strong start. A Pre-Feasibility Study in 2026 will be the next big test. If the company clears those hurdles, the stock could re-rate.

Conclusion

Copper is one of those metals that quietly runs the modern world. From EVs to data centers to the power grid, demand is only going one way. The problem is that the U.S. hardly produces any of it anymore, and that leaves the country vulnerable at a time when supply chains are becoming a national security issue.

That is where Gunnison Copper fits in. They just hit first production at Johnson Camp, which is a big milestone and gives them credibility and cash flow. The real swing factor is the larger open-pit project that could turn this into a meaningful U.S. copper producer by the back half of the decade. With Rio Tinto already backing them, copper sitting near $5 a pound, and Washington pushing for domestic supply, the setup could not be much better.

The market is basically ignoring the story. At today’s valuation, it is priced like these assets will never get built. I think that disconnect is the opportunity. If Gunnison executes, the re-rating could be dramatic, and investors who got in early could be well rewarded.

Disclaimer: 
“This content was produced on behalf of Gunnison Copper (TSX: GCU | OTC: GCUMF) and sponsored by the company. The influencer was compensated by Resource Stock Digest to create this content. This is not financial advice, and viewers are encouraged to consult a financial professional before making investment decisions. Investing in companies involves significant risks, and past performance does not guarantee future results. Please do your own research.

This communication may contain forward-looking statements, which involve risks and uncertainties. Actual results may differ materially from those expressed or implied. Factors that could cause such differences include, but are not limited to, market conditions, exploration results, regulatory approvals, and other risks described in the company’s public filings. Readers should not place undue reliance on forward-looking statements, which speak only as of the date made. The company undertakes no obligation to update or revise any forward-looking statements except as required by law.”

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