There is a race underway that most investors have not yet registered. It is not a race between technology companies. It is not a race between nations. It is a race between the physical world's capacity to supply a single metal — copper — and the relentless, accelerating demand being created by the largest infrastructure buildout in human history.
The West is losing that race. And the window to position ahead of the consequences is closing faster than most market participants realise.
However, without two commodities that most investors have barely considered, the entire electrification and AI infrastructure vision could stall entirely — copper and gold.
Hi-View Resources Inc. (FSE: B630 | WKN: A419HN | ISIN: CA42841L2075) is quietly advancing one of the most strategically positioned copper-gold land packages in British Columbia — sitting at the centre of the Toodoggone district, surrounded by three of the world's largest mining companies, and right at the heart of this supply crisis:
→ Copper to supply the data centres, EV factories, grid infrastructure, and clean energy systems that Microsoft, Google, Amazon, and Meta are currently building at a pace the world has never seen.
→ Gold — carried in significant quantities alongside the copper — providing the natural economic hedge and incremental value that transforms a copper project into a dual-commodity asset with institutional-grade appeal.
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The Copper Crisis Hidden Inside the AI Boom
Every conversation about artificial intelligence focuses on software, chips, and compute. Almost none of them mention copper. That is a significant blind spot — because without copper, none of it works.
A single hyperscale data centre requires hundreds of tonnes of copper in wiring, busbars, cooling loops, and transformers. Microsoft, Google, Meta, and Amazon have collectively committed over $350 billion to data centre construction in 2025–2026 alone.[1] Every dollar of that eventually becomes copper demand.
The scale of what's being built is staggering. Consider the copper embedded in each major energy transition:
- Electric vehicles — 4× more copper than a combustion engine[2]
- Offshore wind turbines — up to 10 tonnes of copper each[2]
- Solar farms & grid-scale batteries — copper-intensive from panel to substation
- Data centre grid buildout — the IEA projects power demand to double by 2030[3]
These are not distant forecasts. They are capital commitments already made, factories already under construction. The copper demand they will generate is not speculative — it is contractually locked in.
A Supply Pipeline That Cannot Keep Up
The problem is not that the world lacks copper deposits. The problem is that finding one and bringing it into production are separated by an average of 16 years.[4] That timeline means the supply gap opening today cannot be closed by new mines — the ones that matter are already in the ground, and the race is on to find them.
In 2025, no major new copper mines entered production globally. The world's largest existing operations are quietly losing ground:
- Ore grades at major mines declining at ~1.5% per year[5]
- Chile (27% of global supply) — water rights battles in the Atacama slowing expansion[5]
- Peru (2nd largest) — years of political disruption and project delays
- DRC (3rd largest) — governance risk incompatible with institutional capital
"Copper is the oil of the 21st century. The energy transition, AI buildout, and electrification of transport are all copper-intensive — and the supply pipeline simply cannot keep pace with committed demand."
Wood Mackenzie estimates a shortfall of up to 4.5 million tonnes per year by 2030.[6] Goldman Sachs has called it the most significant commodity supply-demand imbalance of the decade.[7] Copper prices have climbed from under $3.50/lb in 2022 to over $6.00/lb in 2026.[8] In this environment, early-stage explorers with quality ground in politically stable jurisdictions are attracting a level of institutional attention not seen in over a decade.
The Geopolitical Dimension — Jurisdiction Is Everything
The supply deficit is compounded by a second crisis: concentration risk. The majority of the world's copper production sits in jurisdictions that Western governments can no longer treat as reliable supply partners.
Washington and Ottawa have responded with hard policy:
- U.S. Geological Survey added copper to its Critical Minerals List in late 2025 — unlocking federal co-investment and expedited permitting
- Canada's 2026 Critical Minerals Strategy placed copper-gold projects on a fast-track permitting tier
- Both governments now treat domestic copper supply as a matter of national security, not commodity economics
British Columbia — with its mature regulatory framework, established First Nations consultation processes, and existing grid and road infrastructure — is precisely the jurisdiction institutional capital is now prioritising.
Gold Above $3,000 — The Second Engine
Copper alone would be enough. Gold above $3,100 per ounce makes the thesis substantially more compelling.
Central banks purchased over 1,000 tonnes of gold for the third consecutive year in 2025.[9] This is not speculative buying — it reflects a structural shift in how sovereign wealth managers view gold: as a reserve asset that cannot be debased, sanctioned, or frozen.
For copper-gold projects specifically, the combination creates a natural hedge that single-commodity explorers cannot offer:
- When copper surges on AI demand, the gold component adds incremental upside
- When industrial demand softens, safe-haven gold demand rises as a counterweight
- Dual-commodity projects attract broader institutional interest and support higher valuations
Who Wins in This Environment
History is clear: the companies that generate the most value in a commodity supercycle are rarely the producers. They are the explorers who identified the right ground — at the right time, in the right jurisdiction — before the majors arrived.
The explorers that win consistently have three things in common:
- Geological merit — ground in a district already proven to host large deposits
- Neighbour validation — major-company capital already committed nearby
- Management credibility — the ability to raise capital, execute technically, and navigate regulatory complexity
Most junior explorers have one or two of these. Very few have all three. There is one small company in British Columbia's Toodoggone district that does — and it is valued at a fraction of its neighbours.
Hi-View Resources Inc. — The Company
Hi-View Resources Inc. (FSE: B630 | WKN: A419HN | ISIN: CA42841L2075) is a British Columbia-based copper-gold explorer holding 27,910 hectares across the Toodoggone Gold & Copper District — one of the most capital-intensive and rapidly validating exploration corridors in Canada.
Hi-View Resources Inc. (FSE: B630 | WKN: A419HN | ISIN: CA42841L2075) holds a 27,910-hectare land package across three distinct properties in one of Canada's most underexplored copper-gold corridors. The geology is consistent with large-scale porphyry copper-gold systems — the same deposit type responsible for Teck's Highland Valley, the largest copper mine in Canada, and Newcrest's Cadia operation in Australia, one of the world's most profitable gold-copper mines.
Historical drilling — limited in scope due to budget constraints at the time — confirmed the presence of significant copper-gold mineralisation consistent with large-scale porphyry systems. At today's copper and gold prices, the geological profile represents compelling exploration upside.
The project is road-accessible and grid-connected — two infrastructure advantages that meaningfully reduce capital requirements relative to remote projects. First Nations partnership agreements are in place, reducing permitting risk and establishing a foundation for community co-investment in the project's future.
Three High-Priority Assets Across 27,910 Hectares
Hi-View's land package is not a single undifferentiated block — it encompasses three distinct, individually named properties, each targeting a different deposit type and each with its own independent exploration thesis. Together they cover 27,910 hectares of the Toodoggone district, giving the company district-scale exposure with multiple shots at a discovery.
Lawyers East is Hi-View's highest-priority porphyry copper-gold target, sitting on the same Lawyers geological trend that hosts Thesis Gold's 4.6 million ounce AuEq resource — the deposit that attracted AngloGold Ashanti's C$44 million investment in February 2026.[10] The eastern soil geochemical anomaly spans approximately 1.4 km × 1 km, returning values up to 673 ppm Cu, 93 ppm Mo, and 0.531 ppm Au, with a high-grade silver result of 59.3 ppm Ag in soils.[11] Rock samples consist of coarse-grained monzonite from the Black Lake Intrusive Suite — the same rock family that hosts porphyry copper deposits across British Columbia. Airborne magnetic surveys completed in 2025 identified strong anomalies consistent with regional mineralised trends, and lineament mapping has since identified multiple additional drill-ready porphyry targets on the property.
The Borealis block is Hi-View's largest contiguous land holding, covering the northern and southern extensions of the district's principal structural corridor. The Cas area, identified in 1992, hosts coincident IP chargeability highs (up to 73 msec), magnetic anomalies, and gold-silver-copper geochemical highs — the classic geophysical fingerprint of a buried porphyry copper system. Rock samples from the zone have returned values of 2.3% Cu, 695 ppb Au, and 106 g/t Ag.[12] The southern block carries resistivity up to 8,000 Ohm-m over a mapped intrusion, consistent with a large, untested porphyry body at depth. The Borealis – Bren and Fire Steel zones further north host high-grade polymetallic silver-dominant veins with historic rock samples up to 11,700 g/t Ag and 140.6 g/t gold over mineable widths.[12]
Golden Stranger is a high-grade epithermal gold-silver-copper property with a historic resource of 498,905 tonnes at an average grade of 2.74 g/t Au — representing approximately 39,870 ounces of gold.[13] The Main Zone hosts semi-continuous mineralisation spanning 270 metres of strike with widths of 4–7 metres to 80 metres depth, remaining open at depth and along strike. In 2025, Hi-View delineated a new Copper Zone measuring 330 m × 70 m at surface — returning samples grading up to 37.2% Cu, 2.42 g/t Au, and 1,400 ppm Ag[13] — a surface expression consistent with a copper-bearing epithermal system rooted in deeper porphyry mineralisation. The property is drill-permitted. Nine preliminary drill holes are planned to test the main Golden Stranger corridor and the newly identified copper-gold anomaly, with fieldwork ongoing in 2026.
The Toodoggone: Where the World's Largest Mining Companies Are Deploying Capital
HiView holds over 27,000 hectares across the Toodoggone Gold & Copper District of north-central British Columbia — a region that has quietly become one of the most aggressively funded copper-gold exploration corridors in Canada. Over the last 24 months alone, the Toodoggone has attracted hundreds of millions of dollars in committed capital from three of the most sophisticated mining companies on the planet. This is not speculative frontier territory. It is a district that the world's largest miners have independently evaluated, validated, and bet heavily on.
Freeport-McMoRan — $75 Million Committed to the District
Freeport-McMoRan, the world's largest publicly traded copper producer, is operating directly in Hi-View's backyard. Working alongside Amarc Resources — chaired by veteran mining executive Bob Dickinson, who brings over 40 years of mineral exploration and mine development experience and a long track record of building value through Hunter Dickinson Inc. — Freeport co-discovered the high-grade AuRORA copper-gold-silver deposit at Amarc's JOY District in December 2024.[14] The AuRORA discovery is one of the most significant new copper-gold-silver finds in British Columbia in recent years — a high-grade system that was significant enough to trigger Freeport's advancement to a CAD $75 million Stage 2 earn-in.[14] That is not a routine exploration commitment. That is a world-class copper producer putting serious capital behind a geological conviction. Active expansion drilling continued through 2025 and into 2026, with Boliden also committing a further $4 million program on Amarc's Duke District in 2026. When the company responsible for producing 4% of the world's copper — backed by a 40-year veteran geologist-executive in Bob Dickinson — bets $75 million on a single BC district, it is a signal the market has not yet fully priced.
AngloGold Ashanti & Centerra Gold — C$44 Million Strategic Investment
In February 2026, AngloGold Ashanti — one of the world's top five gold producers — led a C$44 million strategic investment in Thesis Gold & Silver, with participation from Centerra Gold.[10] Thesis operates the Lawyers-Ranch deposit, a 4.6 million ounce AuEq Measured & Indicated resource at 1.21 g/t, with Proven & Probable reserves of 3.2 million ounces AuEq[15] — situated on the same Lawyers geological trend that extends directly into HiView's Lawyers East property. AngloGold Ashanti does not commit C$44 million to a junior without completing the most rigorous due diligence in the industry. Their presence in this district is a direct endorsement of the geological prospectivity of the ground HiView holds.
Centerra Gold — A Producing Mine Already in the Toodoggone
Centerra Gold's Kemess Project sits within the Toodoggone district itself — a past-producing gold-copper mine that already has a 230-kilovolt power line, a 50,000-tonne-per-day processing facility, and existing tailings infrastructure on site.[16] Centerra is currently advancing a Pre-Feasibility Study targeting a 15-year mine life, with PFS completion expected in 2027.[16] Kemess is not a historical footnote — it is live evidence that the Toodoggone can sustain large-scale, commercial gold-copper operations. For HiView, that existing infrastructure represents a potential future processing pathway that most junior explorers in other districts can only speculate about.
HiView is positioned at the centre of this capital concentration, holding one of the last large, systematically underexplored land packages in the district. The same geological architecture that guided Thesis to a 4.6 Moz resource, that led Freeport to commit $75 million to Amarc's porphyry system, and that Centerra has already mined commercially at Kemess — extends directly onto HiView's ground. Neighbour validation at this scale is the most powerful de-risking signal an early-stage explorer can have.
Modern airborne geophysics completed in 2025 identified at least three additional high-priority copper-gold targets on the property that have never been drilled. The core system remains open in multiple directions. A Phase 2 drill program targeting these new anomalies begins July 2026.
The Gold Kicker — A Hidden Value Driver
In most copper projects, gold is a modest by-product credit. At HiView's property, gold grades are substantial enough to materially alter the economics. With gold above $3,100/oz, the copper-gold ratio of approximately 1:0.35 AuEq reduces the effective net cost of copper production well below the industry average cost curve.
Central banks purchased a record 1,136 tonnes of gold in 2025 — the third consecutive record year. This institutional demand is structurally lifting the floor price of gold and reducing downside risk for gold-bearing projects. The gold component at HiView provides a natural hedge against copper price volatility: when industrial demand softens, safe-haven gold demand tends to rise. HiView's dual-metal profile benefits from both environments.
The Toodoggone tells you everything you need to know about where major mining capital is flowing. Freeport-McMoRan — the world's largest publicly traded copper producer — has committed CAD $75 million to Amarc's JOY district next door. AngloGold Ashanti and Centerra Gold have jointly deployed C$44 million into Thesis Gold & Silver on the same Lawyers geological trend that runs through Hi-View's ground. Centerra already operates a past-producing gold-copper mine at Kemess, within the Toodoggone itself, and is advancing a Pre-Feasibility Study toward a 15-year mine life. These are not passive observers — they are the world's most rigorous allocators of mining capital, and they have independently concluded that this district is worth hundreds of millions of dollars. Hi-View Resources Inc. (FSE: B630 | ISIN: CA42841L2075 | WKN: A419HN) holds one of the last large, underexplored land packages in that same district.
The Supply Crisis — Why New Mines Can't Come Fast Enough
The average time from mineral discovery to first copper production is 16 years. The exploration spending drought of 2012–2020 — driven by a prolonged period of low copper prices — left the global development pipeline dangerously thin. In 2025, no major new copper mines entered production globally.
Existing operations face compounding headwinds: ore grades at the world's largest copper mines are declining at roughly 1.5% per year. Chile, which produces 27% of global copper, is grappling with water rights constraints in the Atacama Desert and increasingly complex community relations. Peru, the second-largest producer, faces ongoing political instability and project delays. The Democratic Republic of Congo — the third-largest — carries governance risk that institutional investors are increasingly unwilling to accept.
This supply-side reality means that projects in politically stable, mining-friendly jurisdictions with existing infrastructure carry a structural premium they have never historically commanded. HiView's British Columbia address is not incidental — it is a core part of the value proposition.
"We're going to need a lot more copper. The structural deficit is real, it's large, and it cannot be solved quickly. The projects that matter are the ones in stable jurisdictions — those are the ones attracting capital right now."
Management Credibility and Technical Rigor
In junior resource investing, management quality is the single most important variable. Projects succeed or fail based on the team's ability to raise capital, execute technically, build relationships, and navigate regulatory complexity. HiView's leadership has demonstrated experience across all of these dimensions.
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Robert "Nick" Horsley — CEO — Nick brings over 20 years of capital markets experience spanning corporate finance, investor relations, telecommunications, and natural resources. He co-founded a tower company that secured over $200 million in contracts, generated $20 million in annual revenue, and deployed 700 towers globally. He also identified a Saskatchewan potash asset that was subsequently acquired by Africa Oil, a Lundin Group subsidiary — demonstrating a track record of recognising resource value ahead of institutional capital. - Daryn Gordon, CPA, CA — CFO — Daryn is a Chartered Professional Accountant with more than two decades of finance and accounting experience. He began his career at Grant Thornton LLP and PwC Canada before spending the past 14 years delivering CFO services to Canadian companies across a range of industries. He holds a Bachelor of Management from the University of Lethbridge and brings institutional-grade financial discipline to HiView's operations.
- Nader Mostaghimi, P.Geo, MSc — VP Exploration — Nader is a registered Professional Geoscientist (EGBC) specialising in structural geology and exploration targeting, with over 8 years of field experience across the Americas. He previously directed drill campaigns and field programs at Barrick Gold, one of the world's largest gold producers. His M.Sc. in Geology and hands-on experience with both major and junior mining operations positions HiView's exploration program with a rigour rarely seen at this stage of development.
- Richard Klue, EXT.MET, FSAIMM — Independent Director — Richard has more than 40 years of experience across the global mining, minerals, and metals industry. His senior leadership roles include Vice President Technical Services at Mayfair Gold Corporation, Vice President Engineering at Hudbay Minerals Inc., and Vice President Technical Services at Copper Mountain Mining Corporation. As a Fellow of the Southern African Institute of Mining and Metallurgy, he provides the board with deep technical oversight and project development credibility.
- Michael Dufresne, P.Geo — Technical Advisor — Michael is President of APEX Geoscience Ltd. and holds an M.Sc. in Economic Geology from the University of Alberta (1987). Registered with APEGA, APEGBC, and NAPEG, he has over 30 years of consulting experience conducting exploration programs worldwide for both junior and major mining companies across diamonds, gold, and base metals. His independent technical input strengthens the integrity of HiView's geological work and NI 43-101 reporting.
The company's commitment to technical rigor is reflected in its decision to operate under full NI 43-101 compliant protocols from day one — a discipline that will streamline resource estimation and reduce investor risk when the formal resource is announced, expected in H2 2026.
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