As the world scrambles for copper amid soaring demand and aggressive new U.S. tariffs, investors are zeroing in on Faraday Copper Corp, whose vast reserves of the red metal have quickly become a strategic asset in the race to power the global energy transition.

With newly approved drill permits at its flagship Copper Creek property in Arizona, Faraday (TSX: FDY; OTCQX: CPPKF) is advancing one of the largest undeveloped copper projects in America, at a time when the market for the essential metal braces for a massive shortfall.

The International Energy Agency (IEA) recently issued a stark warning, predicting that demand for copper — essential for the global shift to a low-carbon economy — will dramatically outstrip supply within the next decade, potentially falling short by over 30% by 2035.

“This will be a major challenge. It’s time to sound the alarm,” said Fatih Birol, the IEA's executive director, as he emphasized the urgency of the situation.

Turning up the heat, President Donald Trump has announced plans to impose a 50% tariff on all copper imports into the U.S. This significant tariff, aimed at boosting domestic copper production and national security, has driven copper prices to record highs. Copper futures surged 15% to hit a record $5.68 per pound immediately following the announcement, underscoring the substantial economic opportunity for domestic producers.

Against this backdrop, Faraday Copper’s recent approval by the U.S. Bureau of Land Management (BLM) for its Exploration Plan of Operations (EPO) at its Copper Creek Project takes on heightened significance. This milestone unlocks the next phase of aggressive exploration and significantly de-risks the company's forward momentum.

“The EPO approval of up to 67 drill pads is a major catalyst to unlock further value and advance Copper Creek. This approval enables the drilling of numerous untested breccias within the American Eagle area, where recent drilling intersected many mineralized breccias and highlighted the potential for a large, near-surface resource to be defined. In addition, the approval enables drilling of entirely new and untested targets, as well as further infill and step-out opportunities at existing resource areas.”
— Paul Harbidge, President and CEO of Faraday Copper

Why Investors Are Paying Attention to Faraday Copper

• Significant Near-Term Catalysts: Faraday is on track to deliver an updated Mineral Resource Estimate (MRE) and a Preliminary Economic Assessment (PEA) by Q3 2025. This will integrate approximately 40,000 metres of incremental drilling, driving expectations of resource expansion and stronger economics.
• Robust Project Economics: Copper Creek currently hosts a Measured and Indicated resource totalling 4.2 billion pounds of copper, with substantial molybdenum and silver credits, amounting to 4.5 billion pounds copper equivalent.
• Strategically Positioned: Copper Creek benefits from robust local infrastructure, including proximity to road, rail, and power networks, situated only 40 km from Asarco’s Hayden Smelter. This positions Faraday exceptionally well in one of America’s most prolific copper mining regions.
• Compelling Valuation: Faraday is currently trading at just C$1.00 or only 25% of its estimated Net Asset Value (0.25x P/NAV), highlighting what many see as a significant market disconnect. Ventum Financial has issued a strong BUY rating with a price target of C$1.65, pointing to an attractive 81% potential upside as the market begins to reprice this undervalued copper asset.
• Exploration Upside: With over 320 breccias identified at surface and fewer than 15% currently drilled, the exploration upside at Copper Creek remains immense. Recent discoveries such as the Banjo breccia underscore the potential for substantial resource expansion.
• Regulatory Momentum & Market Reaction: A favourable U.S. permitting environment has fast-tracked Faraday’s exploration efforts, with analysts like Canaccord Genuity citing strong tailwinds for future approvals tied to critical mineral supply. Investor confidence surged following the recent BLM drill permit approval, driving Faraday shares to a new 12-month high.

Company at a Glance

Faraday Copper Corp. (TSX: FDY)

Faraday Copper is rapidly emerging as a leading copper exploration company, advancing one of North America’s largest undeveloped copper projects. Backed by strategic shareholders including the Lundin Family, Murray Edwards, and Pierre Lassonde, Faraday combines substantial financial backing with a seasoned management team capable of unlocking significant resource value. 

With an aggressive exploration schedule, imminent economic studies, and robust resource potential, Faraday is positioned for substantial growth, making it a compelling copper investment opportunity as global copper shortages and domestic tariffs amplify the metal’s strategic importance.

1. As of market close on Wednesday, July 9 2025
2. As of market open on Monday, April 14 2025 after being selected as a Top Pick at the CEM Scottsdale Capital Event

Investor Takeaway

Faraday Copper is accelerating quickly, supported by strategic government approvals, robust financial backing, and one of the most promising copper projects in North America. Investors seeking exposure to copper’s critical role in the energy transition and the new tariff-driven market dynamics should closely watch Faraday’s next moves.

Faraday Copper Corporate Presentation

Faraday Copper Receives Bureau of Land Management Approval

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Fabian Dawson