AI is creating a copper problem the mining industry cannot solve overnight. As data centres, electrification, and grid expansion push global copper demand about 50% higher to 42 million tonnes by 2040, the supply side faces a major bottleneck, with new mines taking roughly 17 years to move from discovery to production. Here’s why investors are paying attention: • Copper demand is rising faster than new mines can be developed, with @SPGlobal projecting a potential 10-million-tonne annual supply shortfall by 2040. • That widening gap is putting a premium on copper projects with scale, infrastructure, strong jurisdictions, and a credible path toward production before supply constraints deepen. That backdrop is putting companies across the copper development curve into focus, including past CEM Top Picks @FaradayCopper (TSX: $FDY.TO | OTCQX: $CPPKF), @AldebaranInc (TSXV: $ALDE.V | OTCQX: $ADBRF), and @copper_gunnison (TSX: $GCU.TO | OTCQB: $GCUMF), each offering exposure to projects positioned around the market’s growing need for new copper supply. See where investor attention is shifting across the copper development curve in the latest @investorbrkt Inflection Point: bit.ly/4xH4q1O​​​​​ __ Not paid, only earned. Presented by @MarketOneMedia & @CapitalEvent @FarhanLalani, @NCurrie, @RyanIverson_ #Copper #Mining #Investing #CriticalMinerals #Commodities Please see our disclaimer: bit.ly/3URXaSV

For decades, Japan helped keep global borrowing costs low. That anchor may finally be breaking. Japan’s 10-year bond yield has reached 3% for the first time since 1996, while borrowing costs are also rising in the U.S., Germany, and the U.K. For investors, the bigger question is whether this marks the start of a longer period of higher rates, with consequences for mortgages, businesses, and stock valuations. Watch the full Weekly Insight video to see CEM Portfolio Manager @RyanIverson_ break down the global bond selloff and the other stories investors are watching this week: bit.ly/4yqtEC5 __ Not paid, only earned. Presented by @MarketOneMedia & @CapitalEvent @FarhanLalani, @NCurrie #BondMarket #InterestRate #GlobalMarket #Investing #Economy Please see our disclaimer: bit.ly/4gHNCCC