| Resource Estimate:
Exploration: a previous re-assay program of the historical core has returned grades up to 5.59% CuEq over 3.95 meters, and electromagnetic anomalies are being aggressively tested.
Advancement: Ongoing metallurgical test work and infill drilling are expected to support a future update to the mineral resource estimate.
Recent Developments and Strategic Milestones
Financial Backing and U.S. Support
NexMetals announced in July 2025 that it had received a non-binding letter of interest from the Export-Import Bank of the United States (EXIM) for up to $150Mn in project financing, with a tenure of up to 15 years.
This potential landmark funding, tied to the U.S. government’s drive to secure critical metals supply chains, signals substantial confidence in NexMetals’ assets and Botswana’s jurisdictional stability. The interest from EXIM aligns with U.S. strategic policies under the China and Transformational Exports Program (CTEP) to diversify and secure critical mineral supplies.
Private Investment
Earlier in 2025, the company attracted CA$46Mn in equity financing led by prominent mining financiers, further reinforcing NexMetals’ perceived near-term growth prospects and production potential.
Exploration Highlights
Selebi Exploration: Ongoing drilling programs aim to demonstrate that the resource areas are connected at depth, as interpreted through modern geophysics.
Selkirk Expansion: A surface drilling program is currently underway, aimed at expanding the resource and advancing metallurgical flowsheet development. In parallel, a targeted resampling program of historic drill core is ongoing to unlock additional resource growth and support resource reclassification efforts.
The Copper Climate in 2025
Copper Price Environment
Copper prices soared to all-time highs above $5/lb in March 2025, spurred by U.S.–China trade tensions and new tariffs on imported copper, before correcting to the $4.20–$4.70/lb range by mid-2025. At the time of writing, the price of copper was back over $5/lb.
Goldman Sachs forecasts a global supply deficit for copper as robust electrification demand and infrastructure investment continue, especially from China and the U.S.
Structural Factors
Supply Chain Security: Tariff policy, predominantly from the U.S., is driving resource nationalism and “friend-shoring” of supply chains, favoring Western-focused projects in stable countries.
Green Energy Transition: Copper is essential for electrification, renewable power, and EVs, underpinning robust long-term demand regardless of short-term price volatility.
Project Scarcity: The pipeline of new, high-grade, permitted copper projects is thin, making projects like Selebi and Selkirk particularly attractive.
NexMetals’ Competitive Position
High-Grade Resource Base
Selebi and Selkirk offer grades and tonnages rarely matched by greenfield projects currently on the market: large with significant exploration upside.
Updated resource estimates, modern drilling, and metallurgical testing may increase project scale and economic returns further.
Strategic Location and ESG Credentials
Botswana’s stable geopolitical backdrop, combined with NexMetals’ adherence to rigorous environmental, social, and governance (ESG) protocols, positions the company as a preferred supplier for global offtakers seeking traceable, responsibly produced copper and related metals.
The company’s mission incorporates responsible mining, continuous stakeholder engagement, and the goal of positive community impact.
Capital Strength and U.S. Policy Alignment
U.S. EXIM’s interest is a strong validator and could catalyze further institutional investment and potentially facilitate project finance. U.S. support could align NexMetals with Western critical minerals supply aspirations, de-risking project development.
Immediate Factors/Potential Catalysts
#1. Current exploration and drilling campaigns at both Selebi and Selkirk are targeting potential expansion of of existing resources.
#2. Additional strategic partnerships could be on the horizon, as global demand for copper prompts interest from those looking for sources beyond China and other higher-risk locations.
In Summary
NexMetals Mining Corp. (Nasdaq: NEXM) (TSXV: NEXM) is situated to benefit from rising demand for copper over both the short and long term. With proven brownfield sites, increasing financial and geopolitical support, and a strong approach to exploration—all within a stable jurisdiction—NexMetals stands out in the current copper landscape.
Keep an eye out for the latest on (Nasdaq: NEXM) with updates on the way shortly. Sincerely, FierceAnalyst | Jaks Swift Editorial Writer
More Report Sources: NEXM Website NEXM Presentation
(Always Remember The St-ock Prices Could Be Significantly Lower Now From The Dates I Provided.)
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