Glenstar Minerals - The next growth story for critical raw materials

Copper Tariffs Signal a New Era for Domestic Producers

In July 2025, the U.S. government enacted a 50% tariff on copper imports from major global producers including Chile, Peru, China, Canada, and Mexico⁴. The move aims to strengthen domestic supply security and attract investment into U.S.-based copper exploration and production. This shift creates a strategic opportunity for investors, as companies like Glenstar benefit not only from operating in a politically stable jurisdiction but also from direct alignment with national policy.

The tariff places foreign suppliers at a distinct disadvantage by raising costs and eroding their competitiveness. U.S. mining projects are gaining attention for their secure supply, streamlined logistics, and now, improved cost structure. In a market where copper is essential for semiconductors, electric vehicles, and energy infrastructure, the country of origin is becoming a key differentiator.

Glenstar Minerals Inc (OTC: GSTRF) operates its Green Monster and Wildhorse projects in Nevada, one of the most resource-friendly regions in the United States. The projects targets copper, nickel, and cobalt, among others which are all metals that are a focus of American industrial policy. Investors in Glenstar are not only participating in geologically exciting projects, but also in a national strategy to secure critical resources. The political framework could thus directly translate into economic potential.

Critical Minerals are the Foundation of the Energy Transition

Hardly any segment is currently growing as dynamically as the market for critical minerals. Nickel, copper, and cobalt are now far more than simple industrial metals. They are considered an indispensable foundation for technological transformation, global electrification, and the development of a sustainable energy infrastructure. According to the International Energy Agency, the market value of critical minerals for the energy sector could increase sevenfold by 2040².

Demand for nickel, in particular, is also booming: McKinsey expects demand to more than double in the coming years due to battery cells alone³. Copper, in turn, is becoming a bottleneck in the transformation due to grid expansion and the rapidly growing e-mobility sector. IEA analysts emphasize that supply bottlenecks for both metals are no longer hypothetical, but a foreseeable reality².

In addition, Glenstar's projects also have potential for other critical elements: zinc deposits at the Green Monster project and indications of gallium, titanium, and tungsten at the Wildhorse project complement the strategic raw materials portfolio. In addition, gallium and titanium from the Wildhorse project can be essential for the high-end technology and biotech industries, while zinc from Green Monster has broad applications in infrastructure and defense.

Image: Advanced battery architecture for electric vehicles (EV) - Porsche AG.

For investors, this means that projects with proven reserves could become the focus of institutional capital flows in the future. Glenstar Minerals Inc. (OTC: GSTRF) is positioning itself precisely in this market environment with Green Monster and Wildhorse: early-stage projects in a politically stable region focused on metals that will play a key strategic role over the next ten years.

Anyone familiar with the development of recent commodity cycles knows that such fundamental shifts in demand often lead to a revaluation of companies long before the commodity actually becomes scarce.

Security of supply determines prosperity – Are you prepared?

In a world where global supply chains are becoming increasingly fragile, the availability of critical minerals has taken on new strategic importance. Once primarily valued economically, they now serve as a strategic lever of political power. Countries such as the USA, Canada, and the EU are pushing forward support programs to secure access to raw materials such as nickel, copper, and cobalt with the aim of reducing dependence on geopolitically risky regions⁵.

The US Inflation Reduction Act is a historic signal in this regard: The comprehensive legislation provides for investments in the hundreds of billions of dollars to promote climate-friendly technologies, regional supply chains, and domestic raw material projects⁶. According to an analysis by S&P Global, such initiatives will ensure that exploration projects in North America will enjoy top priority in the coming years, both in terms of government support and in the strategic capital allocation of large industrial consortia⁷.

For investors, this means that those who invest in exploration companies operating in politically stable jurisdictions today can position themselves against a revaluation before the capital flow fully begins. Glenstar Minerals Inc. (OTC: GSTRF) is a prime example of this development. The Green Monster and Wildhorse projects are located precisely where political support, demand growth, and regulatory certainty converge.

Historically, it has often been precisely these intersections: political tailwinds combined with scarce resources that have led to above-average performance.

Why Nevada is now the epicenter for commodity investors

Nevada is more than a state with a mining heritage. It is a resource epicenter that has been setting standards for decades. According to the Fraser Institute, Nevada consistently ranks among the top five regions worldwide for investment security, permitting quality, and geological potential.⁸. For exploration companies like Glenstar Minerals Inc. (OTC: GSTRF), this means that those developing here can rely on clear processes and investor confidence.

A key location advantage is the diversity of raw materials. The Nevada Mining Association emphasizes that the state is one of the most important mining regions for gold, silver, copper, and increasingly also critical metals.⁹. This geological breadth provides companies with flexibility, especially in a market where strategic metals such as nickel, cobalt, and antimony are gaining relevance.

The US Geological Survey also confirms: Nevada combines an exceptional concentration of economically important minerals with excellent infrastructure, a skilled workforce, and stable property rights¹⁰.

At a time when many countries are raising regulatory hurdles or politicizing permitting, Nevada remains a reliable anchor. Historically, it was often precisely this location advantage that gave exploration projects early visibility and access to capital.

Glenstar Minerals: When timing and location come together perfectly

Glenstar Minerals Inc. (OTC: GSTRF) is delivering while many others are still planning. With the Green Monster Project in Nevada, the company has made exploration history within a very short period of time: Five drill holes were drilled through a magnetic anomaly. All encountered sulfide-bearing rocks that perfectly matched the geophysical prediction¹¹. This precise execution, coupled with confirmation by visual evidence, is considered a strong indicator of mineral continuity and geological substance.

The results of the sample analysis are expected shortly and could further underscore the strategic importance of the project. Previous rock samples have already shown high values of copper, nickel, and cobalt which are metals considered essential for the energy and transportation transition¹². Additionally, evidence of zinc has been identified at the Green Monster project, while gallium, titanium, and tungsten were confirmed at the Wildhorse project.

All are critical raw materials with increasing geopolitical significance. Wildhorse also shows promising indications of antimony and additional tungsten, two materials considered strategically important by the United States¹³.

Glenstar is operating at a speed that is rare in the exploration business. The time between acquisition, permitting, and drilling was only a few months, a pace that has investors on the lookout for potential. Speed alone is no substitute for substance. But it multiplies leverage when the geology is right. At Glenstar, both seem to come together.

Speed as a competitive advantage

In the world of mineral exploration, success is often determined not only by geological conditions, but also by time and execution. Glenstar Minerals Inc. (OTC: GSTRF) has done its homework in precisely this area. Within a few months, permits were obtained for the Green Monster project, partners like Midnight Sun Drilling were engaged, and the first drilling was successfully completed. This speed of implementation is not a given in the junior explorer segment and gives Glenstar a real competitive advantage.

While many competitors are still waiting for approvals or are in the early planning stages, Glenstar has already achieved results. This rapid implementation not only demonstrates operational expertise but also builds trust among partners, investors, and institutional stakeholders. In a market environment characterized by increasing geopolitical uncertainty, volatile commodity prices, and growing capital pressure, it's not just what a company does that counts, but how quickly.

The company's efficient structure, coupled with a focused management team with deep knowledge of the terrain and local authorities, allows Glenstar to achieve key development steps in record time. This dynamic not only positions the company strongly operationally but also increases its attractiveness as a potential JV partner or acquisition candidate, particularly in an environment where major players are looking for projects that can be developed quickly.¹⁷.

Joint ventures and acquisition potential

The raw materials sector follows a clear logic: exploration companies with geologically attractive projects in stable jurisdictions are often the focus of strategic partnerships or acquisitions, especially if they can demonstrate early success. Glenstar Minerals Inc. (OTC: GSTRF) fits precisely this profile.

With the Green Monster Project and the Wildhorse Project, Glenstar owns two assets that are both geo-strategically and substantively compelling. Green Monster already exhibits visible sulfide mineralization in a strongly magnetic zone, while Wildhorse attracts attention with high-grade antimony and potential porphyry structures. Such discoveries are attractive to large producers as they can serve as the basis for offtake agreements, joint ventures, or even outright acquisitions¹⁸.

Image: Map of Glenstar Ventures Inc.’s Desert Valley Prospect showing Phase 1 drill targets

In addition, Glenstar operates in Nevada, a resource-rich state with a high level of legal certainty and a business-friendly environment. This combination is a decisive advantage for major players seeking new resources but not wanting to take political risks. In a market where mergers and acquisitions have recently intensified significantly¹⁹, as exploration progresses, Glenstar could become a serious candidate for cooperation or strategic acquisitions.

The perfect time to pay attention

The global demand for critical raw materials is reaching new highs, while supply remains limited in geopolitically stable regions. This creates a historic opportunity for investors who position themselves early in exploration companies with strategic focus. Glenstar Minerals (OTC: GSTRF) falls into this category: a focused explorer focused on site quality, operational speed, and promising metals.
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It is precisely now, in a phase of relative market inertia and low media attention, that the greatest leverage for future value appreciation can be put in place. As the World Bank Commodity Outlook shows, despite temporary corrections, we are facing a structural commodity supercycle, driven primarily by infrastructure investments, energy policy, and digitalization²⁰.

Glenstar is positioning its project portfolio along these megatrends. Drilling results to date and the pace of project development demonstrate that management not only thinks geologically but also acts with a market focus. In a capital market environment increasingly seeking real economic substance, Glenstar could benefit from one of those rare "early mover" moments: an opportunity that investors should not ignore.

Glenstar at a glance – Why now is the moment

• Entry before potentially price-relevant drilling results
• Access to sought-after critical minerals in a stable region
• Early phase: large upside with a comparatively low entry
• Discoveries increase the chance of joint ventures or acquisitions
• Nevada location: politically supported, mining-friendly, ESG-compliant
• Two strong projects with strategic relevance and scaling potential

Sources:

(1) https://www.worldbank.org/en/research/commodity-markets

(2) https://www.iea.org/reports/the-role-of-critical-minerals-in-clean-energy-transitions

(3) https://www.mckinsey.com/industries/metals-and-mining/our-insights/the-future-of-nickel-a-class-act

(4) https://www.cnbc.com/2025/07/08/trump-tariffs-copper-trade.html

(5) https://www.iea.org/reports/global-supply-chains-of-ev-batteries

(6) https://www.congress.gov/bill/117th-congress/house-bill/5376/text

(7) https://www.spglobal.com/marketintelligence/en/news-insights/latest-news-headlines/mining-projects-get-policy-tailwinds-under-ira-2023

(9) https://www.fraserinstitute.org/studies/annual-survey-of-mining-companies-2023

(10) https://pubs.usgs.gov/fs/2014/3035/pdf/fs2014-3035.pdf

(11) https://glenstar.ca/drilling-to-commence-on-glenstars-nickel-copper-cobalt-green-monster-property-in-nevada/

(12) https://www.usgs.gov/centers/nmic/antimony-statistics-and-information

(13) https://www.usgs.gov/centers/nmic/tungsten-statistics-and-information

(14) https://www.iea.org/reports/the-role-of-critical-minerals-in-clean-energy-transitions

(15) https://www.usgs.gov/faqs/what-a-critical-mineral

(16) https://www.energy.gov/fecm/articles/doe-invests-over-32-million-increase-efficiency-us-critical-minerals-production

(17) https://glenstar.ca/drilling-to-commence-on-glenstars-nickel-copper-cobalt-green-monster-property-in-nevada/

(18) https://glenstar.ca/investors/

(19) https://www.spglobal.com/marketintelligence/en/news-insights/research/metal-mining-ma-activity-to-accelerate-in-2024

(20) https://www.iea.org/reports/the-role-of-critical-minerals-in-clean-energy-transitions