The Hidden Asset Behind the AI Boom and Wall Street’s Quiet Trade
The U.S. government has officially reclassified multiple critical minerals as strategic national assets. This marks a fundamental shift in industrial policy and is unlocking federal funding, fast-tracked permitting, and national security support for companies poised to supply America’s next-generation infrastructure. These materials power everything from AI infrastructure and data centers, to missile systems and defense weapons, to the power grids of the future.
The reclassification comes as the White House brings mining expertise into the National Security Council, a clear sign that critical minerals are now treated as a matter of national defense, not just economics. With demand rising and U.S. policy shifting hard toward domestic supply chains, the setup for early investors is getting stronger by the day.
Against this backdrop, Glenstar Minerals Inc. (OTC: GSTRF) has positioned itself at the intersection of multiple powerful trends: critical minerals scarcity, national security priorities, and the unprecedented tech capital deployment into AI infrastructure.
Image: Statista, based on data from UNCTAD and OECD (as of July 31, 2024) This chart reflects the most recent globally standardized data available on mineral processing, which typically lags by 6–12 months. https://www.statista.com/chart/32748/top-countries-processing-critical-minerals/
The AI Minerals Rush: Why Glenstar Is Positioned to Win
In our view, the AI revolution is exposing a vulnerability in America’s tech future – we simply don’t control the minerals to power it. As major U.S. companies race to onshore their AI infrastructure, the spotlight is shifting to upstream players like Glenstar Minerals. China’s stranglehold on critical materials has created a national security issue that is beyond semiconductors and into the physical foundation of the entire AI ecosystem. The convergence of AI infrastructure development and critical minerals scarcity creates a compelling investment case for companies positioned at the beginning of the AI supply chain.
Glenstar Minerals Inc. (OTC: GSTRF) represents a rare opportunity to invest in the physical foundation of AI infrastructure through its strategic Nevada properties. The Green Monster property sits adjacent to Arizona’s semiconductor corridor where TSMC has committed $165 billion to build six advanced fabs and AI-focused facilities. Nevada’s established mining infrastructure provides Glenstar with access to transportation, power, and skilled labor, while its pro-business regulatory environment allows for more efficient project development. With drilling already confirming mineralized zones and exposure to high-demand resources, Glenstar is positioned exactly where America’s technological future meets physical reality.
Image: TSMC’s $165 billion semiconductor complex in Arizona, making advanced chips on U.S. soil for the first time. https://www.nbcsandiego.com/news/business/money-report/tsmc-says-first-advanced-u-s-chip-fab-dang-near-back-on-schedule-heres-an-inside-look/3700206/
Glenstar’s positioning is a preview of what’s coming. The same forces driving urgency around AI infrastructure are now reshaping how the world values raw materials. As this buildout accelerates, investor attention is shifting from software to the physical inputs that make it all possible. To understand just how far this repricing could go, you have to zoom out.
Critical Minerals Are Triggering a Global Power Shift
With the critical minerals market undergoing a structural transformation, driven by factors that extend far beyond typical supply-demand dynamics. The way critical resources are valued, sourced, and secured is being transformed. According to the International Energy Agency, demand for key materials like copper, nickel, cobalt, and rare earth elements is expected to surge over the coming decades, and supply is already struggling to keep up. This imbalance is real and accelerating, and it is setting the stage for a broad repricing across the entire sector².
JPMorgan analysts describe copper as one of the most compelling long-term opportunities in the global commodity complex, citing deep structural deficits, underinvestment, and intensifying geopolitical pressure³. The World Bank calls it a “fundamental disruption” to global commodity flows, warning that supply chain volatility could trigger sharp repricing across the sector¹.
Historically, moments like this have led to rapid revaluations in equities tied to domestic resources, particularly in politically stable jurisdictions. With the U.S. now moving to secure critical mineral independence, the early-stage players operating on home soil could be the first to benefit.
Image: Copper demand by clean energy sector, 2024–2050 – IEAhttps://www.iea.org/data-and-statistics/data-tools/critical-minerals-data-explorer
Critical Metals Face Global Shortage Just as Demand Goes Vertical
Among all the critical minerals under pressure, copper stands out as the most strategically exposed. 2025 marks a serious inflection point in the global critical metals market. Demand is no longer a projection - it’s surging across sectors. But supply isn’t responding and years of underinvestment, falling ore grades, and delayed permitting have gutted the project pipelines. New copper mines take over a decade to come online, and most major producers are struggling just to maintain current output. Inventories are near record lows.
The result, structural supply deficit that’s beginning to accelerate. Even large-scale producers admit they can’t close in time. As this reality sets in, capital will begin chasing discovery-stage names with real leverage to exploration success. That’s where Glenstar Minerals Inc. (OTC: GSTRF) comes in. With a copper-focused project in a Nevada, and near-surface historical mineralization, the company is positioned squarely in the path of a coming supply shock. When the market wakes up to how deep the shortfall runs, the revaluation across the sector will be swift and those who saw it coming will already be in.
6 Reasons Glenstar Minerals Inc. Deserves Your Attention Right Now in August 2025
Critical Metals Demand Is Exploding
Electrification, AI infrastructure, weapons, and reindustrialization are pushing global critical metals demand to record levels. With no slowdown in sight.
A Global Supply Crunch Is Already Here
Mine depletion, permitting delays, and a broken pipeline of new projects have triggered a structural shortage that’s only getting worse.
Smart Money Isn’t Waiting
Billionaire investors and institutional capital are quietly loading up on copper/critical metals ahead of a potential super-cycle breakout20.
High-Grade Discoveries Get Rerated Fast
In this market, the first credible drill hit can spark massive upside. Glenstar’s early-stage drilling offers real discovery leverage.
2 Critical Metals/Copper Projects in Nevada
Glenstar holds two highly prospective assets in Nevada, just north of TSMC’s $165 billion advanced AI chip fabs. The region offers top-tier infrastructure, skilled labor, and a fast-track permitting environment.
Critical Metal Stocks Are Already Running
• Filo Mining: +1,500% off major discovery momentum
• Ramco: +700% off critical metals discovery
• NGEx Resources: +4,355% since 2020
This is what critical metals squeezes can look like and Glenstar Minerals Inc. (OTC: GSTRF) could be next!
Nevada’s Not Waiting - It’s Already Producing the Critical Metals Fueling America’s Tech War.
Nevada has always been known for gold. But today, it's earning a new reputation: one of the most important copper and critical metals jurisdictions on the planet. Backed by decades of exploration success and world-class infrastructure, Nevada is now ground zero for the next wave of North American copper discoveries. The Fraser Institute consistently ranks it as a top-five mining destination globally thanks to unmatched investment security, streamlined permitting, and exceptional geological potential⁴.
For companies like Glenstar Minerals Inc. (OTC: GSTRF), that’s more than a box checked, it's a launchpad. Nevada is home to multi-billion-pound copper assets like Ann Mason, Pumpkin Hollow, and the Robinson Mine, all of which have proven the state’s copper scale is real, world-class, and in production today.
Add in a growing portfolio of critical metals like lithium, nickel, cobalt, and antimony, and you’ve got one of the most strategically important mineral regions in the western world. The US Geological Survey confirms it²¹. Plus, Nevada offers an elite combination of mineral endowment, skilled labor, secure land tenure, and modern infrastructure all within a stable, pro-mining legal framework.
While other regions tighten regulations and politicize permits, Nevada is doing the opposite - welcoming capital, accelerating discovery, and fast-tracking development. For investors hunting real upside in copper and critical minerals, Glenstar’s position in Nevada isn’t just favorable, it's a major competitive advantage.
Why Glenstar Minerals Looks Like the Next Big Force in U.S. Critical Metals
Glenstar Minerals Inc. (OTC: GSTRF) is executing on a focused strategy: develop copper and critical metals assets in one of the world’s most mining-friendly jurisdictions and do it fast.
With Phase 1 drilling already complete at its Green Monster Project, Glenstar moved from permitting to execution in a matter of months partnering with elite contractors like Midnight Sun Drilling and targeting high-priority zones with visible sulfide mineralization. Five drill holes were drilled through a magnetic anomaly. All encountered sulfide-bearing rocks that perfectly matched the geophysical prediction11. That kind of speed is rare in exploration and it’s a signal. A signal to investors, institutions, and potential JV partners that this team knows how to operate.
The company’s second project, Wildhorse, brings exposure to high-grade antimony, a critical mineral with rising demand across defense, energy storage, and advanced tech. Early geophysics and sampling suggest significant porphyry copper potential as well, giving Glenstar multi-metal optionality in a tight supply market.
This portfolio is built for today’s macro environment: hard assets in a stable jurisdiction, critical metals the world needs more of, and a team that’s moving quickly to unlock value. In a market where majors are searching for acquisition-ready assets with speed, scale, and security17, Glenstar is already advancing on all three.
And the real upside? It’s what’s still to come. These projects are early but the team behind them has already turned past drill programs into billion-dollar exits. Look deeper, and it becomes clear Glenstar Minerals Inc (OTC: GSTRF) isn’t just another explorer. It’s aiming to be a discovery story with serious scale.
Image: Glenstar Minerals results of first round sampling. https://glenstar.ca/about-us/#history
Leadership That’s Built and Sold Real Discoveries
Glenstar Minerals Inc. is led by capital markets veterans, operational experts, and one of the most successful exploration geologists in North America.
David Ryan – CEO
For over 20 years, David Ryan has been the driving force behind multiple IPOs and public market financings. He’s helped raise tens of millions in both equity and debt for early-stage ventures and has held senior roles including President and Director—across several publicly listed companies. Ryan understands how to structure, fund, and scale resource companies from the ground up.
Robert D. Marvin – Geologist (P.Geo)
Robert Marvin is Glenstar’s technical ace - and the discovery engine behind some of the biggest resource finds in the last decade. A third-generation geologist and Qualified Person under NI 43-101, Marvin was VP Exploration at Cypress Development where his work directly led to the discovery of a multi-billion tonne lithium resource - one of the largest in North America. He also spearheaded the exploration at Bayfield Ventures, which resulted in a multi-million dollar buyout by New Gold Inc. Marvin’s track record spans copper, gold, lithium, uranium, and zinc across the Americas and Asia. His expertise, discovery instincts, and technical leadership are a core reason Glenstar is positioned for potential breakout success.
Logan Anderson – CFO
Logan Anderson has been navigating the public markets since 1993 as President of Amteck Financial Corp. His experience spans financial reporting, capital structuring, and regulatory oversight. He’s served as director and officer in numerous public companies and brings rock-solid financial discipline to Glenstar’s growth plans.
Shane Epp – Director
With 30 years in commercial real estate and currently VP of Leasing at BGO, Shane Epp brings sharp asset strategy and transactional expertise to the table. He’s worked with some of the largest firms in the country, specializing in large-scale retail property acquisitions and dispositions.
Shawn Clarkin – Director
A seasoned entrepreneur, Shawn Clarkin brings decades of operational leadership and public board experience. He served as a Director for Insuraguest Technologies and has successfully built and managed multiple private businesses.
Why Glenstar Minerals Could Win the Critical Metals Race
The global critical metals race is on and the winners won’t be decided years from now, they’ll be decided in the next few months. From AI infrastructure and data centers, to missile systems and defense weapons, to the power grids of the future, critical metals are the backbone and infrastructure everything depends on. But while demand goes vertical, supply can’t keep up. We’re now in the early stages of a full-blown critical metals crisis.
That’s why smart money is rotating into high-upside critical metals plays with near-term catalysts and Glenstar Minerals Inc. (OTC: GSTRF) is one of the most compelling names on the table.
With two copper-critical metals projects in mining-friendly Nevada and drill targets in motion, Glenstar is positioned exactly where the market needs new supply the most. The setup is clear: strategic jurisdiction, early-stage leverage, proximity to a $165 Billion advanced AI chip fabs and exposure to a metal the world can’t replace.
This is the kind of setup smart investors act on early before the market catches up.
Sources:
(1) https://www.worldbank.org/en/research/commodity-markets
(2) https://www.iea.org/data-and-statistics/data-tools/critical-minerals-data-explorer
(3) https://www.jpmorgan.com/insights/global-research/commodities/copper-outlook
(4) https://www.fraserinstitute.org/studies/annual-survey-mining-companies-2024
(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
(9) https://www.fraserinstitute.org/studies/annual-survey-of-mining-companies-2023
(10) https://pubs.usgs.gov/fs/2014/3035/pdf/fs2014-3035.pdf
(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
(18) https://glenstar.ca/investors/
(20) https://www.iea.org/reports/the-role-of-critical-minerals-in-clean-energy-transitions
(21) https://www.usgs.gov/centers/national-minerals-information-center/mineral-industry-nevada