Disseminated on behalf of Trilogy Metals Inc. (NYSE American: TMQ) (TSX: TMQ) and may include paid advertising.
- Trilogy Metals is focused on advancing the Arctic and Bornite projects, part of the Upper Kobuk Mineral Projects located in northwest Alaska
- The need for high-grade projects such as Arctic and Bornite is reinforced by macroeconomic trends
- Beyond its project pipeline, Trilogy Metals has a clear vision focused on responsible resource development, community partnership and long-term value creation
A global surge in demand for copper and critical minerals continues to reshape development priorities across the mining sector, driven by the accelerating transition to clean energy technologies and the build-out of modern infrastructure. The world’s need for reliable, ethically sourced copper, zinc and associated metals has never been greater, positioning advanced North American projects as increasingly strategic. Within this context, Trilogy Metals (NYSE American: TMQ) (TSX: TMQ) is emerging as a key player through its work to advance one of the most promising undeveloped copper districts in the United States.
Trilogy Metals is focused on advancing the Upper Kobuk Mineral Projects (“UKMP”), located in the Ambler Mining District – a large, high-grade copper-dominant mineral belt in northwest Alaska. The district is being developed by Ambler Metals LLC, a 50-50 joint venture between Trilogy Metals and South32 Limited, formed to explore and develop the rich polymetallic resources of the region. The two cornerstone deposits within this district are Arctic and Bornite. Arctic is considered one of the highest-grade copper-zinc-lead-gold-silver volcanogenic massive sulfide deposits known in the world, while Bornite is a significant copper-cobalt carbonate deposit with compelling scale potential.
“The strategy of Trilogy and our partners is to advance both the Arctic and Bornite projects into production while carrying out additional exploration in the search for high-grade deposits within the UKMP,” the company has stated. In addition to Arctic and Bornite, the UKMP also hosts numerous other polymetallic mineral deposits and prospects such as Sunshine, South Cliff, Horse-Cliff, Snow, Nora, Tom Tom and BT. The formation of the joint venture with South32, in which South32 contributed $145 million into Ambler Metals, enables additional exploration activities with the goal of increasing the mineral inventory of the district.
The need for projects such as Arctic and Bornite is reinforced by macroeconomic trends. The International Energy Agency has emphasized that demand for copper is expected to rise substantially due to its essential role in electrification, renewable energy systems and electric vehicle components. A 2023 IEA analysis noted that clean energy technologies alone could double copper demand by 2030, underscoring the strategic importance of new, high-quality sources in stable jurisdictions. This trend aligns closely with Trilogy Metals’ focus, as both Arctic and Bornite contain the grade profile and tonnage that could meaningfully contribute to future supply.
Trilogy’s Arctic project, which has completed a feasibility study, represents a significant potential source of copper, zinc, lead, gold and silver. The feasibility study outlines a conventional open-pit operation with strong economics, including an estimated post-tax net present value exceeding $1 billion at consensus long-term metal prices. These results highlight the potential for Arctic to become a foundational project in Alaska’s mineral development landscape. The deposit’s high grades also position well within a global market increasingly focused on reducing the carbon intensity of copper production, as richer deposits tend to require less energy and result in lower emissions per tonne of metal recovered, because less material is mined and processed.
The company’s Bornite project, the second major asset within the district, offers long-term optionality with its combination of copper and cobalt resources. Cobalt is a crucial component in many battery chemistries, and while global supply is heavily concentrated in the Democratic Republic of Congo, there is growing pressure for diversification into ethically sourced jurisdictions. Trilogy Metals’ positioning within the United States provides investors and downstream battery manufacturers a future opportunity for supply originating in a region that adheres to stringent environmental and governance standards.
The broader Upper Kobuk Mineral Projects benefit from significant strategic support at the federal and state levels. In October 2025, the Alaska Industrial Development and Export Authority allocated $50 million for preconstruction activities for the Ambler Access Road – a proposed controlled-industrial road designed to connect the mining district to existing state transport infrastructure – following a Presidential order that reinstated the road’s federal permits. Trilogy Metals notes that more finalization on the road would spur exploration activity in the district. The road’s advancement is seen as an important catalyst for Trilogy and South32 as they continue to evaluate the long-term development potential of the region.
Beyond its project pipeline, Trilogy Metals has a clear vision focused on responsible resource development, community partnership and long-term value creation. Operating in Alaska requires close collaboration with local and Alaska Native communities, with Ambler Metals outlining detailed engagement protocols that emphasize transparency and shared economic benefits.
The company has highlighted that the region is part of the NANA Regional Corporation lands, meaning that development activities must align with the subsistence values, cultural priorities and economic goals of the Iñupiat people. This partnership-driven approach is integral to how Trilogy advances exploration and permitting, and it supports the company’s ability to develop projects that can deliver both economic opportunity and environmental stewardship.
As the clean-energy transition accelerates and global metal markets tighten, Trilogy Metals’ positioning within a world-class copper jurisdiction becomes increasingly meaningful. The combination of high-grade resources, strong joint-venture backing, supportive local partnerships and the potential for future infrastructure access underscores the company’s strategic place in the North American metals landscape. With demand for copper projected to grow for decades, Trilogy Metals is working to responsibly advance assets that could become critical components of the domestic supply chain.
For more information, visit www.TrilogyMetals.com.
NOTE TO INVESTORS: The latest news and updates relating to Trilogy Metals are available in the company’s newsroom at ibn.fm/TMQ
