$NAK Pebble Mine

[text] 🏔️ NAK Nation — READ THIS! My colleague Joseph Burnitz recently obtained documents through a Freedom of Information Act request that I believe every American who cares about the rule of law needs to see. He has posted the letter for our community on X today and I encourage every

[text] 🏔️ NAK Nation — The Briefs Are In. Here Is What You Need To Know. 🏔️ As we all know, Northern Dynasty and Pebble Limited Partnership filed their reply brief in case 3:24-cv-59 before Judge Sharon Gleason in the US District Court for the District of Alaska yesterday (April 14).

[image] $NAK We meet again, old friend.

[text] 🏔️ NAK Nation — Two Developments In Washington Worth Watching 🏔️ The National Mining Association dropped their morning mining minute today and there are two things NAK Nation should be paying attention to. The Senate Is Voting TODAY To Overturn A Biden Mining Ban Using The

[text] 🚨 NAK Nation: The Budget Just Said Everything On April 3 President Trump unveiled his FY2027 budget request. For NAK Nation investors the critical minerals section is worth reading carefully because it tells you exactly where this administration's priorities are headed. Here

[image] 🏔️ NAK Nation — Friday Analysis Post 🏔️ Part Three of Three. The Legislative Stream. The Permitting Reform Bills. And the argument I have been building toward all week. If you have followed along since Monday you now understand the three streams. The court case before Judge

[image] 🏔️ NAK Nation — Monday Analysis Post 🏔️ Before I get into today's post I want to say something personal. I am part of NAK Nation because I believe the Pebble Mine story is one of the most compelling and misunderstood investment opportunities I have encountered in my lifetime.

[text] Happy Monday NAK Nation 🔥 🚨 Breaking update you need to know about right now. On March 27, just three days ago, Pebble Limited Partnership filed Document 221 in case 3:24-cv-59. It’s a motion asking Judge Gleason to lift the EPA’s protective order designations on hundreds of

[text] 🏔️ NAK Nation🏔️ Welcome back to The Veto Unravels. Chapter 5: Argument One — The "At Least Some" Admission On Thursday I gave you the complete picture of where all three streams stand today. Starting now I want to walk you through the five legal arguments the plaintiffs are

[text] Northern Dynasty Minerals, Pebble Partnership, and the Convergence of Law, Policy, and Federal Direction. The trajectory of Northern Dynasty Minerals and the Pebble Limited Partnership is no longer defined by a single regulatory decision. It is now shaped by a convergence of

[text] Happy Friday NAK Nation! 🔥 Grab a coffee because your friendly self declared policy analyst geek 🤓 just found something on his fourth read through of the SPEED Act (H.R. 4776) that could be one of the most important things I have ever shared with this community. It is buried

[text] NAK Nation 🔥 Quick update on the Pebble briefing war: the Bristol Bay intervenors (tribal & fishing groups) just dropped their 82-page opposition brief (March 3, 2026). They're swinging hard to defend the EPA's 404(c) veto authority, leaning on cases like Mingo Logan Coal Co.

[text] Happy Friday NAK Nation 🔥 As promised earlier this week, today's post is all about the forthcoming WOTUS rule and why it truly is the catalyst that will change everything for Pebble Mine. First. What Is WOTUS? Waters of the United States (WOTUS) is the legal definition that

[text] Happy Monday NAK Nation 🔥 Senator Shelley Moore Capito just said it on record: the Senate EPW Committee is basically aligned on permitting reform... but everything is stalled because of friction with the Trump Executive team....including the President himself. Let that sink

[text] 🚨 NAK Nation — I'm Back! 🚨 Happy Tuesday NAK Nation! 🔥 First things first: My X account was temporarily compromised but it's now fully recovered. Thank you for your patience. The Numbers Three weeks ago NAK was trading at approximately $1.11. It closed yesterday at $1.62.

[text] 🏔️ Happy Friday NAK Nation! What A Week! 🏔️ Before we get to the recap let me make the most important argument first. Everyone is watching Judge Gleason. And they should be. But you need to understand that the permitting reform bills currently before the Senate are more

[image] 🏔️ NAK Nation — Alaska on the Hill 🏔️ The Alaska Chamber of Commerce is bringing Alaska's business community to Washington DC this week for Alaska on the Hill 2026 on April 15 and 16. The event brings together businesses, trade organizations, and policymakers from across Alaska

[image] 🏔️ NAK Nation — Monday Analysis Post 🏔️ Last week was one of the most consequential weeks in the Pebble Mine story since the Biden EPA issued its preemptive veto in January 2023. Before I get into today's post let me connect the dots from last week because the convergence of

[text] 📋 Happy Friday NAK Nation What to Expect from the April 15 Reply Briefs Five days from now four separate parties file their final reply briefs in case 3:24-cv-59 before Judge Sharon Gleason in Alaska Federal Court. Northern Dynasty and Pebble Limited Partnership. The State of

[text] 🔔 NAK Nation — Tomorrow Morning 🔔 Six days from now four separate parties file their final reply briefs before Judge Gleason in case 3:24-cv-59. Tomorrow morning I am breaking down exactly what I expect those briefs to contain based on everything in the public record. The

[image] One more time for old times sake.

[image] Hey NAK Nation....Just so we're clear... Pebble Mine in Alaska is in a league of its own. Updated U.S. Copper Reserves by Project(Measured & Indicated + Inferred Resources) Pebble Mine (Alaska): 76 billion lbs → 53.9% Resolution Copper (Arizona): 50 billion lbs → 35.5%

[text] I’m meeting with OMB next week on the new WOTUS rule. Here’s what I’m asking. Next week I will be meeting with the Executive Office of the President / Office of Management and Budget (OIRA) on the pending “Updated Definition of Waters of the United States” rule (RIN 2040-AG44).

[image] I'm hoping we are at the bottom of this channel, and that there will be a significant move up "very soon..."

[text] Met with OMB yesterday on the new WOTUS rule. Here’s what I asked. As an investor in U.S. mining projects, I raised the following questions on the pending Updated Definition of “Waters of the United States” (RIN 2040-AG44): Will the revised proposal provide clearer, more

[image] Another EO around the importance of securing DOMESTIC supply chains of critical minerals BUT at the same time, government bureaucracy is suffocating the largest known mineral deposit on said DOMESTIC land 🇺🇸 Remove the illegal @EPA veto on the Pebble Mine IN Alaska! $NAK What