Digging Deep

Digging Deep

By Paul Harris, Kitco MediaBusiness
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Digging Deep episodes

  • Barrick-Newmont Deal Puts Fourmile Valuation in Focus | Neil Adshead

    Neil Adshead, Consulting Geologist at the Commodity Discovery Fund, joins Kitco Mining’s Digging Deep with Paul Harris to break down U.S. critical minerals policy, the Barrick-Newmont Nevada Gold Mines agreement, gold-sector capital returns, and AI’s growing push into mining.

    Adshead says U.S. support for critical minerals can help bring attention and talent back to the sector, but he questions whether taxpayer money should be used to pick company winners. He says broader tax incentives and stronger mining schools would do more to rebuild long-term capacity. “I’d rather see the free market determine where the capital goes,” he said.

    Newmont’s US$1.95 billion payment to Barrick under the Nevada Gold Mines agreement raises fresh questions about Fourmile’s valuation and Barrick’s planned IPO of its North American gold assets. Adshead says the deal could prove a long-term win-win, while major producers continue to return billions through buybacks and dividends. He also weighs whether Newmont and Barrick sold key assets too soon, Hercules Metals’ new leadership team in Idaho, and Mariana Minerals’ US$310 million raise as a software-first critical minerals company.

    Recorded August 11, 2026.

    Don’t forget to subscribe to the Kitco Mining & Kitco News YouTube channels to stay up to date on the latest industry news and interviews.

    00:00 - Welcome and Headlines
    00:31 - Trump Critical Minerals Push
    01:28 - Picking Winners vs Free Markets
    04:24 - Funding U.S. Mining Schools
    08:51 - Barrick-Newmont JV Deal
    09:53 - Fourmile Valuation Debate
    14:08 - Buybacks and Capital Returns
    17:36 - Did Majors Sell Too Soon?
    21:01 - Gold Sector Health Check
    23:58 - Hercules Metals’ New Team
    26:43 - Mariana’s AI Mining Bet
    __________________________________________________________________

    Kitco Mining is dedicated to reporting on the mining industry. Our mandate is to be the top resource for all mining information and news, offering a clear perspective on where the industry is going through breaking news coverage, mining trends, and in-depth reporting, presented with precious, rare earth, base metals, and industry stock prices.

    Get important precious and base metal updates while on the go with the Kitco Gold LIVE! app - https://applications.kitco.com

    Stay connected with us
    X - https://x.com/KitcoMining
    Instagram - https://www.instagram.com/kitcomining
    LinkedIn - https://www.linkedin.com/company/kitco-mining
    Facebook - https://www.facebook.com/KitcoMining

    Connect with the Kitco Mining anchors
    Paul Harris - https://x.com/paulharrisgold
     
    For more in-depth mining coverage, visit us here - https://www.kitco.com/mining

    Disclaimer: Videos are not trading advice, and the views expressed may not reflect those of Kitco Metals Inc.

    Disclaimer: The views expressed in this podcast are those of the author and may not reflect those of Kitco Metals Inc. The author has made every effort to ensure accuracy of information provided; however, neither Kitco Metals Inc. nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in commodities, securities or other financial instruments. Kitco Metals Inc. and the author of this podcast do not accept culpability for losses and/ or damages arising from the use of this publication.

    33 min
  • Mining M&A Hits Reality Check as Gold Stocks Pull Back | Christopher Ecclestone

    Christopher Ecclestone, Principal and Mining Strategist at Hallgarten + Company, joins Kitco Mining’s Digging Deep with Paul Harris to break down mining M&A, gold equity weakness, producer cash piles, copper dividends, lithium delays, and Ecuador’s gold sector.

    Ecclestone takes a skeptical view of G Mining’s deal to acquire G2 Goldfields and the creation of G3 Goldfields, questioning whether repeated spinouts and recombinations create lasting value. He is more direct on Zijin Gold’s failed C$5.5 billion bid for Allied Gold, saying weaker gold prices and falling miner valuations changed the deal math.

    Ecclestone says the Feb. 28 escalation in the Iran conflict disrupted a developing institutional rotation into mining, sending capital back toward AI and data centers instead. He also weighs cash versus bullion on producer balance sheets, dividends versus buybacks, Codelco and Rio Tinto’s delayed Maricunga lithium project, and Lundin Gold’s exploration success in Ecuador. With cheaper assets available, he says acquirers may not need to rush. “We've not seen the worst yet,” he said.

    Recorded July 30, 2026.

    Don’t forget to subscribe to the Kitco Mining & Kitco News YouTube channels to stay up to date on the latest industry news and interviews.

    00:00 - Welcome and 100th Episode
    00:32 - Guyana Deal Breakdown
    06:47 - Zijin Walks From Allied
    10:54 - Investor Lessons From Bust Deal
    14:07 - Geopolitics Hits Metals
    17:14 - Q2 Results and Cash Piles
    19:58 - Gold on Balance Sheets
    21:29 - Copper Dividends and Storms
    24:34 - Chile Lithium Delay Debate
    29:22 - Lundin Gold Ecuador Upside
    __________________________________________________________________

    Kitco Mining is dedicated to reporting on the mining industry. Our mandate is to be the top resource for all mining information and news, offering a clear perspective on where the industry is going through breaking news coverage, mining trends, and in-depth reporting, presented with precious, rare earth, base metals, and industry stock prices.

    Get important precious and base metal updates while on the go with the Kitco Gold LIVE! app - https://applications.kitco.com

    Stay connected with us
    X - https://x.com/KitcoMining
    Instagram - https://www.instagram.com/kitcomining
    LinkedIn - https://www.linkedin.com/company/kitco-mining
    Facebook - https://www.facebook.com/KitcoMining

    Connect with the Kitco Mining anchors
    Paul Harris - https://x.com/paulharrisgold
     
    For more in-depth mining coverage, visit us here - https://www.kitco.com/mining

    Disclaimer: Videos are not trading advice, and the views expressed may not reflect those of Kitco Metals Inc.

    Disclaimer: The views expressed in this podcast are those of the author and may not reflect those of Kitco Metals Inc. The author has made every effort to ensure accuracy of information provided; however, neither Kitco Metals Inc. nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in commodities, securities or other financial instruments. Kitco Metals Inc. and the author of this podcast do not accept culpability for losses and/ or damages arising from the use of this publication.

    34 min
  • Tech Cracks and Rotation beckon for Goldcos | John Feneck

    John Feneck, Founder and CEO of The Feneck Commodities Report, joins Kitco Mining’s Digging Deep with Paul Harris to break down a volatile stretch for mining equities, precious metals and critical minerals.

    Feneck says gold, silver and copper remain in a bull framework, but mining stocks are still being pressured by summer trading volumes, the Iran conflict, Fed uncertainty and capital crowding into tech and AI. With the HUI down sharply since March 1 and many juniors hit even harder, he says investors need to separate broken charts from painful corrections in a sector where metal prices are still holding key levels.

    The mining news cycle is also turning back toward supply security. Feneck calls new U.S. defense restrictions on tungsten from China, Russia, North Korea and Iran “super bullish” for U.S. tungsten equities, arguing that the country remains far behind China in rebuilding domestic supply. He also weighs the U.S. processing bottleneck, Donlin Gold, Barrick’s investment in Kingfisher Metals, New Pacific’s Carangas PEA in Bolivia, and why majors may need to pay real premiums to secure junior assets.

    Learn more about John Feneck’s conference here: https://topshelf-partners.com/

    Recorded July 23, 2026.

    Disclaimer: The views expressed in this podcast are those of the author and may not reflect those of Kitco Metals Inc. The author has made every effort to ensure accuracy of information provided; however, neither Kitco Metals Inc. nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in commodities, securities or other financial instruments. Kitco Metals Inc. and the author of this podcast do not accept culpability for losses and/ or damages arising from the use of this publication.

    37 min
  • Gold M&A Heats Up as Copper Supply Tightens | Joe Mazumdar

    Joe Mazumdar, Editor & Analyst at Exploration Insights, joins Kitco Mining’s Digging Deep from the Rule Symposium 2026 to explain why mining M&A is becoming more competitive as quality production assets become harder to find.

    Mazumdar says the competing bids for Vault Minerals show that buyers are willing to pay up for scarce producing assets rather than take on permitting delays, capital escalation, and labor risk. “They would rather pay a premium on production,” he said. But he is also watching whether the next wave of deals moves into development-stage assets with the highest probability of becoming mines.

    Copper is part of the same scarcity trade. Mazumdar says Chinese buyers remain active in Peru as smelters compete for limited concentrate and major mine disruptions tighten supply. In Yukon, Talamore Mining’s C$588 million Coffee financing shows how stranded assets can be revived in a stronger market. In Arizona, South32’s Hermosa has cleared a key U.S. permitting hurdle, though capital intensity remains the bigger test.

    Recorded July 09, 2026.

    Don’t forget to subscribe to the Kitco Mining & Kitco News YouTube channels to stay up to date on the latest industry news and interviews.

    00:00 - Welcome and Setup
    00:26 - Gold M&A Bidding War
    01:32 - Shift to Development Deals
    02:27 - Peru Copper Sale to China
    04:04 - China Smelters and Supply Crunch
    05:26 - Coffee Project Financing Revival
    07:42 - Hermosa Permitting and Fast 41
    09:37 - Rule Symposium Takeaways
    11:01 - Closing and Subscribe
    __________________________________________________________________

    Kitco Mining is dedicated to reporting on the mining industry. Our mandate is to be the top resource for all mining information and news, offering a clear perspective on where the industry is going through breaking news coverage, mining trends, and in-depth reporting, presented with precious, rare earth, base metals, and industry stock prices.

    Get important precious and base metal updates while on the go with the Kitco Gold LIVE! app - https://applications.kitco.com

    Stay connected with us
    X - https://x.com/KitcoMining
    Instagram - https://www.instagram.com/kitcomining
    LinkedIn - https://www.linkedin.com/company/kitco-mining
    Facebook - https://www.facebook.com/KitcoMining

    Connect with the Kitco Mining anchors
    Paul Harris - https://x.com/paulharrisgold
     
    For more in-depth mining coverage, visit us here - https://www.kitco.com/mining

    Disclaimer: Videos are not trading advice, and the views expressed may not reflect those of Kitco Metals Inc.

    Disclaimer: The views expressed in this podcast are those of the author and may not reflect those of Kitco Metals Inc. The author has made every effort to ensure accuracy of information provided; however, neither Kitco Metals Inc. nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in commodities, securities or other financial instruments. Kitco Metals Inc. and the author of this podcast do not accept culpability for losses and/ or damages arising from the use of this publication.

    12 min
  • “Watch Out for the Ambulance Chasers” as Tungsten Heats Up | Adshead-Bell

    Ahead of the July 4th weekend, Nicole Adshead-Bell, Director of Cupel Advisory, joins Kitco Mining’s Digging Deep with Paul Harris for a U.S.-focused look at the critical minerals race, the tungsten boom, new silver listings on U.S. markets, and the projects testing whether governments are serious about supply security.

    Adshead-Bell says Washington is right to focus on processing as China dominates critical mineral supply chains, noting, “It’s not just the mines that we need; it’s the downstream processing.”

    She also warns investors not to chase every hot tungsten story. “Watch out for the ambulance chasers,” Adshead-Bell said, arguing that real projects need strong geology, credible recoveries, saleable concentrates, infrastructure, and the right people.

    The discussion also covers illegal gold mining in Latin America, why she would not bet against a Cobre Panama restart, new silver listings on the NYSE, AbraSilver’s Diablillos project in Argentina, and renewed exploration momentum in Nevada.

    Recorded July 2, 2026.

    Don’t forget to subscribe to the Kitco Mining & Kitco News YouTube channels to stay up to date on the latest industry news and interviews.

    00:42 - U.S. Critical Minerals Push and Processing
    03:14 - China Supply Chains, Permitting, and Copper
    08:16 - Tungsten Spotlight: Nevada and Strategic Metals
    09:48 - How to Invest in Tungsten Stocks
    14:27 - Latin America Politics and Mining Stability
    17:21 - Illegal Gold Mining and Security Risks
    20:59 - Cobre Panama Restart Debate
    24:07 - New U.S. Silver IPOs and Retail Demand
    27:04 - Argentina’s Mega Silver Project
    30:51 - Nevada Gold, Silver and Comstock Revival
    __________________________________________________________________

    Kitco Mining is dedicated to reporting on the mining industry. Our mandate is to be the top resource for all mining information and news, offering a clear perspective on where the industry is going through breaking news coverage, mining trends, and in-depth reporting, presented with precious, rare earth, base metals, and industry stock prices.

    Get important precious and base metal updates while on the go with the Kitco Gold LIVE! app - https://applications.kitco.com

    Stay connected with us
    X - https://x.com/KitcoMining
    Instagram - https://www.instagram.com/kitcomining
    LinkedIn - https://www.linkedin.com/company/kitco-mining
    Facebook - https://www.facebook.com/KitcoMining

    Connect with the Kitco Mining anchors
    Paul Harris - https://x.com/paulharrisgold
     
    For more in-depth mining coverage, visit us here - https://www.kitco.com/mining

    Disclaimer: Videos are not trading advice, and the views expressed may not reflect those of Kitco Metals Inc.

    Disclaimer: The views expressed in this podcast are those of the author and may not reflect those of Kitco Metals Inc. The author has made every effort to ensure accuracy of information provided; however, neither Kitco Metals Inc. nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in commodities, securities or other financial instruments. Kitco Metals Inc. and the author of this podcast do not accept culpability for losses and/ or damages arising from the use of this publication.

    36 min
  • Equinox-Orla Deal Signals Gold M&A Push | Neil Adshead

    Neil Adshead, Consultant Analyst at the Commodity Discovery Fund, joins Kitco Mining’s Digging Deep with Paul Harris to break down a week dominated by gold M&A, copper supply stress, and rising investor interest in large-scale mining stories.

    Recorded on May 13, 2026, the discussion covers Equinox Gold’s planned all-stock acquisition of Orla Mining, a transaction announced the same day to create a roughly 1.1-million-ounce-per-year North American gold producer. Adshead says the deal reflects the push for scale among mid-tier producers, with larger companies better positioned to attract bigger investors and stronger index demand.

    The conversation turns to copper, where Freeport-McMoRan’s revised Grasberg timeline adds pressure to an already tight market. “It is difficult out there for these major miners to keep up,” Adshead said, citing aging mines, falling grades, and recurring production slippage. He also discusses First Quantum’s La Granja project in Peru, Hudbay’s Arizona copper strategy, Lumina Metals’ copper-silver IPO, Barrick Mining’s Reko Diq delay, Nevada Gold Mines speculation, and San Lorenzo Gold’s Chile discovery.

    Don’t forget to subscribe to the Kitco Mining YouTube channels to stay up to date on the latest industry news and interviews.

    00:20 - Equinox Gold to Buy Orla Mining
    03:01 - Copper Price Surges Toward $6.25/lb
    05:53 - First Quantum Updates La Granja Resource
    08:15 - La Granja Project Design and Slurry Pipeline
    09:32 - Arsenic Penalties in Copper Concentrates
    11:03 - Arizona Copper Deals and Hudbay’s Strategy
    13:33 - Lumina Metals IPO and Copper-Silver Demand
    15:51 - Ross Beaty’s Big Week in Mining
    18:32 - Nevada Gold Mines JV Shakeup Talk
    25:53 - San Lorenzo Gold’s Chile Drill Discovery
    __________________________________________________________________

    Kitco Mining is dedicated to reporting on the mining industry. Our mandate is to be the top resource for all mining information and news, offering a clear perspective on where the industry is going through breaking news coverage, mining trends, and in-depth reporting, presented with precious, rare earth, base metals, and industry stock prices.

    Get important precious and base metal updates while on the go with the Kitco Gold LIVE! app - https://applications.kitco.com

    Stay connected with us
    X - https://x.com/KitcoMining
    Instagram - https://www.instagram.com/kitcomining
    LinkedIn - https://www.linkedin.com/company/kitco-mining
    Facebook - https://www.facebook.com/KitcoMining

    Connect with the Kitco Mining anchors
    Paul Harris - https://x.com/paulharrisgold
     
    For more in-depth mining coverage, visit us here - https://www.kitco.com/mining

    Disclaimer: Videos are not trading advice, and the views expressed may not reflect those of Kitco Metals Inc.

    Disclaimer: The views expressed in this podcast are those of the author and may not reflect those of Kitco Metals Inc. The author has made every effort to ensure accuracy of information provided; however, neither Kitco Metals Inc. nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in commodities, securities or other financial instruments. Kitco Metals Inc. and the author of this podcast do not accept culpability for losses and/ or damages arising from the use of this publication.

    29 min
  • Record Gold Profits, But Growth Still Flat | Joe Mazumdar

    Joe Mazumdar, editor of Exploration Insights, joins Kitco Mining’s Digging Deep with Paul Harris to unpack a record-setting earnings season for gold producers, where higher margins, stronger free cash flow, and rising shareholder returns are reshaping the sector.

    Mazumdar highlights Newmont and Lundin Gold as standout performers, but says the bigger issue is that organic production growth remains constrained despite higher gold prices. With producers trading at a premium to the assets they are acquiring, he argues M&A may be more attractive than building new mines in a high-cost environment. “Why take the permitting risk? Why take the capital escalation risk that we're seeing in some of these underground projects when you could just get a producing asset that you like?”

    The discussion also covers exploration spending discipline, risks behind aggressive junior drilling programs, assay delays, rising drilling costs, Cameco’s downstream nuclear strategy, and why companies are packaging non-core assets into more focused vehicles.

    Don’t forget to subscribe to the Kitco Mining & Kitco News YouTube channels to stay up to date on the latest industry news and interviews.

    Recorded May 07, 2026

    00:24 - Q1 Gold Earnings Surge and Record Margins
    03:41 - Cost Pressures, Streams, and Weak Performers
    06:08 - Divestments, Debt Paydown, and Project Builds
    08:05 - Growth Constraints and Exploration Spending
    11:57 - Why M&A Is Cheaper Than Building Mines
    15:50 - Junior Drilling Boom and Execution Risks
    19:23 - Rigs, Labor Shortages, and Assay Delays
    22:28 - Australia Gold Deal and Reporting Differences
    27:12 - Uranium Momentum and Cameco Strategy
    31:45 - Spinouts and the Non-Core Asset Shift
    __________________________________________________________________

    Kitco Mining is dedicated to reporting on the mining industry. Our mandate is to be the top resource for all mining information and news, offering a clear perspective on where the industry is going through breaking news coverage, mining trends, and in-depth reporting, presented with precious, rare earth, base metals, and industry stock prices.

    Get important precious and base metal updates while on the go with the Kitco Gold LIVE! app - https://applications.kitco.com

    Stay connected with us
    X - https://x.com/KitcoMining
    Instagram - https://www.instagram.com/kitcomining
    LinkedIn - https://www.linkedin.com/company/kitco-mining
    Facebook - https://www.facebook.com/KitcoMining

    Connect with the Kitco Mining anchors
    Paul Harris - https://x.com/paulharrisgold
     
    For more in-depth mining coverage, visit us here - https://www.kitco.com/mining

    Disclaimer: Videos are not trading advice, and the views expressed may not reflect those of Kitco Metals Inc.

    Disclaimer: The views expressed in this podcast are those of the author and may not reflect those of Kitco Metals Inc. The author has made every effort to ensure accuracy of information provided; however, neither Kitco Metals Inc. nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in commodities, securities or other financial instruments. Kitco Metals Inc. and the author of this podcast do not accept culpability for losses and/ or damages arising from the use of this publication.

    40 min
  • Mining Profits Surge, But Stocks Aren’t Following | Feneck

    John Feneck, Founder & CEO of The Feneck Commodities Report, joins Kitco Mining’s Digging Deep as gold and mining equities pull back amid ongoing geopolitical tension in the Middle East. Speaking with Paul Harris, Feneck said the recent weakness does not signal a breakdown in the trend, but a buying opportunity within a broader bull market. “This is a buying opportunity,” he said.

    Feneck highlighted a growing disconnect across the sector, with major producers like Newmont and Kinross generating record free cash flow, while many junior gold stocks are down 25% to 40% since early March. He said that gap, combined with constrained global gold production, could drive increased M&A activity as majors look to secure new ounces. At the same time, some major banks continue to forecast gold in the $5,300 to $6,000 range over the next 9 to 12 months, while larger-scale deposits are increasingly required to attract serious interest.

    The discussion also covers silver supply deficits, China’s growing role in critical minerals, and the return of capital to the sector through major financings and IPOs.

    Don’t forget to subscribe to the Kitco Mining & Kitco News YouTube channels to stay up to date on the latest industry news and interviews.

    00:23 - Geopolitics and Gold Pullback
    01:48 - Record Producer Cash Flow Surge
    03:54 - Flat Supply and Rising M&A Pressure
    05:15 - Yukon Turnaround and Undervalued Juniors
    07:52 - Why 5Moz Is the New Benchmark
    09:09 - Permitting Risks and PEA Pitfalls
    12:14 - Ross Beaty IPO and Capital Return
    15:04 - Nickel Market Rebound and Supply Shifts
    17:56 - Rare Earth Deal and Strategic Demand
    __________________________________________________________________

    Kitco Mining is dedicated to reporting on the mining industry. Our mandate is to be the top resource for all mining information and news, offering a clear perspective on where the industry is going through breaking news coverage, mining trends, and in-depth reporting, presented with precious, rare earth, base metals, and industry stock prices.

    Get important precious and base metal updates while on the go with the Kitco Gold LIVE! app - https://applications.kitco.com

    Stay connected with us
    X - https://x.com/KitcoMining
    Instagram - https://www.instagram.com/kitcomining
    LinkedIn - https://www.linkedin.com/company/kitco-mining
    Facebook - https://www.facebook.com/KitcoMining

    Connect with the Kitco Mining anchors
    Paul Harris - https://x.com/paulharrisgold
     
    For more in-depth mining coverage, visit us here - https://www.kitco.com/mining

    Disclaimer: Videos are not trading advice, and the views expressed may not reflect those of Kitco Metals Inc.

    Disclaimer: The views expressed in this podcast are those of the author and may not reflect those of Kitco Metals Inc. The author has made every effort to ensure accuracy of information provided; however, neither Kitco Metals Inc. nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in commodities, securities or other financial instruments. Kitco Metals Inc. and the author of this podcast do not accept culpability for losses and/ or damages arising from the use of this publication.

    24 min
  • Energy markets “anticipatory, not reactive” as geopolitical risk builds | Rick Rule

    Rick Rule, President and CEO of Rule Investment Media, joins Kitco Mining’s Digging Deep with Paul Harris to break down escalating geopolitical risk and what it means for energy, commodities, and mining. Rule says recent oil and LNG price moves tied to the Persian Gulf conflict are “anticipatory rather than reactive,” warning that markets are still pricing anticipatory shortages rather than real rationing. If supply disruptions materialize, he said, “the price impact is going to be very different than the price impact that we've seen,” pointing to potential sharp repricing within two or three weeks.

    Rule identifies uranium as a key strategic winner as countries prioritize energy security, saying “the real unsung beneficiary will be the nuclear power industry and by proxy the uranium companies.” He also argues resource nationalism and government intervention are likely to continue, with growing pressure on mining assets across key jurisdictions.

    In this interview, Rick Rule also discusses:
     • Why energy markets could reprice sharply if real shortages emerge
     • Uranium’s advantage in a shifting global energy system
     • Resource nationalism and government pressure on mining assets
     • G Mining’s $3B deal and why consolidation can still be accretive
     • Rare earth supply chains and rising government-backed capital

    Recorded April 22, 2026

    Don’t forget to subscribe to the Kitco Mining & Kitco News YouTube channels to stay up to date on the latest industry news and interviews.

    Disclaimer: The views expressed in this podcast are those of the author and may not reflect those of Kitco Metals Inc. The author has made every effort to ensure accuracy of information provided; however, neither Kitco Metals Inc. nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in commodities, securities or other financial instruments. Kitco Metals Inc. and the author of this podcast do not accept culpability for losses and/ or damages arising from the use of this publication.

    42 min
  • The 'Air Pocket' Risk: How Geopolitical Tensions Are Impacting Mining Operations | Neil Adshead

    Neil Adshead, Consultant Analyst at the Commodity Discovery Fund, joins Kitco Mining’s Digging Deep with Paul Harris to unpack the recent price slump in precious metals, and how gold and the mining majors are performing amid the Iran war.

    “The long term supply/demand for commodities is in place, but if this war really does damage the global economy significantly, then we could be in for quite a longer ‘air pocket', let's call it a bit of a trough,” he warned. 

    Adshead also discusses a range of significant recent mining developments, including the impact of Barrick’s production delays in Pakistan, the Newmont-Barrick dispute over the Nevada Gold Mines joint venture, the significance of the ongoing buying spree by Chinese mining majors, and which government strategies are most effective for increasing exploration.

    Don’t forget to subscribe to the Kitco Mining & Kitco News YouTube channels to stay up to date on the latest industry news and interviews.

    00:00 - Introduction
    00:46 - Metals Price Slump
    02:20 - Is Gold Still a Safe Haven?
    04:12 - Barrick Production Delays 
    07:25 - Newmont-Barrick Nevada Dispute
    10:42 - Anglo Gold’s Arthur Project
    16:03 - Chinese Miners’ Buying Spree
    18:32 - Liberty Gold’s Black Pine Project
    23:24 - Government Strategies to Increase Exploration
    __________________________________________________________________

    Kitco Mining is dedicated to reporting on the mining industry. Our mandate is to be the top resource for all mining information and news, offering a clear perspective on where the industry is going through breaking news coverage, mining trends, and in-depth reporting, presented with precious, rare earth, base metals, and industry stock prices.

    Get important precious and base metal updates while on the go with the Kitco Gold LIVE! app - https://applications.kitco.com

    Stay connected with us
    X - https://x.com/KitcoMining
    Instagram -   / kitcomining  
    LinkedIn -   / kitco-mining  
    Facebook -   / kitcomining  

    Connect with the Kitco Mining anchors
    Paul Harris - https://x.com/paulharrisgold
     
    For more in-depth mining coverage, visit us here - https://www.kitco.com/mining

    Disclaimer: Videos are not trading advice, and the views expressed may not reflect those of Kitco Metals Inc.

    Disclaimer: The views expressed in this podcast are those of the author and may not reflect those of Kitco Metals Inc. The author has made every effort to ensure accuracy of information provided; however, neither Kitco Metals Inc. nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in commodities, securities or other financial instruments. Kitco Metals Inc. and the author of this podcast do not accept culpability for losses and/ or damages arising from the use of this publication.

    28 min

About Digging Deep

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Join a discussion with the brightest minds in the resource investing sector and learn how to navigate the complex world of mining investment. Kitco Mining's Digging Deep, hosted by Paul Harris, is…