Kitco MINING

Allen Sabet, CEO of Mogotes Metals, joins Kitco Mining’s Paul Harris at the 2026 Precious Metals Summit in Beaver Creek to discuss the company’s two recent discoveries at Filo Sur in the Vicuña District and the much larger drill program planned for the 2026–2027 season.

Sabet says Mogotes spent four years systematically building and exploring its roughly 100 km² land package beside Filo del Sol before drilling 180 meters at 0.98% copper equivalent at Albor. A second discovery at Cruz del Sur returned two intervals of more than 300 meters at roughly 0.5% copper equivalent. Sabet calls Albor “just the beginning,” with up to 20,000 meters of drilling planned to expand both discoveries and test additional targets across the property.

He also discusses Rio Tinto’s US$15 million strategic investment, the technical exchange now underway between the companies, and Mogotes’ inclusion in the Argentina-Chile binational mining framework. With Sabet citing roughly C$77 million in treasury, Mogotes plans to “take big swings” while using lessons from Filo del Sol to test how far the Filo Sur system could extend.

Learn more about Mogotes Metals: https://www.mogotesmetals.com/

Sponsored content. This video was produced with support from a Kitco sponsor. Kitco does not endorse or recommend any company, security, investment product, or investment strategy. This content is for informational purposes only and should not be considered investment advice.

00:23 - Albor Discovery: 180m at ~1% Copper Equivalent
01:11 - Building Filo Sur Beside Filo del Sol
03:40 - Argentina-Chile Binational Mining Access
04:27 - Rio Tinto’s US$15M Strategic Investment
05:57 - 20,000m Drill Program: Albor, Cruz del Sur and Cuenca
07:45 - What Mogotes Learned From Filo del Sol
10:52 - Rio Tinto Technical Support and Exploration Strategy
12:11 - Testing the Scale of Filo Sur
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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
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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.

Joaquin Marias, President & CEO of Argenta Silver, joins Kitco Mining’s Paul Harris at the 2026 Precious Metals Summit in Beaver Creek to discuss how metallurgical testwork, resource expansion and existing infrastructure are shaping the next phase of the El Quevar silver project in Salta, Argentina.

Marias says preliminary variability testwork across 15 samples returned roughly 95% average silver recovery, with some rougher tests reaching 99%, while cleaner flotation achieved 96% recovery to a concentrate grading 14,857 g/t silver. He stresses that the work is still preliminary, with no optimization or blending completed, and says El Quevar’s existing road, rail, gas and nearby power infrastructure could reduce future development requirements.

Argenta is also drilling both ends of the Yaxtché deposit ahead of a targeted March 2027 resource update. Marias says management is aiming for 70 million to 75 million ounces, up from roughly 50 million ounces today, after drilling about 27,000 meters in 18 months. He also discusses more than 20 exploration targets across the property, Argenta’s C$24 million cash position, and why he believes Argentina’s pro-investment mining direction is unlikely to reverse.

Learn more about Argenta Silver: https://argentasilver.com/

Sponsored content. This video was produced with support from a Kitco sponsor. Kitco does not endorse or recommend any company, security, investment product, or investment strategy. This content is for informational purposes only and should not be considered investment advice.

00:49 - El Quevar Metallurgy: Up to 99% Silver Recovery
06:31 - Why Silver Recoveries Are So High
07:46 - El Quevar’s Infrastructure Advantage
08:50 - Grinding, Flotation and What Comes Next
09:48 - Resource Expansion and March 2027 Update
14:38 - More Than 20 Exploration Targets
16:42 - C$24M Cash Position and Funding Runway
17:45 - Argentina’s Mining Outlook After Milei
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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
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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.

Drew Clark, President, CEO & Director of Summit Royalties, joins Kitco Mining’s Paul Harris at the 2026 Precious Metals Summit in Beaver Creek to explain how the newly public royalty company is scaling through acquisitions while trying to grow value on a per-share basis.

Clark says Summit has gone from zero to nearly 50 royalties in roughly 18 months, with a strategy he describes as “professional aggression.” The company is targeting more cash-flowing and near-term cash-flowing assets, particularly in the $20 million to $50 million transaction range, where Clark believes smaller royalty companies can still compete effectively.

He also explains how Summit plans to use its new credit facility to pursue acquisitions while limiting equity dilution, with management and directors owning 12% of the business. Clark says roughly two-thirds of Summit’s NAV could see meaningful catalysts over the next four to six months, including Copperstone and Banyan’s AurMac project. Longer term, he says royalty-sector consolidation “is here to stay,” with Summit targeting either a market re-rating through continued growth or potentially becoming attractive to a larger acquirer.

Learn more about Summit Royalties: https://www.summit-royalties.com/

Sponsored content. This video was produced with support from a Kitco sponsor. Kitco does not endorse or recommend any company, security, investment product, or investment strategy. This content is for informational purposes only and should not be considered investment advice.

00:22 - How Summit Royalties Was Built
02:04 - Rapid Growth and Winning Competitive Deals
03:39 - Cash Flow, NAV and Growth Per Share
04:22 - Funding Deals Without Heavy Dilution
06:36 - Portfolio Mix and Geographic Strategy
08:06 - Credit Facility and the Next Acquisition Push
11:27 - Copperstone, AurMac and Near-Term Catalysts
12:31 - Royalty Consolidation and Takeout Paths
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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.

Willem Middelkoop, Founder & CEO of Commodity Discovery Fund, joins Kitco Mining’s Paul Harris at the 2026 Precious Metals Summit in Beaver Creek to explain why stronger financing and higher metals prices are still not producing enough major new discoveries.

Middelkoop says the industry is seeing “the start of a new bull market,” with more capital entering the junior space and more drills turning. But he says Tier 1 and Tier 2 discoveries remain scarce, arguing that “most of the best projects have been sold already.” He points to majors taking strategic positions in juniors as they compete for early access to new projects, while remaining doubtful that this will translate into a major M&A wave.

He also explains why Commodity Discovery Fund has become increasingly selective, how it balances juniors, producers and cash, and why precious-metals producers currently have a “license to print money.” Middelkoop expects gold to move toward $5,000 and silver to at least $100 per ounce, while warning that rising interest rates could trigger a larger correction or even “the start of a new financial crisis.”

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.

Special thanks to our sponsor, Newcore Gold. To learn more, visit: https://newcoregold.com/

00:36 - Hercules Metals and the Management Turnaround
02:41 - What Makes a Strong Mining CEO?
06:09 - Financing Returns, but Quality Discoveries Lag
08:26 - Why Majors Are Moving Earlier Into Juniors
11:37 - What Investors Actually Want From Juniors
14:40 - How Middelkoop Builds a Mining Portfolio
16:50 - 2026 Outlook, Rates and Market Risk
17:57 - $5,000 Gold and $100 Silver Targets
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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.

Paul Rollinson, President and CEO of Kinross Gold, joins Kitco Mining’s Paul Harris at the 2026 Mining Forum Americas in Colorado Springs to discuss the company’s recent production guidance trim, higher shareholder returns, and the organic growth pipeline it expects to drive stronger margins and cash flow per share.

Rollinson says extreme weather and higher-than-expected copper at La Coipa weighed on near-term production, but the copper also points to potential porphyry exploration upside across the Maricunga district. He says Kinross remains comfortable with its internal growth base, with about 20 million ounces of gold reserves and roughly 40 million ounces of additional measured, indicated and inferred resources.

He also discusses the permitting path at Great Bear, where Kinross is targeting early works in 2027 and first gold in 2029, and why 2028 could mark a broader grade and margin improvement across Tasiast, Round Mountain and Curlew. Rollinson explains why Kinross increased its 2026 capital-return target from 40% to 50% of free cash flow while continuing to fund its development pipeline and maintain a strong net-cash position.

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.

Special thanks to our sponsor, Metalla Royalty & Streaming. To learn more, visit: https://www.metallaroyalty.com/

01:46 - Investor Mood and Gold M&A
03:48 - Why Kinross Trimmed Guidance
04:53 - Chile Weather, Copper and Maricunga Upside
07:38 - Kinross’s Organic Growth Optionality
09:16 - Lobo-Marte and the Water Strategy
12:37 - Great Bear Permitting and 2029 First Gold
16:43 - Kinross Raises Shareholder Returns
20:16 - Should Gold Miners Hold Bullion?
23:35 - Kinross’s 2028–2029 Growth Catalysts
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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.

Jalen Yuan, CEO of New Pacific Metals, joins Kitco Mining’s Paul Harris at the 2026 Precious Metals Summit in Beaver Creek to discuss how Bolivia’s changing mining and investment framework could affect the company’s two permitting-stage precious-metals projects, Silver Sand and Carangas.

At Carangas, New Pacific signed its Administrative Mining Contracts in August and launched a 30,000-meter drill program following an updated PEA that increased post-tax NPV to $2.65 billion, from about $500 million in the previous study, while initial CapEx rose to roughly $645 million. Yuan says the project is moving through legislative approval, with environmental permitting to follow after securing community support earlier this year.

Silver Sand is advancing on a parallel track toward feasibility and its own community agreements. Yuan says New Pacific is “not picking one over the other,” with permitting progress likely to determine which project moves first. He also discusses financing, strategic shareholders Silvercorp Metals and Pan American Silver, and outside M&A interest, while saying the company’s preference remains to build the mines itself.

Learn more about New Pacific Metals: https://www.newpacificmetals.com/

Sponsored content. This video was produced with support from a Kitco sponsor. Kitco does not endorse or recommend any company, security, investment product, or investment strategy. This content is for informational purposes only and should not be considered investment advice.

00:25 - Bolivia’s Mining Policy Shift Under President Paz
03:35 - Permitting Timeline for Carangas
05:52 - Carangas PEA and 30,000-Meter Drill Program
09:37 - Mining Contracts, COMIBOL and Regulatory Change
11:41 - Silver Sand and Carangas: Two-Project Strategy
12:58 - Social License and Community Agreements
15:27 - Financing, Strategic Shareholders and M&A Interest
19:04 - New Pacific’s Next 12 to 18 Month Catalysts
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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.

China has added gold to its reserves 22 months in a row, while Beijing keeps Bitcoin trading banned. Cory Klippsten, founder and CEO of Swan Bitcoin, says there's dark logic behind it: gold is hard money a state can still control.

Klippsten explains what China can and can't control about gold, why he went looking for a new gold standard and found it falls well short, and the four horsemen he says are pushing bond yields to their highest since 2002: war, growth, debt and Japan.

He also says only two Bitcoin treasury companies, Strategy and Strive, are truly running the strategy, and why he now suggests 90% of Bitcoin exposure sit in real on-chain coins. He explains why he calls the AI payments pitch for Bitcoin "Bcash logic," and names the one risk he takes seriously. And he puts a Bitcoin standard for the West somewhere between 2070 and 2090.

Recorded October 1 2026

Follow Jeremy Szafron on X: @JeremySzafron (https://twitter.com/JeremySzafron) 
Follow Kitco News on X: @KitcoNewsNOW (https://twitter.com/kitconewsnow) 
Follow Cory Klippsten on X: @coryklippsten (https://twitter.com/coryklippsten)

Chapter
00:00 China's Gold Buying Push 
00:54 The Dark Logic of China's Gold 
04:15 Why It's Not a New Gold Standard 
06:04 Why Investors Are Turning to Hard Assets 
07:20 The "Bondpocalypse": Why Cheap Money Is Over 
10:31 Why Bitcoin Is Rallying Anyway 
13:16 Bitcoin vs. Washington's Crypto Rules 
15:45 How Investors Get Bitcoin Exposure 
19:45 Only Two Bitcoin Treasury Stocks Have a Chance 
24:41 Bitcoin and AI Payments: Hype vs. Reality 
28:49 Bitcoin Mining and Proof of Work Explained 
30:34 Bitcoin Custody and Exchange Risk 
37:21 Government Risk for Bitcoin 
39:15 A Bitcoin Standard by 2070–2090?

#Gold #Bitcoin #China
__________________________________________________________________

Like, share, and subscribe to Kitco News—and turn on alerts to stay current with expert interviews, market insights, and breaking news coverage. 

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Visit: https://Kitco.com/ for live gold, silver, and crypto prices, the latest mining news, and macroeconomic insights.  

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Disclaimer:  
The videos are not intended to provide trading advice, and the views expressed do not necessarily reflect those of Kitco Metals Inc. Kitco News, its anchors, producers, and reporters are not responsible in any way for the performance or actions of any sponsor, advertiser or affiliate of Kitco News. In no event will Kitco and its employees be held liable for any indirect, special, incidental, or consequential damages arising out of the use of the content in this video.

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.

Jim Rickards says Washington benefits from inflation. For people trying to protect their savings, that creates a very different problem.

In this Kitco News interview, Jeremy Szafron asks Rickards who could drive gold’s next move, why he thinks China needs dollars even as it reduces its Treasury holdings, and what happens when the government’s debt problem collides with the saver’s need for stable purchasing power.

Rickards explains why he believes central-bank buying supports gold, what could happen if large institutional investors increase their allocations, and why he sees an opportunity in silver.

He also makes a specific Fed call: no additional hike in October, followed by a probable increase in December.

The conversation moves from Hormuz and diesel costs to the Japanese yen carry trade, physical gold ownership, the midterm elections and increasingly sophisticated financial scams. Rickards closes with the money lesson he emphasizes to his own children and grandchildren.

Jim Rickards is the author of Currency Wars and MoneyGPT and editor of Strategic Intelligence.

Recorded September 30 2026

SPONSORED BY KALSHI
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Availability varies by jurisdiction. Not available in Canada. Offer terms and eligibility apply.


Follow Jeremy Szafron on X: @JeremySzafron (https://x.com/JeremySzafron)
Follow Kitco News on X: @KitcoNewsNOW (https://x.com/KitcoNewsNOW)
Follow James Rickards on X: @JamesGRickards (https://x.com/JamesGRickards)

Chapters:
00:00 The Tools Washington Has Left, and Who Pays
00:59 Central Banks Flipped From Sellers to Buyers in 2010
02:47 The Gold China Won't Tell You About
05:33 Gold's Floor and the Asymmetric Trade He Loves
06:17 The Buyers Who Always Show Up Last
09:19 Gold Preserves Wealth When Every Dollar Loses It
11:20 How Gold Became the Money That Beats Sanctions
12:47 Iran, China, and the Leverage Gold Hands Beijing
14:15 Why Iran Doesn't Need a Navy to Disrupt Hormuz
19:05 Why He Says Real Oil Is Closer to $180
24:46 The K-Shaped Economy and Which Side You're On
34:21 The Wealth-Tax Warning He Wants You to Hear
38:01 Will the Fed Hike Before the Election?
41:22 How Washington Inflates the Debt Away
47:54 China Isn't Dumping the Dollar, He Says It Needs Dollars
50:40 The Yen Carry Trade Unwind That Could Trigger a Panic
58:00 If You Own Gold Through an ETF, You Don't Own Gold
1:00:19 Could Washington Freeze Your Gold?
1:02:56 The Silver Setup He's Watching Now
1:10:34 The Money Advice He'd Give His Own Kids

#JimRickards #Gold #Inflation

__________________________________________________________________

Like, share, and subscribe to Kitco News—and turn on alerts to stay current with expert interviews, market insights, and breaking news coverage. 

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🎧 All podcast episodes available here → https://kitconews.buzzsprout.com

Visit: https://Kitco.com/ for live gold, silver, and crypto prices, the latest mining news, and macroeconomic insights.  

Live gold price and chart: https://www.kitco.com/charts/gold
Live silver price and chart: https://www.kitco.com/charts/silver
Live crypto market data: https://www.kitco.com/price/crypto

Learn more about Kitco News: https://www.kitco.com/news/about/ 

For more information on advertising, sponsorship and marketing promotions – please visit our online media kit at: https://www.kitco.com/advertising  

Disclaimer:  
The videos are not intended to provide trading advice, and the views expressed do not necessarily reflect those of Kitco Metals Inc. Kitco News, its anchors, producers, and reporters are not responsible in any way for the performance or actions of any sponsor, advertiser or affiliate of Kitco News. In no event will Kitco and its employees be held liable for any indirect, special, incidental, or consequential damages arising out of the use of the content in this video.

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.

Edward Fishman, Senior Fellow and Director of the Maurice R. Greenberg Center for Geoeconomics at the Council on Foreign Relations and author of Chokepoints: American Power in the Age of Economic Warfare, joins Kitco Mining’s Paul Harris at the 2026 Mining Forum Americas in Colorado Springs to explain how control over currencies, critical minerals and trade routes is becoming a source of geopolitical power.

Fishman says the freezing of Russia’s central-bank reserves in 2022 helped accelerate official-sector demand for gold, while China’s dominance of rare earth processing has exposed another major economic chokepoint. He argues that Western governments are investing to diversify critical-mineral supply chains, but says breaking China’s leverage will take years rather than happen quickly.

Fishman also discusses tariffs and alliance trust, why the U.S. may need a “cold peace” with China while it builds alternative mineral supply chains, and how physical chokepoints such as the Strait of Hormuz and the Red Sea can still disrupt global commodity markets.

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.

Special thanks to our sponsor, Metalla Royalty & Streaming. To learn more, visit: https://www.metallaroyalty.com/

00:41 - What Modern Economic Chokepoints Look Like
02:17 - Dollar Sanctions and Central-Bank Gold Buying
02:56 - Breaking China’s Critical Minerals Grip
05:55 - Tariffs, Allies and Economic Trust
08:06 - Could Congress Rein In Tariffs and Sanctions?
10:41 - Strait of Hormuz and the Risks of Military Escalation
13:43 - Why China Is Willing to Wait
15:27 - Taiwan, “Cold Peace” and U.S.-China Strategy
17:53 - Red Sea Risk and Global Oil Flows
__________________________________________________________________

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.

Ammar Al-Joundi, President and CEO of Agnico Eagle Mines, joins Kitco Mining’s Paul Harris at the 2026 Mining Forum Americas in Colorado Springs to explain why the company is focused on growing from within as consolidation speculation builds across the gold sector.

Al-Joundi says Agnico expects to add between 1.3 million and 1.5 million ounces of annual production over the next five to 10 years, largely from assets it already owns. Growth at Detour Lake and Canadian Malartic, alongside Hope Bay and Upper Beaver, could lift production by roughly 20% to 30%, with Al-Joundi stressing that increasing production per share remains the key objective.

He also discusses Hope Bay’s approximately $2.4 billion initial capital estimate and Agnico’s strengthened balance sheet after returning $1 billion to shareholders in the first half of 2026. Al-Joundi says future cash returns could be “considerably more,” while strategic investments in junior miners provide “optionality” to increase exposure as projects succeed.

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00:19 - Gold Pullback and Sector Consolidation
01:35 - Agnico’s 1.3M to 1.5M Ounce Growth Pipeline
03:51 - Hope Bay’s $2.4 Billion Build
04:34 - Canadian Malartic Rockslide Response
06:21 - Returning More Cash to Shareholders
07:40 - Why Production Per Share Matters
08:52 - Agnico’s Strategic Junior Investments
11:31 - Agnico’s Next 12-Month Catalysts
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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.