Kitco MINING

Kitco MINING

By Kitco MEDIANewsBusiness News
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Kitco MINING episodes

  • West Red Lake Turns Madsen Into a Producing Gold Mine | Shane Williams

    West Red Lake Gold Mines (TSXV: WRLG) President and CEO Shane Williams joins Kitco Mining’s Investment Trends with Paul Harris at VRIC 2026 to discuss the company’s transition into commercial production at the Madsen Mine in Ontario’s Red Lake Gold District. Williams explains that commercial production reflects stable operations following ramp-up. “Once you get to that stability, you’re set and that’s where you declare commercial production,” he said.

    Williams outlines a ramp-up toward 60,000 to 65,000 oz of gold per year and explains how West Red Lake rebuilt confidence in the asset through more than 180,000 meters of underground drilling, establishing a five-year mine plan and growing the workforce to about 250 people. With production underway, he says the company is beginning to generate free cash flow, allowing it to strengthen the balance sheet and fund growth.

    The interview also explores how higher gold prices are reshaping economics at Madsen, lowering cutoff grades and expanding mineable tonnage. Williams outlines a hub-and-spoke strategy that could lift production toward 100,000 oz per year over time by feeding satellite deposits like Rowan into the Madsen mill, while rehabilitating an existing shaft to materially reduce haulage costs.

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

    00:34 - Declaring Commercial Production at Madsen
    01:05 - What Commercial Production Means in Mining
    01:54 - Rebuilding Confidence After Past Challenges
    03:22 - Ramp-Up Plans and Regional Exploration
    04:06 - How Gold Prices Impact Mine Economics
    06:05 - Free Cash Flow and Balance Sheet Strategy
    08:11 - Operator Experience as a Competitive Edge
    10:34 - Key Catalysts and Growth Outlook
    __________________________________________________________________

    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: 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.

    13 min
  • Don Durrett on the Real Driver Behind the Metals Bull Market

    Don Durrett, author and founder of GoldStockData, says the current metals bull market should be viewed as a full-cycle opportunity rather than a short-term trade. Speaking with Kitco Mining at the 2026 Vancouver Resource Investment Conference, Durrett explained that the core driver behind gold and silver is the growing fragility of the US bond market, which he views as the ultimate catalyst for higher precious metals prices. “It’s a cash business, so I focus on free cash flow,” he said.

    Durrett said mining stocks remain early in the cycle based on valuation, arguing that free cash flow multiples matter more than quarterly earnings. He described the market as a one-time trade focused on the outcome, or what he calls “the prize,” rather than near-term volatility. His framework includes a normalization phase, followed by higher valuations and an eventual mania phase before profits are taken.

    He also discussed portfolio construction, favoring producers and higher-quality development companies, his approach to managing volatility, and why he prefers owning acquirers rather than takeover targets as M&A activity builds across the sector.

    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, Discovery Silver. Visit https://discoverysilver.com/ to learn more about the company, its latest news, and investor materials.

    00:18 — Don Durrett’s Background and GoldStockData Framework
    01:19 — Why Bond Market Fragility Drives Gold and Silver
    04:02 — “Investing for the Prize” and the One-Time Trade Thesis
    06:28 — Free Cash Flow Multiples and Why Mining Stocks Still Lag
    11:55 — M&A Strategy and Why Durrett Prefers the Buyer
    19:02 — 2026 Outlook and Where the Metals Cycle Stands
    __________________________________________________________________

    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: 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
  • “There’s No Bubble in Metals. The Bubble Is the Dollar” | Willem Middelkoop

    Willem Middelkoop, founder and CEO of Commodity Discovery Fund, says the metals bull market reflects a structural shift driven by currency debasement and rising geopolitical risk. Speaking with Kitco Mining at the 2026 Vancouver Resource Investment Conference, Middelkoop rejected the idea that metals are in a bubble. “There’s not a bubble in the metals. There’s a bubble in the dollar,” he said.

    Middelkoop said silver stands out due to persistent supply constraints and the risk of a short squeeze, while mining equities continue to lag physical metals. He noted that silver producers are trading at valuation levels last seen at the bottom of the previous cycle, suggesting substantial revaluation potential as the market progresses.

    He also outlined how Commodity Discovery Fund is positioned across producers and development-stage companies, using option strategies to manage downside risk. Middelkoop said rising free cash flow across the sector could draw broader generalist capital into mining equities as the cycle matures.

    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, Discovery Silver. Visit https://discoverysilver.com/ to learn more about the company, its latest news, and investor materials.

    00:29 — Which Metal Surprised Willem Middelkoop Most
    01:17 — Why Middelkoop Says a New Era for Metals Has Begun
    03:13 — Silver Supply Deficits and Short Squeeze Risk
    04:02 — Weaponization of Metals and Geopolitical Tensions
    05:09 — Copper Breakout and Emerging Market Signals
    07:20 — How Commodity Discovery Fund Is Positioning in Mining Stocks
    14:49 — Sovereign Debt Risks and the Next Financial Crisis
    17:59 — Final Thoughts on Volatility and the Metals Cycle
    __________________________________________________________________

    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: 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.

    22 min
  • Gold Miners Show New Discipline as Prices Rise, Says Eldorado’s President

    Christian Milau, President of Eldorado Gold (TSX: ELD; NYSE: EGO), joins Kitco Mining’s Paul Harris at the Future Minerals Forum 2026 to discuss leadership transition, capital discipline, and a major shift in the company’s cash generation profile.

    Milau says that despite strong gold prices, gold equities have not yet attracted the level of generalist interest he would have expected. He argues this cycle differs from past gold booms, with producers operating more conservatively and prioritizing balance sheet strength and shareholder returns over aggressive expansion. At Eldorado, that discipline is reflected in share buybacks already underway and the consideration of dividends even as the company completes a large, capital-intensive development.

    He highlights Eldorado’s focused portfolio in Greece, Turkey, and Canada, with Skouries in northern Greece nearing first concentrate and expected to materially lift cash flow as it moves toward commercial production. Milau describes the company as “turning to a cashflow inflection point, probably mid next year, where the cash will start coming in,” creating flexibility to reduce debt, increase shareholder returns, expand exploration, and advance projects internally. While open to selective opportunities, he says large-scale M&A is not required, with organic execution and disciplined capital allocation guiding the strategy.

    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.

    00:27 – Leadership Changes in the Gold Mining Sector
    02:02 – Gold Prices, Equity Performance, and Investor Interest
    03:03 – Capital Discipline, Buybacks, and Dividends in Gold Mining
    07:57 – Eldorado Gold’s Portfolio Focus and Growth Strategy
    12:47 – M&A Outlook and Industry Consolidation
    14:50 – Middle Eastern Capital and Changing Mining Investment Dynamics
    16:16 – Key Catalysts Ahead for Eldorado Gold
    17:02 – Closing Remarks from Future Minerals Forum 2026
    __________________________________________________________________

    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: 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.

    18 min
  • Exploration Success Adds Upside to Montage Gold’s Kone Project | Martino DiCiccio

    Montage Gold Corp. (TSX: MAU; OTCQX: MAUTF) CEO Martino DiCiccio joins Kitco Mining’s Paul Harris at the Future Minerals Forum 2026 to discuss construction progress at the company’s Kone Gold Project in Côte d’Ivoire, one of the largest gold mine developments currently underway.

    The $860 million Kone project is expected to produce more than 300,000 oz per year during the first eight years of a 16-year mine life. DiCiccio says construction is advancing faster than planned following the addition of an oxide circuit, stating, “We expect to be in production by later this year,” earlier than previous guidance. He explains that the accelerated timeline brings cash flow forward at peak funding, allowing the company to reinvest into exploration and future growth.

    DiCiccio also outlines ongoing drilling success across the district, including seven additional higher-grade deposits added to the resource stage over the past two years. He discusses Montage’s broader West African growth strategy, including its proposed acquisition of African Gold, as the company prepares to transition from developer to producer with a first gold pour expected later this year.

    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.

    00:31 – Kone Gold Project Overview
    01:07 – Construction Progress and Accelerated Timeline
    02:31 – Exploration Success and New High-Grade Discoveries
    04:12 – Strategic Investments and African Growth Partnerships
    09:41 – Gold Market Outlook and Growth Strategy
    11:23 – Key Catalysts Ahead for Montage Gold
    12:12 – Closing Remarks from Future Minerals Forum 2026
    __________________________________________________________________

    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: 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.

    13 min
  • Gold’s Demand Story Has Broadened Beyond Central Banks | David Tait

    Gold’s rally is being driven by deeper structural forces than short-term headlines. Speaking with Kitco Mining’s Paul Harris at the Future Minerals Forum 2026 in Riyadh, World Gold Council CEO David Tait explains why demand for gold has broadened and what could ultimately change the trend.

    Tait says central bank buying remains an important foundation, with purchases still close to 1,000 tonnes, but argues gold’s role is increasingly portfolio-driven. He points to shifts in Japan’s investor base, rapid growth in India’s gold ETF market, and regulatory changes allowing Chinese insurers to allocate to gold, opening a multi-trillion-dollar pool of potential demand. At the core of the rally, he says, is concern over rising sovereign debt and the risk of a long-term debt spiral.

    “I can see six very, very, very strong reasons why the gold price should go higher,” Tait said, adding that only an unexpected success in managing debt through growth and lower interest rates could mark a turning point.

    He also outlines the World Gold Council’s work to modernize gold’s role in the financial system through digital infrastructure that could make gold easier to use as collateral, while warning that sustained high prices risk expanding informal mining and environmental damage if supply chains are not formalized.

    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.

    00:26 – Structural Forces Driving Gold Demand
    02:20 – US Debt, Interest Rates, and the Gold Market
    04:50 – Digital Gold Reform and Artisanal Mining Risks
    11:29 – Gold Price Sustainability and Investor Behavior
    14:45 – Global and Social Implications of High Gold Prices
    17:26 – Outlook and Closing Remarks
    __________________________________________________________________

    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: 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.

    19 min
  • Why Copper’s Rally Is Different This Time | Rob McEwen

    McEwen Mining (NYSE: MUX; TSX: MUX) Executive Chair and Chief Owner Rob McEwen joins Kitco Mining’s Paul Harris at Future Minerals Forum 2026 in Riyadh as copper trades near $6 per pound.

    McEwen says copper’s surge is being driven by excitement around future uses and a growing shortage of supply. He points to AI, electrification, energy infrastructure, long lead times, and the scarcity of major discoveries as structural forces reshaping the market, noting that for new copper projects, “it might take you 15 years” to move from discovery to production.

    He highlights McEwen Copper’s Los Azules project in Argentina, where a feasibility study completed last fall showed an after-tax NPV of $2.94 billion at a $4.35 per pound copper price. With copper trading near $6 per pound, McEwen says the project’s economics strengthen significantly, adding, “at current prices, we’d have a gross margin in excess of 71%.” He outlines a mine life of more than 20 years with expansion potential, capital costs of about $3.2 billion plus working capital, and a timeline targeting construction in late 2026 or early 2027, with production around 2030.

    McEwen also discusses financing pathways, including strategic partners, sovereign funds, equipment suppliers, and a potential public listing for McEwen Copper. He closes by explaining how copper, alongside gold and silver, positions the company to build long-term value as demand rises and supply remains constrained.

    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.

    00:26 – Copper Near $6 as Supply Tightens
    01:09 – Geopolitics and Copper as a Critical Mineral
    01:46 – Industry Restructuring and Copper M&A
    02:54 – McEwen Copper’s Los Azules Project Economics
    04:39 – Financing Strategy and IPO Options
    06:47 – Gold, Silver, and Portfolio Strategy
    08:57 – Copper Cycles, Supply Risks, and Sustainability
    10:48 – AI, Data Centers, and Rising Copper Demand
    14:53 – Outlook and McEwen’s Goals Ahead
    __________________________________________________________________

    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: 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.

    17 min
  • Rising Demand and Tight Supply Reshape the Copper Market | Tristan Pascal

    First Quantum Minerals (TSX: FM; OTCQX: FQVLF) President and CEO Tristan Pascal joins Kitco Mining’s Paul Harris at Future Minerals Forum 2026 in Riyadh as copper trades near $6 per pound.

    Pascal explains that copper is increasingly being driven by a structural gap between supply and demand. Electrification, renewable energy, electric vehicles, data centers, and AI-driven grid upgrades are accelerating consumption, while new supply remains difficult to bring online. He highlights how tight the market has become, noting, “The world has seven to 21 days of copper on the shelf at any one time.”

    He outlines why higher prices have yet to unlock large-scale new supply, pointing to declining grades, rising capital and operating costs, inflation, longer permitting timelines, and the cost of capital. Pascal also discusses why industry consolidation reflects execution risk rather than a lack of opportunity, and how First Quantum’s build-focused strategy differs from buy-led growth.

    The conversation covers progress at the company’s S3 expansion in Zambia, the potential pathway for future projects such as Taca Taca in Argentina, and balance sheet restructuring following the closure of Cobre Panamá. Pascal also addresses engagement with the Panamanian government and First Quantum’s focus on disciplined growth as copper’s strategic importance continues to rise.

    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.

    00:27 – Copper Market Dynamics and Supply Challenges
    02:40 – Impact of Inflation and Cost of Capital on Copper
    04:10 – Recycling and New Demands for Copper
    04:44 – AI, Data Centers, and Copper Supply
    07:14 – Cost of Capital and Greenfield Copper Projects
    07:50 – First Quantum’s Build vs Buy Strategy
    09:24 – Taca Taca Project in Argentina
    13:38 – Balance Sheet Restructuring and Financial Stability
    15:31 – Panama Progress and Environmental Audit
    22:01 – Geopolitics and Copper’s Role in Energy Security
    24:20 – First Quantum’s Priorities for 2026
    25:19 – Closing Remarks and Future Minerals Forum 2026
    __________________________________________________________________

    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: 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.

    26 min
  • Northern Graphite Targets 2028 Production With $200M Saudi Anode Project

    Northern Graphite (TSXV: NGC) CEO Hugues Jacquemin joins Kitco Mining’s Paul Harris at Future Minerals Forum 2026 in Riyadh just minutes after signing a $200 million agreement to build a battery anode materials plant in Saudi Arabia.

    Jacquemin outlines how the joint venture with Obeikan Investment Group came together after a year of work, saying, “We spent about a year working together on crafting the deal.” Phase one is designed to produce about 25,000 tons per year of battery anode material, is fully scalable, and targets a final investment decision in Q3 2026, with production expected by early 2028.

    The plant will be supplied with graphite concentrate from Northern Graphite’s Okanjande mine in Namibia, which is set to restart and expand production. Jacquemin explains why Saudi Arabia offers key advantages, including faster timelines, lower energy costs, strong industrial infrastructure, and access to European, Asian, and Middle Eastern markets.

    He also discusses qualification progress with global battery manufacturers, growing geopolitical pressure to secure ex China battery supply chains, and a widening price gap between China and non China graphite markets. Jacquemin says the Saudi facility is intended to serve as a model for future battery materials plants in North America and Europe.

    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.

    00:16 – Northern Graphite’s $200 Million Battery Anode Deal
    01:56 – JV Structure, Capacity, and Project Timeline
    03:36 – Why Saudi Arabia Is Strategic for Battery Materials
    04:53 – Scaling Battery Anode Plants Across Regions
    08:33 – Graphite Pricing and China vs Ex-China Markets
    11:46 – Geopolitics and the Push for Ex-China Supply Chains
    __________________________________________________________________

    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: 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.

    19 min
  • Critical Minerals Move to the Center of US National Security Strategy | Dominic Raab

    Dominic Raab, Head of Global Affairs at Appian Capital Advisory, joins Kitco Mining’s Paul Harris at Future Minerals Forum 2026 in Riyadh to discuss how geopolitics and national security are reshaping global critical minerals supply chains.

    Raab says supply concentration and export controls have driven a tougher US response, noting “there is a galvanization of action coming out of Washington DC in response to the bottlenecks of supply that we've seen because of the high levels of concentration.” He explains why critical minerals are now viewed as a defense and industrial priority, not just a trade issue.

    The interview explores how Washington is balancing onshoring with partnerships in friendly jurisdictions, using Saudi Arabia as an example of faster permitting and lower energy costs. Raab also weighs in on US–China competition, a more polarized global order, and why public-private partnerships and mid-cap miners may be key to expanding future supply.

    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.

    00:29 – US–China Critical Minerals Competition
    01:19 – US–Saudi Arabia Critical Minerals Partnership
    04:26 – Trump Policy, Venezuela, and Resource Security
    09:45 – Public–Private Partnerships and Critical Minerals Financing
    10:36 – Mining M&A and the Push for Scale
    12:44 – 2026 Outlook for Critical Minerals Supply Chains
    __________________________________________________________________

    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: 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.

    14 min

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The Global Leader In Resource News Kitco Mining delivers the latest news, in-depth analysis and valuable insights into the mining industry. Our extensive coverage of precious and base metal…