Shows
Kitco NEWSBond Markets Are Breaking and Gold Is Telling You First | Matthew PiepenburgGold has surged past $5,000 and silver is extending its move beyond $100, but Matthew Piepenburg says the real story is not metal prices. It is the accelerating breakdown of trust across global bond and currency markets.Speaking with Kitco News at VRIC 2026 in Vancouver, Piepenburg, Partner at Von Greyerz, points to rising yields in Japan, the US, and Europe as a clear warning sign. “The bond market is the thing you have to understand,” he said. “Yields are the cost of debt.” When yields rise even as central banks step in, Piepenburg argues it shows sovereign IOUs are being re...
2026-01-2735 min
Kitco NEWSRandy Smallwood on Wheaton’s $3B War Chest and What Comes NextWheaton Precious Metals is trading at record highs, and CEO Randy Smallwood says the company is positioned to extend that performance as rising costs pressure traditional miners.Speaking with Kitco News anchor Jeremy Szafron at VRIC 2026 in Vancouver, Smallwood explains why the streaming model is designed to outperform in a high-price environment. “We take the cost risk outta the investment,” he said, noting that fixed streaming contracts protect Wheaton from inflation and dilution as operators are forced to mine lower-grade material and issue equity to fund growth.Smallwood also discusses Wheaton’s newly secured Helo gold s...
2026-01-2623 min
Kitco NEWSPeak Silver Until 2030: Why Mine Supply Won't Top 2016 Levels for 5 Years | Phil BakerSilver has crossed $100, and longtime mining executive Phil Baker says the move signals a structural break in the market.Speaking with Kitco News anchor Jeremy Szafron at VRIC 2026 in Vancouver, Baker, former CEO of Hecla Mining and former chairman of the Silver Institute, said the surge is being driven by physical demand, not speculation. “Physical is king,” Baker said, as exchanges, manufacturers, governments, and investors prioritize inventory and access to real metal over paper claims.Baker said global silver production peaked in 2016 and is unlikely to exceed that level before at least 2030, leaving supply unable to r...
2026-01-2620 min
Kitco MININGGold Miners Show New Discipline as Prices Rise, Says Eldorado’s PresidentChristian 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...
2026-01-2517 min
Kitco NEWSLynette Zang Says The New "Italian Blueprint" Signals Gold Confiscation Is BackIs the era of the "Rule of Law" over? Analyst Lynette Zang @TheLynetteZang warns that the world has shifted to a "Rule of Might" following the US seizure of Venezuelan oil and Russian vessels. In this critical 2026 outlook, Zang joins anchor Jeremy Szafron to break down why the banking system is "all underwater," why a "full bail-in" is the next logical step, and the specific "Italian Blueprint" that signals gold confiscation is back on the table.Zang also reveals the "fundamental math" that she argues puts the true value of gold at $40,000 and silver at $2,000. Is the cu...
2026-01-2451 min
Kitco NEWSSilver Pullback or Breakdown? The Chart Lines That Decide | Gary WagnerAs the Bloomberg Commodity Index rebalancing kicks off a 5-day "mechanical shakeout" in the markets, Silver is under pressure while Gold refuses to break structure. Is this the start of a deep correction, or a massive trap for short sellers?In this technical analysis deep dive, Gary Wagner of TheGoldForecast.com joins Jeremy Saffron to separate the noise from the trend. Wagner argues that despite the volatility, we have not seen a "true" technical correction (23%+) in months. He breaks down why the current price action is just a "tiny dip" in a supersonic bull market and issues...
2026-01-2421 min
Kitco MININGExploration Success Adds Upside to Montage Gold’s Kone Project | Martino DiCiccioMontage 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 gu...
2026-01-2312 min
Kitco MININGGold’s Demand Story Has Broadened Beyond Central Banks | David TaitGold’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...
2026-01-2218 min
Kitco MININGWhy Copper’s Rally Is Different This Time | Rob McEwenMcEwen 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 pro...
2026-01-2216 min
Kitco NEWSBitcoin Whipsaws Around $90K: Why The Bull Run Is Stalled | Kyle ChasséBitcoin is flashing a critical signal that historically hits 97% of the time - but is the macro environment about to invalidate it? Kyle Chassé @KyleChasseCrypto joins Jeremy Szafron, Anchor of Kitco News, to break down the collision between the crypto markets and the broader economic landscape.In this interview, Chassé analyzes the immediate market reaction to the latest Presidential speech and the looming uncertainty stemming from the Supreme Court and Federal Reserve. The conversation explores the "Clarity Act," the reality of institutional positioning, and why Bitcoin is facing specific resistance levels despite the bullish narrative surrounding Trump's econ...
2026-01-2232 min
Kitco MININGCritical Minerals Move to the Center of US National Security Strategy | Dominic RaabDominic 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.
2026-01-2113 min
Kitco MININGNorthern Graphite Targets 2028 Production With $200M Saudi Anode ProjectNorthern 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 pl...
2026-01-2118 min
Kitco MININGRising Demand and Tight Supply Reshape the Copper Market | Tristan PascalFirst 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...
2026-01-2125 min
Kitco NEWSDr. Mark Thornton Warns 'Fiat Is In The ICU' And Central Banks Do Not Trust Each OtherRay Dalio warns the monetary order is breaking down, and Dr. Mark Thornton says the fiat system is now in the "Intensive Care Unit." In this interview, Kitco News anchor Jeremy Szafron sits down with Dr. Mark Thornton, Senior Fellow at the Mises Institute, to break down why central banks are fleeing Treasuries for physical gold and what the "Skyscraper Curse" signals for a 2026 crash.They discuss the massive 150-ton gold purchase by Poland, a strategic move by a NATO ally that signals a loss of trust in the debt-based system. Dr. Thornton also exposes a critical...
2026-01-2155 min
Kitco MININGHighlander Silver Reaches $730M Market Cap After Bear Creek AcquisitionHighlander Silver (TSXV: HSLV) President and CEO Daniel Earle joins Kitco Mining’s Investment Trends with Paul Harris to break down silver’s explosive move into the end of 2025 and the company’s decision to scale aggressively into the next phase of the cycle. With silver up roughly 170% last year and far outperforming gold, Earle says the move follows the typical structure of precious metals bull markets. “Silver begins to play catch-up and then take over leadership and really start to outperform,” he said.Earle points to persistent supply deficits, rising demand from solar, electrification, and AI, and tight...
2026-01-1534 minKitco MININGDebt, Currency Debasement, and Why Gold Still Wins in 2026 | David GarofaloGold Royalty (NYSE American: GROY) CEO and Chairman David Garofalo joins Kitco Mining’s Paul Harris to outline why the macro forces driving gold higher remain firmly in place as 2026 begins, and how those dynamics are reshaping the royalty and streaming sector.Garofalo links gold’s strength to decades of currency debasement, record global debt, and persistently negative real interest rates, arguing policymakers have few options left beyond devaluing fiat currencies. “Gold is the one monetary instrument that can't be debased,” he said, adding that with real yields still negative, there is little opportunity cost to holding gold ver...
2026-01-1218 minKitco MININGCollective Mining Up 265% in 2025 as Apollo Expands at Depth | Ari SussmanCollective Mining (TSX: CNL; NYSE American: CNL) Executive Chair Ari Sussman joins Kitco Mining’s Investment Trends with Paul Harris to reflect on a breakout 2025 and outline what could drive the next phase at the Guayabales Project in Colombia. At Apollo, Sussman explains that the discovery of the deeper RAMP zone has reignited growth at depth with higher-grade, bulk-style mineralization after the system appeared to be nearing its limits. “So we’re in growth mode, and this thing’s getting bigger and better,” he said.Looking ahead, Collective plans to drill up to 100,000 meters in 2026, aiming to deliver a...
2026-01-1224 min
Kitco NEWSPower Now Drives Markets as the Old Economic Order Breaks Down Says Axel MerkWith Silver breaking the $80 level and Copper testing $6, the commodity markets are signaling a structural shift that defies standard economic models. Jeremy Szafron, Anchor of Kitco News, sits down with Axel Merk, President of Merk Investments, to discuss why the post-WWII economic order has officially collapsed and has been replaced by a volatile new era of "State Activism."Merk argues that traditional market signals—like yield curves and P/E ratios—are failing because global asset prices are now driven by raw power dynamics rather than free-market efficiency. In this deep dive, we explore why the global trad...
2026-01-0750 min
Kitco MININGGold Near $4,500, Silver Above $80: What Comes Next in 2026 | Greg OrrellGreg Orrell, Portfolio Manager at OCM Gold Fund, joins Kitco Mining’s Paul Harris to break down why the precious metals market enters 2026 in uncharted territory. With gold closing in on $4,500/oz and silver pushing through $80/oz at the time of recording, Orrell highlights how unusual the move has been, noting that “the gold price went up every single month in 2025,” something he says has not happened going back to 1971.Orrell says the rally reflects a structural shift in demand, led by non-Western buyers and new participants such as Tether, which he says is buying gold on a regu...
2026-01-0731 min
Kitco NEWS"Mr. Slammy Failed Spectacularly": Lobo Tiggre on Silver Crash & Rigging RumorsLobo Tiggre, founder of the Independent Speculator, joins Jeremy Szafron on Kitco News to dissect the massive volatility in the silver market following a 15% drop and viral rumors of institutional failures. Tiggre addresses the "Mr. Slammy" manipulation theories, arguing that if this was an attempt to crash the market, "he failed spectacularly."Tiggre breaks down the disconnect between record metal prices and mining equities, noting that producers are now "literally printing cash" yet remain unloved by the "big money." He explains why he believes a period of consolidation is preferable to a "blow-off top" and why "taking...
2025-12-3145 min
Kitco NEWSThe ‘Hidden Hand’ Buying Gold & Silver: Why Governments Are Using Banks to Accumulate | Josh PhairJosh Phair, CEO of Scottsdale Mint, joins Jeremy Szafron on Kitco News to warn that the world has entered a "Metals War" where nations are scrambling to secure resources for future conflicts. Phair argues that a "Hidden Hand"—governments employing banks to conduct mercantile banking—is quietly accumulating gold and silver, fundamentally decoupling the physical market from the Fed’s interest rate policies.He details why US banks flipped from net short to net long after Thanksgiving, the "desperate" arbitrage that saw jets flying silver across the Atlantic, and the reality of China’s new export licensing system...
2025-12-3143 min
Kitco NEWSDavid Rosenberg: Markets Are Propped Up by the S&P 500 - and That’s the Risk for 2026In this exclusive Outlook 2026 special, David Rosenberg, President of Rosenberg Research, joins Jeremy Szafron to dismantle the "Soft Landing" narrative and expose the massive disconnect between Wall Street pricing and Main Street reality. While the S&P 500 hits record highs, Rosenberg presents forensic data showing that the U.S. economy has already entered a "silent" contraction that is being masked by government hiring and a stock market bubble.THE "NO HIRE" ECONOMY: Rosenberg reveals that beneath the headline payroll numbers, the "hiring rate" has collapsed to cycle lows—a dynamic he calls "No Hire, No Fire." He ex...
2025-12-1952 min
Kitco NEWSPeter Schiff: "Do Not Wait" - Silver to Hit $100 in 2026 & Gold to $5,000Peter Schiff returns to Kitco News for a fiery 2026 Outlook. Following a public spat where President Trump called him a "loser" on Truth Social, Schiff argues the bond market has finally declared a winner. With Silver breaking $66 and the Federal Reserve quietly launching a new $40 billion monthly bond-buying program, Schiff warns that the "Sovereign Debt Crisis" has officially begun.In this deep-dive interview, Schiff explains why the Fed’s new "reserve management" is actually the start of a massive balance sheet expansion that could reach $20 Trillion. He lays out his roadmap for 2026, predicting a "quick" move to $100 Si...
2025-12-1957 min
Kitco NEWSMike McGlone: The 1929 Signal Flashed - Bitcoin $10k Risk, Gold Volatility & The ‘Great Reversion’The S&P 500 is pricing in a perfect soft landing, but the physical economy is screaming recession. In this Outlook 2026 special, Mike McGlone, Senior Macro Strategist at Bloomberg Intelligence, joins Jeremy Szafron to warn that the markets are facing a "Great Reversion" similar to 1929. McGlone points to the S&P 500-to-Gold ratio hitting a historic peak of 1.55—the same level seen before the Great Depression crash - as a signal that a massive rotation out of "paper" assets and into hard assets is imminent.McGlone breaks down his "frightening" outlook for 2026, predicting extreme volatility where Gold could hi...
2025-12-1927 min
Kitco MININGNew TSXV Listing Syntholene Eyes Commercial Fuel Before 2030Syntholene Energy (TSXV: ESAF) CEO Dan Sutton says the company’s synthetic jet fuel strategy is built on proven industrial execution, supported by a board with deep mining, uranium, and infrastructure experience. Newly listed on the TSXV, Syntholene is positioning itself as a next-generation fuel producer using geothermal heat to drive high-temperature electrolysis and deliver a major cost advantage. “We build real things, and I think over the course of the next. Six, 12, and 18 months. Investors are gonna see the evidence of that materialized,” he said.The company expects to deploy its first geothermal to electrolysis demonstration system...
2025-12-1721 min
Kitco MININGTom Palmer’s Final Interview: Newcrest, Divestitures, and What’s NextIn his final interview as CEO of Newmont (NYSE: NEM; TSX: NGT), Tom Palmer joins Kitco Mining’s Paul Harris to reflect on the decade that reshaped the world’s largest gold producer. Palmer steps down on December 31 after steering the company through the Goldcorp integration, the COVID era, cost inflation, and the landmark acquisition of Newcrest. He says the Newmont he is handing to incoming CEO Natasha is fundamentally stronger. “We now have 12 managed operations. Each of them has very long life ore bodies that we can confidently make decisions on a 20 to 30 year timeframe.” Palmer explains...
2025-12-1624 min
Kitco NEWSFed Cuts Rates & Launches $40B Liquidity Boost: Wagner on ‘Parabolic’ Silver vs. Gold ConsolidationThe Federal Reserve has cut rates by 25 basis points and confirmed $40 billion per month in reserve management purchases, sending fresh liquidity into the system. As the announcement hit the market, silver went parabolic, breaking into new all-time highs above $62, while gold continued to consolidate firmly above $4,200. Gary Wagner of TheGoldForecast.com joins Kitco News Anchor Jeremy Szafron to map the next phase of this historic metals rally.Wagner explains how silver’s breakout above $54 triggered the surge to $59 and why the post-Fed jump through $61 and $62 puts the market into true price discovery. He also addresses the divided to...
2025-12-1224 min
Digging DeepSilver Breaks Out, Tungsten Tightens, and Juniors Run: Feneck Explains WhyJohn Feneck, Founder and CEO of the Feneck Commodities Report, joins Kitco Mining’s Digging Deep to break down one of the strongest years yet for precious metals. He says the December 10 Fed rate cut reflects rising concern about the labor market, while the political shift underway in 2025 may ultimately shape the direction of rate policy more than Powell’s guidance.Silver led the reaction to the announcement, breaking above US$62 and now trading near US$63 as the gold-to-silver ratio tightens. Feneck has long argued that the metal was overdue for a reprice, noting in today’s discus...
2025-12-1243 min
Kitco MININGSilver Cycle “Still Early” as Highlander Maps Multi-Year Growth PlanHighlander Silver (TSX: HSLV) President and CEO Daniel Earle says the silver cycle remains in the early stages, with the gold-silver ratio still near 80:1. He notes the sector is trending toward a typical halving of that ratio across a full bull market cycle. “It reached a peak of 106/107:1,” Earle said, adding that silver should continue to outperform if global growth accelerates in 2026.In October, Highlander closed a $95 million bought deal financing that was heavily oversubscribed, with “demand well in excess of $200 million.” Earle says the raise, alongside support from the Lundins, Augusta Group, and Eric Sprott, leaves the comp...
2025-12-1036 min
Kitco MININGGold Market Strength Opens New Opportunities Across Kinross’ Global PortfolioKinross Gold (TSX: K; NYSE: KGC) CEO Paul Rollinson joins Kitco Mining at the NBF CEO Mining Conference in London to discuss another solid year for the company. Kinross reported 500,000 ounces of gold equivalent in Q3, lifting its cash position above US$1.7 billion, delivering almost US$700 million in free cash flow, and becoming net cash on the balance sheet. The company increased its dividend by 17 percent, expanded its buyback program by US$100 million, and announced the redemption of US$500 million of 2027 notes. As Rollinson puts it, “for us it's all about meeting our guidance, and we've got a long tr...
2025-12-1020 min
Kitco MININGCopper Market Tightens as Solaris Advances World-Class Warintza ProjectSolaris Resources (TSX: SLS; NYSE American: SLS) President and CEO Matthew Rowlinson joins Kitco Mining at the 2025 NBF CEO Mining Conference in London to discuss the new pre-feasibility study and maiden reserve for the Warintza Project in Ecuador. The study outlines 240,000 tons per year of copper equivalent for the first 15 years, a $1.07 per pound C1 cash cost, an NPV of $4.6 billion, a 26 percent IRR, and $3.7 billion in initial capital. Rowlinson calls Warintza a “multi-generational asset” with 5.8 billion tons of resource, a 50-year mine life, and tier one, quartile one cost positioning supported by a 0.53:1 strip ratio, near-surface mineralisation, and stro...
2025-12-1016 min
Kitco MININGAya Gold and Silver CEO on Rising Margins as Zgounder Ramps UpAya Gold and Silver (TSX: AYA) CEO Benoit La Salle joins Kitco Mining’s Investment Trends to discuss the company’s record performance and expanding footprint in Morocco. The company remains the only pure silver producer in the sector, anchored by the Zgounder mine, where a new 2,700 tonne per day plant has lifted total capacity to about 3,700 tonnes per day. The ramp-up helped deliver strong third-quarter results and rising margins as production scales.La Salle says silver’s rally is transforming profitability, “our lowest selling price right now in Q4 is $51,” which emphasizes margins above $30 per ounce and strong...
2025-12-1031 min
Kitco MININGLundin Gold Expands Exploration as $4,000 Gold Fuels Major Dividend PayoutsLundin Gold (TSX: LUG) President and CEO Jamie Beck joins Kitco Mining at the 2025 NBF CEO Mining Conference in London to discuss his transition into the role and the next phase of growth at the high-grade Fruta del Norte mine in Ecuador. With $4,000 gold, strong free cash flow, and a debt-free balance sheet, the company continues to return capital through a fixed $300 million dividend and a variable dividend set at a minimum of 50 percent of free cash flow. Beck says joining a “really high-functioning team” has been a privilege.He outlines an expanded exploration push in 2026 following 108,000 mete...
2025-12-1018 min
Kitco MININGDiscovery Silver Targets Mill Expansion From 4.5M to 9M TonnesDiscovery Silver (TSX: DSV; OTCQX: DSVSF) President & CEO Tony Makuch joins Kitco Mining at the 2025 NBC Capital Markets CEO Mining Conference to break down Discovery’s dramatic transformation. The acquisition of Newmont’s Porcupine complex has turned the company from a silver developer into a cash-flowing, Ontario-based gold producer with major growth potential. Makuch says the deal “unlocks a lot of potential,” describing Porcupine as a platform for long-term growth.Makuch confirms the company generated free cash flow in both Q2 and Q3 and outlines a multiyear plan to double production at Porcupine. Work continues in parallel at Corde...
2025-12-1019 min
Kitco MININGForan Mining Advances Rare Tier-One Copper Asset in SaskatchewanForan Mining (TSX: FOM; OTCQX: FMCXF) is preparing to bring Canada’s next copper mine online. Executive Chair Dan Myerson joins Kitco Mining at the 2025 NBF CEO Mining Conference in London to give an update on the McIlvenna Bay build in Saskatchewan. Phase one carries an $800 million capital cost and is set to produce 65 million pounds of copper per year starting February 2026. Despite port closures, airline strikes, tariff shocks, and wildfire evacuations, Myerson says the team “overcame a significant amount of adversity” and the project “has gone incredibly well.”Foran is the only new copper mine coming online in...
2025-12-1017 min
Kitco MININGFirst Majestic’s Gatos Acquisition Drives Major Growth and 2026 MomentumFirst Majestic Silver (NYSE: AG; TSX: FR) President and CEO Keith Neumeyer joins Kitco Mining at the 2025 NBF CEO Mining Conference in London to discuss how the acquisition of Gatos Silver has transformed the company. With silver near $50 per ounce, First Majestic expects to produce about 32 million silver equivalent ounces in 2025, making this its strongest balance sheet in 22 years. Neumeyer says the timing of the deal “couldn’t have been much better,” as higher prices lift margins, free cash flow, and strategic flexibility.With silver added to the U.S. critical minerals list and multi-year deficits reshaping global...
2025-12-1014 min
Kitco MININGMining M&A Set for Major Expansion as Valuations Recover | Elian TernerMining M&A and financing activity continue to accelerate, according to Elian Terner, Managing Director and Head of Global Mining and Metals Investment Banking at National Bank Capital Markets. Speaking with Kitco Mining at the NBF CEO Mining Conference in London, Terner said, “This year was a record year for us” as developer financing reopened, generalist investors returned to the sector, and large-cap consolidation gained momentum. He said higher commodity prices, stronger institutional engagement and improved liquidity have all contributed to a more active environment across gold, silver and copper.Terner added that valuations have recovered enough to s...
2025-12-1030 min
Kitco MININGMcEwen Copper Sees $1.1B Funding Interest for Los Azules BuildoutMcEwen Copper Vice President and General Manager Michael Meding joins Kitco Mining at the NBF CEO Mining Conference in London to discuss the new feasibility study for the Los Azules copper project in San Juan, Argentina. Meding says the country’s new RIGI fiscal regime “recovers lost trust in Argentina” by restoring clear, long-term legal and tax stability. The study outlines annual production of 148,000 tons of copper cathode over 21 years, with the potential to extend the operation beyond 50 years as new technologies are applied.Meding says financing momentum is strong, with export credit agencies and development banks showin...
2025-12-1022 min
Kitco MINING350 Moz Silver Project Accelerates as AbraSilver Prepares Q1 2026 FSAbraSilver Resource Corp. (TSXV: ABRA; OTCQX: ABBRF) CEO John Miniotis says the Diablillos silver gold project is entering its strongest development window yet as Argentina’s new RGI regime reshapes project economics. Speaking with Kitco Mining at the NBF CEO Mining Conference in London, Miniotis says, “RGI has been an absolute game changer for Argentina as a whole, and specifically for our project.” Based on current metal prices, the tax and export duty changes alone represent more than one billion dollars in value uplift.AbraSilver expects EIA approval, RGI approval, and a full feasibility study by the end of...
2025-12-1021 min
Kitco MININGArtemis Gold Targets Major Growth as Blackwater Delivers Record MarginsArtemis Gold (TSXV: ARTG; OTCQX: ARGTF) Executive Chair Steven Dean says Blackwater is generating exceptional margins as the company accelerates its next stages of growth. Speaking with Kitco Mining at the NBF CEO Mining Conference in London, Dean says “we’re in a very fortunate position to have significant organic growth,” noting all-in sustaining costs of about $840 per ounce and a margin of more than $3,000 per ounce at current gold prices. Blackwater achieved commercial production earlier this year and is already operating above its 6 million tonne nameplate capacity.Dean outlines how the phase 1A expansion to 8 million tonnes...
2025-12-1023 min
Kitco MININGAris Mining Targets 500K oz in 2026 as Arbitration Deal Clears the PathAris Mining (TSX: ARIS; NYSE American: ARMN) CEO Neil Woodyer joins Kitco Mining at the 2025 NBF CEO Mining Conference in London to break down a pivotal month for the company, including the landmark settlement of its long-running international arbitration with the government of Colombia. As Woodyer explains, “It now has a very clear legal obligation spelled out in many pages and many subpages,” marking the first time Colombia has reached a commercial resolution of this kind with a mining company.Woodyer also discusses acquiring the remaining 49 percent of the Soto Norte project, strengthening government relationships, and the rede...
2025-12-1016 min
Kitco MININGNew Gold Achieves $966 AISC and Record Cash Flow Ahead of Coeur MergerNew Gold (TSX: NGD; NYSE American: NGD) CEO Patrick Godin joins Kitco Mining at the 2025 NBC Capital Markets CEO Mining Conference in London to break down a year defined by a full operational turnaround and a proposed merger with Coeur Mining. New Gold delivered one of the strongest quarters in the sector, producing more than 115,000 ounces of gold and 12 million pounds of copper while cutting all-in sustaining costs to $966 per ounce, enabling over $200 million in free cash flow. As Godin explains, “We mine the plan exactly as expected, and the results are there,” with Rainy River alone producing 100,000 ounces in t...
2025-12-1015 min
Kitco NEWSJames Grant: The Economy Is Suspended on "Dental Floss" & About to SnapThe next major financial crisis won't start in the banks—it will start in the Life Insurance sector. That is the urgent warning from legendary financial analyst James Grant, founder of Grant’s Interest Rate Observer.In this interview with Jeremy Szafron, Anchor at Kitco News, Grant details how the "Search for Yield" has pushed insurance giants into dangerous Private Credit and Private Equity allocations—assets he describes as "inherently junk" and completely lacking price discovery. He warns that policyholders and retirees could be the "unknowing participants" in the next great deleveraging.Grant also dissects the su...
2025-12-0946 min
Kitco NEWSThe U.S. Economy Was 'Fake' for 2 Years: Here’s Why Edward Dowd Says It Collapses NowThe U.S. economy has been "artificially propped up" for the last two years, and the floor is about to fall out. Former BlackRock Manager and Founder of Phinance Technologies, Ed Dowd, joins Jeremy Szafron on Kitco News to expose why recent GDP data was a "hallucination" driven by government spending on mass migration.In this deep dive, Dowd warns that the "floor has been removed" from the housing market, predicting a tumultuous crash in 2026 as inventory spikes and demand vanishes. He also breaks down why the AI boom is a "bull trap" similar to the Dotcom...
2025-12-0853 min
Kitco NEWSLyn Alden: Why ‘Utility’ Crypto Is A Mathematical Trap And Here's Why Bitcoin Is DifferentThe "Easy Money" era is over, but the "Gradual Print" has just begun. In this exclusive interview, Lyn Alden (Founder, Lyn Alden Investment Strategy) joins anchor Jeremy Szafron to break down the critical market signals that most investors are missing. While the S&P 500 hits record highs, the "S&P 493" is flatlining, revealing a "mirage economy" masked by AI speculation and fiscal deficits.Lyn reveals why the Federal Reserve quietly halted its balance sheet runoff (QT) on December 1st, 2025, and what this "forced pivot" means for the next phase of global liquidity. We also dive deep into...
2025-12-0545 min
Kitco NEWSMark Moss: The "Structured Seller" Dumping Bitcoin Every Day at 9:30 AMThe global financial system is flying blind. With the Bureau of Labor Statistics confirming there will be NO October CPI report due to data collection failures, the Federal Reserve is navigating interest rate policy in a total vacuum. Yet, markets are aggressively pricing in a rate cut, effectively bullying the Fed to act without data.In this exclusive interview, Jeremy Szafron is joined by Mark Moss, Chief Visionary Officer at Matador Technologies, to break down the massive divergence between asset prices and market plumbing. They discuss the record $3.1 Trillion options expiration, the "mechanical glitch" that flushed Bitcoin 20...
2025-11-2530 min
Kitco NEWSJack Mallers Reveals Why 50% of Bitcoin Holders Are Underwater Ahead of Dec 1stBitcoin has triggered a "smoke alarm" for the global economy. With the price hovering around $90k, Jack Mallers (CEO, Strike & 21 Capital) joins Jeremy Szafron to explain why "over 50% of Bitcoin holders are now underwater" and argues this is a necessary market flush before the next leg up.In this exclusive interview, Mallers predicts the "liquidity cycle bottoms on December 1st" when Quantitative Tightening (QT) officially ends. He also opens up about the "Treasury Wars," offering a sharp critique of Strategy Inc.’s (formerly MicroStrategy) preferred stock model - calling it "dubious" and "a really expensive bill to pa...
2025-11-2444 min
Kitco NEWSU.S. Just Called Silver 'Critical' - Wheaton CEO Says Supply Has Already ‘Peaked’Gold is holding above $4,000 an ounce, marking one of the strongest sustained rallies in modern history - and now, the U.S. government has just added silver and copper to its official critical minerals list.In this Kitco News interview, Jeremy Szafron sits down with Randy Smallwood, President & CEO of Wheaton Precious Metals (WPM), to break down what this means for investors, the global metals supply chain, and the future of sound money.Smallwood reveals how Wheaton just deployed nearly $1 billion this quarter while also raising its dividend by 6.5%, all with zero debt on the...
2025-11-1732 min
Kitco NEWSWhy Soloway Is Selling Stocks for ‘This Huge Gold Buying Opportunity’Is the AI boom a repeat of the 2000 dot-com "bubble"? As the S&P 500 surges to record highs, Chief Market Strategist Gareth Soloway warns a "major market top" is in.In this interview with Kitco News Anchor Jeremy Szafron, Soloway reveals the charts that show "exhaustion signs" and why milestones like Nvidia's $5 trillion market cap "oftentimes mark tops." He argues that "institutional money is dumping" on retail investors and compares today's "mania" to 2000, warning a "nasty snap back" is coming.Soloway also lays out his actionable playbook for what's next, including:-Gold: Why he's "...
2025-11-0735 min
Kitco NEWSE.J. Antoni: 'They Are Tapped Out,' The American Consumer Is Officially BrokeThe U.S. economy is built on a mountain of unsustainable debt, and the bill is coming due. According to economist E.J. Antoni, the American consumer is officially "tapped out," and the Federal Reserve is trapped in a corner with only two options: a credit crisis or runaway inflation. In this deep-dive interview, the former nominee to lead the Bureau of Labor Statistics tells Kitco News' Jeremy Szafron that the official jobs data is a "scandal," arguing the BLS has knowingly used flawed models since 2022 to mask weakness in the economy. He breaks down the alarming c...
2025-10-3134 min
Kitco NEWSBullion Bank Insider: This is a 'Different Kind of Rally' for Gold | Bob GottliebA massive physical drain is accelerating in the silver market, with 29 million ounces leaving the COMEX vaults in just two weeks. At the same time, a new institutional thesis argues for a "structural change" in gold as central banks diversify away from the dollar. Are these events connected? Is the physical market breaking away from the paper price?To get answers, Kitco News Anchor Jeremy Szafron sits down with Bob Gottlieb, a former executive at a major bullion bank and author of the upcoming book "Mastering Gold and Silver Markets." Gottlieb, whose own forensic analysis first detailed...
2025-10-2444 min
Kitco NEWSWill Rhind: Fed Now Has Room to Cut, Expect the Dollar to Weaken FurtherWith the S&P 500 hitting a new all-time high and gold spiking past $4,100 after a cooler-than-expected inflation report, investors are navigating a deeply conflicting market. Is the AI-driven stock rally a speculative bubble, or is this time different? As the Federal Reserve gets the green light to cut rates, is the U.S. dollar about to weaken significantly, fueling the next leg up in precious metals?Recorded on October 24, 2025, this Kitco News interview features Will Rhind, founder and CEO of GraniteShares. Will, a true architect of the ETF industry, argues that while stock valuations are high, today's...
2025-10-2432 min
Kitco NEWSGold's $300 Plunge: A Healthy Correction or a Serious Warning Sign?After gold surged to a historic all-time high of over $4,381, the market was hit with a violent correction, with prices plunging more than 5% in the sharpest single-day drop since 2013. As the Wall Street narrative points to a "risk-on" rotation into equities, many investors are asking if the bull market is over.In this Kitco News interview, Rich Checkan, President of Asset Strategies International, argues the exact opposite. He calls the rout a "massive opportunity to buy well" and explains why he believes the core fundamentals—from central bank buying to currency debasement—remain firmly intact.Jere...
2025-10-2327 min
Kitco NEWSDominic Raab: From Illicit Gold to China's Choke Hold, Our Supply Chains Are BrokenThe global battle for resources has reached a crisis point. Beijing's weaponization of its control over critical minerals has sent shockwaves through the markets , while a shadow war is being fought over the illicit gold trade that funds conflict and terrorism. The West is now facing what our guest calls a "choke hold over supply" in a system he declares is a "broken market".Kitco News Anchor Jeremy Szafron sits down with Dominic Raab, the former Deputy Prime Minister of the United Kingdom and current Head of Global Affairs at Appian Capital. A year after his explosive "...
2025-10-2234 min
Kitco NEWSDanielle DiMartino Booth: Gold's Violent 5% Drop Is a 'Repeat of March 2020'The financial system is sending out a major distress signal. While stocks hover near all-time highs, former Federal Reserve insider Danielle DiMartino Booth warns that a systemic liquidity crisis is already here, and it will force the Fed to abandon its inflation fight.In this interview, the CEO of QI Research tells Kitco News' Jeremy Szafron that the violent 5% sell-off in gold is a "repeat of March 2020"—a forced liquidation event signaling that the "dash for cash" has begun. She breaks down why "prime borrower" delinquencies are the new canary in the coal mine and explains how ba...
2025-10-2223 min
Kitco NEWSJosh Phair: “Whoever Controls the Metal Will Win the Energy, AI, and Military Race”Gold continues above $4,200, and silver has surged past $53, but Scottsdale Mint CEO Josh Phair says this is only the beginning. “If you take the foreign debt of the United States, not domestic debt, but foreign debt, and its stated gold holdings, that number’s over 30,000,” he tells Kitco News Anchor Jeremy Szafron. “It’s already hit it twice in my lifetime. Why couldn’t it do it again?”Phair calls this the Phair–Sinclair Ratio, inspired by legendary trader Jim Sinclair’s model that predicted past gold bull markets. He believes the same imbalance between debt and gold is now driving a h...
2025-10-1640 min
Kitco NEWSGary Wagner: A Correction is Coming for Gold, But This is The Level to WatchIn this crucial market update, Technical Analyst Gary Wagner of The Gold Forecast confirms we are in a "true silver squeeze" as the physical market goes into backwardation, an event he says suggests demand is "far exceeding physical stock". He gives his new, must-see price forecasts for both gold and silver, with targets of $4,300 for gold and $55 to $58 for silver.In a detailed analysis with Kitco News' Jeremy Szafron, Gary Wagner also explains the powerful, ongoing trend of central bank buying that is tightening the global supply because sovereign nations "accumulate hold. They don't sell". He also...
2025-10-1624 min
Kitco NEWSLacalle: Fed Was “Too Late, Too Slow, Too Wrong” as Debt Crisis DeepensGlobal markets are flashing red as debt, inflation, and confidence collide. “Inflation is not a fatality. Inflation is a policy,” warns Daniel Lacalle, chief economist at Tressis, calling today’s turmoil a “slow-motion implosion” of advanced economies.Speaking with Kitco News Anchor Jeremy Szafron, Lacalle says the Federal Reserve has been “too late, too slow, and too wrong” about inflation, and that central banks are “doing all they can to maintain the sovereign debt bubble alive.” He argues that gold and silver are “discounting currency destruction” and that “it is the start of the repricing of silver in the global economy.”
2025-10-1544 min
Kitco NEWSGov't Shutdown, Gold Record High: Natalie Brunell on Bitcoin's Institutional Green LightThe U.S. government is officially shut down, sending gold to a new all-time high near $3,900 an ounce. At the same time, Bitcoin is surging past $117,000 as major news breaks that could reshape the future of digital assets. In Singapore, a firm co-founded by Donald Trump Jr. announced plans for a crypto debit card, while in Washington, the IRS issued guidance that gives a green light for mass corporate Bitcoin adoption. Is this the moment the "hard asset" thesis goes mainstream? Are we witnessing the decay of one system and the rapid construction of a parallel economy, a...
2025-10-0128 min
Kitco NEWSBloomberg Strategist: Gold is "Getting Very Scary" at These Levels, It's a Warning for Q4A "profound reversion cycle" is here, and the fourth quarter could set the tone for the next few decades, warns Mike McGlone, Senior Macro Strategist at Bloomberg Intelligence. McGlone tells Kitco News' Jeremy Szafron that gold's "scary" rally toward $4,000 is a major warning sign for the broader economy, pointing to a massive shift into gold ETFs this year after four years of outflows.McGlone cautions that with stock market volatility near five-year lows, even a minor reversion could cause the "dominoes to tumble" for risk assets. He explains why he believes industrial commodities are vulnerable, forecasting that...
2025-09-3025 min
Kitco MININGOrla CEO: “We’ve Achieved Exactly What We Set Out to Do”Orla Mining (TSX: OLA; NYSE: ORLA) President and CEO Jason Simpson said the company is stronger than ever after its latest acquisition of the Musselwhite mine from Newmont. Q2 production jumped 134% year over year, the share price is up 170%, and market capitalization is approaching US$4 billion.“We've achieved exactly what we set out to do,” Simpson told Kitco at the Mining Forum Americas conference, adding, “the objective was to get a gold company set up for just this period in the market. We are set up, and the company has never been stronger.” He pointed to Musselwhite’s potentia...
2025-09-2923 min
Kitco MININGAlamos Growth Pipeline: PDA Underground, Island Expansion, $72M ExplorationAlamos Gold (TSX: AGI; NYSE: AGI) President and CEO John McCluskey speaks with Kitco Mining at the Mining Forum Americas 2025 after announcing the sale of the company’s Turkish development projects for US$470 million in cash. The deal includes bank-guaranteed installments of US$160 million at close, followed by payments on the first and second anniversaries, and is expected to end Alamos’ BIT claim. “With that first payment, we’ll essentially put it against our US$250 million debt. We’ll reduce debt down to less than $100 million,” McCluskey says.In Q2, Alamos produced 137,000 ounces at just under US$1,500 per ounce AI...
2025-09-2924 min
Kitco NEWSClem Chambers: 2025 Was The Tipping Point, Here's What Happens To Your Money NextMarket veteran Clem Chambers issues his most important forecast of the year in this exclusive Kitco News interview. He argues that the world is on the verge of the "biggest economic boom since they invented the steam engine," driven by the AI revolution, and reveals how he is positioned to take advantage of it.However, he also delivers a stark warning for the crypto market, predicting an imminent "crypto winter" that could send Bitcoin back to the $40,000-$60,000 range, and identifies a group of companies he believes "will be the FTXs of this cycle".In...
2025-09-2949 min
Kitco NEWS'$10k Gold, $1M Bitcoin': Cory Klippsten's Price Targets After Market TurmoilAfter a $1.8 billion liquidation event rocked the crypto derivatives market, Swan Bitcoin CEO Cory Klippsten joins Kitco News Anchor Jeremy Szafron for a deep dive into the forces driving the market. Klippsten provides a masterclass on the Bitcoin thesis, arguing that the recent volatility is "not a big deal" and that his long-term price targets of $10,000 Gold and $1 million Bitcoin remain firmly intact.He dismisses the rise of corporate Ethereum treasuries as "just marketing" and argues that staking ETH is "stupid" when the asset is devaluing against Bitcoin. Klippsten also breaks down why he believes the Bitcoin...
2025-09-2945 min
Kitco NEWSGold Could See $3,600 Correction Before New Highs, Institutions Still Underweight: Ole HansenA new commodity supercycle is here, according to Saxo Bank's Ole Hansen. In this interview, he declares we are at the "cusp of an energy transition super cycle" while breaking down the immediate supply shocks gripping the copper market today. Kitco News Anchor Jeremy Szafron sits down with Ole Hansen to get his detailed outlook on the precious metals. Hansen explains why gold could see a deep but healthy correction to the $3,600 level without hurting the overall bull market setup. He makes the case for $50 silver, revealing that he likes it "even a bit more than gold" because it c...
2025-09-2934 min
Kitco NEWSGold's ‘Overbought’ Signal is a Trap, Here's Why It's Screaming Higher | Gary WagnerIt has been a week of extreme volatility and conflicting signals for the precious metals market. After gold futures surged past $3,800 to a new all-time record and silver smashed through $45, a blockbuster U.S. GDP report sent the dollar soaring and knocked metals back from their highs.In this environment of peak uncertainty, where the economic data is unreliable and even the Federal Reserve is openly disagreeing with itself, what do the charts say is next?Jeremy Szafron is joined by one of the best technical analysts in the business, Gary Wagner of TheGoldForecast.com, for...
2025-09-2922 min
Kitco NEWSEx-IMF Chief Ken Rogoff: ‘The Federal Reserve is Under Assault,’ Warns Higher Inflation is ComingKitco News Anchor Jeremy Szafron sits down with one of the world's most respected economists, former IMF Chief Kenneth Rogoff, for a stunning interview about the future of the U.S. dollar. As central banks buy gold at the fastest pace in modern history , Professor Rogoff, author of the new book 'Our Dollar, Your Problem,' explains why the dollar's "days are numbered."In this wide-ranging discussion, Rogoff tells Jeremy Szafron why he believes the Federal Reserve is "under assault" - a structural problem in US politics that will inevitably lead to higher inflation. He also declares...
2025-09-2938 min
Kitco NEWS‘Greatest Miner Opportunity In A Generation’ is Here, Says Axel MerkAxel Merk, Founder and CEO of Merk Investments, declares that we are in the "single greatest margin expansion opportunity for the mining sector in a generation" in this exclusive interview with Kitco News Anchor Jeremy Szafron. Merk, whose firm has over $2.9 billion in assets , dives deep into the historic breakout in gold and silver, arguing that the Federal Reserve's policy of "foaming the markets" will continue to fuel the rally in hard assets.He also makes a significant call, naming former Fed Governor Kevin Warsh as the ideal candidate for the next Fed Chair to "reform the...
2025-09-2940 min
Kitco NEWSPeter Schiff: This Crisis Won't Be Like 2008, It Will Be a U.S. Sovereign Debt CrisisPeter Schiff warns that a "great repricing" is underway and the Federal Reserve is about to make its "biggest error yet" in the face of a U.S. sovereign debt crisis. In this exclusive interview with Kitco News Anchor Jeremy Szafron, Schiff explains why this crisis won't be like 2008 and what it means for the U.S. dollar, gold, and your savings.Schiff argues that the entire gold and silver rally, which has seen both metals hit multi-year highs, has been driven by central banks, not retail investors. He reveals that sales volume from "stackers" is nowhere...
2025-09-2948 min
Digging DeepSilver Breaks $35! Next Stop $50 – ErfleIs silver's technical breakout above $35 the real deal, and could it rapidly surge to $50? David Erfle from JuniorMinerJunky discusses silver's technical breakout above $35 and the potential for it to quickly reach $50, referencing its history of rapid, violent moves. In this latest episode of Digging Deep with Kitco’s Senior Mining Editor and Anchor Paul Harris, he notes that silver miners are already leading the metal higher, with ETFs like SIL and SILJ posting multi-year highs ahead of the breakout. The conversation delves into turnaround stories at Americas Gold and Silver and McEwen Mining, discussing their strategies, financing, and potential fo...
2025-06-1128 minKitco MININGGold Mergers Are Heating Up: Which Deals Make Sense?Gold mergers are heating up! Which gold companies should merge next—and who’s being left behind? At PDAC 2025, Kitco Mining is swiping through potential gold company mergers in our special ‘Tinder for Gold Mergers’ segment. Adrian Day, CEO of Adrian Day Asset Management, and Kitco’s Senior Mining Editor and Anchor Paul Harris break down the biggest deals, including Equinox Gold’s $2.6B acquisition of Calibre Mining. Which mergers make sense, and which ones are fool’s gold? Find out as we explore the shifting landscape of gold mining M&A, cash flow strategies, and jurisdictional challenges.Key points...
2025-03-1826 minDigging DeepGold Mining Profits Surge: Is This the Investor Payday?Are mining companies finally delivering the returns investors have been waiting for? Discover how margin expansion in the gold sector is changing the game. Kitco’s Senior Mining Editor and Anchor Paul Harris interviews Nicole Adshead-Bell, Director at Cupel Advisory, about the 2024 financial results for mining companies. They discuss Agnico Eagle Mines' record margins and Newmont's all-in sustaining costs decreasing. Adshead-Bell shares insights on shareholder returns, M&A activity in the gold and copper spaces, and challenges in the copper developer space. She also touches on Barrick Gold potentially re-domiciling and financings in the mining sector.Key Po...
2025-02-2620 minKitco MININGIs Mining at Rock Bottom? Here's How High It Could Go – Rob McEwenIs the mining sector really at the bottom of the cycle? Kitco’s Senior Mining Editor and Anchor Paul Harris interviews Rob McEwen, Executive Chair & Chief Owner of McEwen Mining, at the 2025 Mines and Money Conference in Miami. McEwen shares his insights on the current commodity cycle, highlighting that commodities are at a 10-12-year low relative to financial assets and are expected to rise. He also discusses the Los Azules project in Argentina and McEwen Mining's innovative approach to sustainable mining. Key Points:- Commodities are at the bottom of their cycle and are expected to...
2025-02-2622 minKitco MININGMining Investment Secrets: A Contrarian's Guide to Finding Hidden OpportunitiesInvesting in mining? Learn the importance of long-term vision and adaptability in a shifting market. Kitco’s Senior Mining Editor and Anchor Paul Harris interviews Whitney Kofford from Sorbie Bornholm, at the 2025 Mines and Money Conference in Miami. Kofford discusses mining investment strategies, emphasizing the significance of a company's long-term vision and clear communication. She highlights the firm's focus on micro, small, and mid-cap companies, particularly those involved in the energy transition. Kofford also points out the need for mining companies to improve their marketing by leaning into their unique brand voice to connect with investors on an emotional le...
2025-02-2522 minKitco MININGGold Mining in the USA: Borealis Mining's Plan for ExpansionIs Nevada still a prime location for gold mining? Kitco’s Senior Mining Editor and Anchor Paul Harris interviews Kelly Malcolm, the CEO of Borealis Mining at the 2025 Mines Money Conference in Miami about gold mining in the USA. Borealis Mining went public in August 2024 and is already seeing the positive effects of rising gold prices. Kelly discusses the company's strategy of acquiring undervalued assets like Gold Bull resources and consolidating them into a larger, more financeable entity. Borealis is focused on resuming production at its permitted mine and aims to become a mid-tier miner in Nevada.Ke...
2025-02-2513 minKitco MININGEquinox Gold & Calibre Mining Merge: A New Gold Giant is BornWhat's next for Equinox Gold after the Calibre merger? Kitco’s Senior Mining Editor and Anchor Paul Harris interviews Ross Beaty, Chair of Equinox Gold, at the 2025 BMO Global Metals, Mining & Critical Minerals Conference. Beaty discusses the recent merger of Equinox Gold with Calibre Mining, a CAD$7.7 billion transaction that will create one of the largest gold producers in the Americas. He highlights the synergies between the two companies, the benefits of a zero-premium deal, and the expected positive re-rate for the combined entity. Beaty also touches on the company's strategy for deleveraging and rationalizing its asset portfolio.
2025-02-2516 minKitco MININGGold Near $3,000: Why Mining Stocks Aren't SoaringIs the mining industry facing a crisis of investor confidence? Kitco’s Senior Mining Editor and Anchor Paul Harris interviews Kevin Murphy, Research Director for Metals and Mining at S&P Global Market Intelligence, at the 2025 Mines and Money Conference in Miami. Murphy discussed the current state of the commodity cycle. He highlights the divergence in commodities, with gold prices flirting with $3,000 an ounce while others like nickel and zinc struggle. Murphy also addresses the difficulties junior mining companies face in securing financing and the impact of past debt and changing investor attitudes. Murphy touches on M&A activity, sh...
2025-02-2419 minKitco MININGTrump's Policies Will Unlock U.S. Copper DominanceIs copper about to explode? Kitco’s Senior Mining Editor and Anchor Paul Harris interviews Barry O'Shea, CEO of Highland Copper, at the 2025 Mines and Money Conference in Miami. They discuss the recent surge in copper prices and Highland Copper's project in Michigan. O'Shea highlights the potential impact of the Trump administration's focus on domestic resource independence and the importance of refining capacity in the U.S. Highland Copper aims to reach a construction decision for its Copperwood asset by the end of 2025.Key Points:- Copper price surge driven by energy policies and resource independence
2025-02-2115 minDigging DeepCopper Has Broken Free From the Energy Transition Myth and Is Doing Its Own ThingWhat’s copper's real story and what are the forces driving the market? In this episode of Digging Deep, Kitco’s Senior Mining Editor and Anchor Paul Harris interviews Christopher Ecclestone, Principal and Mining Strategist at Hallgarten & Company, about the factors influencing gold prices. Ecclestone shares his insights on taking profits in gold and the importance of dividends from gold companies. They also discuss copper's supply and demand dynamics, the potential of tungsten and antimony as critical metals, and Almonte's position as a tungsten producer. Finally, they touch on McEwen Copper project in Argentina and the country's large investment ince...
2025-02-2136 minKitco MINING'All the Dominos Tumble' with 10% Stock Market CorrectionIs the stock market due for a correction? See how this could affect your investments in commodities. Kitco’s Senior Mining Editor and Anchor Paul Harris interviews Mike McGlone, Senior Commodity Strategist at Bloomberg Intelligence, at the Mines and Money Miami conference. McGlone shares his insights on the commodity cycle, with a close watch on crude oil and copper, and discusses the potential impacts of tariffs, especially concerning China's influence on copper demand. McGlone also explores gold's performance, noting its outperformance against the S&P 500 and the influence of central bank buying, while expressing caution about an overvalued U.S...
2025-02-2127 minKitco MININGInvestment Demand Is Silver Price Spike WildcardKitco’s Senior Mining Editor and Anchor Paul Harris interviews Peter Krauth, author of ‘The Great Silver Bull’ and editor of Silver Stock Investor at the Vancouver Resource Investment Conference. They discuss silver's performance in 2024, noting its significant price increase from a low of $22 to $35 per ounce. Krauth highlights the supply deficit in the silver market and the growing industrial demand, especially from the solar sector. He emphasizes the potential impact of investment demand on silver prices, suggesting it could lead to a price spike. Krauth also shares some silver stock picks to watch.Key Points:- Silv...
2025-02-1923 minKitco MININGJunior Capital Challenge Is Investor OpportunityIs now the time to invest in gold equities? Kitco’s Senior Mining Editor and Anchor Paul Harris interviews Ross Beaty, Chairman of Equinox Gold, at the Vancouver Resource Investment Conference. They discuss Equinox Gold's impressive growth, strategy, and the future of the gold and silver markets.Key Points- Equinox Gold's journey to becoming a near million-ounce producer with eight operating mines.- The company's focus on deleveraging and optimizing its portfolio.- Ross Beaty's insights on the disconnect between gold prices and equity values.- A look at opportunities in the co...
2025-02-1829 minKitco MININGSelective Optimism for Gold Stock AlphaInvesting in Alpha: How to find company-specific opportunities in any market? Kitco’s Senior Mining Editor and Anchor Paul Harris interviews Warren Irwin, President & CIO of Rosseau Asset Management, at the Vancouver Resource Investment Conference. Gain insights into the resource investment landscape and what to expect in 2025.Key Points:- Gold Market: Gold equities underperforming despite record highs, facing competition from crypto and tech.- Canadian Mining: Discusses potential for a new conservative government to boost resource industries by streamlining permitting and building pipelines. Criticizes government interference in mining, using Solaris Resources as an example.
2025-02-1223 minKitco MININGNo Excuse Not to Make a Million – Rick RuleCould you really make $1-2 million from mining stocks in the next few years? Kitco’s Senior Mining Editor and Anchor Paul Harris interviews Rick Rule, President & CEO of Rule Investment Media, at the Vancouver Resource Investment Conference. Rule shares his insights on mining stocks, market outlook, and the potential impact of the Trump presidency on the resource world.Key Points:- Mining Stock Opportunities: Rule discusses how investors can potentially make significant gains by focusing on strong management teams and understanding market dynamics.- Gold Market Analysis: Insights into central bank vs. retail investment in...
2025-02-1124 minKitco MININGFrom Oil to Ore: Saudi Arabia's Bold Plan to Dominate Mining – Khalid Al-MudaiferNew gold and lithium discoveries in Saudi Arabia - what does it mean for the global market? Kitco’s Senior Mining Editor and Anchor Paul Harris speaks with H.E. Khalid Al-Mudaifer, Vice-Minister for Mining Affairs of the Kingdom of Saudi Arabia, at the Future Minerals Forum in Riyadh. Al-Mudaifer discusses Saudi Arabia's ambitious push to develop its mineral resources and establish mining as the third pillar of its industrial sector, following oil and gas and petrochemicals. The interview highlights significant announcements, including new gold discoveries. Al-Mudaifer stresses the importance of partnerships in building the mining sector, drawing parallels wi...
2025-02-1114 minKitco MINING2030 Josemaria-Filo production goalWhat's the next big play in the mining sector? Kitco’s Senior Mining Editor and Anchor Paul Harris speaks with Adam Lundin, Chair of Lundin Mining. Lundin discusses the company's recent successes and future plans at the Future Minerals Forum in Riyadh, Saudi Arabia. He highlights the excitement surrounding Saudi Arabia's interest in diversifying into minerals and the challenges of financing mineral projects. Lundin emphasizes the importance of operations and growth projects. He speaks about Lundin Gold's record production and exploration potential, and the BHP partnership in Argentina. The discussion also touches on geopolitical considerations, critical minerals, and the ou...
2025-02-1016 minDigging DeepTrump's Mining Boom: How New Policies Could Reshape the Industry – John FeneckHow will President Trump's policies specifically affect the mining industry, and which companies are best positioned to capitalize on these changes? In this episode of Kitco Mining's Digging Deep, John Feneck, founder and CEO of the Feneck Commodities Report, discusses the current state of the mining and commodities markets. Feneck speaks with Kitco Senior Mining Editor and Anchor Paul Harris to share his insights on how President Trump's policies are impacting the mining sector, particularly regarding critical minerals and domestic production. The discussion also covers gold's potential, the disconnect between gold prices and gold stocks, and the possibility of...
2025-01-3131 minDigging DeepCopper on the cusp after $3.25 billion mega dealCopper M&A should heat up as a result of BHP (NYSE:BHP) and Lundin Mining (TSX:LUN) agreeing to buy Filo (TSX:FIL) for $3.25 billion (C$4.5B) and create a joint venture to develop the Josemaria and Filo del Sol deposits in San Juan Argentina, Neil Adshead, Consultant Analyst at Commodity Discovery Fund, said on Kitco Mining’s Digging Deep.This week Adshead recorded an episode of Digging Deep with Kitco Correspondent Paul Harris. “I suspect in every major mining company boardroom of the world, they will be asking questions of their own corporate devel...
2024-08-0324 minKitco MINING'We found some really compelling targets' — Scott Berdahl's Snowline Gold keeps growingFinding gold mineralization at scale and continuity was among Snowline Gold’s (TSXV:SGD) top 2023 accomplishments, says CEO and Director Scott Berdahl.In February Berdahl spoke to Kitco Mining at the BMO Global Metals, Mining & Critical Minerals Conference 2024 in Hollywood, Florida.Snowline Gold is one of the most exciting exploration plays to emerge out of the Yukon. A 2023 hole returned 2.5 grams per tonne gold over 553 meters at the Valley discovery, making it one of the best drill holes ever drilled in the Yukon Territory’s 125-year history.Snowline Gold’s Rogue project also stands...
2024-03-2213 minKitco MININGAgnico Eagle CEO Al-Joundi’s advice to his peers: Focus more on making money, returning capitalBeing regionally focused is what differentiates Agnico Eagle Mines (TSX:AEM) from some of its more globally minded peers, says President & CEO Ammar Al-Joundi.In February Al-Joundi spoke to Kitco Mining at the BMO Global Metals, Mining & Critical Minerals Conference 2024 in Hollywood, Florida. He is the recipient of Kitco Mining’s 2023 CEO of the Year in the production category. Agnico Eagle ended 2023 with record production, cash flow and reserves. Asked why the company is delivering when others are not, Al-Joundi said: “I think one of the reasons Agnico has been consistent in deli...
2024-03-1516 minKitco MININGIs the green premium a mirage? Nickel miners see scant rewards for less-polluting minesWhile the electrification push is resulting in a ramp up of critical mineral production, Skarn Associates CEO Mark Fellows warned that to meet the rush, carbon intensity is rising at some mines. Skarn is a consultancy that helps miners quantify energy intensity, GHG emissions and water use across supply chains. Fellows spoke to Kitco Mining in early March at PDAC 2024 in Toronto, Canada. With electric vehicle demand jumping this decade due to shifting consumer preferences and government incentives, there's been a ‘gold rush’ in the critical mineral space. "There are some really substantial increas...
2024-03-1523 minKitco MININGLithium's missing link - Patriot Battery Metals new CEO Ken Brinsden sets focus on downstreamThe falloff in demand for electric vehicles is overblown, says Ken Brinsden, president and CEO of Patriot Battery Metals (TSX:PMET).In February Brinsden, along with COO and Executive Director Blair Way, spoke to Kitco Mining at the BMO Global Metals, Mining & Critical Minerals Conference 2024 in Hollywood, Florida.Brinsden, Patriot’s former board chair, is now CEO, president and managing director. Former CEO Way moved into the chief operating officer position while retaining his seat on the board.“I'm really motivated by the development story,” Brinsden said of the flagship Corvette project in Quebec...
2024-03-1519 minKitco MININGUp to 600,000 new ounces by 2025 - B2Gold's Clive Johnson forecasts a big jump in production2024 will be a “building year” says B2Gold (TSX:BTO) President & CEO Clive Johnson, pointing to ongoing construction of the Goose mine in Nunavut, and projects in Mali including building a tailings facility and expanding a solar plant.In February Johnson spoke to Kitco Mining at the BMO Global Metals, Mining & Critical Minerals Conference 2024 in Hollywood, Florida.The company had an excellent 2023, production-wise, outputting 994,000 ounces from its operations in Mali, the Philippines and Namibia, and meeting guidance for the eighth straight year. 2024 production may not be as good, but Johnson said 2025 should see a record-setting 1.2 to 1...
2024-03-1518 minKitco MININGStartling tech unlocks copper from mine waste - Jetti Resources gets backing from BMW, TeckSeventy percent of the world’s remaining copper resources are trapped in low-grade primary sulfide deposits. Being able to release that copper at a low cost, and with minimal capital expenditures is a big deal for the mining industry, says Mike Outwin, co-founder and CEO of privately held Jetti Resources.In February Outwin spoke to Kitco Mining at the BMO Global Metals, Mining & Critical Minerals Conference 2024 in Hollywood, Florida.Jetti has developed a technology that addresses the challenge of how to extract copper from “stranded” primary sulfide deposits. The natural leaching process works fine for oxide...
2024-03-1514 minKitco MINING‘The growth is in West Africa' - Fortuna Silver Mines CEO Jorge GanozaThe Séguéla mine in Côte d’Ivoire and the recently acquired Diamba Sud gold project in Senegal are “the two high-value opportunities,” says Jorge Ganoza, president & CEO of Fortuna Silver Mines (TSX:FVI).In February Ganoza spoke to Kitco Mining at the 33rd BMO Global Metals, Mining & Critical Minerals Conference in Hollywood, Florida.The Canadian-listed precious metals company has mines in Côte d’Ivoire, Burkina Faso, Mexico, Argentina and Peru. In 2021 Fortuna expanded from Latin America into West Africa. Production is split about 50-50 between the two regions, but Ganoza said the growth i...
2024-03-1515 minKitco MINING'The only way to truly achieve a low-cost mine is to build a new one' - Artemis Gold CEO Steven DeanA recent expansion study puts Blackwater in the top 10 gold projects by size, says Steven Dean, chairman & CEO of Artemis Gold (TSXV:ARTG).In February Dean spoke to Kitco Mining at the BMO Global Metals, Mining & Critical Minerals Conference 2024 in Hollywood, Florida. Artemis acquired Blackwater from New Gold (TSX:NGD) in 2020 for CAD$190 million. The gold-silver project, located in central British Columbia 60 km from Prince George, is in the feasibility stage. It has 8 million ounces in gold reserves and 60Moz of silver reserves. The expansion study announced on Feb. 21 has Blackwater producing 500,000 gold-equivalent ou...
2024-03-1214 minDigging Deep'You could roll bowling balls down the aisle' - all-time high gold prices are not drawing investorsThe gold price is hitting all-time highs, but there is still scant interest in junior miners, noted JuniorMinerJunky's David Erfle. On Wednesday Erfle recorded the inaugural show Digging Deep, hosted by Kitco correspondent Paul Harris at PDAC in Toronto. PDAC is mining largest annual get together. Over 23,000 delegates attended last year's show. Erfle noted the lack of love junior miners are attracting despite precious metals jumping higher. "You could pretty much roll bowling balls down the aisle," said Erfle noting the lack of retail investors dropping by the company booths. "There wasn...
2024-03-1118 minDigging Deep'The only way to truly achieve a low-cost mine is to build a new one' - Artemis Gold CEO Steven DeanA recent expansion study puts Blackwater in the top 10 gold projects by size, says Steven Dean, chairman & CEO of Artemis Gold (TSXV:ARTG).In February Dean spoke to Kitco Mining at the BMO Global Metals, Mining & Critical Minerals Conference 2024 in Hollywood, Florida. Artemis acquired Blackwater from New Gold (TSX:NGD) in 2020 for CAD$190 million. The gold-silver project, located in central British Columbia 60 km from Prince George, is in the feasibility stage. It has 8 million ounces in gold reserves and 60Moz of silver reserves. The expansion study announced on Feb. 21 has Blackwater producing 500,000 gold-equivalent ou...
2024-03-1114 min
Kitco NEWS Interviewshttps://www.kitco.com/news/2021-11-30/images/Kitco-Podcast_464x292.jpgThe uptrend for gold is still intact, said Dr. Nicole Adshead-Bell, director at Cupel Advisory Group.
Earlier this month Adshead-Bell spoke to Kitco at the Deutsche Goldmesse show in Frankfurt, Germany.
"We're no longer at the very beginnings of a bull market," said Adshead-Bell, adding that the easy money has already been made.
"Bull markets have varying degrees of gestation and some of them can be exceptionally long in duration," she said noting 2020 was a "euphoric" year.
"Whenever you have that kind of parabolic equity performance, there will always be a correction. That's a very natural thing, and that's a...
2021-11-3011 minKitco NEWS Interviews'Silver has always been my first love,' says billionaire Thomas Kaplan in Kitco ExclusiveFor the first time in 20 years, Thomas Kaplan, CEO of Electrum Group, has launched a new public silver producer. In an exclusive interview with Kitco News, Kaplan talks about his silver and gold projects and his outlook for the precious metals.
In November, The Electrum Group went public with Gatos Silver (NYSE: GATO, TSX: GATO), which raised $170 million in its IPO. It was also one of the first precious metals companies listed directly on the New York Stock Exchange.
Looking at commodity prices, Kaplan said that gold and silver are just at the start of a significant bull market. "Once...
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