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At Kitco News, we deliver insightful, reliable, comprehensive investment news and analysis. We provide a range of opinions and perspectives allowing our viewers to make informed decisions. Our journalists interview experts, analysts, traders, authors and industry leaders across various sectors, including precious metals, cryptocurrencies, commodities, finance, geopolitics and technology.Stay ahead of the curve with our exclusive event and conference coverage from around the globe. Catering to diverse investment needs, we offer resources to help navigate markets, with insights into commodities, stocks, cryptocurrencies, macroeconomic trends, and global events.We ask the questions you really want answered. Join millions who trust Kitco News and elevate your investment game today!

  1. Silver Squeeze Risk Grows as Institutions Move Into Miners | Peter Krauth

    3D AGO

    Silver Squeeze Risk Grows as Institutions Move Into Miners | Peter Krauth

    Silver’s powerful rally may be entering a new phase, and the biggest opportunity could now lie in mining equities. Speaking with Kitco News at PDAC 2026, Peter Krauth, author of The Great Silver Bull and editor of Silver Stock Investor, said the market has likely moved beyond its early accumulation stage and into the awareness phase of the bull cycle. He expects volatility to remain a defining feature of the market this year as prices continue climbing. Krauth also warned that structural pressure may be building in the paper silver market. “If you get some big futures holder that says, ‘I'm standing for delivery,’ and the exchange can't meet that delivery,” he said, “that's when all you know what breaks loose, and then that's a reset.” At the same time, institutional capital may finally be turning toward the sector, with large funds beginning to recognize the need for exposure to resources. Krauth argues that silver developers remain deeply discounted relative to producers, leaving significant upside if capital flows accelerate. Despite silver’s surge, he believes the cycle is still early. “This bull market is just getting started.” Recorded March 02, 2026. 00:58 - Silver Bull Market Bear Trap Explained 02:55 - Geopolitics, Recession Risk and Silver vs Gold 03:58 - COMEX Silver Squeeze and Delivery Risk 05:50 - India Moves Away From LBMA Silver Pricing 07:09 - Industrial Silver Demand and Substitution Limits 09:00 - Solar Power, Batteries, and Silver Demand 11:02 - Silver Miners Scarcity Premium Explained 11:28 - Institutional Investors Enter Silver Mining Stocks 15:12 - Silver Miners Leverage on the Silver Price 16:41 - Offtake Deals and Physical Silver Premiums 17:50 - How to Invest in Silver Stocks Now Special thanks to our sponsors, GoldMining Inc., U.S. Gold Mining Inc., UEC & URC for making this coverage possible. To learn more, visit: https://www.goldmining.com/ https://www.usgoldmining.us/ https://www.uraniumenergy.com/ https://www.uraniumroyalty.com/ Follow Jeremy Szafron on X: @JeremySzafron (https://x.com/JeremySzafron) Follow Kitco News on X: @KitcoNewsNOW (https://x.com/KitcoNewsNOW) Follow Peter Krauth on X: @peter_krauth (https://x.com/peter_krauth) #Silver #SilverPrice #SilverSqueeze #SilverStocks #SilverMiners #PreciousMetals #Mining #Comex #PDAC2026 #KitcoNews __________________________________________________________________ Like, share, and subscribe to Kitco News—and turn on alerts to stay current with expert interviews, market insights, and breaking news coverage.  FOLLOW US:   X: https://x.com/kitconewsnow   Instagram: https://www.instagram.com/kitconews   Facebook: https://www.facebook.com/KitcoNews   LinkedIn: https://www.linkedin.com/company/kitconews Disclaimer:   The videos are not intended to provide trading advice, and the views expressed do not necessarily reflect those of Kitco Metals Inc. Kitco News, its anchors, producers, and reporters are not responsible in any way for the performance or actions of any sponsor, advertiser or affiliate of Kitco News. In no event will Kitco and its employees be held liable for any indirect, special, incidental, or consequential damages arising out of the use of the content in this video. Disclaimer: The videos are not intended to provide trading advice, and the views expressed do not necessarily reflect those of Kitco Metals Inc. Kitco News, its anchors, producers, and reporters are not responsible in any way for the performance or actions of any sponsor, advertiser or affiliate of Kitco News. In no event will Kitco and its employees be held liable for any indirect, special, incidental, or consequential damages arising out of the use of the content in this video.

    21 min
  2. Silver Looks Stronger Than Gold Right Now. Here’s Why | Gary Wagner

    4D AGO

    Silver Looks Stronger Than Gold Right Now. Here’s Why | Gary Wagner

    The gold and silver markets are hitting a major pivot point as extreme geopolitical volatility clashes with a wave of aggressive technical selling. After gold touched a peak of $5,434 following the escalation of conflict in the Middle East, the metal has retreated significantly, testing critical support levels amid massive daily price swings of up to $200.  In this episode of Chart This recorded March 9 2026, Gary Wagner, Editor of The Gold Forecast, explains why he is strictly ignoring the "unsustainable" daily wicks and instead focusing on the "real bodies" of the candlesticks to find the true market floor. We also dive into the 38% surge in oil prices this week—which Gary identifies as the primary "leading indicator" for all asset classes—and the "highly exaggerated" 4% jump in the U.S. Dollar Index (DXY) that is acting as a massive anchor on the metals complex.  From the possibility of an "A-B-C correction" to silver’s surprising internal strength, this interview provides the roadmap needed to navigate these unique and volatile times. CHAPTERS 0:00 - Introduction: Gold's Major Pivot Point  1:45 - Trump’s Iran Comments and Market Stability  2:45 - Technical Selling vs. Flight to the Dollar  4:30 - Why Gary Ignores the "Wicks": Finding the Real Floor  6:15 - The Strait of Hormuz and the $150 Oil Threat 8:00 - Silver Analysis: Fibonacci Retracements and Internal Strength  10:15 - The DXY "Anchor": A 4% Jump in the Dollar Index  12:30 - The A-B-C Correction: One More Move Lower?  15:30 - Why Oil is the "Leading Indicator" for All Asset Classes  17:30 - Strategy for Unique Times: Physical Gold and Non-Leveraged Plays  #Gold #Silver #GaryWagner #KitcoNews #MarketAnalysis #Investing #OilPrices #TechnicalAnalysis #GoldPriceToday __________________________________________________________________ Like, share, and subscribe to Kitco News—and turn on alerts to stay current with expert interviews, market insights, and breaking news coverage.  FOLLOW US:   X: https://x.com/kitconewsnow   Instagram: https://www.instagram.com/kitconews   Facebook: https://www.facebook.com/KitcoNews   LinkedIn: https://www.linkedin.com/company/kitconews Visit: https://Kitco.com/ for live gold, silver, and crypto prices, the latest mining news, and macroeconomic insights.   Live gold price and chart: https://www.kitco.com/charts/gold Live silver price and chart: https://www.kitco.com/charts/silver Live crypto market data: https://www.kitco.com/price/crypto Learn more about Kitco News: https://www.kitco.com/news/about/  For more information on advertising, sponsorship and marketing promotions – please visit our online media kit at: https://www.kitco.com/advertising   Disclaimer:   The videos are not intended to provide trading advice, and the views expressed do not necessarily reflect those of Kitco Metals Inc. Kitco News, its anchors, producers, and reporters are not responsible in any way for the performance or actions of any sponsor, advertiser or affiliate of Kitco News. In no event will Kitco and its employees be held liable for any indirect, special, incidental, or consequential damages arising out of the use of the content in this video. Disclaimer: The videos are not intended to provide trading advice, and the views expressed do not necessarily reflect those of Kitco Metals Inc. Kitco News, its anchors, producers, and reporters are not responsible in any way for the performance or actions of any sponsor, advertiser or affiliate of Kitco News. In no event will Kitco and its employees be held liable for any indirect, special, incidental, or consequential damages arising out of the use of the content in this video.

    21 min
  3. Clem Chambers: 'Gold Is For War' And $6000 Is The Real Target

    4D AGO

    Clem Chambers: 'Gold Is For War' And $6000 Is The Real Target

    Jeremy Szafron, Anchor of Kitco News, sits down with Clem Chambers, founder of anewfn.com, to navigate the latest market volatility and geopolitical risks. Chambers breaks down why the current oil spikes are tactical rather than a long-term strategic shift. He argues that the artificial intelligence boom is a foundational technological leap, akin to the steam engine, which will drive a massive global energy boom requiring all sources of power. The conversation explores the reality of European deindustrialization as surging energy costs hobble manufacturing in Germany and the UK. In the precious metals market, Chambers explains his thesis that gold is for war and serves as a vital strategic reserve for central banks, projecting a long-term target of $6,000 per ounce. He contrasts this with silver, which he dubs FOMO gold. Chambers also addresses the growing stress in credit markets, warning that shadow banking and private credit funds are facing defaults as the Federal Reserve drains liquidity from the system. Furthermore, he dismisses the death of the dollar narrative, noting the currency's continued strength against global peers. Finally, Chambers outlines why Bitcoin is behaving as a liquidity asset poised to drop to $40,000 , and why platinum and palladium offer glaring investment opportunities. Recorded March 9 2026. Follow Jeremy Szafron on X: @JeremySzafron (https://twitter.com/JeremySzafron) Follow Kitco News on X: @KitcoNewsNOW (https://twitter.com/KitcoNewsNOW) Follow Clem Chambers on X: @ClemChambers (https://twitter.com/ClemChambers) Timestamps: 00:00 Market volatility and oil price spikes  01:30 Is the commodities trade short-term noise or structural  04:45 AI build-out and the coming global energy boom  08:45 European deindustrialization and energy insecurity  14:00 Gold is for war and the $6,000 price target  16:30 The death of the dollar myth and US currency strength  18:00 Shadow banking risks and rising private credit defaults  22:30 Why Bitcoin is dropping to $40,000 amid liquidity drains  30:30 Platinum and palladium as ultimate contrarian trades  34:00 Investment strategy and navigating market noise #KitcoNews #Gold #Bitcoin #MacroEconomics #Investing #ClemChambers #Silver #EnergyMarkets #ShadowBanking __________________________________________________________________ Like, share, and subscribe to Kitco News—and turn on alerts to stay current with expert interviews, market insights, and breaking news coverage.  FOLLOW US:   X: https://x.com/kitconewsnow   Instagram: https://www.instagram.com/kitconews   Facebook: https://www.facebook.com/KitcoNews   LinkedIn: https://www.linkedin.com/company/kitconews Learn more about Kitco News: https://www.kitco.com/news/about/  Disclaimer:   The videos are not intended to provide trading advice, and the views expressed do not necessarily reflect those of Kitco Metals Inc. Kitco News, its anchors, producers, and reporters are not responsible in any way for the performance or actions of any sponsor, advertiser or affiliate of Kitco News. In no event will Kitco and its employees be held liable for any indirect, special, incidental, or consequential damages arising out of the use of the content in this video. Disclaimer: The videos are not intended to provide trading advice, and the views expressed do not necessarily reflect those of Kitco Metals Inc. Kitco News, its anchors, producers, and reporters are not responsible in any way for the performance or actions of any sponsor, advertiser or affiliate of Kitco News. In no event will Kitco and its employees be held liable for any indirect, special, incidental, or consequential damages arising out of the use of the content in this video.

    39 min
  4. ‘The Guy with the Biggest Military’ | Fr. Emmanuel Lemelson on the Fatal Flaw in Gold

    4D AGO

    ‘The Guy with the Biggest Military’ | Fr. Emmanuel Lemelson on the Fatal Flaw in Gold

    In this exclusive for Kitco News, Anchor Jeremy Szafron sits down with Fr. Emmanuel Lemelson, Chief Investment Officer at Lemelson Capital Management, to dissect a global market he describes as 'detached from reality'. Following a historic $36 intraday swing in oil, Lemelson warns that the current volatility is merely a 'tremor before the major earthquake'. Fr. Lemelson challenges the core thesis of the 'gold bugs,' arguing that while trust in fiat is breaking down, gold is not a guaranteed sanctuary. He posits a sobering geopolitical reality: in a global crisis, 'it’s the guy with the biggest military that’s gonna take what he wants'. From the 'capture' of the Federal Reserve to the 'accounting chicanery' fueling a 'house of cards' in the AI sector, Lemelson pulls no punches on the structural rot facing investors. He further details why 'being passive is usually just a euphemism for being lazy' and why retail investors often end up as the 'exit liquidity' for sophisticated multi-strategy hedge funds that are currently getting 'hammered'. Recorded on March 10, 2026 Follow Jeremy Szafron on X: @JeremySzafron (https://x.com/JeremySzafron) Follow Kitco News on X: @KitcoNewsNOW (https://x.com/KitcoNewsNOW) Follow Fr. Lemelson on X: @Lemelson (https://x.com/Lemelson) & on substack: (https://lemelson.substack.com/) Chapters 00:00 Oil Shock Opens Show 01:32 Markets Trading Hope 02:25 Oil Reality Check 04:59 Fed Policy Trap 06:32 Gold Bitcoin Debate 08:56 What Is Hard Value 11:27 Active Value Hunting 13:03 Hedge Funds Hit 14:36 Private Credit Cracks 17:02 Who Holds The Bag 18:34 Golden Age Of Fraud 19:54 Rigged Market Reality 20:31 Be a Shareholder Steward 21:51 Activism for Everyone 22:14 WWE Case Study 24:11 Practical Active Habits 26:01 Top Value Picks 29:36 What to Avoid Now 33:17 Gold and Silver Skepticism 34:53 Influencer Incentives Warning 36:57 Closing #Gold #Oil #Investing #KitcoNews #EmmanuelLemelson #FederalReserve #StockMarket #Economy #WealthProtection #ValueInvesting #AI #HedgeFunds #Fraud #Stewardship __________________________________________________________________ Like, share, and subscribe to Kitco News—and turn on alerts to stay current with expert interviews, market insights, and breaking news coverage.  FOLLOW US:   X: https://x.com/kitconewsnow   Instagram: https://www.instagram.com/kitconews   Facebook: https://www.facebook.com/KitcoNews   LinkedIn: https://www.linkedin.com/company/kitconews Learn more about Kitco News: https://www.kitco.com/news/about/  For more information on advertising, sponsorship and marketing promotions – please visit our online media kit at: https://www.kitco.com/advertising   Disclaimer:   The videos are not intended to provide trading advice, and the views expressed do not necessarily reflect those of Kitco Metals Inc. Kitco News, its anchors, producers, and reporters are not responsible in any way for the performance or actions of any sponsor, advertiser or affiliate of Kitco News. In no event will Kitco and its employees be held liable for any indirect, special, incidental, or consequential damages arising out of the use of the content in this video. Disclaimer: The videos are not intended to provide trading advice, and the views expressed do not necessarily reflect those of Kitco Metals Inc. Kitco News, its anchors, producers, and reporters are not responsible in any way for the performance or actions of any sponsor, advertiser or affiliate of Kitco News. In no event will Kitco and its employees be held liable for any indirect, special, incidental, or consequential damages arising out of the use of the content in this video.

    39 min
  5. Luke Gromen: Gold To $6,000 By Midyear As US Faces 1956 Suez Moment

    4D AGO

    Luke Gromen: Gold To $6,000 By Midyear As US Faces 1956 Suez Moment

    Luke Gromen, founder and president of Forest for the Trees, joins Kitco News Anchor Jeremy Szafron to analyze the macroeconomic fallout from the ongoing closure of the Strait of Hormuz. Gromen explains why the bond market is the real battleground right now and how foreign investors are being forced to sell US Treasuries to finance their energy deficits. The conversation explores shifting global power dynamics, with Gromen drawing direct parallels to the 1956 Suez crisis. He details the vulnerabilities of a 100 year sovereign debt bubble, the potential for an AI driven consumer credit crisis, and why trust in sovereign paper is rapidly declining. As global liquidity risks rise, Gromen highlights why institutions are increasingly treating gold as a final settlement asset and outlines his forecast for gold prices to reach $6,000 by midyear if current geopolitical and energy constraints persist. Recorded on March 11, 2026. Follow Jeremy Szafron on X: @JeremySzafron (https://x.com/JeremySzafron) Follow Kitco News on X: @KitcoNewsNOW (https://twitter.com/kitconewsnow)  Follow Luke Gromen on X: @LukeGromen (https://twitter.com/LukeGromen) Timestamps: 00:00 CPI And War Shock 01:21 Bond Market Commander 03:28 Signs Of Stress 04:54 Strait And Oil Sorting 07:25 Dollar System Mismatch 10:50 AI Meets Energy Limits 16:00 Gold As Trust Barometer 18:46 Portfolio For Households 24:33 Bitcoin Quantum And Liquidity 26:08 Private Credit Warning 27:58 Midterms And Strait Outlook 29:55 Actionable Plays And Risks 33:43 Gold Target And Wrap #KitcoNews #Gold #LukeGromen #Macro #Investing #Finance #Commodities __________________________________________________________________ Like, share, and subscribe to Kitco News—and turn on alerts to stay current with expert interviews, market insights, and breaking news coverage.  FOLLOW US:   X: https://x.com/kitconewsnow   Instagram: https://www.instagram.com/kitconews   Facebook: https://www.facebook.com/KitcoNews   LinkedIn: https://www.linkedin.com/company/kitconews Listen to the PODCAST on 🎧 Spotify: https://open.spotify.com/show/1My4WgtF0ZhUnxkxDLoJof 🎧 Apple Podcasts: https://podcasts.apple.com/us/podcast/kitco-news/id1842889233 🎧 All podcast episodes available here → https://kitconews.buzzsprout.com Visit: https://Kitco.com/ for live gold, silver, and crypto prices, the latest mining news, and macroeconomic insights.   Live gold price and chart: https://www.kitco.com/charts/gold Live silver price and chart: https://www.kitco.com/charts/silver Live crypto market data: https://www.kitco.com/price/crypto Learn more about Kitco News: https://www.kitco.com/news/about/  For more information on advertising, sponsorship and marketing promotions – please visit our online media kit at: https://www.kitco.com/advertising   Disclaimer:   The videos are not intended to provide trading advice, and the views expressed do not necessarily reflect those of Kitco Metals Inc. Kitco News, its anchors, producers, and reporters are not responsible in any way for the performance or actions of any sponsor, advertiser or affiliate of Kitco News. In no event will Kitco and its employees be held liable for any indirect, special, incidental, or consequential damages arising out of the use of the content in this video. Disclaimer: The videos are not intended to provide trading advice, and the views expressed do not necessarily reflect those of Kitco Metals Inc. Kitco News, its anchors, producers, and reporters are not responsible in any way for the performance or actions of any sponsor, advertiser or affiliate of Kitco News. In no event will Kitco and its employees be held liable for any indirect, special, incidental, or consequential damages arising out of the use of the content in this video.

    35 min
  6. Willem Middelkoop: Why $500 Silver is Possible as Comex Inventory Drops 30%

    4D AGO

    Willem Middelkoop: Why $500 Silver is Possible as Comex Inventory Drops 30%

    Willem Middelkoop says the monetary reset is no longer a forecast. It is unfolding now. Speaking with Kitco News at PDAC 2026, the Founder and CEO of Commodity Discovery Fund reiterated his aggressive silver outlook. “It was 2021 when I called for $100 silver,” he said. “Now I'm calling for $500 silver.” Middelkoop argues that historical benchmarks still matter, noting the gold-silver ratio “traditionally has been one in 10 for over 2000 years,” while physical supply continues to tighten. He added, “If you look at the silver production in Peru, it's down 40% over the last five years.” Beyond price targets, Middelkoop believes the global financial order is shifting east. “The price discovery mechanism for gold and silver is moving from Chicago to Shanghai,” he said, adding, “I think this is Bretton Woods 3.0.” He warned that “the next crisis could be a sovereign debt crisis,” but maintains that despite volatility and geopolitical tension, “We are just starting.” 01:06 - Silver Squeeze Setup 02:47 - Comex Credibility Cracks 04:18 - Shanghai Takes Over 07:36 - Mexico Mining Risk 08:50 - Fed No Longer Matters 09:53 - Bretton Woods 3.0 11:32 - Sovereign Debt Reckoning 13:39 - Middle East Political Fallout 17:20 - What It Means for Miners 19:01 - M&A and Copper Deals 23:06 - Portfolio Positioning 25:44 - Black Swan and Stacking Special thanks to our sponsors, GoldMining Inc., U.S. Gold Mining Inc., UEC & URC for making this coverage possible. To learn more, visit: https://www.goldmining.com/ https://www.usgoldmining.us/ https://www.uraniumenergy.com/ https://www.uraniumroyalty.com/ Follow Jeremy Szafron on X: @JeremySzafron (https://x.com/JeremySzafron) Follow Kitco News on X: @KitcoNewsNOW (https://x.com/KitcoNewsNOW) Follow Willem Middelkoop on X: @wmiddelkoop (https://x.com/wmiddelkoop) #Gold #Silver #PreciousMetals #SilverSqueeze #GoldPrice #Mining #Copper #Uranium #SovereignDebt #PDAC2026 #KitcoNews __________________________________________________________________ Like, share, and subscribe to Kitco News—and turn on alerts to stay current with expert interviews, market insights, and breaking news coverage.  FOLLOW US:   X: https://x.com/kitconewsnow   Instagram: https://www.instagram.com/kitconews   Facebook: https://www.facebook.com/KitcoNews   LinkedIn: https://www.linkedin.com/company/kitconews Learn more about Kitco News: https://www.kitco.com/news/about/  For more information on advertising, sponsorship and marketing promotions – please visit our online media kit at: https://www.kitco.com/advertising   Disclaimer:   The videos are not intended to provide trading advice, and the views expressed do not necessarily reflect those of Kitco Metals Inc. Kitco News, its anchors, producers, and reporters are not responsible in any way for the performance or actions of any sponsor, advertiser or affiliate of Kitco News. In no event will Kitco and its employees be held liable for any indirect, special, incidental, or consequential damages arising out of the use of the content in this video. Disclaimer: The videos are not intended to provide trading advice, and the views expressed do not necessarily reflect those of Kitco Metals Inc. Kitco News, its anchors, producers, and reporters are not responsible in any way for the performance or actions of any sponsor, advertiser or affiliate of Kitco News. In no event will Kitco and its employees be held liable for any indirect, special, incidental, or consequential damages arising out of the use of the content in this video.

    28 min
  7. Rick Rule: The Easy Silver Trade Is Over. The Real Money Is in Stocks

    MAR 5

    Rick Rule: The Easy Silver Trade Is Over. The Real Money Is in Stocks

    Rick Rule says his silver position “as a speculation, has run its course,” and he is now looking for opportunity in equities, discoveries, and consolidation. Speaking with Kitco News at PDAC 2026, the President and CEO of Rule Investment Media explained why he exited physical silver after a major move. “I bought silver some years ago because it was hated,” he said. “I was wrong. It quadrupled.” Rule said he redeployed about half of the proceeds into silver stocks, arguing that parts of the equity market still reflect more conservative pricing than the metal itself. He also said the industry is entering a new phase as older exploration spending begins to bear fruit. “We’re coming into a very, very, very exciting period throughout the value chain and mining,” he said, adding that when a real discovery is made, “it will be bought for eye-popping multiples.” Rule expects consolidation to build, and he challenged official inflation data, saying, “I think the conventional measures of inflation are lies.” Recorded March 02, 2026. 00:54 - Silver to Stocks 02:34 - Exploration Payoff Cycle 03:50 - M&A and Takeovers 06:50 - Royalties and Consolidation 09:33 - Institutions and Dumb Money 13:18 - Dividends vs Sustaining Capex 16:11 - Taking Control 18:41 - Silver Squeeze Reality 20:04 - COMEX Force Majeure 23:44 - Borrowing Against Bullion 25:16 - Rule Symposium Breakdown 29:53 - Uranium Copper Inevitables 31:37 - Copper Pretenders Warning Special thanks to our sponsors, GoldMining Inc., U.S. Gold Mining Inc., UEC & URC for making this coverage possible. To learn more, visit: https://www.goldmining.com/ https://www.usgoldmining.us/ https://www.uraniumenergy.com/ https://www.uraniumroyalty.com/ Follow Jeremy Szafron on X: @JeremySzafron (https://x.com/JeremySzafron) Follow Kitco News on X: @KitcoNewsNOW (https://x.com/KitcoNewsNOW) Follow Rick Rule on X: @RealRickRule (https://x.com/RealRickRule) #Gold #Silver #PreciousMetals #GoldStocks #SilverStocks #Mining #Uranium #Copper #Inflation #EnergyMarkets #PDAC2026 #KitcoNews __________________________________________________________________ FOLLOW US:   X: https://x.com/kitconewsnow   Instagram: https://www.instagram.com/kitconews   Facebook: https://www.facebook.com/KitcoNews   LinkedIn: https://www.linkedin.com/company/kitconews Visit: https://Kitco.com/ for live gold, silver, and crypto prices, the latest mining news, and macroeconomic insights.   Live gold price and chart: https://www.kitco.com/charts/gold Live silver price and chart: https://www.kitco.com/charts/silver Live crypto market data: https://www.kitco.com/price/crypto Learn more about Kitco News: https://www.kitco.com/news/about/  Disclaimer:   The videos are not intended to provide trading advice, and the views expressed do not necessarily reflect those of Kitco Metals Inc. Kitco News, its anchors, producers, and reporters are not responsible in any way for the performance or actions of any sponsor, advertiser or affiliate of Kitco News. In no event will Kitco and its employees be held liable for any indirect, special, incidental, or consequential damages arising out of the use of the content in this video. Disclaimer: The videos are not intended to provide trading advice, and the views expressed do not necessarily reflect those of Kitco Metals Inc. Kitco News, its anchors, producers, and reporters are not responsible in any way for the performance or actions of any sponsor, advertiser or affiliate of Kitco News. In no event will Kitco and its employees be held liable for any indirect, special, incidental, or consequential damages arising out of the use of the content in this video.

    34 min
  8. Frank Giustra & Ian Harris: $6.00 Copper, $1.5B Buyout & The "Gun-Shy" Majors Paying The Price

    MAR 4

    Frank Giustra & Ian Harris: $6.00 Copper, $1.5B Buyout & The "Gun-Shy" Majors Paying The Price

    Copper has hit a record $6.04/lb, but the physical market is reaching a breaking point. On the opening day of PDAC 2026, Hudbay Minerals ignited the M&A cycle with a US$1.48 billion acquisition of Arizona Sonoran at a 30% premium - a move that confirms the "gun-shy" majors are officially losing their window to buy cheap metal. In this exclusive Copper Panel, Jeremy Szafron sits down with Frank Giustra (Fiore Group) and Ian Harris (CEO, Copper Giant Resources) to discuss a global "Black Swan" event: a bridge collapse that has severed the DRC’s main copper export corridor, effectively cutting off the world’s second-largest producer. With only four "billion-tonne" near-surface assets left undeveloped in the world, the guests break down why the current $6.00 price is just the baseline for a decade-long supply squeeze driven by the AI power crunch and the $1.4 trillion decay of the U.S. electrical grid. The 14¢ vs. 1¢ Valuation Gap The Hudbay deal valued Arizona Sonoran at roughly 15 cents per pound of copper in the ground. Meanwhile, Tier-1 assets like Copper Giant (TSXV: CGNT) are trading at just 1 cent per pound—a massive valuation gap that Frank Giustra calls a "no-brainer" for investors watching the majors scramble for replacement reserves. Timestamps: 0:00 - Live at PDAC 2026 0:11 - Hudbay Deal Sparks M&A Cycle 1:03 - Majors Move by Committee: The Risk Aversion Trap 2:30 - Scarcity Triggers Dominoes: Only 4 Billion-Tonne Assets Left 4:57 - Copper Supply Shock: The DRC Bridge Collapse 6:56 - Stockpiles and the "COVID Toilet Paper" Tight Market 7:40 - AI and Electrification: The 8 Million Tonne Deficit 11:59 - Bull Market and the Junior Mining Rotation 14:07 - Tier One Asset Math: 1.1 Billion Tonnes at Mocoa 15:46 - Molybdenum: The "Strategic" Byproduct Edge 17:57 - Frank’s Macro Playbook: Calling the Copper Cycle 21:26 - Colombia: Jurisdiction, Community, and Rule of Law 24:52 - Copper Giant 2026 Milestones: The PEA & Expansion 26:02 - Wrap Up and Subscribe  Recorded March 02, 2026. Special thanks to our sponsors, GoldMining Inc., U.S. Gold Mining Inc., UEC & URC for making this coverage possible. To learn more, visit: https://www.goldmining.com/ https://www.usgoldmining.us/ https://www.uraniumenergy.com/ https://www.uraniumroyalty.com/ __________________________________________________________________ For more information on advertising, sponsorship and marketing promotions – please visit our online media kit at: https://www.kitco.com/advertising   Disclaimer:   The videos are not intended to provide trading advice, and the views expressed do not necessarily reflect those of Kitco Metals Inc. Kitco News, its anchors, producers, and reporters are not responsible in any way for the performance or actions of any sponsor, advertiser or affiliate of Kitco News. In no event will Kitco and its employees be held liable for any indirect, special, incidental, or consequential damages arising out of the use of the content in this video. Disclaimer: The videos are not intended to provide trading advice, and the views expressed do not necessarily reflect those of Kitco Metals Inc. Kitco News, its anchors, producers, and reporters are not responsible in any way for the performance or actions of any sponsor, advertiser or affiliate of Kitco News. In no event will Kitco and its employees be held liable for any indirect, special, incidental, or consequential damages arising out of the use of the content in this video.

    27 min
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About

At Kitco News, we deliver insightful, reliable, comprehensive investment news and analysis. We provide a range of opinions and perspectives allowing our viewers to make informed decisions. Our journalists interview experts, analysts, traders, authors and industry leaders across various sectors, including precious metals, cryptocurrencies, commodities, finance, geopolitics and technology.Stay ahead of the curve with our exclusive event and conference coverage from around the globe. Catering to diverse investment needs, we offer resources to help navigate markets, with insights into commodities, stocks, cryptocurrencies, macroeconomic trends, and global events.We ask the questions you really want answered. Join millions who trust Kitco News and elevate your investment game today!

Information

  • Creator
    Kitco Media
  • Years Active
    2025 - 2026
  • Episodes
    78
  • Rating
    Clean
  • Copyright
    © 2026 Kitco NEWS
  • Show Website
    Kitco NEWS

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