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The Global Leader In Resource News Kitco Mining delivers the latest news, in-depth analysis and valuable insights into the mining industry. Our extensive coverage of precious and base metal companies will keep you informed and prepared. Our scope isn't limited to gold and silver mining; we also explore base metals like lead and iron ore, as well as critical minerals like copper, cobalt, graphite, lithium, manganese, neodymium, nickel, niobium, palladium, platinum, rhodium, tin, tungsten, vanadium, and zinc. Be informed about energy transition and the battery metal sector. Kitco has exclusive access to influential CEOs and investors, so you can make confident, informed decisions. We cover the entire resource sector, from exploration and development companies to miners and royalty and streaming firms. Stay ahead of the curve. Subscribe today! GOLD LIVE! APP - https://applications.kitco.com In-depth coverage - https://www.kitco.com/mining

  1. Critical Minerals Move to the Center of US National Security Strategy | Dominic Raab

    3 HR AGO

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

    Dominic Raab, Head of Global Affairs at Appian Capital Advisory, joins Kitco Mining’s Paul Harris at Future Minerals Forum 2026 in Riyadh to discuss how geopolitics and national security are reshaping global critical minerals supply chains. Raab says supply concentration and export controls have driven a tougher US response, noting “there is a galvanization of action coming out of Washington DC in response to the bottlenecks of supply that we've seen because of the high levels of concentration.” He explains why critical minerals are now viewed as a defense and industrial priority, not just a trade issue. The interview explores how Washington is balancing onshoring with partnerships in friendly jurisdictions, using Saudi Arabia as an example of faster permitting and lower energy costs. Raab also weighs in on US–China competition, a more polarized global order, and why public-private partnerships and mid-cap miners may be key to expanding future supply. Don’t forget to subscribe to the Kitco Mining & Kitco News YouTube channels to stay up to date on the latest industry news and interviews. 00:29 – US–China Critical Minerals Competition 01:19 – US–Saudi Arabia Critical Minerals Partnership 04:26 – Trump Policy, Venezuela, and Resource Security 09:45 – Public–Private Partnerships and Critical Minerals Financing 10:36 – Mining M&A and the Push for Scale 12:44 – 2026 Outlook for Critical Minerals Supply Chains __________________________________________________________________ Kitco Mining is dedicated to reporting on the mining industry. Our mandate is to be the top resource for all mining information and news, offering a clear perspective on where the industry is going through breaking news coverage, mining trends, and in-depth reporting, presented with precious, rare earth, base metals, and industry stock prices. Get important precious and base metal updates while on the go with the Kitco Gold LIVE! app - https://applications.kitco.com Stay connected with us X - https://x.com/KitcoMining Instagram - https://www.instagram.com/kitcomining LinkedIn - https://www.linkedin.com/company/kitco-mining Facebook - https://www.facebook.com/KitcoMining Connect with the Kitco Mining anchors Paul Harris - https://x.com/paulharrisgold   For more in-depth mining coverage, visit us here - https://www.kitco.com/mining Disclaimer: The views expressed in this podcast are those of the author and may not reflect those of Kitco Metals Inc. The author has made every effort to ensure accuracy of information provided; however, neither Kitco Metals Inc. nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in commodities, securities or other financial instruments. Kitco Metals Inc. and the author of this podcast do not accept culpability for losses and/ or damages arising from the use of this publication.

    13 min
  2. Northern Graphite Targets 2028 Production With $200M Saudi Anode Project

    3 HR AGO

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

    Northern Graphite (TSXV: NGC) CEO Hugues Jacquemin joins Kitco Mining’s Paul Harris at Future Minerals Forum 2026 in Riyadh just minutes after signing a $200 million agreement to build a battery anode materials plant in Saudi Arabia. Jacquemin outlines how the joint venture with Obeikan Investment Group came together after a year of work, saying, “We spent about a year working together on crafting the deal.” Phase one is designed to produce about 25,000 tons per year of battery anode material, is fully scalable, and targets a final investment decision in Q3 2026, with production expected by early 2028. The plant will be supplied with graphite concentrate from Northern Graphite’s Okanjande mine in Namibia, which is set to restart and expand production. Jacquemin explains why Saudi Arabia offers key advantages, including faster timelines, lower energy costs, strong industrial infrastructure, and access to European, Asian, and Middle Eastern markets. He also discusses qualification progress with global battery manufacturers, growing geopolitical pressure to secure ex China battery supply chains, and a widening price gap between China and non China graphite markets. Jacquemin says the Saudi facility is intended to serve as a model for future battery materials plants in North America and Europe. Don’t forget to subscribe to the Kitco Mining & Kitco News YouTube channels to stay up to date on the latest industry news and interviews. 00:16 – Northern Graphite’s $200 Million Battery Anode Deal 01:56 – JV Structure, Capacity, and Project Timeline 03:36 – Why Saudi Arabia Is Strategic for Battery Materials 04:53 – Scaling Battery Anode Plants Across Regions 08:33 – Graphite Pricing and China vs Ex-China Markets 11:46 – Geopolitics and the Push for Ex-China Supply Chains __________________________________________________________________ Kitco Mining is dedicated to reporting on the mining industry. Our mandate is to be the top resource for all mining information and news, offering a clear perspective on where the industry is going through breaking news coverage, mining trends, and in-depth reporting, presented with precious, rare earth, base metals, and industry stock prices. Get important precious and base metal updates while on the go with the Kitco Gold LIVE! app - https://applications.kitco.com Stay connected with us X - https://x.com/KitcoMining Instagram - https://www.instagram.com/kitcomining LinkedIn - https://www.linkedin.com/company/kitco-mining Facebook - https://www.facebook.com/KitcoMining Connect with the Kitco Mining anchors Paul Harris - https://x.com/paulharrisgold   For more in-depth mining coverage, visit us here - https://www.kitco.com/mining Disclaimer: The views expressed in this podcast are those of the author and may not reflect those of Kitco Metals Inc. The author has made every effort to ensure accuracy of information provided; however, neither Kitco Metals Inc. nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in commodities, securities or other financial instruments. Kitco Metals Inc. and the author of this podcast do not accept culpability for losses and/ or damages arising from the use of this publication.

    19 min
  3. Rising Demand and Tight Supply Reshape the Copper Market | Tristan Pascal

    3 HR AGO

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

    First Quantum Minerals (TSX: FM; OTCQX: FQVLF) President and CEO Tristan Pascal joins Kitco Mining’s Paul Harris at Future Minerals Forum 2026 in Riyadh as copper trades near $6 per pound. Pascal explains that copper is increasingly being driven by a structural gap between supply and demand. Electrification, renewable energy, electric vehicles, data centers, and AI-driven grid upgrades are accelerating consumption, while new supply remains difficult to bring online. He highlights how tight the market has become, noting, “The world has seven to 21 days of copper on the shelf at any one time.” He outlines why higher prices have yet to unlock large-scale new supply, pointing to declining grades, rising capital and operating costs, inflation, longer permitting timelines, and the cost of capital. Pascal also discusses why industry consolidation reflects execution risk rather than a lack of opportunity, and how First Quantum’s build-focused strategy differs from buy-led growth. The conversation covers progress at the company’s S3 expansion in Zambia, the potential pathway for future projects such as Taca Taca in Argentina, and balance sheet restructuring following the closure of Cobre Panamá. Pascal also addresses engagement with the Panamanian government and First Quantum’s focus on disciplined growth as copper’s strategic importance continues to rise. Don’t forget to subscribe to the Kitco Mining & Kitco News YouTube channels to stay up to date on the latest industry news and interviews. 00:27 – Copper Market Dynamics and Supply Challenges 02:40 – Impact of Inflation and Cost of Capital on Copper 04:10 – Recycling and New Demands for Copper 04:44 – AI, Data Centers, and Copper Supply 07:14 – Cost of Capital and Greenfield Copper Projects 07:50 – First Quantum’s Build vs Buy Strategy 09:24 – Taca Taca Project in Argentina 13:38 – Balance Sheet Restructuring and Financial Stability 15:31 – Panama Progress and Environmental Audit 22:01 – Geopolitics and Copper’s Role in Energy Security 24:20 – First Quantum’s Priorities for 2026 25:19 – Closing Remarks and Future Minerals Forum 2026 __________________________________________________________________ Kitco Mining is dedicated to reporting on the mining industry. Our mandate is to be the top resource for all mining information and news, offering a clear perspective on where the industry is going through breaking news coverage, mining trends, and in-depth reporting, presented with precious, rare earth, base metals, and industry stock prices. Get important precious and base metal updates while on the go with the Kitco Gold LIVE! app - https://applications.kitco.com Stay connected with us X - https://x.com/KitcoMining Instagram - https://www.instagram.com/kitcomining LinkedIn - https://www.linkedin.com/company/kitco-mining Facebook - https://www.facebook.com/KitcoMining Connect with the Kitco Mining anchors Paul Harris - https://x.com/paulharrisgold   For more in-depth mining coverage, visit us here - https://www.kitco.com/mining Disclaimer: The views expressed in this podcast are those of the author and may not reflect those of Kitco Metals Inc. The author has made every effort to ensure accuracy of information provided; however, neither Kitco Metals Inc. nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in commodities, securities or other financial instruments. Kitco Metals Inc. and the author of this podcast do not accept culpability for losses and/ or damages arising from the use of this publication.

    26 min

  4. 6 DAYS AGO

    Highlander Silver Reaches $730M Market Cap After Bear Creek Acquisition

    Highlander 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 inventories as key forces shaping the silver market in 2026. He also highlights growing strategic competition for physical silver as China restricts exports and increasingly treats silver as a strategic metal, adding volatility to an already constrained market. Turning to Highlander Silver, Earle outlines the company’s all-stock acquisition of Bear Creek Mining, valued at about C$130–140 million, which lifted Highlander’s market capitalization to roughly C$730 million. The deal adds the Corani silver development project in Peru, hosting 229 million ounces of silver reserves and more than 400 million ounces of total resources, supported by a 2019 feasibility study outlining average annual production of 9.6 million ounces. Earle says Highlander plans to restart exploration at Corani for the first time in a decade while continuing to advance its San Luis project toward permitting. Don’t forget to subscribe to the Kitco Mining and Kitco News YouTube channels to stay up to date on the latest industry news and interviews. 00:06 – Highlander Silver’s Bear Creek M&A Transaction 00:34 – Silver Price Surge and Market Outlook 03:38 – Structural Supply and Demand Forces in the Silver Market 07:54 – China’s Role in Silver Supply and Price Volatility 11:57 – Highlander Silver Share Price Performance and Scale 15:12 – Corani Silver Project and Bear Creek Deal Details 23:37 – Mercedes Mine Overview and Non-Core Asset Strategy 26:46 – Peru’s Mining Sector and Renewed Investor Interest 29:21 – Highlander Silver’s 2026 Catalysts and Growth Plans __________________________________________________________________ Kitco Mining is dedicated to reporting on the mining industry. Our mandate is to be the top resource for all mining information and news, offering a clear perspective on where the industry is going through breaking news coverage, mining trends, and in-depth reporting, presented with precious, rare earth, base metals, and industry stock prices. Get important precious and base metal updates while on the go with the Kitco Gold LIVE! app - https://applications.kitco.com Stay connected with us X - https://x.com/KitcoMining Instagram - https://www.instagram.com/kitcomining LinkedIn - https://www.linkedin.com/company/kitco-mining Facebook - https://www.facebook.com/KitcoMining Connect with the Kitco Mining anchors Paul Harris - https://x.com/paulharrisgold   For more in-depth mining coverage, visit us here - https://www.kitco.com/mining Disclaimer: The views expressed in this podcast are those of the author and may not reflect those of Kitco Metals Inc. The author has made every effort to ensure accuracy of information provided; however, neither Kitco Metals Inc. nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in commodities, securities or other financial instruments. Kitco Metals Inc. and the author of this podcast do not accept culpability for losses and/ or damages arising from the use of this publication.

    34 min

  5. 12 JAN

    Collective Mining Up 265% in 2025 as Apollo Expands at Depth | Ari Sussman

    Collective 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 more advanced maiden mineral resource than is typical for early-stage discoveries, with a meaningful portion classified as indicated. The program will also refocus on the Trap target and continue early-stage drilling at San Antonio, where a shallow vein system sits above a deeper porphyry target. Sussman adds that the company is already thinking like a future builder, with plans to start an exploration drift in the second half of 2026 to improve access, accelerate drilling, and help shorten the path toward future economic studies. Don’t forget to subscribe to the Kitco Mining and Kitco News YouTube channels to stay up to date on the latest industry news and interviews. 00:41 – Collective Mining’s 2025 Discoveries and Share Price Momentum 01:23 – Apollo Deposit Update and RAMP Zone Expansion 02:43 – High-Grade Intercepts, Visible Gold, and Deeper Drilling at Apollo 06:57 – 2026 Drill Program and Maiden Resource Strategy 11:48 – Exploration Access Tunnel, Underground Strategy, and Permitting 14:23 – Colombia’s Political Outlook and Mining Investment Climate 16:09 – Financing, Institutional Support, and Corporate Strategy 22:00 – Key Catalysts, Growth Targets, and Long-Term Outlook __________________________________________________________________ Kitco Mining is dedicated to reporting on the mining industry. Our mandate is to be the top resource for all mining information and news, offering a clear perspective on where the industry is going through breaking news coverage, mining trends, and in-depth reporting, presented with precious, rare earth, base metals, and industry stock prices. Get important precious and base metal updates while on the go with the Kitco Gold LIVE! app - https://applications.kitco.com Stay connected with us X - https://x.com/KitcoMining Instagram - https://www.instagram.com/kitcomining LinkedIn - https://www.linkedin.com/company/kitco-mining Facebook - https://www.facebook.com/KitcoMining Connect with the Kitco Mining anchors Paul Harris - https://x.com/paulharrisgold   For more in-depth mining coverage, visit us here - https://www.kitco.com/mining Disclaimer: The views expressed in this podcast are those of the author and may not reflect those of Kitco Metals Inc. The author has made every effort to ensure accuracy of information provided; however, neither Kitco Metals Inc. nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in commodities, securities or other financial instruments. Kitco Metals Inc. and the author of this podcast do not accept culpability for losses and/ or damages arising from the use of this publication.

    24 min

  6. 12 JAN

    Debt, Currency Debasement, and Why Gold Still Wins in 2026 | David Garofalo

    Gold 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 versus sovereign debt. Turning to the royalty space, Garofalo says the sector is entering a consolidation phase driven by cost of capital and scale. He outlines Gold Royalty’s evolution from a portfolio-build phase into a free cash flow business, highlighting a debt-free balance sheet, roughly 90% margins, and expectations for approximately 360% growth in attributable gold equivalent ounces over the next five years as key assets ramp up. He also discusses the growing role of new capital providers, including Tether, and why the industry is missing a mid-cap royalty “champion” capable of attracting large institutional investors while still delivering growth. Don’t forget to subscribe to the Kitco Mining & Kitco News YouTube channels to stay up to date on the latest industry news and interviews. 00:34 – David Garofalo on Gold, Debt, and Currency Debasement 03:15 – Geopolitics, Negative Real Rates, and Gold’s Opportunity Cost 05:35 – Royalty Consolidation, Scale, and Cost of Capital 09:07 – Gold Royalty’s Free Cash Flow Profile and 360% Growth Outlook 16:22 – 2026 Outlook, Deal Discipline, and What Comes Next __________________________________________________________________ Kitco Mining is dedicated to reporting on the mining industry. Our mandate is to be the top resource for all mining information and news, offering a clear perspective on where the industry is going through breaking news coverage, mining trends, and in-depth reporting, presented with precious, rare earth, base metals, and industry stock prices. Get important precious and base metal updates while on the go with the Kitco Gold LIVE! app - https://applications.kitco.com Stay connected with us X - https://x.com/KitcoMining Instagram - https://www.instagram.com/kitcomining LinkedIn - https://www.linkedin.com/company/kitco-mining Facebook - https://www.facebook.com/KitcoMining Connect with the Kitco Mining anchors Paul Harris - https://x.com/paulharrisgold   For more in-depth mining coverage, visit us here - https://www.kitco.com/mining Disclaimer: The views expressed in this podcast are those of the author and may not reflect those of Kitco Metals Inc. The author has made every effort to ensure accuracy of information provided; however, neither Kitco Metals Inc. nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in commodities, securities or other financial instruments. Kitco Metals Inc. and the author of this podcast do not accept culpability for losses and/ or damages arising from the use of this publication.

    19 min
  7. Gold Near $4,500, Silver Above $80: What Comes Next in 2026 | Greg Orrell

    6 JAN

    Gold Near $4,500, Silver Above $80: What Comes Next in 2026 | Greg Orrell

    Greg 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 regular basis. He argues that rising U.S. debt and deficit spending remain the central drivers for gold, while Western investors are still largely on the sidelines. The discussion also explores why silver has entered a new phase, what record margins mean for miners, and why discipline, per-share delivery, and capital returns matter as the cycle evolves. Don’t forget to subscribe to the Kitco Mining & Kitco News YouTube channels to stay up to date on the latest industry news and interviews. 00:28 – Greg Orrell and the OCM Gold Fund 01:37 – Gold and Silver’s Historic 2025 Run 03:02 – What Drove Gold and Silver Higher 06:33 – Outlook for Gold and Silver in 2026 13:00 – What $4,500 Gold Means for Producers 18:39 – How Orrell Evaluates Gold Stocks 24:35 – M&A Outlook for Gold Miners 27:10 – Risks, Pullbacks, and Key Watchpoints 30:17 – Final Thoughts on the Gold Cycle __________________________________________________________________ Kitco Mining is dedicated to reporting on the mining industry. Our mandate is to be the top resource for all mining information and news, offering a clear perspective on where the industry is going through breaking news coverage, mining trends, and in-depth reporting, presented with precious, rare earth, base metals, and industry stock prices. Disclaimer: The views expressed in this podcast are those of the author and may not reflect those of Kitco Metals Inc. The author has made every effort to ensure accuracy of information provided; however, neither Kitco Metals Inc. nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in commodities, securities or other financial instruments. Kitco Metals Inc. and the author of this podcast do not accept culpability for losses and/ or damages arising from the use of this publication.

    31 min
  8. New TSXV Listing Syntholene Eyes Commercial Fuel Before 2030

    17/12/2025

    New TSXV Listing Syntholene Eyes Commercial Fuel Before 2030

    Syntholene 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 by the end of next year, following successful prototype work at Idaho National Lab. Sutton says commercial production before 2030 is possible with strategic customers and project financing similar to large-scale mining infrastructure. He added that synthetic fuels can meet the purity and performance standards required for civilian and military turbines, aligning the technology with broader themes of energy security. Key catalysts include the demonstration build, Iceland deployment, customer discussions, and potential strategic partners. Don’t forget to subscribe to the Kitco Mining and Kitco News YouTube channels to stay up to date on the latest industry news and interviews. Disclaimer: The views expressed in this podcast are those of the author and may not reflect those of Kitco Metals Inc. The author has made every effort to ensure accuracy of information provided; however, neither Kitco Metals Inc. nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in commodities, securities or other financial instruments. Kitco Metals Inc. and the author of this podcast do not accept culpability for losses and/ or damages arising from the use of this publication.

    21 min
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About

The Global Leader In Resource News Kitco Mining delivers the latest news, in-depth analysis and valuable insights into the mining industry. Our extensive coverage of precious and base metal companies will keep you informed and prepared. Our scope isn't limited to gold and silver mining; we also explore base metals like lead and iron ore, as well as critical minerals like copper, cobalt, graphite, lithium, manganese, neodymium, nickel, niobium, palladium, platinum, rhodium, tin, tungsten, vanadium, and zinc. Be informed about energy transition and the battery metal sector. Kitco has exclusive access to influential CEOs and investors, so you can make confident, informed decisions. We cover the entire resource sector, from exploration and development companies to miners and royalty and streaming firms. Stay ahead of the curve. Subscribe today! GOLD LIVE! APP - https://applications.kitco.com In-depth coverage - https://www.kitco.com/mining

Information

  • Creator
    Kitco MEDIA
  • Years Active
    2024 - 2026
  • Episodes
    174
  • Rating
    Clean
  • Copyright
    © 2026 All rights reserved
  • Show Website
    Kitco MINING

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