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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. Copper Consolidation and a Junior Bull Market Signal | David Erfle

    4 HR AGO

    Copper Consolidation and a Junior Bull Market Signal | David Erfle

    David Erfle, Founder and Editor of JuniorMinerJunky.com, joins Kitco Mining’s Digging Deep with Paul Harris at PDAC 2026 in Toronto to break down why gold miners can lag even when bullion is strong, and what this week’s deal flow says about risk appetite in the junior space. “These miners have had such incredible moves, and they’re extremely overbought,” Erfle says, while arguing there is still “a lot of money on the sidelines waiting to get in.” The conversation digs into the biggest PDAC-week transactions, including Hudbay’s all-share deal for Arizona Sonoran announced March 2, 2026, and what it signals for U.S. copper cathode strategy. Erfle also discusses Discovery Silver’s agreement to acquire Glencore’s Kidd Operations in Timmins, and why processing and tailings capacity can be as valuable as ounces in the ground. Other highlights include Franco-Nevada’s pending $52.2 million purchase of a pre-existing NSR royalty covering the core of Banyan Gold’s AurMac project, and what it implies for Yukon validation. The interview also touches on Highlander Silver’s Bear Creek transaction, which closed in late February, and how silver M&A is evolving as the cycle turns. Don’t forget to subscribe to the Kitco Mining YouTube channel to stay up to date on the latest Digging Deep interviews and industry insights. 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/ 00:18 - PDAC “Curse” as Miners Slide Despite Strong Metals 01:40 - Hudbay Acquires Arizona Sonoran in $1.5B Copper Deal 03:05 - Cactus-Copper World Synergies and Rival Bid Speculation 04:42 - Discovery Silver Buys Glencore’s Kidd Operations in Timmins 07:30 - Franco-Nevada Purchases $52.2M NSR on Banyan Gold 09:29 - Abra Silver Advances Under Argentina’s RIGI Regime 12:37 - Elemental Royalty Expands $150M Credit Facility 13:06 - PDAC 2026 Floor Sentiment Signals Bull Market __________________________________________________________________ Kitco Mining is dedicated to reporting on the mining industry. Our mandate is to be the top resource for all mining information and news, offering a clear perspective on where the industry is going through breaking news coverage, mining trends, and in-depth reporting, presented with precious, rare earth, base metals, and industry stock prices. Get important precious and base metal updates while on the go with the Kitco Gold LIVE! app - https://applications.kitco.com Stay connected with us X - https://x.com/KitcoMining Instagram - https://www.instagram.com/kitcomining LinkedIn - https://www.linkedin.com/company/kitco-mining Facebook - https://www.facebook.com/KitcoMining Connect with the Kitco Mining anchors Paul Harris - https://x.com/paulharrisgold   For more in-depth mining coverage, visit us here - https://www.kitco.com/mining Disclaimer: Videos are not trading advice, and the views expressed may not reflect those of Kitco Metals Inc. Disclaimer: The views expressed in this podcast are those of the author and may not reflect those of Kitco Metals Inc. The author has made every effort to ensure accuracy of information provided; however, neither Kitco Metals Inc. nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in commodities, securities or other financial instruments. Kitco Metals Inc. and the author of this podcast do not accept culpability for losses and/ or damages arising from the use of this publication.

    15 min
  2. Omai Advances 10Moz Project as Gold Strengthens | Elaine Ellingham

    4 HR AGO

    Omai Advances 10Moz Project as Gold Strengthens | Elaine Ellingham

    Omai Gold Mines (TSX-V: OMG; OTCQB: OMGGF) is advancing a 10Moz+ gold system in Guyana toward a materially larger development plan, with a new preliminary economic assessment expected within two months. Speaking with Kitco Mining at PDAC 2026, CEO & Executive Chair Elaine Ellingham outlined how continued drilling since the August 2025 resource update is positioning the project for expanded production and long-term scale. Omai’s shares are up over 800% in the past two years as the company transitions from exploration to development. “Where there's gold, there's more gold,” Ellingham said, referencing wide intercepts of 45 to 60 meters grading three to four grams per tonne that helped drive a roughly 50% resource increase last year. The project now hosts about 6.5Moz in indicated and inferred resources, alongside 3.8Moz historically produced. A new PEA is expected to outline potential production of 250,000 to 300,000 ounces per year over an 18 to 20-year mine life, compared to 142,000 ounces annually in the 2024 study. Ellingham said the open pit alone likely works at an $1,800 gold price, with underground development planned to follow initial production as drilling advances toward feasibility. Don’t forget to subscribe to the Kitco Mining & Kitco News YouTube channels to stay up to date on the latest industry news and interviews. Special thanks to our 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/ 00:24 - Omai Turnaround and 800% Share Surge 01:07 - Omai Gold Project and 10Moz Endowment 01:40 - Drilling Results and August 2025 Resource Update 03:06 - Gold Price Sensitivity and $1,800 Economics 03:53 - Open Pit and Underground Development Plan 04:45 - New PEA Targeting 250–300koz Per Year 06:54 - Guyana Infrastructure, Oil Boom and Costs 10:09 - PEA Timeline and Path to Feasibility __________________________________________________________________ Kitco Mining is dedicated to reporting on the mining industry. Our mandate is to be the top resource for all mining information and news, offering a clear perspective on where the industry is going through breaking news coverage, mining trends, and in-depth reporting, presented with precious, rare earth, base metals, and industry stock prices. Get important precious and base metal updates while on the go with the Kitco Gold LIVE! app - https://applications.kitco.com Stay connected with us X - https://x.com/KitcoMining Instagram - https://www.instagram.com/kitcomining LinkedIn - https://www.linkedin.com/company/kitco-mining Facebook - https://www.facebook.com/KitcoMining Connect with the Kitco Mining anchors Paul Harris - https://x.com/paulharrisgold   For more in-depth mining coverage, visit us here - https://www.kitco.com/mining Disclaimer: Videos are not trading advice, and the views expressed may not reflect those of Kitco Metals Inc. Disclaimer: The views expressed in this podcast are those of the author and may not reflect those of Kitco Metals Inc. The author has made every effort to ensure accuracy of information provided; however, neither Kitco Metals Inc. nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in commodities, securities or other financial instruments. Kitco Metals Inc. and the author of this podcast do not accept culpability for losses and/ or damages arising from the use of this publication.

    12 min
  3. Silver’s Growing Role at Thesis Gold & Silver Project | Ewan Webster

    4 HR AGO

    Silver’s Growing Role at Thesis Gold & Silver Project | Ewan Webster

    Thesis Gold & Silver (TSXV: TAU) is advancing its Lawyers-Ranch project in British Columbia’s Toodoggone mining district toward a feasibility study targeted for 2027. Speaking with Kitco Mining at PDAC 2026, CEO Ewan Webster said the company recently added “Silver” to its name after a December 2025 pre-feasibility study showed the metal represents a significant part of project economics. The study outlined average production of about 187,000 oz of gold equivalent per year, including roughly 3.5 Moz of silver annually, with silver contributing about 23% of project revenue. Webster said the silver component could provide flexibility in future project financing and highlighted a 20,000 meter drill program planned for 2026, including follow-up work at the Steve discovery. The company also recently closed a C$44 million strategic investment on Feb. 26, 2026, with participation from AngloGold Ashanti and Centerra Gold. 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. To learn more about Thesis Gold & Silver, visit: https://thesisgold.com/ 00:31 - Why Thesis Added Silver to Its Name 01:31 - Silver Price Upside and Gold-Silver Ratio 03:26 - Feasibility Study Roadmap to 2027 04:07 - AngloGold Ashanti Strategic Investment 06:25 - Budget and C$75M Cash Position 08:53 - 2026 Drilling Plans and Data for Feasibility Study 10:52 - Permitting Progress and EA Timeline 13:19 - Valuation Gap vs Peers and Investor Outreach __________________________________________________________________ Kitco Mining is dedicated to reporting on the mining industry. Our mandate is to be the top resource for all mining information and news, offering a clear perspective on where the industry is going through breaking news coverage, mining trends, and in-depth reporting, presented with precious, rare earth, base metals, and industry stock prices. Get important precious and base metal updates while on the go with the Kitco Gold LIVE! app - https://applications.kitco.com Stay connected with us X - https://x.com/KitcoMining Instagram - https://www.instagram.com/kitcomining LinkedIn - https://www.linkedin.com/company/kitco-mining Facebook - https://www.facebook.com/KitcoMining Connect with the Kitco Mining anchors Paul Harris - https://x.com/paulharrisgold   For more in-depth mining coverage, visit us here - https://www.kitco.com/mining Disclaimer: Videos are not trading advice, and the views expressed may not reflect those of Kitco Metals Inc. Disclaimer: The views expressed in this podcast are those of the author and may not reflect those of Kitco Metals Inc. The author has made every effort to ensure accuracy of information provided; however, neither Kitco Metals Inc. nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in commodities, securities or other financial instruments. Kitco Metals Inc. and the author of this podcast do not accept culpability for losses and/ or damages arising from the use of this publication.

    16 min
  4. 2Moz Gold Discovery in Four Months of Drilling | Cor Coe

    4 DAYS AGO

    2Moz Gold Discovery in Four Months of Drilling | Cor Coe

    Sitka Gold (TSXV: SIG) has outlined more than 5 Moz in total gold resources at its RC Gold project in Yukon’s Tombstone Gold Belt following the maiden 2.25 Moz inferred resource at the Rhosgobel deposit, announced Feb. 25, 2026. The updated resource now totals 1.29 Moz indicated, and 3.83 Moz inferred across the Blackjack, Rhosgobel, and Eiger deposits, highlighting the rapid growth of the district-scale system. Speaking with Kitco Mining at PDAC 2026, CEO Cor Coe said the project hosts three deposits across 11 gold-bearing intrusions, with significant exploration upside remaining. “Five to 10 million ounces is not uncommon,” Coe said, referring to similar intrusion-related deposits such as Fort Knox and Eagle. Rhosgobel has emerged as the fastest-growing discovery. “15,000 meters to end up with a couple million ounces of gold,” Coe said. “Just basically four months of drilling.” Sitka has drilled just under 60,000 meters to define the current resource and plans another 60,000 meters in 2026, potentially advancing RC Gold toward a PEA next year. Don’t forget to subscribe to the Kitco Mining & Kitco News YouTube channels to stay up to date on the latest industry news and interviews. To learn more about Sitka Gold, visit: https://sitkagoldcorp.com/ 01:00 - RC Gold Discovery and Project Origins 02:46 - Intrusion-Related Gold Deposits Explained 03:54 - RC Gold Maiden Resource Breakdown 06:18 - Tungsten Byproduct Potential at Rhosgobel 07:55 - Financing the Discovery and Capital Strategy 09:40 - 2026 Drill Plan and 60,000m Program 11:36 - Next Resource Update and Potential PEA 13:20 - Yukon Mining Policy and First Nations Partnerships 14:46 - 2026 Catalysts and Key Milestones __________________________________________________________________ Kitco Mining is dedicated to reporting on the mining industry. Our mandate is to be the top resource for all mining information and news, offering a clear perspective on where the industry is going through breaking news coverage, mining trends, and in-depth reporting, presented with precious, rare earth, base metals, and industry stock prices. Get important precious and base metal updates while on the go with the Kitco Gold LIVE! app - https://applications.kitco.com Stay connected with us X - https://x.com/KitcoMining Instagram - https://www.instagram.com/kitcomining LinkedIn - https://www.linkedin.com/company/kitco-mining Facebook - https://www.facebook.com/KitcoMining Connect with the Kitco Mining anchors Paul Harris - https://x.com/paulharrisgold   For more in-depth mining coverage, visit us here - https://www.kitco.com/mining Disclaimer: Videos are not trading advice, and the views expressed may not reflect those of Kitco Metals Inc. Disclaimer: The views expressed in this podcast are those of the author and may not reflect those of Kitco Metals Inc. The author has made every effort to ensure accuracy of information provided; however, neither Kitco Metals Inc. nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in commodities, securities or other financial instruments. Kitco Metals Inc. and the author of this podcast do not accept culpability for losses and/ or damages arising from the use of this publication.

    17 min
  5. Gold’s Cash Pile Problem, Barrick’s Crossroads and a Cycle Warning | Nicole Adshead-Bell

    6 DAYS AGO

    Gold’s Cash Pile Problem, Barrick’s Crossroads and a Cycle Warning | Nicole Adshead-Bell

    Nicole Adshead-Bell, Director of Cupel Advisory, joins Kitco Mining’s Digging Deep with Paul Harris at PDAC 2026 in Toronto to break down what a packed conference floor may be signaling for the mining cycle, and why rising commodity prices can blur the line between skill and momentum. Adshead-Bell argues that “we always mistake alpha for beta,” warning that a rising tape can hide weaker execution. She highlights a growing capital allocation debate among gold producers, noting that at least 10 companies now hold $1 billion or more in cash even after increasing shareholder returns. The key question, she says, is whether producers should hold gold instead of dollars, and whether buybacks reflect real conviction that stocks are undervalued based on credible gold price assumptions. The discussion also addresses questions around Barrick’s strategy ahead of a potential North American IPO and tensions within Nevada Gold Mines, underscoring her view that “Market doesn't like uncertainty.” Adshead-Bell further examines evolving royalty and streaming structures, and how cost of capital advantages are reshaping mining finance. Don’t forget to subscribe to the Kitco Mining YouTube channel to stay up to date on the latest Digging Deep interviews and industry insights. 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/ 00:19 - PDAC 2026 Cycle Signals and Market Sentiment 01:01 - Alpha vs Beta in Mining Markets 04:42 - Barrick Strategy, Leadership and IPO Questions 08:22 - Newmont Messaging and Nevada Gold Mines Uncertainty 12:26 - Lundin Gold $670M Silver Stream to Luna Royalties 16:31 - Highlander Silver Buys Bear Creek and Corani Asset 20:11 - Junior Mining Marketing Spend and Is the Market Toppy? __________________________________________________________________ Kitco Mining is dedicated to reporting on the mining industry. Our mandate is to be the top resource for all mining information and news, offering a clear perspective on where the industry is going through breaking news coverage, mining trends, and in-depth reporting, presented with precious, rare earth, base metals, and industry stock prices. Get important precious and base metal updates while on the go with the Kitco Gold LIVE! app - https://applications.kitco.com Stay connected with us X - https://x.com/KitcoMining Instagram - https://www.instagram.com/kitcomining LinkedIn - https://www.linkedin.com/company/kitco-mining Facebook - https://www.facebook.com/KitcoMining Connect with the Kitco Mining anchors Paul Harris - https://x.com/paulharrisgold   For more in-depth mining coverage, visit us here - https://www.kitco.com/mining Disclaimer: Videos are not trading advice, and the views expressed may not reflect those of Kitco Metals Inc. Disclaimer: The views expressed in this podcast are those of the author and may not reflect those of Kitco Metals Inc. The author has made every effort to ensure accuracy of information provided; however, neither Kitco Metals Inc. nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in commodities, securities or other financial instruments. Kitco Metals Inc. and the author of this podcast do not accept culpability for losses and/ or damages arising from the use of this publication.

    26 min
  6. Military Escalation and the Race to Secure Critical Minerals | Neil Adshead

    6 DAYS AGO

    Military Escalation and the Race to Secure Critical Minerals | Neil Adshead

    Neil Adshead, Consultant Analyst at the Commodity Discovery Fund, joins Kitco Mining’s Digging Deep with Paul Harris in person at PDAC 2026 in Toronto as markets react to breaking geopolitical news and a surge in major mining transactions. Following reports of U.S. strikes on Iran over the weekend, Adshead said, “the gold price has already reacted,” noting that 24/7 trading pushed gold above $5,300 per ounce, roughly $100 higher than Friday’s close. He also highlighted record sector profitability, saying, “we've never seen gold miners make the margins that they've been making like they did in Q4 2025.” The discussion explores whether oil could spike, how diesel prices have supported gold miner margins, and how escalating conflict could accelerate demand for critical minerals used in modern defense systems, including tungsten, heavy rare earths, copper and silver. The conversation also examines a wave of streaming and royalty deals ahead of PDAC, including Wheaton’s $4.3B silver stream with BHP, Lundin and BHP’s large-scale copper development in Argentina, and Faraday Copper’s Arizona asset deal with BHP. Don’t forget to subscribe to the Kitco Mining YouTube channel to stay up to date on the latest Digging Deep interviews and industry insights. 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/ 00:20 - Breaking News: US Strikes Iran 01:43 - Oil Shock, Strait of Hormuz Risk and Triple-Digit Oil Debate 03:00 - Gold Above $5,300 and Impact on Gold Miner Costs 04:37 - War Demand for Critical Minerals and Military Stockpiles 07:12 - Surge in Streaming and Royalty Deals Ahead of PDAC 08:27 - Wheaton’s Record $4.3B Silver Stream with BHP 10:32 - Lundin and BHP Argentina Mega Copper Project PEA 13:15 - Faraday Copper Arizona Asset Deal with BHP __________________________________________________________________ Kitco Mining is dedicated to reporting on the mining industry. Our mandate is to be the top resource for all mining information and news, offering a clear perspective on where the industry is going through breaking news coverage, mining trends, and in-depth reporting, presented with precious, rare earth, base metals, and industry stock prices. Get important precious and base metal updates while on the go with the Kitco Gold LIVE! app - https://applications.kitco.com Stay connected with us X - https://x.com/KitcoMining Instagram - https://www.instagram.com/kitcomining LinkedIn - https://www.linkedin.com/company/kitco-mining Facebook - https://www.facebook.com/KitcoMining Connect with the Kitco Mining anchors Paul Harris - https://x.com/paulharrisgold   For more in-depth mining coverage, visit us here - https://www.kitco.com/mining Disclaimer: Videos are not trading advice, and the views expressed may not reflect those of Kitco Metals Inc. Disclaimer: The views expressed in this podcast are those of the author and may not reflect those of Kitco Metals Inc. The author has made every effort to ensure accuracy of information provided; however, neither Kitco Metals Inc. nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in commodities, securities or other financial instruments. Kitco Metals Inc. and the author of this podcast do not accept culpability for losses and/ or damages arising from the use of this publication.

    17 min
  7. Americas Gold and Silver Aligns With $12B Project Vault | Paul Huet

    6 DAYS AGO

    Americas Gold and Silver Aligns With $12B Project Vault | Paul Huet

    Americas Gold and Silver (NYSE American: USAS; TSX: USA) CEO & Chairman Paul Huet says the company is emerging as the only current U.S. source of antimony as it advances a new Idaho processing joint venture aligned with the U.S. government’s $12 billion Project Vault initiative. Speaking with Kitco Mining at the 35th BMO Global Metals, Mining & Critical Minerals Conference, Huet said domestic supply remains structurally short as the U.S. looks to secure critical minerals for defense and industrial use. “We need 50 million pounds of antimony per year,” Huet said, adding that U.S. production must also expand by another 40 million pounds to support allied demand. Through a 51/49 joint venture with U.S. Antimony, the company plans to process concentrate from its Galena complex domestically, targeting roughly 3 million pounds annually as capacity scales. Huet said antimony comes at no incremental mining cost, while nearly $300 million raised over the past year has funded infrastructure upgrades, new mechanized mining methods, and district consolidation, including the Crescent acquisition, as silver output ramps back toward 5 million ounces annually. Don’t forget to subscribe to the Kitco Mining & Kitco News YouTube channels to stay up to date on the latest industry news and interviews. Special thanks to our sponsor, First Majestic Silver. To learn more, visit https://firstmajestic.com/ 00:30 - $12B Project Vault and US Antimony Strategy 02:11 - Idaho Antimony JV with US Antimony Explained 04:09 - How Galena Antimony Concentrate Flows Today 06:06 - 51 49 JV Structure and Funding Plan 08:51 - Antimony Pricing Risks and Supply Concerns 11:51 - Galena Silver Turnaround to 5Moz Target 12:39 - Mechanized Mining vs Jackleg Production 14:16 - Cash Flow Growth and Exploration Strategy 16:39 - Crescent Mine Acquisition and District Synergies 18:27 - 2026 Production Milestones and Expansion 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: Videos are not trading advice, and the views expressed may not reflect those of Kitco Metals Inc. Disclaimer: The views expressed in this podcast are those of the author and may not reflect those of Kitco Metals Inc. The author has made every effort to ensure accuracy of information provided; however, neither Kitco Metals Inc. nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in commodities, securities or other financial instruments. Kitco Metals Inc. and the author of this podcast do not accept culpability for losses and/ or damages arising from the use of this publication.

    20 min
  8. Mining Capital Markets Gain Momentum as Copper Leads | Ilan Bahar

    6 DAYS AGO

    Mining Capital Markets Gain Momentum as Copper Leads | Ilan Bahar

    BMO Capital Markets Managing Director and Co-Head of Global Metals and Mining Ilan Bahar says the mining sector is entering 2026 with one of its strongest capital markets backdrops in years. Speaking with Kitco Mining at the 35th BMO Global Metals, Mining & Critical Minerals Conference, Bahar said this year’s event drew 650 investors and 300 companies, reflecting what he described as a “very, very healthy” environment for precious metals, financing activity, and elevated M&A discussions. He also pointed to the pace and focus with which the U.S. government is leaning into critical minerals as a notable policy shift. Copper remains central to that narrative as AI data centers, electrification, and energy transition demand themes collide with a constrained supply pipeline. “Everybody loves copper, right?” Bahar said, citing strong fundamentals alongside permitting and development challenges. He added that investor participation is broadening beyond traditional resource funds to include retail, hedge funds, and generalists reallocating toward materials. Don’t forget to subscribe to the Kitco Mining & Kitco News YouTube channels to stay up to date on the latest industry news and interviews. Special thanks to our sponsor, First Majestic Silver. To learn more, visit https://firstmajestic.com/ 00:45 - Key Themes Driving Mining in 2026 01:57 - Copper Demand, AI Electrification, and Supply Constraints 02:54 - Record Attendance and Capital Markets Momentum 04:57 - Equity Financing Converts and Streaming Trends 07:40 - Mining M&A Activity at Multi-Year Highs 09:19 - CEO Transitions and Talent Pipeline Challenges 10:58 - New Leadership and Capital Allocation Discipline 13:31 - Dividends, Buybacks, and Shareholder Returns 15:06 - Precious Metals Strength and 2026 Outlook 16:25 - Critical Minerals Strategy and Investment Risks __________________________________________________________________ Kitco Mining is dedicated to reporting on the mining industry. Our mandate is to be the top resource for all mining information and news, offering a clear perspective on where the industry is going through breaking news coverage, mining trends, and in-depth reporting, presented with precious, rare earth, base metals, and industry stock prices. Get important precious and base metal updates while on the go with the Kitco Gold LIVE! app - https://applications.kitco.com Stay connected with us X - https://x.com/KitcoMining Instagram - https://www.instagram.com/kitcomining LinkedIn - https://www.linkedin.com/company/kitco-mining Facebook - https://www.facebook.com/KitcoMining Connect with the Kitco Mining anchors Paul Harris - https://x.com/paulharrisgold   For more in-depth mining coverage, visit us here - https://www.kitco.com/mining Disclaimer: Videos are not trading advice, and the views expressed may not reflect those of Kitco Metals Inc. Disclaimer: The views expressed in this podcast are those of the author and may not reflect those of Kitco Metals Inc. The author has made every effort to ensure accuracy of information provided; however, neither Kitco Metals Inc. nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in commodities, securities or other financial instruments. Kitco Metals Inc. and the author of this podcast do not accept culpability for losses and/ or damages arising from the use of this publication.

    18 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
    223
  • Rating
    Clean
  • Copyright
    © 2026 All rights reserved
  • Show Website
    Kitco MINING

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