Kitco MINING

Kitco MEDIA

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. New TSXV Listing Syntholene Eyes Commercial Fuel Before 2030

    DEC 17

    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
  2. Tom Palmer’s Final Interview: Newcrest, Divestitures, and What’s Next

    DEC 16

    Tom Palmer’s Final Interview: Newcrest, Divestitures, and What’s Next

    In 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 how Newmont exceeded expectations in its divestiture program, returned more than $2.7 billion to shareholders this year, and built a portfolio designed to generate reliable free cash flow through the price cycle. He also discusses the shift toward generalist investors, the role of discipline as gold trades near record levels, and how consolidation, digital gold, and new buyers like Tether could shape the sector in 2026. As he transitions into an advisory role, Palmer shares what he hopes to see next from the global gold industry.  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. 00:27 – Tom Palmer’s Tenure and Leadership at Newmont 01:48 – Newmont’s Strength, Portfolio Quality, and Long Life Assets 04:32 – Why Tom Palmer Is Stepping Down as CEO 05:50 – Divestitures, Newcrest Strategy, and Capital Returns 10:21 – Investor Expectations, Guidance, and Free Cash Flow Discipline 17:56 – Gold Industry Trends, Consolidation, and Digital Gold 21:44 – Palmer’s Next Chapter and Life After Newmont 23:56 – Final Reflections and Farewell 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
  3. 350 Moz Silver Project Accelerates as AbraSilver Prepares Q1 2026 FS

    DEC 10

    350 Moz Silver Project Accelerates as AbraSilver Prepares Q1 2026 FS

    AbraSilver 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 Q1 2026. The project is anchored by a 350 million ounce silver equivalent resource, ongoing high-grade drilling, and a balance sheet holding 65 million dollars in cash with no debt. Miniotis says the company will review multiple financing options ahead of a final investment decision targeted for late Q3 2026, with early works construction already funded. Key themes shaping AbraSilver’s next development phase include:  • Diablillos’ potential to become one of the world’s largest primary silver mines  • Feasibility study delivery targeted for Q1 2026  • Financing paths for a roughly 540 million dollar build  • High-grade gold and silver results across multiple zones  • Expansion scenarios up to 18,000 tons per day  • Catalysts leading to a construction decision next year Don’t forget to subscribe to Kitco Mining for full coverage of the NBF CEO Mining Conference in London.  Special thanks to our sponsor, Agnico Eagle, for making this coverage possible. Visit https://agnicoeagle.com/ to learn more. https://youtu.be/_H33j3TzYGs?si=0iAArSQMJJrPAhOO Disclaimer: The views expressed in this podcast are those of the author and may not reflect those of Kitco Metals Inc. The author has made every effort to ensure accuracy of information provided; however, neither Kitco Metals Inc. nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in commodities, securities or other financial instruments. Kitco Metals Inc. and the author of this podcast do not accept culpability for losses and/ or damages arising from the use of this publication.

    22 min
  4. Aris Mining Targets 500K oz in 2026 as Arbitration Deal Clears the Path

    DEC 10

    Aris Mining Targets 500K oz in 2026 as Arbitration Deal Clears the Path

    Aris 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 redesigned development plan, now moving toward EIA submission. He outlines how Aris’s integrated small-miner model, strong cash flow from Segovia, the ongoing expansion at Marmato, and progress at Toroparu position the company on a pathway toward long-term growth and multi-asset production scale. 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. Special thanks to our sponsor, Agnico Eagle, for making this coverage possible. Visit https://agnicoeagle.com/ to learn more. https://youtu.be/z-ejCf0ms3U?si=5O3QCPG7MFc4wEW8 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. Artemis Gold Targets Major Growth as Blackwater Delivers Record Margins

    DEC 10

    Artemis Gold Targets Major Growth as Blackwater Delivers Record Margins

    Artemis 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 per year is underway, with a major phase 2 build expected to start in Q2 2026 and take throughput north of 20 million tonnes per year over a two-year construction window. He discusses funding this largely from cash flow, supported by a C$700 million revolving credit facility, while maintaining life-of-mine AISC below $1,000 per ounce and targeting production well above 500,000 ounces per year. In this interview, Dean also discusses:  • Blackwater’s rapid ramp-up, margin profile and capital allocation priorities  • How the 6 Mtpa plant is being expanded to 8 Mtpa (phase 1A) and then to 20+ Mtpa under phase 2  • Funding options for a $1 billion-plus expansion and the role of the new C$700 million revolver  • Exploration plans on Artemis’ 1,500 square kilometre land package around Blackwater  • How strong cash balances, perceived undervaluation and about 38% insider ownership shape Artemis’ M&A options Don’t forget to subscribe to Kitco Mining for full coverage of the NBF CEO Mining Conference in London. Special thanks to our sponsor, Agnico Eagle, for making this coverage possible. Visit https://agnicoeagle.com/ to learn more. https://youtu.be/udL00GrTKtQ?si=ye1orTLgfMMVH2O9 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. Aya Gold and Silver CEO on Rising Margins as Zgounder Ramps Up

    DEC 10

    Aya Gold and Silver CEO on Rising Margins as Zgounder Ramps Up

    Aya 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 cash generation. He added that “The sector is extremely profitable,” as Aya targets roughly 6 million ounces of silver in 2025 and continues to strengthen its balance sheet. Looking ahead, the fully permitted Boumadine project is set to reshape the company’s profile. The planned 8,000 tonne per day operation is expected to produce more than 30 million ounces of silver equivalent annually, supported by EBRD financing and strong demand for concentrates. La Salle sees a clear path toward construction as updated studies and a major drill program advance through 2026. 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.

    32 min
  7. Copper Market Tightens as Solaris Advances World-Class Warintza Project

    DEC 10

    Copper Market Tightens as Solaris Advances World-Class Warintza Project

    Solaris 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 strong Ecuadorian infrastructure. Rowlinson explains that Warintza will be permitted in two stages, starting with a 22-year reserve life linked to the initial tailings facility. Additional tailings locations have already been identified to support the full 5.8 billion ton resource and extend mine life by roughly 30 years. Solaris aims to be fully permitted by the end of 2026, complete a feasibility study in early 2027, and move into a three-year build toward production. He adds that the PFS “opens a corridor” for strategic interest, and while Solaris is advancing its own development plan, the company remains open to discussions that maximise shareholder value. For more interviews and insights from the NBF CEO Mining Conference in London, make sure to subscribe to Kitco Mining. Special thanks to our sponsor, Agnico Eagle, for making this coverage possible. Visit https://agnicoeagle.com/ to learn more. https://youtu.be/7fb0jZ0Jwxk?si=ZPUCjEu-7AKfKRyF 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
  8. Discovery Silver Targets Mill Expansion From 4.5M to 9M Tonnes

    DEC 10

    Discovery Silver Targets Mill Expansion From 4.5M to 9M Tonnes

    Discovery 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 Cordero in Mexico, where technical studies and permitting remain on track. “We’re not sitting on our hands,” he says, stressing that Discovery is prioritizing growth over dividends or buybacks while the company builds toward its full potential. In this interview, Tony Makuch also discusses:  • How Discovery plans to double Porcupine production and expand mill capacity  • The four-pillar value model: operations, reinvestment, new mines, exploration  • Dome and TVZ as major catalysts within a 15-million-ounce resource base  • Progress on Cordero permitting and updated engineering work  • Financing options for Cordero and long-term capital strategy  • Positioning the company for growth in a $4,000 gold, $50 silver environment Don’t forget to subscribe to the Kitco Mining & Kitco News YouTube channels for more coverage from the 2025 NBC Capital Markets CEO Mining Conference. Special thanks to our sponsor, Agnico Eagle, for making this coverage possible. Visit https://agnicoeagle.com/ to learn more. 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

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

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