Digging Deep

Ahead of the July 4th weekend, Nicole Adshead-Bell, Director of Cupel Advisory, joins Kitco Mining’s Digging Deep with Paul Harris for a U.S.-focused look at the critical minerals race, the tungsten boom, new silver listings on U.S. markets, and the projects testing whether governments are serious about supply security. Adshead-Bell says Washington is right to focus on processing as China dominate...

Neil Adshead, Consultant Analyst at the Commodity Discovery Fund, joins Kitco Mining’s Digging Deep with Paul Harris to break down a week dominated by gold M&A, copper supply stress, and rising investor interest in large-scale mining stories. Recorded on May 13, 2026, the discussion covers Equinox Gold’s planned all-stock acquisition of Orla Mining, a transaction announced the same day to crea...

Joe Mazumdar, editor of Exploration Insights, joins Kitco Mining’s Digging Deep with Paul Harris to unpack a record-setting earnings season for gold producers, where higher margins, stronger free cash flow, and rising shareholder returns are reshaping the sector. Mazumdar highlights Newmont and Lundin Gold as standout performers, but says the bigger issue is that organic production growth remains...

John Feneck, Founder & CEO of The Feneck Commodities Report, joins Kitco Mining’s Digging Deep as gold and mining equities pull back amid ongoing geopolitical tension in the Middle East. Speaking with Paul Harris, Feneck said the recent weakness does not signal a breakdown in the trend, but a buying opportunity within a broader bull market. “This is a buying opportunity,” he said. Feneck highl...

Rick Rule, President and CEO of Rule Investment Media, joins Kitco Mining’s Digging Deep with Paul Harris to break down escalating geopolitical risk and what it means for energy, commodities, and mining. Rule says recent oil and LNG price moves tied to the Persian Gulf conflict are “anticipatory rather than reactive,” warning that markets are still pricing anticipatory shortages rather than real r...

Neil Adshead, Consultant Analyst at the Commodity Discovery Fund, joins Kitco Mining’s Digging Deep with Paul Harris to unpack the recent price slump in precious metals, and how gold and the mining majors are performing amid the Iran war. “The long term supply/demand for commodities is in place, but if this war really does damage the global economy significantly, then we could be in for quite a lo...

Rick Rule, President and CEO of Rule Investment Media, joins Kitco Mining’s Digging Deep with Paul Harris to assess how escalating conflict in the Persian Gulf is exposing deeper risks across energy, debt, and global resource markets. Rule warns that “30 years of underinvestment in natural resources means that we are less able to deal with shocks,” pointing to vulnerabilities across oil, LNG, fert...

Christopher Ecclestone, principal and mining strategist at Hallgarten + Company, joins Kitco Mining’s Digging Deep with Paul Harris to break down a week of major mining developments and what they reveal about jurisdiction risk, politics, and project strategy. Ecclestone discusses SSR Mining’s agreement to sell its 80% stake in the Copler mine in Türkiye for $1.5 billion following the February 13,...

Joe Mazumdar, Editor of Exploration Insights, joins Kitco Mining’s Digging Deep, to break down a pivotal stretch for mining as copper consolidation stalls, major producers downgrade output, and gold trades above $5,000 per ounce. On Rio Tinto walking away from Glencore, Mazumdar says, “It’s almost cheaper to merge and generate more copper for the combined entity than it is to build a new project,”...

Neil Adshead, Consultant Analyst at the Commodity Discovery Fund, joins Kitco Mining’s Digging Deep with Paul Harris to examine how new US policy initiatives and price volatility are shaping mining and critical minerals in 2026. Discussing the Trump administration’s $12 billion “Project Vault” initiative and Vice President JD Vance’s proposal for enforceable price floors, Adshead explains how smal...

Rick Rule, President & CEO of Rule Investment Media, joins Kitco Mining’s Digging Deep with Paul Harris to explain why he believes the strength in precious metals reflects a long-term erosion in purchasing power, not a short-term cycle. Rule argues that gold performs best when confidence in fiat-denominated savings breaks down, noting “a gold bull market and conversely a bond bear market has b...

John Feneck, Founder and CEO of the Feneck Commodities Report, joins Kitco Mining’s Digging Deep to break down one of the strongest years yet for precious metals. He says the December 10 Fed rate cut reflects rising concern about the labor market, while the political shift underway in 2025 may ultimately shape the direction of rate policy more than Powell’s guidance. Silver led the reaction to the...

Neil Adshead, Consultant Analyst at the Commodity Discovery Fund, joins Kitco Mining’s Digging Deep to unpack the three forces that will shape the mining sector in 2026. He warns that copper is heading into a structural supply crunch as major miners remain unwilling to approve the multibillion-dollar projects needed to meet future demand. Years of cost blowouts, long paybacks, and permitting chall...

Christopher Ecclestone, Principal and Mining Strategist at Hallgarten + Company, joins Kitco Mining’s Digging Deep as gold drops more than US$400 per ounce from record highs. Ecclestone, who predicted the correction earlier this month, says it reflects the inevitable turn in overheated markets.  “What goes up must come down,” he said. “Eventually, everything corrects in some way or another.” He li...

Stephen Stewart, founder and chairman of Ore Group, joins Kitco Mining’s Ernest Hoffman at Explor 2025 in Montreal to discuss Canada-U.S. relations, government policy, and how Ore Group is positioning for the next phase of the commodities cycle. “The United States and Canada are brothers and sisters,” Stewart said. “We have probably the most fruitful economic partnership in the history of the worl...

With gold and silver at all-time highs, and copper hovering around US$5, John Feneck of The Feneck Commodities Report tells Kitco Mining’s Digging Deep that gold has finally broken out after months of consolidation. “Gold obviously was kind of a sideways pattern for a good portion of 2025,” he said, adding that it “then broke out of that consolidation and just skyrocketed past $3600, and just went...

Exploration geologist Jeff Pontius joins Kitco Mining’s Digging Deep to discuss Nevada discoveries, royalty market premiums, and the outlook for M&A. Pontius, who led Corvus Gold through its C$570 million acquisition by AngloGold Ashanti in 2022, has advanced multiple discoveries across his career and continues to advise and evaluate new opportunities. On AngloGold’s Nevada build-out, he said,...

JuniorMinerJunky.com founder David Erfle joins Kitco Mining’s Digging Deep to unpack a pivotal week for gold, silver, copper, and mining equities. “Gold futures hit $3,700 and silver now is back over $42 in the futures market as we’re speaking right now,” he says. With money flowing and juniors hitting 52-week and all-time highs, sentiment has flipped. “It’s really nice to see a lot of those frown...

Nicole Adshead-Bell, Director at Cupel Advisory, joins Kitco Mining’s Digging Deep to unpack what the current bull market looks like on the ground after two intense weeks of meetings and panels. “We are definitely in a bull market, but we are not yet seeing the crazy bubble-like behavior.” From financing windows reopening to packed investor schedules, she lays out the signals that matter. After ru...

Neil Adshead, Consultant Analyst at Commodity Discovery Fund, joins Kitco Mining’s Digging Deep as gold pushes past US$3,700 per ounce and silver hits 14-year highs. In the discussion, he points to central banks as the marginal buyers driving bullion higher, noting “The marginal buyer is these central banks,” and that nations across Asia and Europe are steadily adding gold to reserves. Adshead exp...

Is silver's technical breakout above $35 the real deal, and could it rapidly surge to $50? David Erfle from JuniorMinerJunky discusses silver's technical breakout above $35 and the potential for it to quickly reach $50, referencing its history of rapid, violent moves. In this latest episode of Digging Deep with Kitco’s Senior Mining Editor and Anchor Paul Harris, he notes that silver min...

Will the current M&A wave reshape the mining sector in 2025? Nicole Adshead-Bell, Director of Cupel Advisory, joins Kitco’s Senior Mining Editor and Anchor Paul Harris to break down a pivotal Q1 for the gold and copper sectors. In this Digging Deep episode, she unpacks the M&A frenzy sweeping the mining space, the implications of record gold margins, and why high prices may be masking deep...

Are you waiting for a better gold price before investing in mining stocks? You might be missing the boat. John Feneck, Founder and CEO of The Feneck Commodities Report, joins Kitco’s Senior Mining Editor and Anchor Paul Harris to share why many junior mining companies are wasting money on ineffective promotions and why serious investors are getting fed up. Feneck urges companies to be more strateg...

Can Newmont ever catch up to Agnico Eagle’s performance? Joe Mazumdar, Editor of Exploration Insights, joins Kitco Mining’s Paul Harris to break down a busy week for mining and M&A activity. Mazumdar discusses Agnico Eagle’s outperformance over Newmont, the implications of Trump’s proposed 28-day mining permit approvals, and the major Barrick gold divestments. He also unpacks the takeover of L...

Is the U.S. setting itself up for failure in the critical minerals war with China? Gold has soared above $3,300, but geopolitical risks and shifting mining policies are reshaping the global resource landscape. Christopher Ecclestone, Principal and Mining Strategist at Hallgarten & Company, returns to Digging Deep to break down Barrick’s controversial copper pivot, Ghana’s crackdown on illegal...