Kitco NEWS Roundtable

Steep interest rate hikes are hard on commodities and the markets, but the move is necessary, said Liberty Gold CEO Cal Everett. On Friday Everett recorded Kitco Roundtable with mining audiences manager Michael McCrae and Kitco correspondent Paul Harris. The Federal Reserve's rate hikes have been hard on investors. In early September the Fed increased its benchmark rate by 75 basis points, and ano...

Too much conservatism and a focus on capital discipline was a drag on the mining sector's big get together in September, said Kitco correspondent Paul Harris. On Tuesday Harris recorded Kitco Roundtable with mining audiences manager Michael McCrae and VRIFY CEO Steve de Jong. Roundtable was filmed at Gold Forum Americas in Colorado Springs. The event began on Monday. The forum started on a sour no...

With gold dropping below $1,700 junior mining investors are scarce, notes Kitco correspondent Paul Harris. On Friday Harris recorded Kitco Roundtable with mining audiences manager Michael McCrae. Harris is at the 2022 Precious Metals Summit Beaver Creek. He noted the mood at this fall's kick-off show. "It's quite doom and gloom. The running joke is 'spot the investor'," said Harris.

After an August shellacking, markets and commodities were keen to turn to the page, said Kitco's mining audience manager, Michael McCrae. On Friday McCrae recorded Kitco Roundtable with correspondent Paul Harris and Arnoud Star Busmann, president and CEO of Minehub Technologies. On Friday gold rose as the dollar weakened, although prospects of more rate hikes from the U.S. Federal Reserve are keep...

Decelerating economic growth was pitched as a solution for meeting the world's demand for metals, reported Kitco correspondent Paul Harris. On Friday Harris recorded Kitco Roundtable with mining audiences manager Michael McCrae. While energy transtion will require higher production levels of copper, lithium and nickel, metal production is generally declining. Reuters reported that top copper miner...

Uranium miners traded higher this week after Japan announced plans to resume the country's nuclear program, noted Ur-Energy's CEO John Cash. On Friday Cash recorded Kitco Roundtable with mining audiences manager Michael McCrae and Kitco correspondent Paul Harris. Ur-Energy is an in-situ uranium company with operations in Wyoming, U.S. Since 2013 the company has produced and shipped about 2.6 milli...

Near permanence and verification are the chief advantages to using reactive rocks for carbon sequestration, said CO2Lock's CEO Cooper Quinn. On Friday Quinn recorded Kitco Roundtable with mining audiences manager Michael McCrae and Kitco correspondent Paul Harris. CO2Lock is commercializing carbon capture and storage (CCS) using rocks that react and trap carbon dioxide. CO2Lock was formed this spr...

The Consumer Price Index number released on Wednesday marked a turning point in the markets, argued Kitco's mining audiences manager Michael McCrae. On Friday McCrae recorded Roundtable with Kitco correspondent Paul Harris and Exploration Insights editor Joe Mazumdar. The Wednesday inflation news from the Labor Department shows that U.S. consumer prices were unchanged in July. The CPI was flat las...

Lukas Lundin's passing was announced on Wednesday. On Friday Lundin Gold CEO Ron Hochstein shared his rememberances with Kitco correspondent Paul Harris and mining audiences manager Michael McCrae on Kitco Roundtable. Lundin Gold's flagship asset is its Fruta Del Norte Mine. In 2014 Lukas Lundin acquired Fruta Del Norte project for $240 million. The company (TSE: LUG), which Lukas chaired, now has...

Ford Motors announced seven battery-metal deals this week, noted Kitco correspondent Paul Harris. On Friday Harris recorded Kitco Roundtable with mining audiences manager Michael McCrae and Cornish Metals CEO Richard Williams. On Thursday the automaker announced it will buy lithium from ioneer, which is advancing its Rhyolite Ridge project in Nevada. Other deals Ford announced were with Compass Mi...

Snowline Gold CEO Scott Berdahl singled out Victoria Gold going into operation as one of the biggest catalyst for the region's mining sector. On Friday Berdahl recorded Kitco Roundtable with Kitco correspondent Paul Harris and mining audiences manager Michael McCrae. Snowline Gold (CSE:SGD, OTCQB:SNWGF) is an exploration company operating in the Yukon. Snowline’s portfolio is spun out from a priva...

Under-investment, just-in-time manufacturing and environmental pressures are some the factors that resulted in the U.S. falling behind in securing its own domestic supply of critical metals, said Duncan Wood, vice president for strategy & new initiatives at the Wilson Center. On Friday Wood recorded Kitco Roundtable with mining audiences manager Michael McCrae. Wood was lead author for the The Mos...

Carmaker Stellantis bought an 8% stake in direct lithium extraction company Vulcan Energy Resources for $52 million this week. On Friday Kitco Roundtable's Michael McCrae sat down with the CEO of Golden Shield Resources, Leo Hathaway. Kitco correspondent Paul Harris and editor Neils Christensen recorded a segment from the Yukon, where they are participating in a mine tour. Golden Shield Resources...

Diamond Field Resources is pivoting to West African gold explorer, said CEO John McGloin. On Friday McGloin recorded Kitco Roundable with mining audiences manager Michael McCrae. Last year Diamond Fields (TSX.VDFR) announced it acquired Moydow Holdings, which has a portfolio of exploration and development projects across Africa, including the highly prospective Labola gold project in Burkina Faso....

Hard rock lithium mines can have much higher greenhouse gas emmissions compared to brines, said Mark Fellows, co-founder of and director at Skarn Associates. On Friday Fellows recorded Kitco Roundtable podcast with correspondent Paul Harris and mininga adiences manager Michael McCrae. Skarn is a UK-based consultancy that quantifies and benchmarks asset-level greenhouse gas emissions, energy intens...

Brownfield projects have distinct advantages, said Vizsla Silver CEO Michael Konnert. On Friday Konnert recorded Kitco Roundtable. Vizsla Silver (TSX-V: VZLA, NYSE: VZLA) is advancing its flagship, 100%-owned Panuco silver-gold project located in Sinaloa, Mexico. The company said it has completed over 140,000 metres of drilling at Panuco leading to the discovery of several new high-grade veins. Vi...

The Russia-Ukraine war revealed the vulnerability of the potash supply chain, said Gensource Potash CEO Mike Ferguson. On Friday Ferguson recorded Kitco Roundtable with mining audiences manager Michael McCrae and Kitco correspondent Paul Harris. Gensource is advancing a new technology, which Ferguson said is more modular and requires less capital. Gensource produces potash using a closed-loop meth...

Gold is holding up relatively well compared to everything else, noted mining audiences manager Michael McCrae. On Friday McCrae recorded Kitco Roundtable with Kitco correspondent Paul Harris after a tumultuous week for markets and metals. On Wednesday the Fed announced a 50-basis point hike, the biggest in 22 years. The U.S. dollar and U.S. Treasury yields all soared this week, while there was car...

Gold dropped sharply in April due to a rise in U.S. Treasury yields and a resilient U.S. dollar, noted mining audiences manager Michael McCrae. On Friday McCrae recorded Kitco Roundtable with Kitco correspondent Paul Harris. Copper was off about 5% for the week, noted McCrae. Concerns about the pandemic and an industrial slowdown in China weighed. In its earnings Caterpillar warned that demand in...

While many metal prices have rocketed, mining equities have mostly under-performed, noted Queen's Road Capital CEO Warren Gilman. On Friday Gilman recorded a podcast with Kitco correspondent Paul Harris and mining audiences manager Michael McCrae. Queen's Road Capital (TSX:QRC.V) finances miners. The company focuses on convertible debt securities. Some investments are NexGen Energy, Adriatic Metal...

Mergers and acquisitions are creating their own momentum, said Tectonic Metals' CEO Tony Reda. On Friday Kitco recorded Kitco Roundtable. Tectonic Metals (CVE:TECT) is a mineral exploration company focused on North America. Assets include the Tibbs project, which hosts three new Tectonic drill discoveries in the Goodpaster District and is 35 kilometres east of the Pogo Mine. Before heading Tectoni...

News this week that Ottawa plans to spend C$3.8 billion ($3.02 billion) to support battery metals was welcomed by miners. On Friday mining audiences manager Michael McCrae hosted Kitco Roundtable. The Canadian government announced the funding it its budget. Funds would go to mineral surveying, processing and recycling, as well as tax credits for digging new mines and subsidies for infrastructure....

Energy transition is going to require a lot of copper, but miners are still cautious, said Kitco correspondent Paul Harris. On Friday Harris recorded Kitco Roundtable with mining audiences manager Michael McCrae and CEO and co-founder of Enduro Metals, Cole Evans. Enduro Metals (TSXV: ENDR) is an exploration company focused on British Columbia’s Golden Triangle. In late March Harris covered the CR...