Kitco NEWS Roundtable

Last week Barrick Gold (TSX: ABX) announced that it was restarting the Reko Diq project in Pakistan. Kitco correspondent Paul Harris and mining audiences manager Michael McCrae discussed the impact on the senior miner. Podcast was sponsored by Golden Minerals (TSX and NYSE American: AUMN).

Investors want pre-production juniors to merge to attract different and bigger investors into their stories, said Kitco Roundtable podcast special guest George Salamis, president and CEO of Integra Resources. Having recently participated in the BMO Metals and Mining conference, Salamis said a common theme was that traditional investors are tired of being the only check writers to pre-development c...

The Roundtable looks at why nickel stopped trading on the London Metal Exchange and why development of Simandou--one of the largest untapped iron ore deposits in the world -- was put on hold. Kitco correspondent Paul Harris and mining audiences manager Michael McCrae recorded the podcast on Friday.

During one of the most serious geopolitical events in decades, gold performed, said Triple Flag Precious Metal's CEO and founder, Shaun Usmar. On Friday Usmar recorded Kitco Roundtable with Mining Audiences Manager Michael McCrae and Kitco correspondent Paul Harris. Triple Flag (TSX:TFPM,) is a gold-focused streaming and royalty company. The panel talked about gold's rise after Russia invaded Ukra...

Spot gold hit a 20-month high, cresting $1,940 an ounce on Wednesday, when news of the Russian invasion of Ukraine broke. On Firday Mining Audiences and Data Intelligence Manager Michael McCrae discussed the week's events with Kitco correspondent Paul Harris. In contrast to gold, Bitcoin dropped, losing about 7% for the day and trading under $35,000.

While nickel demand is growing due to energy transition, miners are hesitant to jump in due to an incomplete supply chain, said Lyle Trytten, development manager at Giga Metals and president of Trytten Consulting. On Friday Trytten recorded Kitco Roundtable with Mining Audiences Manager Michael McCrae and Kitco correspondent Paul Harris. Electric vehicle adoption is quickening, and nickel is a key...

Safe-haven demand is pushing gold prices to a three-month high but will rising geopolitical tensions create a sustainable bid in the precious metal. On Monday editor Neils Christensen recorded a podcast with Phillip Streible, chief market strategist at Blue Line Futures. The guest was John Reade, chief market strategist of the World Gold Council. The three talked about the health of the global mar...

Yukon prospector Shawn Ryan said smaller mines are possible in Newfoundland due to the good infrastructure. On Friday Ryan recorded Kitco Roundtable with Mining Audiences Manager Michael McCrae and Kitco correspondent Paul Harris. Ryan is behind some of the most successful discoveries in the Yukon, such as the Coffee project, which was eventually picked up by Goldcorp for over C$520 million. Ryan...

While gold and silver are trapped in a range, one market analyst said investors should look at other commodities with a lot more potential in 2022. Monday, in the latest Kitco News commodity podcast with Neils Christensen, editor of Kitco News, and Phillip Streible, chief market strategist at Blue Line Futures, Paul Robinson, managing director of CRU, presented his top five commodity picks for the...

While there may be an easing off of copper prices in the short term due to big copper mines coming online, economist Patricia Mohr said demand from energy transition is going to overwhelm in the medium- to long-term and drive prices higher.   On Friday Mohr recorded Kitco Roundtable with Mining Audiences Manager Michael McCrae and Kitco correspondent Paul Harris. Mohr was formerly with Scotiabank....

With inflation running hot around the world, gold prices should be well over $2,000, according to Nitesh Shah, director of commodity research at WisdomTree. Monday, in the latest Kitco News commodity podcast with Neils Christensen, editor of Kitco News, and Phillip Streible, chief market strategist at Blue Line Futures, Shah noted that consumer inflation is currently at 7%, its highest level in 40...

Silver favors investors with larger prices swings relative to gold, said James Anderson, CEO of Guanajuato Silver.   On Friday Anderson recorded Kitco Roundtable with Mining Audiences Manager Michael McCrae and Kitco correspondent Paul Harris. Guanajuato Silver (GSilver) is reactivating past producing silver and gold mines near the city of Guanajuato, Mexico. The company currently has two mines ar...

The gold market still has a path back to $2,000 an ounce even as the Federal Reserve looks to tighten its monetary policy this year, according to one market strategist. In Kitco News's inaugural gold market podcast, George Milling-Stanley, chief market strategist at State Streat Global Advisors, said that although the Federal Reserve is looking at raising interest rates with the potential for thre...

The shortage of battery metals is driving up the costs of electric vehicles to the point where car ownership may transition to various types of rental models, said Matt Fernley, editor of Battery Materials Review and Head of Research for Westbeck Capital’s Volta Energy Transition fund. On Friday Fernley recorded Kitco Roundtable with Mining Audiences Manager Michael McCrae, Editor Neils Christense...

Red hot nickel may be coming back to earth, according to Reuters. On Saturday Michael McCrae recorded a solo Kitco Roundtable looking at the past week's metal and mining news. On Friday nickel prices jumped to their highest since 2011 on as a supply deficit ate into stockpiles and electric vehicles gain wider acceptance. Benchmark nickel on the London Metal Exchange (LME) was $22,400 a tonne. Howe...

Copper prices are heading up due to increased demand from energy transition and declining grades at existing mines, said Nolan Peterson, CEO of World Copper. On Friday Peterson recorded Kitco Roundtable with Kitco correspondent Paul Harris and Mining Audiences Manager Michael McCrae. World Copper is a copper-focused exploration company operating within Chile. "The average head grade of copper mine...

This week Kitco Roundtable panelists Michael McCrae, Paul Harris and Neils Christensen picked their top news story of the year, as well as emerging trends in 2022. McCrae is Mining Audiences Manager, Harris is a Kitco correspondent and Christensen is a Kitco editor. McCrae chose the large automakers investing electric vehicles as mining's top headline, due to a firm commitment to battery metals. C...

The build out of hydroelectric power in the northwestern B.C. is fundamentally changing mining and exploration in the region, said Walter Coles Jr., CEO and president of Skeena Resources (TSX:SKE). On Friday Coles recorded Kitco Roundtable with Mining Audiences Manager Michael McCrae, Editor Neils Christensen and Kitco correspondent Paul Harris. Skeena is an exploration company focused on northwes...

While big deals in the gold space are getting done, the battery metal space is seeing more aggressive mergers and acquisitions, noted panelist Mining Audiences Manager Michael McCrae. On Friday McCrae recorded Kitco Roundtable with Kitco correspondent Paul Harris. For much of 2021 Wyloo Metals and BHP Billiton were in a bidding war for Noront Resources, which is advancing its Eagle’s Nest nickel,...

While carbon credits have been around about 30 years, demand is finally surging, said Brett Heath, chairman of newly-formed Carbon Neutral Royalty. On Friday Heath recorded Kitco Roundtable with Mining Audiences Manager Michael McCrae and editor Neils Christensen. Heath is also CEO of Metalla Royalty & Streaming. Demand for carbon credits is estimated to increase by 15x by 2030 and by 100X by 2050...

Technology giants dwarf mining giants, but that can also benefit investors, said Yamana Gold's executive chairman, Peter Marrone. On Friday Marrone recorded Kitco Roundtable with Mining Audiences Manager Michael McCrae, Editor Neils Christensen and Kitco correspondent Paul Harris. The largest gold miner, Newmont, has a market capitalization of $44 billion, compared to Apple's $2.57 trillion valuat...

There has been a succession of mergers and acquistions in the gold space, said mining audiences manager Michael McCrae. On Friday McCrae recorded a podcast with editor Neils Christensen and Kitco correspondent Paul Harris. This past week it was announced that Evolution Mining would buy Glencore's Ernest Henry Mining copper-gold mine in Queensland, Australia, for A$1 billion ($730 million). Earlier...

Precious metals look good due to the central banks finding themselves stuck "between a rock and hard place," said Gwen Preston, who runs the Resource Maven. On Friday Preston recorded Kitco Roundtable with Mining Audiences Manager Michael McCrae and Kitco correspondent Paul Harris. Preston was commenting on Bank of England, which decided not to raise rates on Thursday. The bank had made hawkish st...

The gold miners have not done themselves any favors with hiking dividends instead of acquiring more assets, said mining legend and entrepreneur Ian Telfer. On Friday Telfer recorded Kitco Roundtable with Mining Audiences Manager Michael McCrae and Kitco correspondent Paul Harris. Telfer has had a storied mining career and was foundational in the creation of Goldcorp and Wheaton Precious Metals. Te...

Innovation is relentless in the electric vehicle space, particularly around material substitution due to worries about reliability of supply, but original equipment manufacturers need time to adjust to new processes, said Dr. Soroush Nazarpour, founder and CEO of NanoXplore (TSE:GRA). On Friday Nazarpour recorded Kitco Roundtable with Mining Audiences Manager Michael McCrae, Kitco correspondent Pa...