Kitco NEWS Roundtable

Never mind the current rush into electric vehicles, coming regulations are going to drastically increase EV adoption and mineral demand, said Matt Watson, founder of Precious Metals Commodity Management. On Friday Watson recorded Kitco Roundtable with Mining Audiences Manager Michael McCrae and Kitco correspondent Paul Harris. In the seven months up to July, global sales of electric vehicles were...

A second bad jobs report along with spiking energy prices is hinting at stagflation, said Junior Miner Junky editor David Erfle. On Friday Erfle recorded Kitco Roundtable with Mining Audiences Manager Michael McCrae, Kitco correspondent Paul Harris and editor Neils Christensen. The job's report for September was dismal with only 194,000 jobs added last month. The forecast was for a much higher num...

Some advanced computers require super-cooling, and that's where helium plays its role, said Desert Mountain Energy's CEO Robert Rohlfing. On Friday Rohlfing recorded Kitco Roundtable with Mining Audiences Manager Michael McCrae, Kitco correspondent Paul Harris and editor Neils Christensen. Mining companies have been investing in lithium, copper and nickel projects to meet growing need for lithium-...

With travel curtailed due to the pandemic, consumers are shifting spending to material luxury items, which favors diamonds, said Paul Zimnisky, industry analyst.   Early last monthy Zimnisky recorded Kitco Roundtable podcast with Mining Audiences Manager Michael McCrae, Kitco correspondent Paul Harris and editor Neils Christensen. "If you look at Signet Jewelers--the largest jewelry company in the...

There is still a lot ground left to explore and find big new discoveries, said the CEO of Blackwolf Copper and Gold (CVE:BWCG), Rob McLeod.   On Friday McLeod recorded Kitco Roundtable with Mining Audiences Manager Michael McCrae, Kitco correspondent Paul Harris and editor Neils Christensen. There is a concern that precious metal supply may be constrained in the future without any big new gold pro...

The gold sector suffers from a lack of quality projects, said Banyan Gold's CEO Tara Christie.  On Friday Christie recorded Kitco Roundtable with Mining Audiences Manager Michael McCrae, Kitco correspondent Paul Harris and editor Neils Christensen. Year-to-date the VanEck Junior Gold Miners ETF is off 30% to $17.57. Harris said too many gold companies make the sector harder for investors to naviga...

Significant milestones for Equinox Gold (TSX:EQX) is production coming online in Brazil and Ontario, said president Greg Smith.   On Friday Smith recorded Kitco Roundtable with Mining Audiences Manager Michael McCrae, Kitco correspondent Paul Harris and editor Neils Christensen. Equinox Gold is forecasting about 600,000 ounces this year with plans to grow to one million ounces annually.   Smith sa...

The gold miners and juniors are trading at significant lows despite the yellow metal pushing through $1,800 this week, noted Greg Johnson, CEO of Metallic Minerals and chair of the Metallic Group.  On Friday Johnson recorded Kitco Roundtable podcast with Mining Audiences Manager Michael McCrae and Kitco correspondent Paul Harris. Gold and gold equities were near an all-time high a year ago, noted...

Gold has risen smartly after it dropped sharply at the start of the week. On Friday Stephen Soock at Stifel recorded Kitco Roundtable podcast with Mining Audiences Manager Michael McCrae, Kitco correspondent Paul Harris and editor Neils Christensen. Panelists discussed the flash crash, the Fed's pull on the gold market and earnings from Barrick Gold.

Processing rare earth ore has a huge hurdle for most projects, said the CEO and president of Geomega Resource, Kiril Mugerman.  On Friday Mugerman recorded Kitco Roundtable podcast with Mining Audiences Manager Michael McCrae, Kitco correspondent Paul Harris and editor Neils Christensen. Geomega is investing in recycling processes to recover rare earth waste. Mugerman was asked why it is so diffic...

Although conditions have improved, the mining sector remains undervalued and struggles to attract capital from generalist investors. However, Chris Donaldson, CEO of Outback Goldfields, said that he is optimistic that attention will return to the mining sector. He added that investors won't be able to ignore the industry when gold prices push back above $2,000 an ounce. "We're just waiting for thi...

Elevated demand for battery materials due to energy transition makes this period a super cycle, said Battery Materials Review Editor Matt Fernley.   On Friday Fernley recorded Kitco Roundtable podcast with Mining Audiences Manager Michael McCrae, Kitco correspondent Paul Harris and editor Neils Christensen. Battery materials like copper, nickel and lithium have had big price run ups in 2021.   "We...

While governments have been announcing ambitious green-energy initiatives, the private sector has been matching with its own spending, said Ion Energy CEO Ali Haji.  On Friday Haji recorded Kitco Roundtable podcast with Mining Audiences Manager Michael McCrae, Kitco correspondent Paul Harris and editor Neils Christensen.  Ion Energy (CVE:ION) is advancing a lithium project in Mongolia.  Haji noted...

With the concentration of nickel in countries such as New Caledonia and Philippines, the nickel supply faces jurisdictional risk, said FPX Nickel's CEO Martin Turenne. On Friday Turenne recorded Kitco Roundtable podcast with Mining Audiences Manager Michael McCrae, Kitco correspondent Paul Harris and editor Neils Christensen.  FPX Nickel (TSX-V:FPX) is a Vancouver-based junior nickel mining compan...

When assessing his junior picks, John Feneck said jurisdictional risk is becoming more important.   On the Friday Feneck recorded Kitco Roundtable with Michael McCrae, mining audiences manager at Kitco. Feneck is president of Feneck Consulting, which helps small and mid-cap resource companies raise brand awareness, as well as providing advice to institutions and individual investors on commodity i...

Great sums ready to be unlocked and flow into mining as long as environmental social governance (ESG) issues are addressed, said the founder of Digbee, Jamie Strauss. On Friday Strauss recorded Kitco Roundtable podcast with correspondent Paul Harris, Mining Audiences Manager Michael McCrae and editor Neils Christensen. On its website, Digbee describes itself as a on-demand data, research and ESG p...

Automaker are being forced into operational roles in the mining sector, said Rho Motion's Adam Panayi on Friday.   The managing director of Rho Motion recorded a Kitco Roundtable podcast with correspondent Paul Harris, Mining Audiences Manager Michael McCrae and editor Neils Christensen. To make electric vehicles, automakers are going to need a lot more cobalt, lithium, nickel and copper than is c...

Gold's slide was stopped by a job's report that was a disappointment but not a complete breakdown, said editor Neils Christensen.   On Friday Christensen recorded a podcast with correspondent Paul Harris, Mining Audiences Manager Michael McCrae and guest Luke Alexander, CEO of Newcore Gold. Friday’s nonfarm payroll report showed that the U.S. economy added 559,000 jobs in May, slightly shy of cons...

People should always have an exit in mind when they invest, said Nicole Adshead-Bell, director at Cupel Advisory.  On Friday Adshead-Bell recorded Kitco Roundtable podcast with correspondent Paul Harris and Mining Audiences Manager Michael McCrae.  Adshead-Bell has a PhD in geology as well as 24 years of capital markets experience. When investing Adshead-Bell said people should have a target sell...

Once again, the gold market has regained its luster as investors moved back into the precious metal and out of volatile cryptocurrencies. With gold price ending the week above $1,850 an ounce, junior explorers should start to see price movements, according to David Erfle, founder of juniorminerjunky.com.

Lundin Gold's Fruta Del Norte is one of the largest and highest-grade gold projects currently in production, and maybe there is a second down the road from the first, said CEO Ron Hochstein.   On Friday Lundin Gold's (TSX:LUG) Hochstein recorded Kitco Roundtable podcast with correspondent Paul Harris, Mining Audiences Manager Michael McCrae and editor Neils Christensen. Opened last year, the 340,0...

AIM-listed Bacanora Lithium (LON: BCN) announced Thursday it has agreed to a $264.5 million acquisition by its offtake partner, Ganfeng Lithium . The deal was highlighted by correspondent Paul Harris who recorded Kitco Roundtable podcast on Friday with Mining Audiences Manager Michael McCrae, editor Neils Christensen and special guest Mark Fellows, co-founder of and director at Skarn Associates. T...

While copper has been sizzling  the metal is due to fall back to earth in the second half of the year, according to a  BMO Capital Markets report.  On Friday editor Neils Christensen, correspondent Paul Harris and mining audiences manager Michael McCrae discussed  mining and metal events over the past week on Kitco Roundtable. Special guest was  Sean Roosen, executive chair of Osisko Royalties and...

Lithium miners Orocobre and Galaxy Resources merged this week in a A$4 billion (US$3.1 billion) deal to create the world's fifth-largest global lithium chemicals company.   The deal was highlighted by Mining Audiences Manager Michael McCrae on Kitco Roundtable recorded with Kitco correspondent Paul Harris, editor Neils Christensen and special guest Stephen Twyerould, CEO of Excelsior Mining. The s...

Copper's centrality to the new economy makes it potentially destabilizing as countries scramble for more supply, said Robert Friedland who gave opening remarks at the CRU conference this past week. On Friday editor Neils Christensen, Kitco correspondent Paul Harris and mining audiences manager Michael McCrae recorded a podcast with guest Ryan King, Vice President Corporate Development at Calibre M...