Kitco Mining

Author Image

Kitco Mining

Latest

Mining’s Bull Market Still Has Not Fully Arrived | Nicole Adshead-Bell

(Kitco News) Mining companies are entering a new phase of the metals cycle marked by expanding margins, stronger balance sheets, and a growing gap between market prices and the assumptions still guiding corporate decisions, according to Nicole Adshead-Bell, director of Cupel Advisory.

Feb 03, 2026 - 5:59 PM

John Feneck says volatility is now a defining feature of the metals bull market

(Kitco News) Extreme volatility in gold and silver does not signal a breakdown in the precious metals bull market, but rather reflects a structural shift in how prices are adjusting after years of suppressed demand and underinvestment, according to John Feneck, Founder and CEO of The Feneck Commodities Report.

Feb 03, 2026 - 3:14 PM

Who’s Really Driving Gold Higher and Why It’s Not the West | Greg Orrell

(Kitco News) Greg Orrell, portfolio manager at OCM Gold Fund, says the precious metals market entered 2026 under conditions he described as rarely seen in modern market history, following a year of persistent gains that reshaped investor expectations for gold, silver, and mining equities. Orrell said the move out of 2025 reflects a structural shift in demand and market behavior rather than a late-cycle surge driven by short-term speculation.

Jan 28, 2026 - 5:13 PM

Rick Rule says gold’s bull market has been underway since 2000 as purchasing power erodes

(Kitco News) Gold’s strength reflects a long-term erosion in purchasing power rather than a short-term market cycle, according to veteran investor Rick Rule, President and CEO of Rule Investment Media.

Jan 24, 2026 - 7:36 PM

Debt, Geopolitics, and Fed Policy Are Reshaping the Metals Market in 2026 | David Erfle

(Kitco News) Gold, silver, and copper entered 2026 with momentum that reflects deeper structural pressures rather than a short-lived rally, according to David Erfle, founder of JuniorMinerJunky.com. He believes rising geopolitical risk, expanding sovereign debt, and growing uncertainty around U.S. monetary policy are reinforcing demand for metals as the new year begins.

Jan 22, 2026 - 10:51 AM

Gold Royalty’s CEO Ties Gold’s Strength to Debt, Currency Debasement as Cash Flow Ramps Up

(Kitco News) David Garofalo, CEO and Chairman of Gold Royalty (NYSE American: GROY), says gold’s strength reflects deep structural pressures in the global financial system rather than short-term speculation, as rising debt levels, currency debasement, and negative real interest rates continue to reshape capital flows.

Jan 21, 2026 - 12:20 PM

Newmont CEO Tom Palmer Outlines Portfolio Shift, Capital Focus in Final Interview

(Kitco News) Tom Palmer, who steps down as CEO of Newmont (NYSE: NEM; TSX: NGT) on December 31 2025, says the world’s largest gold miner enters 2026 with a stronger leadership foundation, a more resilient balance sheet, and a long-life portfolio designed to generate value across price cycles.

Dec 17, 2025 - 1:40 PM

Why Silver, Juniors, and Critical Minerals Are Set for a Major Rerating | John Feneck

(Kitco News) Precious metals are closing out 2025 with strong momentum as silver pushes to new highs, gold holds its breakout, and investors return to a junior mining sector that has been largely ignored for years. Speaking with Kitco Mining’s Digging Deep following the Federal Reserve’s Dec. 10, 2025, rate cut, John Feneck, Founder and CEO of the Feneck Commodities Report, said the tone of the announcement signaled a clear shift in how the central bank is responding to weakening U.S. economic conditions.

Dec 12, 2025 - 4:12 PM

Geopolitics Hit Copper Assets While Barrick and Newmont Reshape 2026 - Neil Adshead

(Kitco News) The mining sector is heading into 2026 with two major tensions reshaping the landscape. The first is a copper industry unable to build the large projects needed for future supply, and the second is growing pressure on the world’s biggest gold producers to consider major structural changes.

Dec 10, 2025 - 6:34 PM

Gold Miners Boost Dividends and Shift to All-Share M&A, says Joe Mazumdar

(Kitco News) Gold producers are increasing capital returns as higher metal prices and strong third quarter margins improve free cash flow, says Joe Mazumdar, Editor of Exploration Insights.

Nov 19, 2025 - 12:13 PM

David Erfle on Mining’s M&A Wave, Copper Crunch, and Gold’s Next Phase

(Kitco News) – Consolidation in the mining industry is accelerating, but not every deal is winning investor support, said David Erfle, founder of JuniorMinerJunky. Speaking with Kitco Mining’s Digging Deep, Erfle warned that Coeur Mining’s planned US$7 billion all-share acquisition of New Gold, which would create a US$20 billion North American precious metals company, raises red flags for shareholders.

Nov 13, 2025 - 1:56 PM

Gold’s Healthy Pullback Sets Stage for Long-Term Gains, says Nicole Adshead-Bell

(Kitco News) – Nicole Adshead-Bell, Director of Cupel Advisory, says gold’s recent correction is not a warning sign but part of a healthy ongoing bull market. Speaking with Kitco Mining’s Digging Deep, she describes that markets were “due for a pullback,” adding that “everybody has to remember that it’s not always just a straight line up. In fact, when it gets a perpendicular straight line up, that’s normally a sell signal.”

Nov 04, 2025 - 4:24 PM

Ecclestone breaks down gold correction, dollar erosion, and oversupply risks

(Kitco News) – Gold’s sharp US$400 retreat this month marks a necessary reset after months of exuberance, says Christopher Ecclestone, Principal and Mining Strategist at Hallgarten + Company. Speaking with Kitco Mining’s Digging Deep, Ecclestone said the pullback was consistent with his early-October forecast that precious metals were “looking very toppy.”

Oct 24, 2025 - 3:47 PM

Saudi mining exploration spending increases 500% since 2020 as foreign investment surges

(Kitco News) - Saudi Arabia increased its exploration spending by 500% over the last five years – more than doubling in the last year alone – making the kingdom one of the fastest-growing mining jurisdictions in the world, the Ministry of Industry and Mineral Resources (MIM) announced this week.

Oct 24, 2025 - 10:53 AM

West Point Gold Drilling 10,000m to Define Multi-Million-Ounce Discovery

Oct 23, 2025 - 2:48 PM

Saudi mining investment surges fivefold as kingdom builds third economic pillar

Oct 24, 2025 - 10:54 AM

Americas Gold and Silver plans to quadruple silver production by 2026 - CEO Paul Huet

(Kitco News) – Paul Huet, CEO of Americas Gold and Silver Corporation (TSX: USA; NYSE American: USAS), says the turnaround at the Galena Mine in Idaho marks a new phase of growth for the U.S. silver producer after a year of sweeping operational and financial change.

Oct 21, 2025 - 11:52 AM

‘We’re in the Early Phases’ of a 2-3 Year Gold Bull Run, according to Pontius

(Kitco News) - Veteran geologist Jeff Pontius says the gold sector is entering a new phase of discovery and consolidation as exploration spending rebounds and quality assets attract fresh capital. Speaking with Kitco Mining’s Digging Deep, the former Corvus Gold CEO predicts that mid-tier producers “might be the ones that are the real driving force in M&A going forward in the next two or three years.”

Oct 09, 2025 - 10:39 AM

U.S. EV Rollout Stumbles as Charging Remains an ‘Epic Fail’ - LithiumBank’s Kovacevic

(Kitco News) - Investor and LithiumBank founder Gianni Kovacevic says the energy transition is entering a new phase as electrification accelerates and lithium demand surges, creating opportunities for both miners and major industrial players.

Oct 08, 2025 - 3:04 PM

Central Banks, Silver Demand, and Grasberg Mudslide Define Metals Market, says Neil Adshead

(Kitco News) - Precious metals prices are setting new records, and Neil Adshead, consultant analyst at the Commodity Discovery Fund, says the rally is rooted in powerful structural drivers. “A bigger driver is still this move of non-US central banks, encouraged to own less US Treasuries and own more physical bullion,” Adshead told Kitco Mining’s Digging Deep. “The marginal buyer is these central banks.”

Oct 02, 2025 - 1:22 PM

Reporters

Contributors