Video News/Digging Deep

Lithium, silver and copper deals are reshaping the mining landscape, but are majors paying too much or not enough for the next tier-one deposits? Commodity Discovery Fund’s consultant analyst Neil Adshead breaks down Rio Tinto’s $2.5 billion Rincon lithium expansion, Pan American’s surprise $2.1 billion takeover of MAG Silver, and why copper developers like Solaris and NGEx may still struggle to find suitors. In this latest Digging Deep episode hosted by Kitco’s Senior Mining Editor and Anchor Paul Harris, Adshead also digs into new leach technologies that could unlock “waste” copper, Trump’s rumored pro-nuclear executive order, and whether Moody’s latest U.S. downgrade will really move the cost of capital.