Video News/Digging Deep

Geologist Jeff Pontius joins Kitco Mining’s Digging Deep to discuss the major forces reshaping the gold sector at the end of 2025. He says the combination of rising metal prices, renewed financing activity, and stronger US investor participation is starting to build a durable foundation for the next phase of the cycle. “I think we're looking at a nice, solid bull market. We're getting a nice base built in here now in, uh, in the gold sector and the silver sector,” he said. Pontius also highlights the growing influence of financial groups such as Elliott Management and stablecoin issuers, including Tether, which are taking sizable positions in royalty companies across the industry. Pontius examines how recent Nevada discoveries at Fourmile and AngloGold Ashanti’s Arthur project reflect the value of long-term, well-funded exploration, while noting that high gold prices are reviving interest in historically low-grade districts such as Chile’s Maricunga belt. He adds that expanding US investment interest, from royalty companies to junior explorers, is a key indicator of a strengthening precious metals market heading into 2026.