Video News/Digging Deep

Joe Mazumdar, Editor of Exploration Insights, says gold producers are sending record levels of cash back to investors as third quarter results show a sharp rise in dividends and buybacks. He compares how companies like Newmont and Barrick are allocating free cash flow and explains why geopolitical exposure at projects such as Reko Diq, Four Mile, and the Lujan expansion is influencing capital strategy. Mazumdar also discusses why buybacks have slowed and why all share transactions are emerging as a preferred path for growth. Mazumdar examines silver permitting signals in Mexico, the scarcity of mid tier copper producers, and the standout position of Marimaca due to its infrastructure advantages. He also highlights Kazakhstan’s effort to deepen ties with Western partners as it becomes increasingly important in the supply of critical minerals, including tungsten, in a market still dominated by Russia and China.