Video News/Digging Deep

John Feneck, Founder and CEO of the Feneck Commodities Report, says the Fed’s latest rate cut has accelerated one of the strongest precious metals markets in years, with silver breaking above US$62 and moving toward US$63 as investors reassess the gold-to-silver ratio. He argues the metal was overdue for a reprice, noting in the interview that “silver has to catch up with gold,” and points to AI, data centers, and solar installations as emerging demand drivers. Feneck outlines why he remains overweight silver equities and believes a number of developers and explorers continue to trade below fundamental value despite the rally. Feneck also sees a decisive shift back toward junior miners as capital returns to the sector for the first time in years. He discusses the Contango and Dolly Varden merger as an early sign of renewed consolidation, assesses AngloGold’s permitting setback in Colombia, and explains why tungsten and other critical minerals may play a larger role in 2026 as supply tightens and producers position for higher metal prices.