Show Notes
David Lotan, President of LHI and former Chair of Aurion Resources, joins Kitco Mining’s Digging Deep with Paul Harris to discuss gold’s renewed momentum, the return of leverage in gold equities, Canada-U.S. trade tensions, and the lessons from Agnico Eagle’s consolidation of Aurion, Rupert Resources and B2Gold’s joint venture interest in Finland. Lotan says U.S. debt, elevated borrowing costs and Treasury efforts to manage bond yields are reinforcing the case for gold as central banks reduc...
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Copper dominated LME Week 2026 as U.S. stockpiling efforts intensified competition for global supply. Christopher Ecclestone, Principal and Mining Strategist at Hallgarten + Company, argues that Washington's strategic metals push is redirecting copper flows and putting pressure on China's inventory position. Speaking with Kitco Mining's Paul Harris on Digging Deep, recorded October 22, 2026, Ecclestone examines Mercuria's delivery of 12,000 tonnes of copper into the U.S. Project Vault stockp...
Jeff Pontius, exploration geologist and chair of Mackay Gold & Silver, joins Kitco Mining’s Digging Deep with Paul Harris to discuss what separates a promising deposit from a mining project that can actually be financed, permitted and built. Pontius outlines Mackay’s drilling strategy along the Occidental-Brunswick trend at the Comstock project, where the company is targeting broad oxide mineralization and sees room to build a larger district-scale resource. He says Mackay is focused on ...
Neil Adshead, Consulting Geologist at Commodity Discovery Fund, joins Kitco Mining’s Paul Harris for Digging Deep at the 2026 Mining Forum Americas in Colorado Springs to explain why organic growth is moving back to the center of the mining sector. Adshead says stronger gold, silver and copper prices and healthier balance sheets are bringing long-held projects back into focus. After watching three company presentations, he counted roughly 720,000 meters of planned 2026 drilling, while arguin...
David Erfle, Founder and Editor of JuniorMinerJunky.com, joins Kitco Mining’s Paul Harris to break down what the latest deals and feasibility studies are revealing about the mining cycle. Erfle says better-funded juniors are under less pressure to sell early, while major producers are becoming more disciplined about how they pursue M&A. He points to Agnico Eagle’s strategy of taking strategic stakes before committing to full acquisitions and weighs Artemis Gold’s acquisition of Vista Gol...
Joe Mazumdar, Editor of Exploration Insights, joins Kitco Mining’s Digging Deep with Paul Harris to discuss global bond stress, gold’s renewed strength, country risk, permitting wins, critical minerals policy and where major junior mining financings are flowing. Mazumdar says debt costs, currency uncertainty and geopolitical risk should keep support under precious metals, while higher rates raise the cost of capital for mining projects. He says Barrick’s Reko Diq copper project in Pakistan s...