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Digging Deep
Paul Harris, Kitco Media
42 episodes
1 week ago
Stephen Stewart, founder and chairman of Ore Group, joins Kitco Mining’s Ernest Hoffman at Explor 2025 in Montreal to discuss Canada-U.S. relations, government policy, and how Ore Group is positioning for the next phase of the commodities cycle. “The United States and Canada are brothers and sisters,” Stewart said. “We have probably the most fruitful economic partnership in the history of the world, and I think that's going to continue.” Stewart argues that new government intervention polic...
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Business
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All content for Digging Deep is the property of Paul Harris, Kitco Media and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Stephen Stewart, founder and chairman of Ore Group, joins Kitco Mining’s Ernest Hoffman at Explor 2025 in Montreal to discuss Canada-U.S. relations, government policy, and how Ore Group is positioning for the next phase of the commodities cycle. “The United States and Canada are brothers and sisters,” Stewart said. “We have probably the most fruitful economic partnership in the history of the world, and I think that's going to continue.” Stewart argues that new government intervention polic...
Show more...
Business
Episodes (20/42)
Digging Deep
Government Intervention Will “Change the Game” for Western Mining
Stephen Stewart, founder and chairman of Ore Group, joins Kitco Mining’s Ernest Hoffman at Explor 2025 in Montreal to discuss Canada-U.S. relations, government policy, and how Ore Group is positioning for the next phase of the commodities cycle. “The United States and Canada are brothers and sisters,” Stewart said. “We have probably the most fruitful economic partnership in the history of the world, and I think that's going to continue.” Stewart argues that new government intervention polic...
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1 week ago
16 minutes

Digging Deep
Trump’s Mining Revival Faces Critical Minerals Oversupply – Ecclestone
Christopher Ecclestone, Principal and Mining Strategist at Hallgarten + Company, joins Kitco Mining’s Digging Deep as gold drops more than US$400 per ounce from record highs. Ecclestone, who predicted the correction earlier this month, says it reflects the inevitable turn in overheated markets. “What goes up must come down,” he said. “Eventually, everything corrects in some way or another.” He links the retreat to easing global tensions and the prospect of “an outbreak of peace,” argui...
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1 week ago
43 minutes

Digging Deep
Trump’s Mining Push ‘Just the Tip of the Iceberg,’ Says John Feneck
With gold and silver at all-time highs, and copper hovering around US$5, John Feneck of The Feneck Commodities Report tells Kitco Mining’s Digging Deep that gold has finally broken out after months of consolidation. “Gold obviously was kind of a sideways pattern for a good portion of 2025,” he said, adding that it “then broke out of that consolidation and just skyrocketed past $3600, and just went ballistic here.” ​​Feneck also highlighted the growing institutional support behind gold’s rall...
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2 weeks ago
37 minutes

Digging Deep
Jeff Pontius Says Mid-Tiers Will Drive Next Wave of Gold M&A
Exploration geologist Jeff Pontius joins Kitco Mining’s Digging Deep to discuss Nevada discoveries, royalty market premiums, and the outlook for M&A. Pontius, who led Corvus Gold through its C$570 million acquisition by AngloGold Ashanti in 2022, has advanced multiple discoveries across his career and continues to advise and evaluate new opportunities. On AngloGold’s Nevada build-out, he said, “They’ve done a very good job of advancing that, keeping the locals on side, pushing the permit...
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1 month ago
23 minutes

Digging Deep
Central Banks, Silver Demand, and Grasberg Mudslide Define Metals Market, says Neil Adshead
Neil Adshead, Consultant Analyst at Commodity Discovery Fund, joins Kitco Mining’s Digging Deep as gold pushes past US$3,700 per ounce and silver hits 14-year highs. In the discussion, he points to central banks as the marginal buyers driving bullion higher, noting “The marginal buyer is these central banks,” and that nations across Asia and Europe are steadily adding gold to reserves. Adshead explains silver’s dual role, with nearly 60% of demand coming from solar, electrification, and othe...
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1 month ago
22 minutes

Digging Deep
Developers re-rate in gold as M&A moves down the food chain, says Adshead-Bell
Nicole Adshead-Bell, Director at Cupel Advisory, joins Kitco Mining’s Digging Deep to unpack what the current bull market looks like on the ground after two intense weeks of meetings and panels. “We are definitely in a bull market, but we are not yet seeing the crazy bubble-like behavior.” From financing windows reopening to packed investor schedules, she lays out the signals that matter. After running a well-attended Mining 101 short course aimed at non-specialists, Adshead-Bell says intere...
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1 month ago
32 minutes

Digging Deep
JuniorMinerJunky’s Erfle on Gold $3,700, Silver $42, and Sector Momentum
JuniorMinerJunky.com founder David Erfle joins Kitco Mining’s Digging Deep to unpack a pivotal week for gold, silver, copper, and mining equities. “Gold futures hit $3,700 and silver now is back over $42 in the futures market as we’re speaking right now,” he says. With money flowing and juniors hitting 52-week and all-time highs, sentiment has flipped. “It’s really nice to see a lot of those frowns from the last couple of years turned upside down.” Speaking at Precious Metals Summit Beaver C...
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1 month ago
24 minutes

Digging Deep
Silver Breaks $35! Next Stop $50 – Erfle
Is silver's technical breakout above $35 the real deal, and could it rapidly surge to $50? David Erfle from JuniorMinerJunky discusses silver's technical breakout above $35 and the potential for it to quickly reach $50, referencing its history of rapid, violent moves. In this latest episode of Digging Deep with Kitco’s Senior Mining Editor and Anchor Paul Harris, he notes that silver miners are already leading the metal higher, with ETFs like SIL and SILJ posting multi-year highs ahead of the...
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4 months ago
28 minutes

Digging Deep
Gold Prices Cover Mining Cracks
Will the current M&A wave reshape the mining sector in 2025? Nicole Adshead-Bell, Director of Cupel Advisory, joins Kitco’s Senior Mining Editor and Anchor Paul Harris to break down a pivotal Q1 for the gold and copper sectors. In this Digging Deep episode, she unpacks the M&A frenzy sweeping the mining space, the implications of record gold margins, and why high prices may be masking deeper production issues. Nicole also weighs in on China’s aggressive push into Latin America, a mass...
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6 months ago
38 minutes

Digging Deep
$3,200 Gold: Act or Miss Out?
Are you waiting for a better gold price before investing in mining stocks? You might be missing the boat. John Feneck, Founder and CEO of The Feneck Commodities Report, joins Kitco’s Senior Mining Editor and Anchor Paul Harris to share why many junior mining companies are wasting money on ineffective promotions and why serious investors are getting fed up. Feneck urges companies to be more strategic about where they spend their capital, especially with gold trading above $3,000. He also discu...
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6 months ago
29 minutes

Digging Deep
Record Profits and M&A Heat Gold Space
Can Newmont ever catch up to Agnico Eagle’s performance? Joe Mazumdar, Editor of Exploration Insights, joins Kitco Mining’s Paul Harris to break down a busy week for mining and M&A activity. Mazumdar discusses Agnico Eagle’s outperformance over Newmont, the implications of Trump’s proposed 28-day mining permit approvals, and the major Barrick gold divestments. He also unpacks the takeover of Lumina Gold and Orogen Royalties, and what these deals signal for the mining sector’s future. Key...
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6 months ago
40 minutes

Digging Deep
Gold Hits $3,300, and a New Global Mining Order | Christopher Ecclestone
Is the U.S. setting itself up for failure in the critical minerals war with China? Gold has soared above $3,300, but geopolitical risks and shifting mining policies are reshaping the global resource landscape. Christopher Ecclestone, Principal and Mining Strategist at Hallgarten & Company, returns to Digging Deep to break down Barrick’s controversial copper pivot, Ghana’s crackdown on illegal Chinese artisanal miners, and Fortuna’s costly exit from Burkina Faso. In a conversation with Kit...
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6 months ago
30 minutes

Digging Deep
Gold Is Soaring – Here’s Why This Time Is Different
What does China’s shift from Treasuries to gold mean for the U.S. dollar? Gold surged past $3,200 as geopolitical tensions, tariffs, and market volatility shook investor confidence. In this latest Digging Deep episode, Kitco’s Senior Mining Editor and Anchor Paul Harris interviews David Erfle, founder of JuniorMinerJunky.com, who breaks down why gold and mining stocks are outperforming. Erfle also weighs in on how Trump’s economic moves are reshaping global markets and what the rise in copper...
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6 months ago
27 minutes

Digging Deep
Trade War Fallout: What Trump’s Tariffs Mean for Mining
Can the U.S. mining sector survive without China’s rare earth processing power? In the latest episode of Digging Deep, Nicole Adshead-Bell, Director at Cupel Advisory, joins Kitco’s Senior Mining Editor and Anchor Paul Harris to break down the latest developments in the mining sector amid rising geopolitical tensions and trade wars. From Trump’s sweeping tariffs and China’s dominance in mineral processing to Barrick’s high-risk Reko Diq project and growing M&A activity, Adshead-Bell offer...
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7 months ago
39 minutes

Digging Deep
Gold Fields vs. Gold Road: Australia's $2B Gold Battle
Is gold's $3,000 breakout the spark for a new M&A boom in mining? Neil Adshead, Consultant Analyst at the Commodity Discovery Fund, joins Kitco's Senior Mining Editor and Anchor Paul Harris to break down the latest deals, including Gold Fields' bid for Gold Road, and what this means for the gold bull cycle. Adshead also weighs in on Trump's executive order to boost U.S. mineral production and whether it will truly speed up permitting. Plus, reaction to New Found Gold's maiden resource est...
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7 months ago
32 minutes

Digging Deep
Gold Hits $3,000: Mining Stocks Break Out
Why are gold stocks finally catching fire – and what took so long? Gold has surged to $3,000/oz, sparking breakouts in mining stocks and renewed investor interest. Kitco’s Senior Mining Editor and Anchor Paul Harris interviews John Feneck, CEO of the Feneck Commodities Report. In this latest Digging Deep episode, Feneck breaks down the market’s reaction, discusses the latest M&A moves, and why copper is finally getting its moment. He also shares insights on navigating junior mining stocks...
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7 months ago
25 minutes

Digging Deep
What’s Next After the Gold Game-Changer Merger?
What does the Equinox Gold and Calibre Mining mega-merger mean for your gold investments? Kitco’s Senior Mining Editor and Anchor Paul Harris interviews Joe Mazumdar, Editor of Exploration Insights, at the 2025 PDAC conference in Toronto, Canada. In this episode of Digging Deep Mazumdar shares his recent experiences in Africa, discussing resource nationalism in West Africa and promising developments elsewhere. The interview also delves into the recent Equinox Gold and Calibre Mining merger, a...
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8 months ago
29 minutes

Digging Deep
Gold Mining Profits Surge: Is This the Investor Payday?
Are mining companies finally delivering the returns investors have been waiting for? Discover how margin expansion in the gold sector is changing the game. Kitco’s Senior Mining Editor and Anchor Paul Harris interviews Nicole Adshead-Bell, Director at Cupel Advisory, about the 2024 financial results for mining companies. They discuss Agnico Eagle Mines' record margins and Newmont's all-in sustaining costs decreasing. Adshead-Bell shares insights on shareholder returns, M&A activity in the...
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8 months ago
20 minutes

Digging Deep
Copper Has Broken Free From the Energy Transition Myth and Is Doing Its Own Thing
What’s copper's real story and what are the forces driving the market? In this episode of Digging Deep, Kitco’s Senior Mining Editor and Anchor Paul Harris interviews Christopher Ecclestone, Principal and Mining Strategist at Hallgarten & Company, about the factors influencing gold prices. Ecclestone shares his insights on taking profits in gold and the importance of dividends from gold companies. They also discuss copper's supply and demand dynamics, the potential of tungsten and antimon...
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8 months ago
36 minutes

Digging Deep
M&A Mania: Is the Mining Industry Poised for a Wave of Deals? Nicole Adshead-Bell
Is the mining industry on the verge of a new M&A cycle? Nicole Adshead-Bell, Director of Cupel Advisory, speaks with Kitco Senior Mining Editor and Anchor Paul Harris on the sidelines of the Vancouver Resource Investment Conference (VRIC). They delve into the latest trends in the mining and exploration sector, discussing everything from global investment shifts to specific company strategies. Nicole shares her insights on the challenges faced by junior mining companies, the importance of ...
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9 months ago
29 minutes

Digging Deep
Stephen Stewart, founder and chairman of Ore Group, joins Kitco Mining’s Ernest Hoffman at Explor 2025 in Montreal to discuss Canada-U.S. relations, government policy, and how Ore Group is positioning for the next phase of the commodities cycle. “The United States and Canada are brothers and sisters,” Stewart said. “We have probably the most fruitful economic partnership in the history of the world, and I think that's going to continue.” Stewart argues that new government intervention polic...