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All Episodes

Kitco NEWS Roundtable — 176 episodes

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Title
1

Another week, another 9-figure mining deal and gold churns at $2,300 level

2

Gold investors aren't profit taking yet and blockbuster M&A deal announced

3

Gold lacks path to head higher, and Biden administration halts mine development in Alaska

4

Another excellent week for copper and gold

5

Interest rate cuts should favor gold and Calibre Mining announces $100 million financing

6

Copper pops and Lithium America closes $2.2 billion financing from the US government

7

Gold hits an all-time high and Gabriel Resources loses $4.4 billion damage claim

8

Metals get a lift from the Fed

9

Gold is buffeted by CPI, and a massive landslide in Turkey traps miners

10

Why 2024 may suit silver, and production jumps at New Gold

11

Strong jobs data hurts metals and a First Nations group in B.C. forms a royalty company

12

Copper comes into focus

13

Copper sector heats up and the Fed narrows gold's trading range

14

The uranium party continues

15

Gold has a solid year, and Agnico Eagle makes a surprise nickel investment

16

Gold falls to earth and platinum miners cut costs

17

Gold hits an all-time high, and First Quantum stops operations in Panama

18

The Metals, Money, and Markets Weekly December 1, 2023: Time Waits For No One

19

Gold gets comfortable above $2,000 oz and a top 10 copper mine faces supply disruptions

20

Markets turn a corner and Teck makes a deal

21

Powell talks down commodities and De Beers paints gloomy picture for diamonds

22

Gold can't hold 2,000, Ero Copper and Vale make a deal

23

The Fed will likely pause and Atlantic Lithium receives its permits

24

Why precious metal prices are up and QC Copper & Gold focuses on critical minerals in Quebec

25

Gold and oil trade higher and EMX Royalty's David Cole sees a bright future for copper

26

Jobs data jolts commodities and battery metal sector stays busy

27

Gold drops and gigafactory to be built in Quebec

28

Gold miners’ margins are going to be squeezed

29

'The joy has gone out of it' - unending bear market is grinding down gold miners

30

One commodity is surging, but it's not a metal

31

Base metals are up, and battery tech sees significant investor interest

32

The Fed stays hawkish and it's decision time in Beijing

33

Metals trade down on China worries and Ford makes big battery investment in Canada

34

The market rewards exploration success, says Miles Thompson

35

Gold's tepid response to job numbers and Albemarle's outlook is rosy

36

Gold market seeks clarity and lower commodity prices hit base metal miners

37

Gold fizzles, and signs of bullishness in mining - equipment sales

38

A big CPI number buoys markets, and copper has a good week

39

Lithium companies' funding advantage

40

Robert Friedland on copper and a lousy end to the quarter

41

Gold drops on hawkish Fed and Chinese EV sales are super-charged

42

Gold's path is uncertain, and lithium deals abound

43

Forest fires in Quebec and can miners be taught to be better communicators?

44

Gold trades lower and Ford announces a spate of lithium deals

45

SQM to invest $1.2 billion despite Chile's plans to tighten grip on sector

46

Abitibi Royalties' Ian Ball returns with a new company

47

'We don't have any competition right now' - Kai Hoffmann on gold investing

48

Uncertainty still looms over Chile's lithium industry

49

Lithium's three headwinds: substitution, price drop and demand weakness

50

Base metal sector sees big shake up

51

A week of mega deals in mining

52

'The riskiest assets on the planet' - Rick Rule on when to bet on gold stocks

53

What's good for gold is also good for copper

54

Tough time to finance, but getting better

55

The gap widens between the gold producers and developers

56

'They're making a lot of money' - Paul Harris says current gold price still favors miners

57

Time to worry about gold?

58

M&A momentum in the gold sector

59

Newmont will have a big presence in B.C. if Newcrest deal goes through

60

A big jobs number slows metals

61

Major copper miner stunned by government ruling

62

2023 may see another lithium squeeze

63

Gold lifts off

64

Battery metals sector closes the year with some large M&A deals

65

Never mind the bounce in metal prices, resource sector faces headwinds - Maple Gold Mines' Hornor

66

Copper crunch: two big production reports show why the metal is getting harder to come by

67

Copper processing company gets backing from BMW

68

Pivoting from inflation fears to recession fears

69

Junior gold miners are cautiously optimistic

70

M&A deal reshuffles the senior gold mining sector

71

Big metal bounce, big M&A news

72

Battery-metal miners hit turbulence

73

Biden administration cuts big checks for battery metal miners

74

Cameco goes downstream

75

Jobs report halts market momentum

76

The Fed is 'doing absolutely the right thing' - Liberty Gold's Cal Everett

77

'There is nowhere to hide’ - Steve de Jong on why this market pullback is different

78

Doom and gloom

79

Why a mid-October meeting in Beijing will be pivotal for commodities

80

The other solution to meet the world's need for metals—demand less

81

Uranium companies trade higher after Japan announces nuclear restart

82

Why turn to mining for carbon sequestration - CO2Lock's Cooper Quinn

83

The most consequential week for commodities of 2022

84

Remembering mining legend Lukas Lundin

85

Ford inks a bunch of mining deals

86

The Yukon's biggest resource sector catalysts

87

How the US fell behind in securing access to critical metals

88

A major automaker buys a stake in a lithium developer

89

How Burkina Faso kick started a mining renaissance - Diamond Fields Resources

90

The enviro drawbacks to hard-rock lithium mining versus brines

91

More time needed for McEwen Mining to come good

92

Tough time for gold juniors, brighter days ahead

93

'It's a huge opportunity to move very rapidly' - Vizsla Silver

94

Conflict reveals potash market's vulnerabilities

95

Tech craters, bitcoin tumbles and gold doesn't look that bad

96

Gold's big drop

97

Why this commodity bull market is different - Queen's Road Capital

98

'Success breeds more success' - Tectonic Metals on why the Northwest is seeing so much mining interest

99

An April surprise: miners are cheering for their government

100

Why copper miners prefer brownfield projects

101

Barrick Gold restarts giant Reko Diq project in Pakistan

102

Investors want pre-production juniors to merge

103

Why did nickel stop trading on the LME

104

'In a moment like this gold really does have a safe-haven status' - Triple Flag Precious Metals

105

Gold spikes, bitcoin falls on geopolitical troubles

106

The big hurdle to develop new Canadian nickel mines

107

Gold is more than just a safe-haven asset and can fit in all portfolios - WGC's John Reade

108

Why you need a lot less ounces to put a mine into production in Newfoundland

109

CRU's top five commodities for 2022 – spoiler gold, silver didn't make the list

110

Get ready for a 'very frightening' copper crunch

111

Gold price should be above $2,000 as inflation 'screams red hot' - WisdomTree's Nitesh Shah

112

Why some investors prefer silver—bigger moves

113

5% inflation through 2022 can propel gold price back above $2,000 - State Street’s George Milling-Stanley

114

Car ownership may fade due to rising battery metal costs

115

Can Norilsk Nickel reign in nickel prices?

116

Why miners are moving 'twice as much material' to produce copper

117

What were 2021's top headlines, and next year's emerging trends?

118

Golden Triangle's energy transition is a 'massive paradigm shift' - Skeena Resources

119

Why battery metal M&A is more frothy

120

Why carbon credits are 'an incredible emerging asset class'

121

The gold sector is relatively small, but that can be a positive

122

Gold miner M&A is on a roll

123

Central banks 'are stuck between a rock and hard place'

124

'I love his aggression' - Ian Telfer on Sibanye-Stillwater CEO

125

Why substitution is not easy in the battery metal space

126

'It's just outlandish' - Matt Watson on EV uptake and mineral demand

127

'Get out your bell bottoms and your disco records' - Erfle on stagflation

128

Mining pivots to meet battery-metal demand; oil and gas, computational needs

129

'I've never seen anything like this before' - Zimnisky on strong U.S. diamond demand REPRISE

130

'Are there still world-class discoveries to be made? Absolutely!' - Rob McLeod

131

Gold's 'marginal project' problem

132

Equinox Gold's path to one million ounces of production

133

Why the fall could finally lift lagging gold miners

134

Gold dusts itself off from the flash crash

135

Why building a rare earth mine is such a high hurdle

136

Investors will get back into mining sector when gold prices get back to $2,000 – Outback Goldfields CEO

137

'We are in a super cycle' - Battery Materials Review

138

Energy transition incentives are not just coming from gov'ts - Ion Energy

139

Geopolitical risks are baked into the nickel supply

140

'Jurisdiction is becoming more important' - John Feneck

141

Mining faces 'one of the greatest transformations'

142

Large automakers entering the mining biz is 'inevitable' - Rho Motion

143

Jobs report a miss but not a complete breakdown

144

'We're all good at buying, we're less good at selling'

145

Bitcoin price loss is gold’s gain and that is good for junior explorers too – David Erfle

146

All the signatures of another Fruta Del Norte

147

Battery materials regain M&A spotlight

148

Copper is due for a comeuppance

149

M&A heats up in the battery materials space

150

Robert Friedland, Goldman Sachs light up copper

151

Why that prefeasibility study needs a big warning label

152

The news that set back a nickel revival

153

How the pandemic sped up mine automation

154

Silver is the new techo metal and it's just getting started - Hecla CEO

155

Why rock bottom refining charges are bullish for copper

156

The 'magic number' you need to develop a nickel project

157

'It's instant, it's ferocious': A 40-year veteran on mining and finance

158

Copper reaches tipping point

159

Maybe the gold miners should buy bitcoin

160

Why a lousy jobs report could be a turning point for precious metals

161

If the technology sector 'washes out' mining stands to benefit

162

A gold price in the 1800s is 'fantastic'

163

Why elevated gold prices are leading to consolidation

164

Gold miners go big, precious metals sink

165

COVID-19 was NOT the news headline of the year

166

The two storylines for gold: how it can head higher or drop lower

167

Lots of deals despite soft precious metal prices

168

Why Friday was the end of an era in mining

169

Why silver will shine bright in 2021

170

Why gold doesn't like normal

171

Spotted! Recent junior M&A activity that could turn into a sector wave

172

M&A in gold space is still a few quarters out - Adam Lundin

173

'The seniors are playing a defensive game' - Daniel Earle

174

Gold will benefit from gov't stimulus, but copper could run further

175

The company that is 'perfectly set up' for this market

176

Why fourteen-day quarantines may be damaging to miners' health