Digging Deep
Join a discussion with the brightest minds in the resource investing sector and learn how to navigate the complex world of mining investment. Kitco Mining's Digging Deep, hosted by Paul Harris, is your weekly appointment to understand the key trends in the resource investment space. Paul sits with experts to dissect investment trends and understand the dynamic landscape shaping the future of natural resource extraction. Digging Deep is your guide to understanding resource investment and how to profit from it.
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 antimony as critical metals, and Almonte's position as a tungsten producer. Finally, they touch on McEwen Copper project in Argentina and the country's large investment incentive regime.
Key points:
- Gold market: Evaluating current prices and profit-taking strategies.
- Copper outlook: Supply, demand, and breaking free from energy transition narratives.
- Tungsten and antimony: China's influence and growing interest in niche metals.
- Mining company strategies: Dividends, share buybacks, and capital allocation.
- Argentina's mining sector: Investment incentives and project developments.
Special thanks to our sponsor, Revival Gold, for making this coverage possible. Visit https://revival-gold.com/ to learn more.
00:00 Introduction: Gold Market Analysis
03:56 Gold Producers' Performance
05:07 Challenges in the Mining Industry
13:14 Copper Market and Argentina's Investment
26:56 Specialty Metals: Tungsten and Antimony
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#mining #gold #investing #copper
Disclaimer: The views expressed in this podcast are those of the author and may not reflect those of Kitco Metals Inc. The author has made every effort to ensure accuracy of information provided; however, neither Kitco Metals Inc. nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in commodities, securities or other financial instruments. Kitco Metals Inc. and the author of this podcast do not accept culpability for losses and/ or damages arising from the use of this publication.
