Kitco MINING
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Kitco MINING
Mining Capital Markets Gain Momentum as Copper Leads | Ilan Bahar
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BMO Capital Markets Managing Director and Co-Head of Global Metals and Mining Ilan Bahar says the mining sector is entering 2026 with one of its strongest capital markets backdrops in years. Speaking with Kitco Mining at the 35th BMO Global Metals, Mining & Critical Minerals Conference, Bahar said this year’s event drew 650 investors and 300 companies, reflecting what he described as a “very, very healthy” environment for precious metals, financing activity, and elevated M&A discussions. He also pointed to the pace and focus with which the U.S. government is leaning into critical minerals as a notable policy shift.
Copper remains central to that narrative as AI data centers, electrification, and energy transition demand themes collide with a constrained supply pipeline. “Everybody loves copper, right?” Bahar said, citing strong fundamentals alongside permitting and development challenges. He added that investor participation is broadening beyond traditional resource funds to include retail, hedge funds, and generalists reallocating toward materials.
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00:45 - Key Themes Driving Mining in 2026
01:57 - Copper Demand, AI Electrification, and Supply Constraints
02:54 - Record Attendance and Capital Markets Momentum
04:57 - Equity Financing Converts and Streaming Trends
07:40 - Mining M&A Activity at Multi-Year Highs
09:19 - CEO Transitions and Talent Pipeline Challenges
10:58 - New Leadership and Capital Allocation Discipline
13:31 - Dividends, Buybacks, and Shareholder Returns
15:06 - Precious Metals Strength and 2026 Outlook
16:25 - Critical Minerals Strategy and Investment Risks
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Kitco Mining is dedicated to reporting on the mining industry. Our mandate is to be the top resource for all mining information and news, offering a clear perspective on where the industry is going through breaking news coverage, mining trends, and in-depth reporting, presented with precious, rare earth, base metals, and industry stock prices.
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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.