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Digging Deep

Digging Deep

By: Paul Harris Kitco Media
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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.

© 2026 All rights reserved
Economics
Episodes
  • The 'Air Pocket' Risk: How Geopolitical Tensions Are Impacting Mining Operations | Neil Adshead
    Apr 1 2026

    Neil Adshead, Consultant Analyst at the Commodity Discovery Fund, joins Kitco Mining’s Digging Deep with Paul Harris to unpack the recent price slump in precious metals, and how gold and the mining majors are performing amid the Iran war.

    “The long term supply/demand for commodities is in place, but if this war really does damage the global economy significantly, then we could be in for quite a longer ‘air pocket', let's call it a bit of a trough,” he warned.

    Adshead also discusses a range of significant recent mining developments, including the impact of Barrick’s production delays in Pakistan, the Newmont-Barrick dispute over the Nevada Gold Mines joint venture, the significance of the ongoing buying spree by Chinese mining majors, and which government strategies are most effective for increasing exploration.

    Don’t forget to subscribe to the Kitco Mining & Kitco News YouTube channels to stay up to date on the latest industry news and interviews.

    00:00 - Introduction
    00:46 - Metals Price Slump
    02:20 - Is Gold Still a Safe Haven?
    04:12 - Barrick Production Delays
    07:25 - Newmont-Barrick Nevada Dispute
    10:42 - Anglo Gold’s Arthur Project
    16:03 - Chinese Miners’ Buying Spree
    18:32 - Liberty Gold’s Black Pine Project
    23:24 - Government Strategies to Increase Exploration
    __________________________________________________________________

    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.

    Get important precious and base metal updates while on the go with the Kitco Gold LIVE! app - https://applications.kitco.com

    Stay connected with us
    X - https://x.com/KitcoMining
    Instagram - / kitcomining
    LinkedIn - / kitco-mining
    Facebook - / kitcomining

    Connect with the Kitco Mining anchors
    Paul Harris - https://x.com/paulharrisgold

    For more in-depth mining coverage, visit us here - https://www.kitco.com/mining

    Disclaimer: Videos are not trading advice, and the views expressed may not reflect those of Kitco Metals Inc.

    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.

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    27 mins
  • War, Debt, and Energy Shocks Set Up Gold’s Next Move | Rick Rule
    Mar 27 2026

    Rick Rule, President and CEO of Rule Investment Media, joins Kitco Mining’s Digging Deep with Paul Harris to assess how escalating conflict in the Persian Gulf is exposing deeper risks across energy, debt, and global resource markets. Rule warns that “30 years of underinvestment in natural resources means that we are less able to deal with shocks,” pointing to vulnerabilities across oil, LNG, fertilizer, and industrial supply chains.

    On markets, Rule says rising war spending and roughly $39 trillion in U.S. debt will ultimately support gold. “Sadly, this will be good for gold,” he said, adding “I welcome a lower gold price” as a buying opportunity. He also warned the U.S. dollar could lose 75% of its purchasing power over the next decade, while underinvestment in energy, running at “over a billion dollars a day,” could drive structurally higher oil prices and mining costs.

    In this interview, Rick Rule also discusses:
    • Why gold’s recent pullback may be a long-term opportunity
    • Structural oil underinvestment and future energy shocks
    • Why he met more than 90 companies at PDAC in early March and invested in none
    • BHP’s capital strategy and the Resolution copper project outlook
    • Argentina’s improving investment case

    Recorded March 19, 2026

    For more in-depth mining coverage, visit us here - https://www.kitco.com/mining

    Disclaimer: Videos are not trading advice, and the views expressed may not reflect those of Kitco Metals Inc.

    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.

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    38 mins
  • Mining’s Political Risk Problem Is Getting Worse | Christopher Ecclestone
    Mar 16 2026

    Christopher Ecclestone, principal and mining strategist at Hallgarten + Company, joins Kitco Mining’s Digging Deep with Paul Harris to break down a week of major mining developments and what they reveal about jurisdiction risk, politics, and project strategy.

    Ecclestone discusses SSR Mining’s agreement to sell its 80% stake in the Copler mine in Türkiye for $1.5 billion following the February 13, 2024 heap leach disaster that killed nine workers. He said the company is “getting a good price to get the hell out of Dodge.” He also examines AngloGold Ashanti’s decision to sell the stalled La Colosa gold project in Colombia, arguing that “this gigantism in the mining sector is part of the problem” when large open-pit developments face strong local opposition.

    Chris Ecclestone also discusses:
    • Mongolia seeking a larger share of profits from Rio Tinto’s Oyu Tolgoi copper mine
    • Why governments often renegotiate once projects become too large to walk away from
    • Argentina’s RIGI investment regime and the push to accelerate mine development
    • AbraSilver’s Diablillos project and the return of precious metals mining to northern Argentina
    • Lundin Mining’s latest copper expansion in Chile

    Don’t forget to subscribe to the Kitco Mining YouTube channel to stay up to date on the latest Digging Deep interviews and industry insights.

    01:17 - Turkey Risk and Copler Tailings Fallout
    04:25 - AngloGold Sells La Colosa Project
    06:20 - Open Pit Mining vs Community Pushback
    10:34 - From Emerging Markets Back to North America
    13:27 - Panama Lessons and Self-Inflicted Mining Risks
    15:22 - When Governments Move the Mining Goalposts
    18:27 - Argentina’s RIGI and Political Risk
    21:09 - Chile Mining Policy Under President Kast
    25:46 - Argentina Silver Comeback vs Mexico
    27:39 - Lundin Expands Chile Copper Exposure
    __________________________________________________________________

    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.

    Get important precious and base metal updates while on the go with the Kitco Gold LIVE! app - https://applications.kitco.com

    Stay connected with us
    X - https://x.com/KitcoMining
    Instagram - https://www.instagram.com/kitcomining
    LinkedIn - https://www.linkedin.com/company/kitco-mining
    Facebook - https://www.facebook.com/KitcoMining

    Connect with the Kitco Mining anchors
    Paul Harris - https://x.com/paulharrisgold

    For more in-depth mining coverage, visit us here - https://www.kitco.com/mining

    Disclaimer: Videos are not trading advice, and the views expressed may not reflect those of Kitco Metals Inc.

    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.

    Show More Show Less
    32 mins
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