Joe Mazumdar, Editor of Exploration Insights, joins Kitco Mining’s Digging Deep with Paul Harris to discuss global bond stress, gold’s renewed strength, country risk, permitting wins, critical minerals policy and where major junior mining financings are flowing.

Mazumdar says debt costs, currency uncertainty and geopolitical risk should keep support under precious metals, while higher rates raise the cost of capital for mining projects. He says Barrick’s Reko Diq copper project in Pakistan shows why the mega-projects needed for future copper supply are becoming harder to build, with security risk, capital intensity, infrastructure needs and long permitting timelines weighing on development.

Mazumdar also discusses the Andean copper and lithium alliance between Peru, Chile, Argentina and Bolivia, permitting wins in Yukon, Oregon and Arizona, First Nations consultation battles in British Columbia and Ontario, and U.S. efforts to secure critical minerals for drone warfare. He also weighs Project Vault, processing bottlenecks, tungsten economics, and why big financings for Magna Mining, Thesis Gold and Radisson show capital is still flowing to lower-risk jurisdictions.

Recorded September 3, 2026.

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00:00 - Welcome and Digging Deep Agenda
00:21 - Bond Yields and Gold Surge
02:58 - Will the Gold Rally Last?
04:32 - Barrick Reko Diq Security Risk
07:24 - Mega-Projects and Barrick Spinout Strategy
10:31 - Andean Copper-Lithium Alliance
16:24 - Permitting Wins in U.S. and Canada
23:20 - First Nations Consultation Battles
29:06 - Critical Minerals for Drone Warfare
35:08 - Tungsten Boom and Project Economics
37:20 - Big Junior Financings in Canada
40:05 - Wrap-Up and Subscribe
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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.