The ’Air Pocket’ Risk: How Geopolitical Tensions Are Impacting Mining Operations | Neil Adshead

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.

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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
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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.