• Is Mining at Rock Bottom? Here's How High It Could Go – Rob McEwen

  • Feb 26 2025
  • Length: 23 mins
  • Podcast

Is Mining at Rock Bottom? Here's How High It Could Go – Rob McEwen

  • Summary

  • Is the mining sector really at the bottom of the cycle? Kitco’s Senior Mining Editor and Anchor Paul Harris interviews Rob McEwen, Executive Chair & Chief Owner of McEwen Mining, at the 2025 Mines and Money Conference in Miami. McEwen shares his insights on the current commodity cycle, highlighting that commodities are at a 10-12-year low relative to financial assets and are expected to rise. He also discusses the Los Azules project in Argentina and McEwen Mining's innovative approach to sustainable mining.

    Key Points:
    - Commodities are at the bottom of their cycle and are expected to increase.
    - Geopolitical tensions and underinvestment are driving commodity prices.
    - Los Azules project: Aims for sustainable mining with a focus on community and environmental benefits.
    - RIGI regime in Argentina could significantly increase the net present value of Los Azules.
    - Mining companies should focus on attracting investors through enthusiasm, dividends, and showcasing technology.

    Special thanks to our sponsor, Goldshore Resources, for making this coverage possible. Visit https://goldshoreresources.com/ to learn more.

    00:00 Introduction: Current State of the Commodity Cycle
    00:56 Geopolitical Tensions and Market Drivers
    01:25 Consolidation in the Gold and Copper Sectors
    02:32 McEwen Mining's Los Azules Project
    05:41 Sustainable Mining Practices
    07:19 Challenges and Skepticism in the Mining Industry
    08:32 Financial Strategies and Market Insights
    11:27 Attracting Investors and Modernizing Mining
    17:46 Technology and Innovation in Mining

    Follow Paul Harris on X: @PaulHarrisGold (https://x.com/paulharrisgold)
    Follow Kitco Mining on X: @KitcoMining(https://x.com/kitcomining)

    #mining #investing #gold #commodities

    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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