Military Escalation and the Race to Secure Critical Minerals | Neil Adshead
Neil Adshead, Consultant Analyst at the Commodity Discovery Fund, joins Kitco Mining’s Digging Deep with Paul Harris in person at PDAC 2026 in Toronto as markets react to breaking geopolitical news and a surge in major mining transactions.
Following reports of U.S. strikes on Iran over the weekend, Adshead said, “the gold price has already reacted,” noting that 24/7 trading pushed gold above $5,300 per ounce, roughly $100 higher than Friday’s close. He also highlighted record sector profitability, saying, “we've never seen gold miners make the margins that they've been making like they did in…
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