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Precious Metals Fundamentals
175 posts
Trump Rewrites Mining Playbook
Trump’s administration has expanded federal support for mining, including faster permits, financing and strategic stockpiles. Long-term impact remains uncertain.
Digital Gold Could Triple By 2031, WGC Estimates
A World Gold Council and BCG report projects digital gold could exceed $160 billion by 2031, if providers address trust and access barriers.
Freegold’s 213M At 1.2G Outlines Faster Alaska Plan
Freegold reports a 213-metre gold intercept at its Alaska project as drilling supports plans for a smaller initial operation and a 2027 study.
Gold Council Urges Miners To Name Refiners
World Gold Council guidance asks gold miners to publish annual mine-to-refiner links, while leaving shipment details and legal requirements outside its scope.
Wesdome Eyes Low-cost Gold Boost At Quebec’s Kiena
Wesdome says productivity gains could lift Kiena output 10%-15% without major new capital, while drilling tests additional gold zones near Val-d’Or.
Beaver Creek Video: Gold Gains New Role Vs Bonds
At Beaver Creek, Sprott’s John Hathaway and Incrementum’s Ronald-Peter Stöferle said gold’s rise alongside bond yields may signal a broader shift.
Mining Forum: Friedland Wants To Kill The SAG Mill
At Mining Forum Americas, Robert Friedland said I-Pulse technology could cut grinding energy use by up to 80%; commercial-scale results remain unproven.
Mining Forum: US Needs Canada To Break China’s Minerals Grip
Former US sanctions official Edward Fishman warned at Mining Forum Americas that antagonizing Canada undermines efforts to cut dependence on Chinese minerals.
Why The AI Boom Isn’t Boosting Gold Demand, According To WGC
WGC says technology gold demand stayed nearly flat at 323 tonnes in 2025 as efficiency measures offset AI-related growth, with CPO a possible future driver.