Record Profits and M&A Frenzy Set Gold Sector on Fire

As M&A activity heats up across the mining sector, one question looms large: can Newmont catch up to Agnico Eagle’s breakout performance? Joe Mazumdar, Editor of Exploration Insights, joins Kitco Mining’s Paul Harris to break down the deals, divestments, and regulatory shifts reshaping the gold industry.

Mazumdar analyzes Agnico Eagle’s outperformance versus Newmont, the strategic implications of Barrick’s latest gold asset sales, and what Trump’s proposed 28-day mining permit approvals could mean for U.S. producers. He also examines the takeovers of Lumina Gold and Orogen Royalties—and what this wave of consolidation signals for mining investors in 2025 and beyond.

Key points:
- Why Agnico Eagle is outperforming Newmont
- Will Trump’s 28-day permitting plan work?
- Why Barrick sold its stake in the massive Donlin gold project
- Orogen Royalties’ big payday and Silicon project insights
- The Lumina Gold buyout and challenges for developers

00:00 Introduction: Gold Producers' Quarterly Results
01:15 Newmont vs. Agnico: Performance Analysis
03:30 Dividend Policies and Share Buybacks
06:35 US Mining Permitting Reforms
11:52 Seabed Mining: Pros and Cons
12:46 Mergers and Acquisitions in the Mining Sector
13:50 Spotlight on Barrick Gold
23:48 Triple Flag's Acquisition of Orogen Royalties
30:42 Lumina Gold's Acquisition by China Moly
37:42 Equinox Gold and Calibre Mining Merger
39:40 Conclusion and Farewell

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

#mining #gold #investing
__________________________________________________________________

Kitco Mining is dedicated to reporting on the mining industry. Our mandate is to be the top resource for all mining information and news, offering a clear perspective on where the industry is going through breaking news coverage, mining trends, and in-depth reporting, presented with precious, rare earth, base metals, and industry stock prices.

Get important precious and base metal updates while on the go with the Kitco Gold LIVE! app - https://applications.kitco.com

Stay connected with us
X - https://x.com/KitcoMining
Instagram - https://www.instagram.com/kitcomining
LinkedIn - https://www.linkedin.com/company/kitco-mining
Facebook - https://www.facebook.com/KitcoMining

Connect with the Kitco Mining anchors
Paul Harris - https://x.com/paulharrisgold

For more in-depth mining coverage, visit us here - https://www.kitco.com/mining

Disclaimer: Videos are not trading advice, and the views expressed may not reflect those of Kitco Metals Inc.