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Podcast: Company Interviews
Episode: Beyond the Gold Rush: Why Mining's Multi-Year Bull Cycle is Just Getting Started
Description: Recording date: 5th August 2025The global mining sector has reached a critical juncture in Q2 2025, driven by exceptional financial performance and fundamental policy shifts that signal a multi-year bull cycle ahead. Major gold producers delivered record-breaking results that have forced institutional investors to take notice, while government policy changes in key Western nations provide unprecedented structural support for the industry.Leading the charge, Newmont Corporation achieved what may be its best quarter in company history, generating $2.99 billion in EBITDA and $1.3 billion in free cash flow at an average gold price of $3,320 per ounce. This translates...