With the first half of 2025 now in the books, on this Weekend’s Show we conduct a mid-year review of the resource sector. Joe Mazumdar of Exploration Insights and Dave Erfle of Junior Miner Junky break down what’s driving metals prices, why equities are outperforming, and whether the junior rally has legs. From gold’s momentum to copper’s supply crunch, this episode maps the capital rotation underway.
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- Segment 1 & 2 – Joe Mazumdar, editor of Exploration Insights, joins the KE Report to recap a strong first half of 2025 for the resource sector, led by gold equities, platinum, uranium, and copper. He discusses how rising metal prices and widening margins boosted performance, while juniors ramped up drilling thanks to renewed financing. Despite this strength, developers remain undervalued, with M&A activity slowly returning, driven mainly by intermediates seeking near-term production.
- Click here to visit the Exploration Insights website to follow along with Joe.
- Segment 3 & 4 – Dave Erfle, founder and editor of The Junior Miner Junky, joins us for a mid-year recap focused on precious metals, highlighting the drivers behind gold’s 25% surge in the first half of 2025 and the growing investor rotation into silver and junior mining stocks. He emphasizes the weakening U.S. dollar, sovereign debt concerns, and strong central bank gold buying as catalysts, while noting gold equities’ outperformance, rising silver momentum, and even renewed investor interest in copper amid a potential stagflationary environment.
- Click here to visit the Junior Miner Junky website to learn more about Dave’s investment letter.