Trade War Fallout: What Trump’s Tariffs Mean for Mining

Can the U.S. mining sector survive without China’s rare earth processing power? In the latest episode of Digging Deep, Nicole Adshead-Bell, Director at Cupel Advisory, joins Kitco’s Senior Mining Editor and Anchor Paul Harris to break down the latest developments in the mining sector amid rising geopolitical tensions and trade wars. From Trump’s sweeping tariffs and China’s dominance in mineral processing to Barrick’s high-risk Reko Diq project and growing M&A activity, Adshead-Bell offers sharp insights on global supply chains, resource nationalism, and the bull case for gold equities. Plus, she discusses the strategic importance of rare earth elements and the critical need for smelting and refining capacity in North America.