Paul Harris

Live with Rick Rule and Paul Harris 📱

Preview:Rick Rule and Paul Harris argue that copper is an underinvested strategic metal facing a structurally tight supply outlook, with long lead times, declining grades, rising costs, and political/social risk slowing new mine supply. They also highlight where they think value may exist: existing large assets, well-placed jurisdictions like Argentina and British Columbia, and early-stage exploration teams with proven discovery records.

Live with Rick Rule and Paul Harris

Preview:Rick Rule and Paul Harris argue that copper is entering a structurally tight period because demand is rising from GDP growth, electrification, AI/data centers, and defense, while supply has been underinvested for decades and new mines are getting harder, bigger, slower, and more expensive to build. The discussion emphasizes that the best opportunities are not just in copper itself but in well-positioned producers, long-life assets, and selective exploration names—especially where valuation still ignores the long tail of mine life or where streaming can help solve the capital stack.

Get In Now: Why Copper Prices Can Only Go UP

Preview:A copper bull thesis presentation arguing that structural supply constraints (declining grades, permitting difficulties, ~20-year mine development timelines) combined with new demand from AI/data centers (~2M tons/year incremental) make higher copper prices inevitable. The speaker sees copper at $6/lb as undervalued given its essential role in society. He contrasts young vs. old conference attendees: older hands seen calling this "just another cycle," while younger voices argue "this time is different" due to unsustainable US debt levels — a backdrop he sees as structurally bullish for gold as well.

Live with Rick Rule and Paul Harris

Preview:Rick Rule and Paul Harris discuss Latin America as a mining jurisdiction, focusing on how politics, permitting, and infrastructure affect copper, silver, gold, lithium, and uranium investment. The core message is that the region is more nuanced than simple left-right politics suggests: some left-leaning governments still enable mining when jobs and revenues matter, while some pro-mining leaders still face legal, regulatory, or security constraints.

Live with Rick Rule and Paul Harris 📱

Preview:Rick Rule and Paul Harris discuss how Latin American mining jurisdictions are shifting, with Rick arguing that geology, infrastructure, and politics are aligning most favorably in Chile, Argentina, and Guyana, while Peru, Panama, Colombia, Mexico, and Venezuela remain more mixed or risky. The most immediate focus is the fallout from the Sinaloa violence around Vizsla Silver, the likely need for higher security costs and deeper due diligence, and the broader idea that many governments talk one way about mining but behave another way in practice.

Get In Now: Copper Supply Crisis Will Send Prices Soaring

Preview:Paul Harris presents a bull case for copper at VRIC 2026, arguing a structural supply deficit is beginning and will worsen. He forecasts copper prices reaching $7-8/lb from the current ~$6/lb, driven by rising electricity demand (169% growth by 2050), declining ore grades, aging mines, and producers unwilling to greenlight new projects despite record prices. He highlights that $6/lb is not high enough to incentivize new supply, that M&A among majors is consolidating the space, and that junior copper developers with large deposits are rare and likely acquisition targets.

Special Oil and Gas with Rick Rule and Paul Harris

Preview:This is an interview-style discussion introducing the first Rule Investment Media newsletter issue, focused on Canadian oil and gas. Rick Rule and Paul Harris argue the sector is unusually attractive because it is cheap, cash-generative, shareholder-friendly, and potentially better positioned than the U.S. for future gas growth, despite major political risk in Canada and trade uncertainty from the Trump administration.

Bulk Tonnage Gold Deposit in a Tier-1 Jurisdiction

Preview:CEO Michael Henricksson of Goldshore Resources discusses the Moss gold project in Ontario, Canada — a near-7Moz bulk-tonnage gold deposit in a tier-1 jurisdiction. The company is completing a PEA (due Q1 2025) for a 30,000 tpd open-pit operation with a ~15-year mine life targeting 250k+ oz/year and 300k+ in early years. The core strategy is de-risking through conservative economic studies (with G Mining), permitting, and First Nations relationships over the next two years, with a PFS and formal permitting targeted for early 2027. Significant exploration upside exists — 23km of underexplored gold-bearing structural corridors — and the company recently launched a $300k marketing campaign to coincide with the PEA and capitalise on $2,900 gold.

From Oil to Ore: Saudi Arabia's Bold Plan to Dominate Mining – Khalid Al-Mudaifer

Preview:Khalid Al-Mudaifer, Saudi Vice Minister of Mining Affairs, outlines the Kingdom's strategy to make mining the "third pillar" of its economy after oil/gas and petrochemicals. Key announcements include a gold/copper discovery by Ma'aden, Aramco entering lithium extraction and mineral exploration, and a major steel consolidation. He details the regulatory, financial, and infrastructure incentives designed to attract global partners and accelerate exploration from 1,000 km² in 2023 to a planned 50,000 km² in 2025.

What Are the Key Critical Minerals to Watch in 2025? Adam Lundin

Is This Metal About to Surge? Codelco Chairman on the Future of Electrification

Gold Is in a ‘Super Bull Market,’ the Next Inflation Wave Is Coming | Ronald-Peter Stoeferle

Traceable, credible gold for Saudi Arabia

Next Big Challenge for Mining Sector: Disconnect Between Gold Equities and Gold Price – Newmont CEO

Barrick Gold CEO Mark Bristow: Mali Dispute Could Reshape Africa’s Mining Outlook

Frank Giustra: ‘Digital Gold’ Could Lift Gold Price by 2026, Attracting the TikTok Generation

World Is ‘Very Fragmented,’ More Risks Now Than During Cold War – Former UK Deputy PM