Gold majors are producing margins of $2,000 per ounce at current gold prices over $3,000, while Barrick's existing mining operations were built assuming $1,300 gold price, meaning current prices are roughly 3x the economic assumptions that planned those assets, creating substantial windfall margin expansion.

factualpending

Speaker

Lobo Tigret

Evidence Quote

New uh is producing $2,000 in margin at the current level. Barracks existing operations were all planned around $1,300 gold.

Source

Trade War Goes Nuclear: Trillions Printed, No End in Sight I Lobo TiggreSoar Financially
Created: 8/11/2026, 6:44:11 AM

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