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Willem Middelkoop provides an update from Henderson, Nevada, where a packed agenda awaits his research team of five.
The schedule includes a CNBC interview, 18 meetings with junior mining companies, and the CD Fund Discovery Award event in Las Vegas later in the evening.
Middelkoop has recently tracked activity by the Russian central bank as it continues its silver purchases. He also highlighted new highs in copper, nickel, and zinc, noting that base metals prices are rising. His observations come amid heightened focus on commodities during key industry events this week.