Tavi Costa: The Mining Buyout Boom Is Just Beginning

For years, investors have focused on finding the next great mineral discovery. Tavi Costa says the real opportunity may now lie in building those projects—and buying quality assets before the mining industry's next wave of consolidation begins.

At the 2026 Rick Rule Symposium, Tavi explains why mining companies remain deeply undervalued despite record cash flows, why major producers will eventually need acquisitions to replenish their pipelines, and why he believes we're still in the early innings of a generational opportunity in commodities.

He also shares why he's launching a dedicated mining fund, why he's building an energy business in South America, and why Latin America may become one of the world's most important investment destinations over the coming decade