The David Lin Report What Comes After Silver’s Historic Run? CEO Reveals Next Moves | Jalen Yuan
Mar 9, 2026
Jalen Yuan, CEO of New Pacific Metals Corp., leads development of two large Bolivian silver projects. He discusses how higher silver prices reshape mining returns. He outlines permitting progress under a pro-investment government. He explains timelines for construction, financing plans, and a major 30,000-meter 2026 drilling program.
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Prove Project Fundamentals Before Seeking Buyers
- Focus on building and proving project fundamentals like resource scale and permitting to attract buyers or justify production plans.
- Yuan emphasized two world-class Bolivian deposits could produce ~19 million oz annually, making the company comparable to major silver producers.
Bolivia's Political Shift Favors Mining Investment
- Bolivia shifted politically from two decades of left-leaning policies to a pro-business government intent on attracting foreign mining investment.
- Yuan argued this alignment makes large incoming capital—$700M for their projects—attractive to the government as economic relief.
Use Top Down And Bottom Up Permitting Strategy
- Pursue a dual permitting strategy: engage top-down with government while building bottom-up community and regional support.
- Yuan described signing a framework agreement with the Carangas community before converting exploration licenses to mining licenses.