RaoscaffResearch
Prediction Series · Lock · Issue P-192
Prediction Series · P-192

The gold miner's floor — ≥1.20M oz, locked at 92%.

92% probability Newmont's Q3 2026 attributable gold production reaches at least 1.20 million ounces — roughly 8% below the 1.3 million ounces of Q2, against reaffirmed full-year guidance of 5.26–5.3 million ounces. Resolves ~29 Oct 2026.

Type · Prediction Lock · production-floor threshold Locked · 2026-08-13 · before the Q3 results Resolves · ~2026-10-29 · Newmont Q3 2026 results (newmont.com) Scored · binary: Q3 2026 attributable gold production ≥1.20M oz yes/no
Newmont Q3 2026 attributable gold production · our locked floor
≥ 1.20M oz
attributable gold ounces · vs 1.3M oz in Q2 2026

Newmont produced 1.3 million ounces of gold in Q2 2026 alongside 17,000 tons of copper and 7 million ounces of silver, generating record second-quarter free cash flow of $2.2bn, and reaffirmed full-year guidance of 5.26–5.3 million attributable gold ounces at all-in sustaining costs of $1,680/oz. Q2 AISC came in at $1,621/oz. Source: Newmont Q2 2026 results.

— 1 · The Locked Call

Newmont Q3 2026 attributable gold production reaches ≥1.20 million ounces — P = 0.92.

We lock a binary: Newmont reports third-quarter 2026 attributable gold production of at least 1.20 million ounces, per the company's results release. Confidence 92%.

— 2 · Why it's nail-able

Mine plans are set a year ahead and the company reaffirmed full-year guidance.

Gold production runs off mine plans and mill throughput fixed well in advance, which makes quarterly ounces far steadier than the gold price. Newmont produced 1.3 million ounces in Q2, reaffirmed full-year guidance of 5.26–5.3 million ounces — implying a quarterly pace above 1.3 million — and delivered costs below its own guidance. Our floor sits about 8% below the Q2 figure. Confidence 92%, not higher, because Newmont operates a large portfolio of open-pit and underground mines across several jurisdictions, and a single mill outage, grade miss or geotechnical event can remove a hundred thousand ounces from one quarter. Scored on ATTRIBUTABLE gold production, not total or consolidated production including partner shares.

Locked on 2026-08-13 — scored against Newmont's reported Q3 2026 attributable gold production.

RAOSCAFF locks P-192 on 2026-08-13, before the Q3 release. Scored against Newmont's reported third-quarter 2026 attributable gold production versus a 1.20 million ounce floor.

Locked
2026-08-13 (commit timestamp on origin/main)
Resolves
~2026-10-29 — Newmont Corporation Q3 2026 results
Source
Newmont Corporation Q3 2026 earnings release, attributable gold production (newmont.com; SEC 8-K)
Scored by
Binary: YES if reported Q3 2026 ATTRIBUTABLE gold production is ≥1,200,000 ounces; NO otherwise. Attributable gold ounces — not consolidated production including partner shares, not gold-equivalent ounces, and not copper or silver.

A mill outage, grade miss or geotechnical event at one operation can remove a hundred thousand ounces from a quarter.