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Donlin Gold LLC: Business Overview, Financials & Competitive Analysis

Donlin Gold LLC has proposed a large, undeveloped, open pit, hardrock gold mine located approximately 10 miles north of Crooked Creek, Alaska, in southwest Alaska. With Measured and Indicated Mineral Resources of appr...

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Donlin Gold LLC OverviewStrategic ProfileCompetitive LandscapeIndustry ContextKey facts
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7/ 10Strong

Cyborg Score thesis

World-class US-jurisdictioned gold asset with 40M+ oz resources and secured energy partnership, advancing toward construction...

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Industry Gold mining development
4 named competitors
4 recent developments
11 analyst dimensions
Synthesized from analyst-debate stress-testing across 11 dimensions and hundreds of data points. Methodology →
Cyborg Score recalibrated: June 29, 2026
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Donlin Gold LLC Overview

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Donlin Gold LLC has proposed a large, undeveloped, open pit, hardrock gold mine located approximately 10 miles north of Crooked Creek, Alaska, in southwest Alaska. With Measured and Indicated Mineral Resources of approximately 40 million ounces of gold and additional approximately six million ounces of Inferred Resources, Donlin Gold is one of the largest known development-stage gold deposits today. Donlin Gold, LLC is jointly owned by Barrick Gold US Inc. and NovaGold Resources Alaska, Inc.

Strategic Profile

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The mine is estimated to produce approximately one million ounces of gold per year. In January 2026, Donlin Gold signed a non-binding Letter of Intent with Glenfarne Alaska LNG, LLC for natural gas supply to power the proposed mine. The U.S. Army Corps of Engineers obtained federal permits for the project in 2018 and is undertaking a Supplemental Environmental Impact Statement in response to a remand order from the Federal District Court in Alaska on June 10, 2025.

Competitive Landscape

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Donlin Gold competes in the global large-scale gold development/exploration market. Key competitors include Barrick Gold (co-owner), Newmont Corporation, Agnico Eagle Mines, and other major producers developing or exploring large deposits. The project's main competitive advantages are its size (40M+ oz), high grade (2.22 g/t), US jurisdiction (Alaska), and established ownership partnership, though its remote location and development-stage status present execution risks versus operating mines.

Industry Context

Donlin Gold LLC operates in Gold mining development.

Key facts

Headquarters: Anchorage, US · Employees: 1400+ (at full operation) · Revenue: N/A · Market cap: N/A

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Recent developments

Material events tracked by the AskCyborg corpus.

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Named competitors

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Barrick GoldGlobal gold and copper producer; co-owner of Donlin GoldNovaGold ResourcesGold development company; 60% owner of Donlin GoldNewmont GoldcorpLarge-scale gold and copper producerAgnico Eagle MinesMid-tier gold and mineral producer

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Industry context

Donlin Gold LLC operates in Gold mining development. See how the rest of the sector scores on the Cyborg framework.

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Frequently asked questions

What does Donlin Gold LLC do?+
Donlin Gold LLC has proposed a large, undeveloped, open pit, hardrock gold mine located approximately 10 miles north of Crooked Creek, Alaska, in southwest Alaska. With Measured and Indicated Mineral Resources of appr...
What is Donlin Gold LLC's Cyborg Score?+
Donlin Gold LLC has a Cyborg Score of 7/10 (Strong). The score synthesizes business model, financials, leadership, competitive position, technology, marketing, and ESG dimensions across hundreds of data points.
Who are Donlin Gold LLC's main competitors?+
Named competitors include Barrick Gold, NovaGold Resources, Newmont Goldcorp, Agnico Eagle Mines. The full competitive landscape is in the AskCyborg report.
How can I get the full Donlin Gold LLC research report?+
Get the report plus analyst-debate audio at askcyborg.com -- no credit card required for preview access. Pro adds saved-company audio playlists and monitoring.
How current is the Donlin Gold LLC research?+
The Cyborg Score is recalibrated weekly. Recent developments are tracked continuously and surfaced in every report.

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