This segment is from Thursday's edition of 'Digging for Value', in which sector analysts Joel South and Taylor Muckerman discuss energy & materials news with host Alison Southwick. The twice-weekly show can be viewed on Tuesdays & Thursdays. It can also be found on Twitter, along with our extended coverage of the energy & materials sectors @TMFEnergy.

Being a silver streamer has helped Silver Wheaton (NYSE: SLW) lower its cost per ounce and avoid many of the risks inherent in the mining industry. However, being reliant on other's ability to develop mines on schedule is its achilles heel. This fact was on display again Thursday, when Barrick Gold (NYSE: ABX) announced that its Pascua Lima mine would undergo further delays. A deal that was supposed to take effect in 2015 has now been pushed back twice to 2017. Thankfully, other Barrick mines will pick up the slack, along with gold and silver from Vale SA (NYSE: VALE), but the news clearly rattled investors' nerves. Tune in below for more.