The Northern Miner Podcast

This week’s episode features Rare Earths Americas CEO Don Swarz in conversation with host Adrian Pocobelli about the global rare earths market and Brazil’s growing importance to Western supply chains. Swarz explains why Brazil could play a critical role in securing heavy rare earth supplies, how its deposits compare with those in Myanmar, and what distinguishes the country from other emerging prod...

This week’s episode features Alexander Zolata Juarez, founder and host of the Trailheads and Titans podcast, discussing the Junior Explorers Challenge, a contest for Canadian youths aged 9–17. Juarez shares how he became interested in mining, explores the issues that resonate with younger people, and discusses how the industry can better connect with youth. To participate in the Junior Explorers C...

This week’s episode features Almonty Industries chief executive officer Lewis Black in conversation with host Adrian Pocobelli on the state of the global tungsten market. Black examines the differences between Chinese and Western tungsten markets, explaining how China faces surprisingly similar challenges to the West as its own tungsten resources become increasingly depleted. He also discusses the...

This week’s episode features Magnus Ericsson, adjunct professor at Luleå University of Technology in Sweden and co-founder of Mineral Economics and the Raw Materials Report, in conversation with host Adrian Pocobelli on the history of rare earths. Ericsson explains how rare earths were first discovered and how investment by the Swedish monarchy in scientific research helped create the conditions f...

This week’s episode features Audrey Robertson, U.S. Assistant Secretary of Energy for Critical Minerals and Energy Innovation, in conversation with host Adrian Pocobelli on recent efforts to reshore America’s critical minerals supply chain. Robertson outlines the range of initiatives the U.S. Department of Energy is pursuing to support domestic mineral development and strengthen critical minerals...

This week’s episode features Grant Sporre, Global Head of Metals and Mining at Bloomberg Intelligence, in conversation with host Adrian Pocobelli on the copper market. Sporre examines the forces driving copper prices, including the accumulation of metal in the United States at the expense of inventories on the London Metal Exchange and Shanghai Futures Exchange. He explains how these shifting inve...

This week’s episode features Critical Risk Team partner George McLeod in conversation with host Adrian Pocobelli on recent developments in Africa’s Sahel region and in Myanmar. McLeod discusses the unexpected players he sees operating in Burkina Faso, Mali and Niger, and how shifting geopolitical dynamics are affecting mining companies across the region. He also examines the complex situation in M...

This week’s episode features Fortuna Mining president and CEO Jorge Ganoza in conversation with host Adrian Pocobelli on the company’s recent acquisition of the Bambadji gold exploration project in Senegal. Ganoza explains why the project’s location and geological potential made it a compelling acquisition, noting that Fortuna had been evaluating the opportunity for some time. He also discusses th...

This week’s episode features Jeffrey Christian, managing partner at CPM Group, in conversation with host Adrian Pocobelli on the broader macroeconomic factors affecting the gold market. Christian discusses the implications of this year’s Federal Reserve meeting in Jackson Hole and reflects on his recent trip to India, including the impact of higher gold prices on the country’s jewellery market. He...

This week’s episode features Andy Home, senior metals columnist at Reuters, in conversation with host Adrian Pocobelli on recent developments in the copper and aluminum markets. Home explains the factors behind recent volatility in copper and why aluminum prices have not shown greater strength despite robust fundamentals and very low levels of non-Russian inventory on the exchanges. He also discus...

This week’s episode features portfolio manager Tomasz Nadrowski, author of Mineral War: China’s Quest for Weapons of Mineral Destruction, in conversation with host Adrian Pocobelli on China’s resource strategy over the past 30 years and how the West can respond to China’s dominance in the metals sector. Nadrowski explains how China made a deliberate decision to incorporate minerals into its broade...

This week’s episode features Wheaton Precious Metals CEO Haytham Hodaly in conversation with host Adrian Pocobelli on how the streaming model is holding up in today’s market. Hodaly discusses the direction he plans to take the company following former CEO Randy Smallwood’s departure, including Wheaton’s recent streaming deal with BHP. He also explains the differences between royalty and streaming...

This week’s episode features Rebecca Seidl-Inglesby, a partner at Baker Botts who leads the firm’s critical minerals and metals subsector, in conversation with host Adrian Pocobelli. Seidl-Inglesby examines recent policy developments and the challenges involved in rerouting Western mineral supply chains. She also discusses direct government equity investments in mining companies and the growing us...

This week’s episode features renowned metallurgist and Canadian Mining Hall of Fame inductee Phillip Mackey in conversation with host Adrian Pocobelli about the latest developments in Canada’s mineral-processing capacity. Mackey discusses new processing projects taking shape across the country, as well as his proposal for a new copper smelter in British Columbia. He also stresses the need for Cana...

This week’s episode features Pat Risner, President of South32 Hermosa, in conversation with host Adrian Pocobelli about the company’s Hermosa project in Arizona. Risner discusses how the project has benefited from the U.S. FAST-41 permitting framework, South32’s approach to earning and maintaining its social licence to operate, and the role automation will play in the mine’s development. He also e...

This week’s episode features Energy Transition Minerals managing director Daniel Mamadou in conversation with host Adrian Pocobelli about the status of the company’s Kvanefjeld rare earths project in Greenland. Mamadou outlines the project’s history and the licensing challenges it has faced with the Greenland government. He also explains why, in his view, the company and project have been unfairly...

This week’s podcast features General (Ret.) Charles Flynn in conversation with The Northern Miner host Adrian Pocobelli on the West’s effort to reshore supply chains and build secure critical-mineral capacity. Flynn explains that while funding individual projects is necessary, it will not by itself create a durable solution. He calls for a broader structural and policy realignment, supported by a...

This week's episode features Blair McBride, Production Editor at The Northern Miner, in conversation with host Adrian Pocobelli about the development of Canada's Far North. McBride examines the Canadian government's proposal to grant national interest status to the C$2-billion Mackenzie Valley Highway and Grays Bay Road and Port initiatives. He explains how economic priorities, critical mineral de...

This week’s episode features George McLeod, mining partner at Critical Risk Team, in conversation with host Adrian Pocobelli about the escalating conflict in the Sahel, particularly in Mali and Niger. McLeod discusses why mining companies can no longer rely on U.S. military support in the same way they once did, and why greater operational independence is becoming essential. He also examines the r...

This week’s episode features CPM Group Managing Partner Jeffrey Christian in conversation with host Adrian Pocobelli. Christian discusses the outlook for gold, currencies, and energy markets, explaining why he believes gold is currently in a period of consolidation and examining the roles of ETFs, central banks, and global bullion flows. He also explores the relationship between energy markets and...

This week’s episode features Mark Patterson, BC Mining Leader at PwC Canada, in conversation with host Adrian Pocobelli. Patterson discusses the major challenges and opportunities facing mining in Western Canada, including renewed interest in the Yukon and the growing importance of critical minerals. He also examines infrastructure, policy changes, regulatory hurdles, and the key stumbling blocks...

This week’s episode features Hochschild Mining CEO Eduardo Landin in conversation with host Adrian Pocobelli. Landin discusses the company’s more than 100-year history, its broader strategy, and its longstanding focus on South America. He also explains Hochschild’s approach to metals diversification, including why the company remains centered on precious metals. All this and more with host Adrian...

This week’s episode features Ben Elvidge, Product Lead of xU3O8, Head of Alternative Assets at Trilitech, in conversation with host Adrian Pocobelli about the tokenization of uranium on the Tezos blockchain. Elvidge discusses the multiyear development process behind the project, the challenges of metal tokenization, and the lengthy path to regulatory compliance. He also explains the financial mech...

This week’s episode features Cam Currie, Senior Investment Advisor at Canaccord Genuity Wealth Management and leader of the Currie Metals & Mining Group, in conversation with host Adrian Pocobelli about the precious metals market. Currie discusses recent developments in gold and silver, including the strong profits producers are generating, how companies are deploying that capital, and the potenti...

This week’s episode features Alon Olsha, Senior Analyst for Metals & Mining at Bloomberg Intelligence, in conversation with host Adrian Pocobelli about recent developments in the coal market. Olsha discusses the closure of the Strait of Hormuz, shifting coal trade flows, the fuel’s continued importance in supporting energy supplies, particularly in Asia, and its role as a feedstock for petrochemic...