The Northern Miner Podcast

This week’s episode features Rohan Reddy, research analyst at Global X, a New York-based provider of global exchange-traded funds, including the Global X uranium ETF. In this wide-ranging interview, Reddy explains how uranium has largely risen in price as a result of investor demand, in particular Wall Street Bets. Nevertheless, Rohan expects an ongoing deficit in supply to keep pushing the m...

In this week’s episode, we discuss recent trends in risk management with Satarla CEO Sarah Gordon, who gives her views on the importance of sustainability and how miners can better measure their ESG credentials. She also talks about her new online course with Edumine.com, called ‘What is mining?’, and how it can benefit individuals who want to increase their knowledge of the mining sector. All thi...

In this week’s episode, we check in with CPM Group managing partner Jeffrey Christian, who gives us his latest take on the global economy, interest rates, the U.S. dollar, metal prices and electric vehicle adoption. He also explains how central banks are buying gold, but that private investor demand will ultimately be needed to push prices higher. All this and more with host Adrian Pocobelli. Musi...

This week's episode features the opening remarks of the 2021 Canadian Mining Hall of Fame by Northern Miner group publisher Anthony Vaccaro. This year's inductees were Patricia Dillon (b. 1952), David Elliott (b. 1948), William Gladstone Jewitt (1897-1978), Steven D. Scott (1941-2019), and Mary Edith Tyrrell (1870-1945). All this and more with host  Adrian Pocobelli . Music Credits: “Rattlesn...

In this week’s episode, we take a survey of mining stocks and the latest moves in some of the most followed sectors, particularly gold, silver, copper, uranium and lithium. What are the trends? Which sectors are outperforming? And where can value be found? All this and more with host Adrian Pocobelli . Music Credits: “Rattlesnake Railroad”, “Big Western Sky”, “Western Adventure” and “Battle on the...

This week’s episode features This week’s episode features Barrick Gold’s Q2 conference call with president and CEO Mark Bristow, who discusses the undeveloped potential of Nevada, the company dividend, the use of electrical vehicles in mines, the increasing importance of Canada as a mining jurisdiction, and the return to Pascua Lama. He also highlights the company's ESG credentials, new forays int...

This week’s episode features Access Mining managing partner George McLeod, who discusses the increasingly political role of mining companies, particularly in developing economies, and how industrial metals, especially those that relate to electrification, will begin to take on a strategic importance that was traditionally attributed to oil. He also discusses how recent political developments in So...

This week's episode features Cameco's Q2 conference call with CEO Tim Gitzel , who discusses the company's ongoing challenges with low uranium prices. Despite optimistic forecasts for a uranium supply crunch, Gitzel explains how the market remains oversupplied, with the company continuing its strategy to buy uranium off the spot market to reduce available supply. He also discusses how the European...

This week’s episode features Rio Tinto’s second-quarter conference call with chief executive officer Jakob Stausholm and chief financial officer Peter Cunningham. The executives discuss the company’s extraordinarily profitable first half of the year, which included a $9.1 billion dividend, as well as ESG, demand out of China, and the company’s Jadar lithium project in Serbia. All this and more wit...

This week’s episode features Freeport-McMoRan’s second-quarter conference call with president and chief executive officer Richard Adkerson. The veteran executive discusses high shipping prices, sustainability, high copper prices, incremental demand out of China and emerging markets, as well as a recent breakthrough in the company’s leaching technology using artificial intelligence and data analyti...

This week’s episode features Alcoa’s second-quarter conference call, with president and chief executive officer Roy Harvey and executive vice-president and chief financial officer William Oplinger. Harvey and Oplinger showcase the company’s record earnings and highlight the big issues impacting the aluminum market, such as China cracking down on aluminum smelters and higher metal prices. They also...

This week’s episode features the Manitoba Thought Leadership panel at the Global Mining Symposium. The all-star event included the Honourable Blaine Pedersen, Minister of Agriculture and Resource Development, Government of Manitoba; Don McCallum, Councillor from Treaty 5 Territory; Felix Lee, President & CEO, Willeson Metals Corp / Past President PDAC; Scott Parsons, VP Exploration, Alamos Gol...

This week’s episode features Evolution Mining executive chairman Jake Klein in discussion with Northern Miner editor-in-chief Trish Saywell at the Global Mining Symposium. Jake explains the benefits of remaining a mid-tier sized company, and how China owns as much as 20% of Africa’s debt, particularly of resource-rich nations. He also discusses the challenges of mining, which he describes as “swee...

This week’s episode features Nickel 28 Capital chairman Anthony Milewski in conversation with Northern Miner Podcast host Adrian Pocobelli at the Global Mining Symposium. Anthony describes in detail how China has created a seemingly insurmountable lead in dominating the battery supply chain for “years to come.” He also discusses the fundamentals of nickel, lithium and cobalt, as well as the supply...

This week’s episode features Ken Hoffman, senior expert for McKinsey’s Basic Materials Institute (BMI), in conversation with Mining.com executive editor Frik Els at the Global Mining Symposium. Ken discusses the nickel market in-depth, and how battery makers, particularly in the West, are increasingly concerned about how they can secure a steady, ESG-friendly nickel supply over the coming decade....

This week’s episode features a Thought Leadership segment with Orefinders Resources CEO Stephen Stewart in conversation with Northern Miner reporter Henry Lazenby. Stephen discusses Mistango’s recent deal with Kirkland Lake Gold and future prospects for Mistango and Orefinders in the Kirkland Lake district in Ontario. Stephen is the CEO and Director of Orefinders Resources Inc. and QC Copper &...

This week’s episode features Vale’s Anthony Downs and Newmont’s Dean Gehring in conversation with Northern Miner senior report Carl A. Williams at the Global Mining Symposium. Anthony and Dean discuss the merits of the cloud, particularly across global mining operations, as well as common cybersecurity challenges. Anthony Downs has joined Vale in September 2019 as Head of Digital Transformation. I...

This week’s episode features David Garofalo’s keynote presentation in conversation with Northern Miner reporter Henry Lazenby at the Global Mining Symposium on May 20, 2021. Garofalo discussed the important role that streamers play in the industry, the strong balance sheets of mining companies, and the need for more exploration as production declines — ‘mine building is a lost art’. All this and m...

This week’s episode features Cameco’s Q1 2021 conference call with president and CEO Tim Gitzel , who outlines the company’s strategy as well as macroeconomic conditions facing the uranium industry. Gitzel sees a ‘less certain’ uranium supply as global demand for nuclear power increases. He also lays claim that Cameco is ‘Canada’s first net zero mining company.’ All this and more with online edito...

This week’s episode features Illumiti partner Rory Friedman, who discusses how to administer a mining company using the latest digital tools available. Rory explains how scalable solutions now exist that can help organizations grow from a two-person operation to a company with several thousand employees.  All this and more with host Adrian Pocobelli. Music Credits: “Rattlesnake Railroad”, “Bi...

This week’s episode features Barrick Gold’s Q1 2021 conference call with CEO Mark Bristow, who discusses the company’s move towards sharing more revenue and employment opportunities with local communities. He also expands on the company’s strategy to focus on tier 1 and tier 2 mines, the increase in the dividend, and the efforts to be an industry leader on ESG. All this and more with host Adrian P...

This week’s episode features Agnico Eagle Mines’ Q1 2021 conference call with CEO Sean Boyd, who discusses the company’s efforts on ESG and coronavirus vaccinations, as well as the latest exploration targets at Hope Bay and Canadian Malartic. He also expands on the company’s strategy to ‘optimize existing assets’ in jurisdictions with low geopolitical risk. Also, Revival Gold president and CEO Hug...

This week’s episode features an in-depth interview with Bluestone Resources president and CEO Jack Lundin on the company’s Cerro Blanco project and its accompanying Mita geothermal project in Guatemala. Jack also discusses his previous role at Fruta del Norte and the transition to becoming president of Bluestone Resources in April. All this and more with host Adrian Pocobelli. Music Credits: “Ratt...

This week’s episode features an in-depth interview with CPM Group managing partner Jeffrey Christian on his view of the commodities ‘supercycle’ narrative, as well as copper, palladium and macroeconomics in general. Jeffrey was previously the head of commodities research at J. Aron & Company, which was acquired by Goldman Sachs, and formed CPM Group through a management buy-out of the commodit...

This week’s episode features Louise Pearce, Managing Partner, Mining (Global), at ERM, in conversation with Northern Miner editor-in-chief Trish Saywell at the Global Mining Symposium on Feb. 24, 2021. Pearce explains how the mining industry’s challenges in ESG can be turned into opportunities, particularly in regard to the handling of mine closures and tailings dams. This week’s episode is sponso...