The Northern Miner Podcast

This week’s episode features Canaccord Genuity senior investment advisor Cam Currie in conversation with host Adrian Pocobelli on the undervaluation in gold stocks as well as potential opportunities in silver and copper. Currie sees a recession on the horizon while warning about banks, sovereign debt, and fiat currencies. He also shares his view on the BRICS summit in August and what the macroecon...

In this week's episode, Clareo's Managing Director Satish Rao joins host Adrian Pocobelli to discuss the U.S. critical minerals strategy. Rao delves into how the Inflation Reduction Act has emphasized downstream products like batteries and electric vehicles, but may have overlooked upstream challenges, particularly the mining of essential raw materials. He points out that permitting proces...

This week’s episode features Caelen Burand, founder of Young Mining Professionals Arizona and ASM consultant & engineer, who joins host Adrian Pocobelli to discuss how the mining industry is performing from young people’s perspectives. Burand delves into why many individuals who enter the mining industry after college tend to move on after only a few years, and suggests ways the industry could...

This week's episode features Zelandez CEO Gene Morgan in conversation with host Adrian Pocobelli on the challenges related to lithium extraction. Morgan, whose company is a lithium brine service provider, explains how technological developments are enabling a faster understanding of lithium resources as well as better extraction methods, but he states that the industry still faces hurdles, inc...

This week's episode features Northern Miner senior staff writer Colin McClelland in conversation with host Adrian Pocobelli on Colin’s recent visit to the Yukon, where he toured several mining projects. Colin shared his takeaways from the visit, such as the infrastructure challenges, as well as unique opportunities for miners in the largely unexplored area. He also described how some large-sca...

This week’s episode features Northern Miner western editor  Henry Lazenby  in conversation with host  Adrian Pocobelli  on mining developments in Tonopah, Nevada. Lazenby narrates his firsthand account from a recent multi-site tour near this mining hub, shedding light on a range of promising ventures involving precious metals and lithium clay. Lazenby describes the ‘electric’ excitement of the loc...

This week's episode features Ore Group chairman and Young Mining Professionals Scholarship Fund founder Stephen Stewart in conversation with host Adrian Pocobelli on how Canadian exploration companies are faring in the markets. Stewart explains how the great majority of junior miners in Canada receive very little investment from both retail and institutional investors, and why this could poten...

This week's episode features MINING.com senior editor Cecilia Jamasmie in conversation with host Adrian Pocobelli on the latest developments in deep-sea mining. Jamasmie provides insights into how countries are taking different stances on the issue of whether to mine the ocean floor and the methods that should be used if they decide to do so. She also brings up the International Seabed Authori...

This week's episode features CPM Group managing partner Jeffrey Christian in conversation with host Adrian Pocobelli on rumours of a BRICS gold-backed currency, as well as the fundamentals of the silver and copper markets. Christian explains why creating an alternative to the U.S. dollar in global trade is fraught with challenges, and why low inventories in the copper and silver markets are no...

This week’s episode features Global X ETFs commodities research analyst Roberta Caselli in conversation with host Adrian Pocobelli on metals and energy markets. Caselli sheds light on the fundamental dynamics of crucial commodities such as copper, silver, uranium, and oil. She highlights the precarious state of supplies in the London Metal Exchange (LME), emphasizing the surprising scarcity of cop...

This week's episode features Darren Collins, founder, president, and CEO of US Critical Metals, in conversation with host Adrian Pocobelli. Collins shares insights into the process of exploring for critical metals in the United States and discusses the potential of clay lithium to meet the country's needs. Additionally, he elaborates on why the U.S. might consider adopting a flow-through s...

This week’s episode features geopolitical and natural resource commentator  Paul  from the Sirius Report in conversation with host  Adrian Pocobelli . Paul explains how there is increasing skepticism about metal pricing, the geopolitical reasons why central banks are buying gold, and the latest developments in the oil market. He also explains his view on why Africa and the Global South might be he...

In this week's episode, we're joined by Jorge Ganoza , co-founder, president, and CEO of Fortuna Silver Mines in conversation with host Adrian Pocobelli . Ganoza delves into the unique complexities Fortuna Silver faces as it operates across five distinct mines in both South America and West Africa and offers a perspective on why he favors working in jurisdictions with a rich mining heritag...

This week's episode features Randy Smallwood, CEO of Wheaton Precious Metals and Chair of the World Gold Council, in conversation with host Adrian Pocobelli. Smallwood explains how the streaming business is thriving amidst low gold stock prices, as companies are reluctant to issue shares at reduced prices, thus making streamers an appealing alternative. He also adds that funding challenges are...

This week’s episode features Canaccord Genuity senior investment advisor Cam Currie in conversation with host Adrian Pocobelli on macroeconomic trends within the industrial and precious metals sectors. Currie delves into the intricacies of the copper market, emphasizing its looming supply deficit and the complexities surrounding the permitting of copper mines within the United States. Furthermore,...

In this week’s episode, we’re joined by American Eagle Gold CEO and director  Anthony Moreau , who discusses the company’s NAK property located in the Babine Copper-Gold Porphyry district in central British Columbia. Anthony also shares his thoughts on the recent interest in the company by Teck Resources, as well as the story of how he became CEO, and his views on the fundamentals of copper. All t...

In this week’s episode, we are joined by Dr. Saad Dara, cofounder and CEO of Mangove Lithium. Dr. Dara shares insights into the company’s innovative electrochemical lithium refining method, delves into the fundamentals of lithium, and explores the potential for restructuring the electric vehicle battery supply chain in the coming years. Additionally, he elucidates how electrochemical processing ca...

In this week's episode, we have the pleasure of hosting John DeMaio, CEO of Graphex Technologies and president of the Graphex Group. In our in-depth conversation, John delves into the current state of critical minerals processing, particularly graphite, and how over 90% of graphite processing is done in China, which holds a near monopoly on the industry. John further elaborates on how the ongo...

In this week’s episode, we have the pleasure of hosting  Steve Durkin , director at Safescape, Bortana, and 3ME Technology. Steve delves into the current state of the mining industry, focusing on its environmental impact and emissions. He also sheds light on how strict adherence to quarterly guidance goals can sometimes result in less efficient mining operations and how diesel fuel subsidies in Au...

This week's episode features Global X Director of Research Rohan Reddy , who joins host Adrian Pocobelli to discuss the macroeconomic landscape and delve into the fundamentals of the oil, uranium, copper, and lithium markets. Additionally, the show kicks off with an update on Glencore's hostile takeover attempt for Teck Resources and examines Chile's recent efforts to increase governme...

This week’s episode features MINING.com senior editor  Cecilia Jamasmie  on recent developments surrounding a $23-billion takeover bid for Teck Resources by Glencore. Cecilia highlights the major elements of the story, including valuations, ESG concerns, new CEOs in both companies, and potential involvement by the Canadian government. She also describes how several other companies have shown inter...

This week’s episode features Epiroc Canada digital solutions manager  Dawn Larsen  in conversation with host  Adrian Pocobelli  on the latest development in mine digitalization. Dawn explains how a digital roadmap should be created by miners from the earliest stages of exploration to provide maximum long-term benefits, and how sensors, data and software can provide ‘situational awareness’ to mine...

This week’s episode features CPM Group managing partner Jeffrey Christian in conversation with host Adrian Pocobelli on the latest development in the precious metals markets. Jeff sees the current strength in precious metals as a result of investor demand in January, as well as fears relating to the banking system in March. And though he sees the world moving away from the dollar, he explains that...

This week’s episode features Northern Miner Group president Anthony Vaccaro in conversation with host Adrian Pocobelli on this year’s PDAC conference, geopolitics and precious metals. Anthony explains why government is better off funding processing facilities over mines, how China and supply chains are at the centre of the mining conversation, and why precious metals remain an attractive investmen...

This week’s episode features Northern Miner Podcast host Adrian Pocobelli on mining stories from around the world, including the multipronged diplomatic push by the United States into Africa, VW's ambitions in the resource sector, Goldman Sachs' view on commodities, and deep sea mining in China and Canada. All this and more with host Adrian Pocobelli. “Rattlesnake Railroad”, “Big Western S...