The Northern Miner Podcast

This week's episode features Kimberly Darlington, president and founder of Refined Substance, in conversation with host Adrian Pocobelli about the nature of investor relations in the mining industry in 2024. Darlington explains why younger investors often remain unaware of the opportunities in mining investment, as well as the challenges in reaching them through short video formats on platforms su...

This week's episode features Jonathan Lafontaine, strategic advisor for exploration and promotion in the mining sector for the Government of Quebec, in conversation with host Adrian Pocobelli on the genesis of Quebec's current mining policy. Lafontaine delves into the broader social trends that motivated the government to formulate a strategy in 2019 aimed at supporting North America's supply chai...

This week's episode presents an engaging discussion with PearTree founder and CEO Ron Bernbaum, as he joins host Adrian Pocobelli to explore the potential adverse effects of proposed tax changes in Canada on the exploration sector. Bernbaum outlines the challenges faced in altering the government's perspective on these changes and articulates the severe implications for the junior mining sector if...

This week’s episode features Global X Director of Research Rohan Reddy, who joins host Adrian Pocobelli to discuss macroeconomic factors impacting the metals markets. Reddy delves into the fundamentals of uranium, nickel, copper, and oil, and notes how declining demand out of China is offsetting lower supplies of metals such as copper. He also explains why conflict in the Red Sea is creating uncer...

This week's podcast features Canadian Nuclear Association President and CEO John Gorman in conversation with host Adrian Pocobelli on the fresh optimism by global governments towards nuclear energy as a safe and reliable way to reduce greenhouse gases. Gorman shares insights from his experience at COP 28 in Dubai, where countries committed to tripling their usage of nuclear energy by 2050, highlig...

This week's episode feature geopolitical and natural resource commentator Paul from the Sirius Report in conversation with host Adrian Pocobelli on Ukraine-Russia, the Red Sea, the Middle East and Africa's Sahel region. The discussion centers on the crucial role of natural resources in the unfolding of global events, and how the Global South is strategically utilizing its resource wealth to counte...

This week's episode features Veracio's Chief Alliance Officer, Annelie Lundström, in conversation with host Adrian Pocobelli about the latest developments in mining industry technology. Lundström describes how artificial intelligence is creating massive efficiencies in both exploration and mineral processing, and how companies, both large and small, can take advantage. She also discusses Europe's...

In this week's episode, AME President and CEO Keerit Jutla joins host Adrian Pocobelli to discuss the state of mining in Canada and the upcoming AME Roundup conference. Jutla delves into the challenges faced by the mining industry and society in securing critical minerals and explores how Canada and the mining sector are advancing in mining practices, engaging with Indigenous peoples, and fosterin...

This week's episode features MINING.com senior editor Cecilia Jamasmie in conversation with host Adrian Pocobelli on the big stories of 2023. Jamasmie sheds light on the rise of resource nationalism and the influence of social media activism, particularly in Latin America, and how this trend has introduced new uncertainties into previously stable mining regions in countries such as Chile, Panama,...

This week's episode features CPM Group managing partner Jeffrey Christian in conversation with host Adrian Pocobelli on macroeconomics and precious metals. Christian continues to see a chance of recession in 2024-2025, with gold benefitting from a hostile political environment, both dometically in the United States, as well as geopolitically around the world. He continues to see investor demand as...

This week’s episode features Access Mining managing partner George McLeod in conversation with host Adrian Pocobelli on gold, the Ukraine war, China, Latin America and shipping in the Red Sea. McLeod shares his “tepidly optimistic” view on commodities, and why America and Europe might be trying to distance themselves from the war in Ukraine. He also discusses the political volatility towards minin...

This week's episode features Michele Ashby, CEO and founder of Ashby Consulting Enterprises, in an engaging discussion with host Adrian Pocobelli about women on corporate boards. Ashby shares insights on the progress made in the mining industry to include more women in board roles, addressing both personal and societal challenges women encounter in this journey. She offers valuable strategies for...

This week’s episode features Canaccord Genuity senior investment advisor Cam Currie in conversation with host Adrian Pocobelli on the divergence between gold prices and gold stocks. Currie also elaborates on the influence of ETFs in shaping market trends and shares his strategies for navigating the precious metals markets as gold reaches a record high in U.S. dollars. Additionally, he offers insig...

In this week's episode, we feature Stephen Stewart, Chair of Ore Group and Founder of the YMP Scholarships Fund, in conversation with host Adrian Pocobelli. Stewart discusses recent developments from the Young Mining Professionals organizations, highlighting the YMP Scholarship Fund's significant impact. This initiative not only supports students but also aids miners in recruiting top talent direc...

This week’s episode features Graphex Technologies CEO John DeMaio in conversation with host Adrian Pocobelli on the latest developments in the graphite industry. DeMaio delves into the various applications of graphite, especially its importance in the green transition. He highlights graphite's critical role in electric vehicle batteries, where it constitutes more than half of the mass, and disting...

This week's episode showcases an insightful discussion between the Geological Survey of Finland's associate professor Simon Michaux and host Adrian Pocobelli about the challenges and solutions in the green energy transition. Michaux acknowledges the necessity of moving away from fossil fuels but critiques the current green energy strategies as impractical due to supply limitations. He advocates fo...

In this week's episode, mining magnate Frank Giustra engages in a thought-provoking dialogue with Northern Miner editor-in-chief Alisha Hiyate at the Canadian Mining Symposium. Giustra presents a compelling argument that we are at a 'very transitional moment' in history, emphasizing that investors can ill-afford to overlook the consequences of a 'shifting geopolitical landscape.' He offers an insi...

This week's episode features Manulife's chairman and the former president and CEO of Teck Resources, Don Lindsay, in conversation with Northern Miner Podcast host Adrian Pocobelli at the Canadian Mining Symposium in London, England. Lindsay shared his broad perspective on Glencore's attempt to acquire Teck in 2023, as well as his views on coal and the green energy strategy. He also discussed the d...

This week’s episode features mining mogul Robert Friedland in conversation with Northern Miner Group president Anthony Vaccaro at the Canadian Mining Symposium in London, England. In a candid discussion, Friedland shared his reservations about the green transition strategy, yet hinted at the promise of emerging battery technologies favouring lithium metal over traditional lithium-ion batteries. He...

In this week's episode, Northern Miner event producer Mayra Lugo joins host Adrian Pocobelli to discuss the Canadian Mining Symposium and the enduring value of in-person conferences. Lugo delves into the diverse range of presenters at the event, encompassing industry stalwarts like Don Lindsay, Frank Giustra, David Garofalo, and Robert Friedland, as well as representatives from exploration firms,...

This week’s episode features CPM Group managing partner Jeffrey Christian in conversation with host Adrian Pocobelli on the precious metals markets. Christian explains why recent events in the Middle East introduce further risk and uncertainty to the market, which should propel investment demand towards gold. He also discusses how the 'higher for longer' interest rate trend is starting to become b...

This week’s episode features Northern Miner editor-in-chief Alisha Hiyate in conversation with host Adrian Pocobelli on the newspaper’s new format and publishing frequency. Hiyate explains how the primary intent behind the makeover is to offer an enhanced experience for readers, providing them with more actionable insights. She underscores new data-driven features, spotlighting updates like the la...

This week’s podcast feature geopolitical and natural resource commentator Paul from the Sirius Report in conversation with host Adrian Pocobelli. Paul delves into the nuances of gold and silver premiums on the Shanghai Gold Exchange and highlights the substantial silver acquisitions by the Chinese government in recent years. Paul observes a burgeoning disparity between the paper and physical gold...

In this week's episode, Dean McPherson, TMX Group’s Head of Global Mining, joins host Adrian Pocobelli to discuss the latest trends in the capital markets in the context of the resource sector. McPherson describes a general sense of disappointment among miners in 2023 regarding mining stock valuations, particularly given the potential seen in the green energy transition. He delves into the geopoli...

This week’s episode features Ana Gabriela Juarez, president of CTA Environmental Consultants and founder of WIM Central America, in a wide-ranging conversation with host Adrian Pocobelli on ESG, her new children’s book, and how women are faring in the mining industry. Juarez also explains why Central America represents a great opportunity for mining companies that often overlook the region in favo...