The Northern Miner Podcast

This week’s episode features Global X director of research Rohan Reddy in conversation with host Adrian Pocobelli on macro, energy, industrial metals and precious metals. Reddy sees the markets as ‘late-cycle’, with strong lont-term fundamentals in uranium and lithium, and short-term opportunities in copper and silver. All this and more with host Adrian Pocobelli. Music Credits: “Rattlesnake Railr...

This week’s episode features Ore Group founder and chairman Stephen Stewart on where things stand for the mining industry in the second half of 2022. Stephen discusses Canada’s opportunity in the context of global geopolitical events, as well as the need to reform Canada’s mining regulatory bodies. He also shares his favourite commodities. All this and more with host Adrian Pocobelli. “Rattlesnake...

This week’s episode features Northern Miner podcast host Adrian Pocobelli on mining stories from around the world, including new smelter shutdowns in Europe, warnings from Taiwan, Chinese gold buying, opportunities for Canada, joint ventures between mining companies and automakers, and a surprising amount of tragedies at mines. All this and more with host Adrian Pocobelli. Music Credits: “Rattlesn...

This week’s episode features geopolitical and natural resource commentator Paul from the Sirius Report in conversation with host Adrian Pocobelli. Paul discusses the increasing vulnerability of European nations to energy shortages, as well as the ongoing development of precious metals exchanges around the world, and the challenges Western companies could face competing with higher energy and labou...

This week’s episode features Northern Miner editor-in-chief Alisha Hiyate, who describes her experience of this year’s Canadian Mining Hall of Fame, and shares her thoughts on the industry and the return of real-world events. She also discusses the Northern Miner’s new TNM Drill Down feature, as well as upcoming events on the mining calendar. All this and more with host Adrian Pocobelli. Music Cre...

This week’s episode features the Canadian Mining Journal’s ‘Investment Protection in Mining’ panel with Dentons partners Rachel A. Howie, James Langley and John J. Hay on the risks investors and companies face when operating in another country. The panel was moderated by Canadian Mining Journal editor-in-chief Tamer Elbokl with information on the importance of learning trade agreements beforehand...

This week’s episode features InTheMoneyStocks.com chief market strategist Gareth Soloway in conversation with host Adrian Pocobelli on recent developments in financial markets. Gareth explains the background of his investment style, while giving his view on the stock market, bonds, currencies, industrial metals, and his $5000 outlook on gold. All this and more with host Adrian Pocobelli. Music Cre...

This week’s episode features Lincoln Strategic Senior Client Director, Global Mining Recruitment, Erik Buckland, who gives an update on the mining labour market and how technology and robotics are being increasingly used in lieu of employees by mining companies. He also discusses the growing perception of the mining industry as an environmentally-friendly sector, and gives tips to people who are l...

In this week’s episode, we take a closer look at Alcoa’s Q2 earnings call, featuring Alcoa president and CEO Roy Harvey and CFO William F. (Bill) Oplinger, who discuss rising energy costs, the benefits of a strong U.S. dollar, challenges to smelter profitability and ongoing environmental initiatives to reduce greenhouse gas emissions. All this and more with host Adrian Pocobelli. Music Credits: “R...

This week’s landmark 300th episode features a close-up look at several bellwether mining stocks with host Adrian Pocobelli. Have mining stocks double-topped? Why do the top mining companies by market cap have double-digit dividends? Should mining stocks be held for long periods of time? Gain greater insight into some of the surprising numbers of the world’s biggest mining companies in this week’s...

This week’s episode features a summer chat with Northern Miner Grop president Anthony Vaccaro and event producer Laura Daly with host Adrian Pocobelli. Anthony and Laura discuss their experiences at PDAC as well as big events by The Northern Miner and others coming up in the mining calendar. All this and more with host Adrian Pocobelli. Music Credits: “Rattlesnake Railroad”, “Big Western Sky”, “We...

This week’s episode features CPM Group managing partner Jeffrey Christian in conversation with host Adrian Pocobelli. Jeffrey discusses the increased busyness of the precious metals market, as well as how central banks around the world are starting to buy gold at higher prices. He also explains why the G7 plan to ban Russian gold exports is largely symbolic with few real-world implications. All th...

This week’s episode features the Prospector Portal Thought Leadership panel at the Global Mining Symposium, featuring moderator Emily King, founder, Prospector Portal; Belinda Labatte, CEO, Lomiko Metals; Nolan Peterson, CEO, World Copper; and Martin Turenne, CEO, FPX Nickel. The panel discussed how the mining industry should embrace a strong environmental message to attract talent and investment,...

This week’s episode features the Quebec Thought Leadership panel at the Global Mining Symposium, featuring Tony Brisson, President and CEO, SOQUEM, Nathalie Camden, Associate Deputy Minister, Mines Ministère de l’Énergie et des Ressources naturelles, Amyot Choquette, Senior Director Investments, Ressources Québec, and moderator Henry Lazenby, Senior Reporter at The Northern Miner. The panel discus...

This week's episode features former Ontario Securities Commission chair and CEO Maureen Jensen in conversation with Northern Miner senior reporter Henry Lazenby at the Global Mining Symposium. Maureen discusses the shortage of millennial talent in the mining industry, the challenge of reaching net-zero by 2030, prospects for war and instability, and the importance of avoiding politics in the board...

This week's episode features Yukon premier Sandy Silver in discussion with Northern Miner editor-in-chief Alisha Hiyate at the Global Mining Symposium. Premier Silver explained how the Yukon can play a vital role in providing the West with critical materials, and gave updates on recent investments in infrastructure and progress with local First Nations governments. He also mentioned the increasing...

This week's episode features Duncan Wood, vice-president for strategy and new initiatives at the Wilson Center in Washington D.C., in conversation with Northern Miner reporter Naimul Karim. Duncan discusses how the United States lags far behind China when it comes to stockpiling natural resources as well as the recent nationalization of lithium in Mexico and the implications for the industry. All...

This week’s episode features geopolitical and natural resource commentator ‘Paul’ from The Sirius Report in conversation with host Adrian Pocobelli. Paul discusses global energy supplies and the vulnerability of European nations in the context of the Russia-Ukraine war, as well as precious metals, rare earths, and what will likely be an increasing competition for resources between the West and the...

This week’s episode features Northern Miner senior reporter Henry Lazenby in discussion with host Adrian Pocobelli on this year’s Mining Indaba conference in South Africa. He describes the huge opportunity for Africa to play a pivotal role in producing the world’s green metals, but also the difficulties with corrupt governance, the ‘resource curse', and faltering infrastructure. All this and more...

This week’s episode features Cameco’s Q1 conference call with president and CEO Tim Gitzel, who describes the fundamentals of uranium as driven strongly by “security supply concerns.” He also discusses how the Russia-Ukraine war is increasing pressure on the uranium supply around the world and how nuclear energy is essential to reducing greenhouse gases and achieving ‘net zero’ carbon emissions. A...

This week’s episode features Global X director of research Rohan Reddy in conversation with host Adrian Pocobelli on mining stocks, market sentiment, the dollar and precious metals. Reddy suggests that mining stock valuations are suffering because of jurisdicitional risk and he expects the rally in uranium to maintain itself based on low supplies. All this and more with host Adrian Pocobelli. Musi...

In this week’s episode we take a closer look at Alcoa’s earnings call and the subsequent stock price reaction downward. The call features Alcoa president and CEO Roy Harvey and CFO William F. (Bill) Oplinger, who discuss rising energy costs, leaving Russia, shipping challenges and ongoing environmental intiatives towards zero carbon smelters. All this and more with host Adrian Pocobelli. Music Cre...

This week’s episode features a close-up look at the top ten mining companies by market capitalization. We examine the stock prices, charts, P/E ratios and dividends, and speculate on the large divergences between company valuations. We also take a look at this week’s big stories and the latest metal prices. All this and more with host Adrian Pocobelli. Music Credits: “Rattlesnake Railroad”, “Big W...

This week’s episode features Ana Gabriela Juarez, president of CTA Environmental Consultants and founder of WIM Central America. Ana discusses her work as the president of an environmental consultancy focused on mining, as well as the challenges women face in the mining industry, particularly in South America. She also describes some of the educational initiatives WIM Central America has undertake...

This week’s episode features CPM Group managing partner Jeffrey Christian in conversation with host Adrian Pocobelli on the inner mechanics of the gold market and the various methodologies that can be used to estimate the size of a country’s gold reserves. He also shares his surprising views on Russia’s gold, how sanctions may impact the global economy, as well as his outlook on precious metals. A...