Episode 85: Happy Holidays commodity special ft. BMO & Major Drilling

We're capping off a banner year at the Northern Miner podcast with a bang in our final episode of 2017. Matt is joined by Colin Hamilton, managing director of commodities research at BMO Capital Markets, to get all the details on what to expect from the industrial metals and bulk commodities markets heading into the new year. (9:15) We also talk about new environmental regulations in China. (12:19) Furthermore, Colin digs into promising copper fundamentals that should lead to a tight supply-demand market by the end of 2019, (16:11) and what impact the electric-vehicle industry might have on nickel demand. (14:35) We also drill down into thermal seaborne coal fundamentals, and ask the question: Is the uranium market finally poised for a recovery? Colin also outlines his thoughts on zinc funamdentals heading into 2018. (20:35) Meanwhile, Lesley returns with another episode of the Geology Corner! (30:00) This week we're talking magmatic-sulfide nickel-copper deposits and what makes a "world-class" project! Lesley digs into nickel exploration and "what to look for in high-quality drill targets." Did you know there were seven major nickel camps globally? We talk about the characteristics of Voisey's Bay and the pitfalls of dealing with historical geophysical surveys! Also what's the deal with nickel tenor? Finally, our Sponsor Spotlight this week features Major Drilling. (45:40) We're talking about innovation and technology at the drill bit, and how it's impacting one of the world's largest supplier for exploration, development, and mining companies. Matt sits down with Vice President IT & Logistics Marc Landry, and Innovation Manager Ian Wilson to discuss some of the solutions and challenges Major has encountered in terms of new technologies and an evolving workforce. Articles referenced: Copper, nickel outlooks dominate LME Week: www.northernminer.com/news/copper-ni…ek/1003791928/ Glencore optimistic on industrials, electric vehicles: http://www.northernminer.com/news/glencore-optimistic-industrials-electric-vehicles/1003792251/ USGS identifies new uranium potential in southern US: http://www.northernminer.com/news/usgs-identifies-new-uranium-potential-southern-us/1003792119/ Scotiabank’s Rory Johnston: ‘A lot of tailwinds behind the base metals complex’: www.northernminer.com/commodities-ma…ls/1003792154/ CRU expects lithium demand to triple between now and 2025: www.northernminer.com/commodities-ma…25/1003792192/ Jeffrey Christian on bitcoin and ‘runaway’ gold price: www.northernminer.com/people-in-mini…18/1003791836/ Video: Progressive Mine Forum 2017: www.northernminer.com/news/progressi…am/1003790631/ Music Credits: "Jingle Bells" Kevin MacLeod (incompetech.com) Licensed under Creative Commons: By Attribution 3.0 License creativecommons.org/licenses/by/3.0/ "Deck the Halls" Kevin MacLeod (incompetech.com) Licensed under Creative Commons: By Attribution 3.0 License creativecommons.org/licenses/by/3.0/