The Northern Miner Podcast

This week’s episode features Bill Hightower, Vice President of US Corporate Affairs at Ferroglobe USA, in conversation with host Adrian Pocobelli about the vital role of silicon in U.S. manufacturing. Hightower explains how this versatile element underpins everything from steel production to microchip fabrication, highlighting its widespread presence in daily life. He also delves into the geopolitical significance of securing a reliable domestic supply of silicon—and shares why he believes tariffs are a necessary measure to support and protect the industry. In this week’s Spotlight, Munich Mining Conference organizer and Aktien Experte newsletter founder Michael Tuerk, who discusses what to expect at this year’s conference and his favorite sectors and stocks that he’s covering in his newsletter. To learn more, visit: ⁠https://www.munich-mining-conference.com/⁠ and ⁠https://www.aktienexperte.de/⁠  All this and more with host Adrian Pocobelli. Music Credits “Rattlesnake Railroad”, “Big Western Sky”, “Western Adventure” and “Battle on the Western Frontier” by Brett Van Donsel (⁠⁠www.incompetech.com⁠⁠). Licensed under Creative Commons: By Attribution 4.0 License ⁠⁠creativecommons.org/licenses/by/4.0⁠⁠ Apple Podcasts:⁠⁠ https://podcasts.apple.com/ca/podcast/the-northern-miner-podcast/id1099281201⁠⁠ Spotify:⁠⁠ https://open.spotify.com/show/78lyjMTRlRwZxQwz2fwQ4K⁠⁠ YouTube:⁠⁠ https://www.youtube.com/@NorthernMiner⁠⁠ Soundcloud:⁠⁠ https://soundcloud.com/northern-miner⁠

This week’s episode features Canaccord Genuity senior investment advisor Cam Currie in conversation with host Adrian Pocobelli on the outlook for gold stocks. Currie shares his insights on gold and gold equities within the broader macroeconomic landscape and highlights where he sees the most value in the sector. He also offers his perspectives on streaming and royalty companies, as well as opportunities in copper and silver stocks. In this week’s Spotlight, Oroco Resource president Ian Graham discusses the company’s Santa Tomas copper project in Mexico. To learn more, visit: https://orocoresourcecorp.com/ All this and more with host Adrian Pocobelli. Music Credits “Rattlesnake Railroad”, “Big Western Sky”, “Western Adventure” and “Battle on the Western Frontier” by Brett Van Donsel (⁠www.incompetech.com⁠). Licensed under Creative Commons: By Attribution 4.0 License ⁠creativecommons.org/licenses/by/4.0⁠ Apple Podcasts:⁠ https://podcasts.apple.com/ca/podcast/the-northern-miner-podcast/id1099281201⁠ Spotify:⁠ https://open.spotify.com/show/78lyjMTRlRwZxQwz2fwQ4K⁠ YouTube:⁠ https://www.youtube.com/@NorthernMiner⁠ Soundcloud:⁠ https://soundcloud.com/northern-miner

This week's episode features Almonty’s founder, president, and CEO, Lewis Black, in conversation with host Adrian Pocobelli about the tungsten market. Black delves into tungsten’s critical applications and how China's low-cost production has left the West vulnerable from a supply standpoint. He also shares insights into Almonty’s history, the growing concerns of manufacturers over securing reliable tungsten supplies, and the company’s efforts to strengthen global supply chains. This week's Spotlight feature Asian Battery Metals General Manager Gan-Ochir Zunduisuren on the company's critical minerals projects in Mongolia. To learn more, visit: https://asianbatterymetals.com/ All this and more with host Adrian Pocobelli. Music Credits “Rattlesnake Railroad”, “Big Western Sky”, “Western Adventure” and “Battle on the Western Frontier” by Brett Van Donsel (⁠www.incompetech.com⁠). Licensed under Creative Commons: By Attribution 4.0 License ⁠creativecommons.org/licenses/by/4.0⁠ Apple Podcasts:⁠ https://podcasts.apple.com/ca/podcast/the-northern-miner-podcast/id1099281201⁠ Spotify:⁠ https://open.spotify.com/show/78lyjMTRlRwZxQwz2fwQ4K⁠ YouTube:⁠ https://www.youtube.com/@NorthernMiner⁠ Soundcloud:⁠ https://soundcloud.com/northern-miner

This week’s episode features Ontario Mining Association President Priya Tandon in conversation with host Adrian Pocobelli, exploring the potential impact of tariffs on Ontario’s mining industry. Tandon explains how mineral trade between Ontario and the U.S. remains relatively balanced but notes that tariffs are adding uncertainty to the sector. She also highlights the challenges of attracting new talent to the mining industry as the workforce continues to age. In this week’s Spotlight, Aurania Resources President and Chairman Keith Barron discusses the company’s exploration projects in Ecuador, France, and Corsica. To learn more, visit: ⁠https://www.aurania.com⁠ All this and more with host Adrian Pocobelli. Music Credits “Rattlesnake Railroad”, “Big Western Sky”, “Western Adventure” and “Battle on the Western Frontier” by Brett Van Donsel (⁠⁠www.incompetech.com⁠⁠). Licensed under Creative Commons: By Attribution 4.0 License ⁠⁠creativecommons.org/licenses/by/4.0⁠⁠ Apple Podcasts:⁠⁠ https://podcasts.apple.com/ca/podcast/the-northern-miner-podcast/id1099281201⁠⁠ Spotify:⁠⁠ https://open.spotify.com/show/78lyjMTRlRwZxQwz2fwQ4K⁠⁠ YouTube:⁠⁠ https://www.youtube.com/@NorthernMiner⁠⁠ Soundcloud:⁠⁠ https://soundcloud.com/northern-miner⁠

Jeffrey Christian, managing partner at CPM Group, offers keen insights on the gold market, advocating for the existence of gold in Fort Knox while dispelling popular rumors. He discusses the recent gold movement from London to New York and dives into trends in silver, platinum, and palladium. Joining him is John McCluskey, president of Alamos Gold, who reveals the company's strategic plans and operations in Canada and Mexico, highlighting the evolving landscape of gold mining amidst fluctuating prices.

This week's episode features Dean McPherson, Head of Global Mining at TMX Group, offering insights into mining markets in Canada and beyond. McPherson shares his perspective on industry sentiment, highlighting the ongoing challenges exploration companies face in securing capital, while developers are experiencing better conditions. He also examines the potential for a structural shift in mining markets and discusses how Canadian government policy could be adjusted to attract and retain more domiciled companies. All this and more with host Adrian Pocobelli. This week's Spotlight features Nathan Edwards, General Manager of Mineral Process Control (MPC), who discusses the company's latest innovations in mineral processing. To learn more, visit: https://mineralprocesscontrol.com.au/  Music Credits “Rattlesnake Railroad”, “Big Western Sky”, “Western Adventure” and “Battle on the Western Frontier” by Brett Van Donsel (⁠www.incompetech.com⁠). Licensed under Creative Commons: By Attribution 4.0 License ⁠creativecommons.org/licenses/by/4.0⁠ Apple Podcasts:⁠ https://podcasts.apple.com/ca/podcast/the-northern-miner-podcast/id1099281201⁠ Spotify:⁠ https://open.spotify.com/show/78lyjMTRlRwZxQwz2fwQ4K⁠ YouTube:⁠ https://www.youtube.com/@NorthernMiner⁠ Soundcloud:⁠ https://soundcloud.com/northern-miner

This week’s episode features Jocelyn Douheret, Director of Mining Policies, and Jonathan Lafontaine, Strategic Advisor, both from Quebec’s Ministry of Natural Resources and Forests. They explore Quebec’s strategic approach to natural resource development since 2019, highlighting the province’s proactive efforts in advancing critical and strategic minerals. They also discuss Quebec’s emphasis on mineral processing and recycling as key steps toward building a secure and independent supply chain. In this week’s Spotlight, Seequent CEO Graham Grant shares insights into the company’s latest software—an innovative operating system designed for mining companies to streamline operations and enhance efficiency. To learn more, visit: https://www.seequent.com/ All this and more with host Adrian Pocobelli. Music Credits “Rattlesnake Railroad”, “Big Western Sky”, “Western Adventure” and “Battle on the Western Frontier” by Brett Van Donsel (⁠www.incompetech.com⁠). Licensed under Creative Commons: By Attribution 4.0 License ⁠creativecommons.org/licenses/by/4.0⁠ Apple Podcasts:⁠ https://podcasts.apple.com/ca/podcast/the-northern-miner-podcast/id1099281201⁠ Spotify:⁠ https://open.spotify.com/show/78lyjMTRlRwZxQwz2fwQ4K⁠ YouTube:⁠ https://www.youtube.com/@NorthernMiner⁠ Soundcloud:⁠ https://soundcloud.com/northern-miner

In this week’s episode, Clifford Sosnow, partner at Fasken, explores the impact of tariffs on trade between Canada and the United States. He analyzes the impact of 25% tariffs on steel, aluminum, and their downstream derivatives, noting the potential for major disruptions in both economies, particularly in the automobile sector. Sosnow emphasizes that the effects will have lasting consequences and discusses the potential for diversifying trade relationships with Europe and Southeast Asia. He also highlights Canada's strategic leverage through its production of critical metals, positioning the country for greater influence on the global stage. All this and more with host Adrian Pocobelli. This week's Spotlight features Eminent Gold CEO Paul Sun, who discusses the company's three gold projects in Nevada. To learn more, visit: https://eminentgoldcorp.com/ Music Credits “Rattlesnake Railroad”, “Big Western Sky”, “Western Adventure” and “Battle on the Western Frontier” by Brett Van Donsel (⁠www.incompetech.com⁠). Licensed under Creative Commons: By Attribution 4.0 License ⁠creativecommons.org/licenses/by/4.0⁠ Apple Podcasts:⁠ https://podcasts.apple.com/ca/podcast/the-northern-miner-podcast/id1099281201⁠ Spotify:⁠ https://open.spotify.com/show/78lyjMTRlRwZxQwz2fwQ4K⁠ YouTube:⁠ https://www.youtube.com/@NorthernMiner⁠ Soundcloud:⁠ https://soundcloud.com/northern-miner

This week’s episode features Northern Miner Western Editor Henry Lazenby, who shares insights from the 2025 Mining Indaba conference in Cape Town. Lazenby discusses the optimistic outlook for mining and how African nations are pushing for greater local beneficiation of metals to drive economic development. Plus, in this week’s Spotlight segment, Neil Alberts, General Manager of BME Mining Canada, explores the company’s cutting-edge blasting and metallurgical technology. To learn more, visit: https://bme.co.za/ All this and more with host Adrian Pocobelli. Music Credits “Rattlesnake Railroad”, “Big Western Sky”, “Western Adventure” and “Battle on the Western Frontier” by Brett Van Donsel (⁠www.incompetech.com⁠). Licensed under Creative Commons: By Attribution 4.0 License ⁠creativecommons.org/licenses/by/4.0⁠ Apple Podcasts:⁠ https://podcasts.apple.com/ca/podcast/the-northern-miner-podcast/id1099281201⁠ Spotify:⁠ https://open.spotify.com/show/78lyjMTRlRwZxQwz2fwQ4K⁠ YouTube:⁠ https://www.youtube.com/@NorthernMiner⁠ Soundcloud:⁠ https://soundcloud.com/northern-miner

This week’s podcast features Aris Mining CEO Neil Woodyer, who shares his journey as a founder of three mining companies, his collaboration with Frank Giustra, and his latest work in Colombia with Aris Mining. He also highlights the vital role of artisanal mining in the company’s operations and discusses how Aris Mining partners with local miners to support and strengthen the community. All this and more with host Adrian Pocobelli. This week’s Spotlight features strategic advisor for the ministry of natural resources and forests for the Government of Quebec Jonathan Lafontaine, who discusses provincial initiatives to promote metal and mining waste recycling to improve and strengthen North America’s supply chain. Music Credits “Rattlesnake Railroad”, “Big Western Sky”, “Western Adventure” and “Battle on the Western Frontier” by Brett Van Donsel (⁠www.incompetech.com⁠). Licensed under Creative Commons: By Attribution 4.0 License ⁠creativecommons.org/licenses/by/4.0⁠ Apple Podcasts:⁠ https://podcasts.apple.com/ca/podcast/the-northern-miner-podcast/id1099281201⁠ Spotify:⁠ https://open.spotify.com/show/78lyjMTRlRwZxQwz2fwQ4K⁠ YouTube:⁠ https://www.youtube.com/@NorthernMiner⁠ Soundcloud:⁠ https://soundcloud.com/northern-miner