The Northern Miner Podcast

The Northern Miner
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Jun 27, 2023 • 50min

‘Generational opportunity’ as energy shifts from fossil fuels to metals, ft Darren Collins

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 share structure similar to Canada's and highlights the significance of the energy shift from fossil fuels to metals as a "generational opportunity." 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/
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Jun 20, 2023 • 1h 42min

Paul from the Sirius Report on copper, gold and oil

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 hesitant to sell their natural resources to the West in the future. All this and more with host Adrian Pocobelli. This week’s CEO Spotlight features Inflection Resources president and CEO Alistair Waddell, who discusses the company’s copper-gold projects in New South Wales. To learn more, visit: https://inflectionresources.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/
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Jun 13, 2023 • 59min

Fortuna Silver CEO Jorge Ganoza on mining in South America and West Africa

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 heritage. Highlighting the case of West Africa, Ganoza points out that this region, equivalent in size to Texas, outpaces any single country worldwide in gold production. He emphasizes the crucial role played by such mineral-rich territories and their long-established mining cultures. 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/
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Jun 6, 2023 • 52min

Wheaton Precious Metals CEO Randy Smallwood on the streaming business and gold on the blockchain

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 compounded by high interest rates. Moreover, Smallwood delves into the World Gold Council's pioneering initiative, Gold 24-7, which aims to introduce a provenance-based gold token on the blockchain. 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/
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May 30, 2023 • 47min

Cam Currie on macro trends in industrial and precious metals | TNM Podcast 345

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, he sheds light on the ongoing accumulation of gold by central banks worldwide, particularly those in autocratic nations. Currie posits that this movement is largely ignored by the West, despite its profound geopolitical implications pertaining to gold's role and the ongoing de-dollarization process. All this and more with host Adrian Pocobelli. This week’s CEO Spotlight features Patrick Cruickshank, who discusses the company’s Nine Mile Brook project in New Brunswick. To learn more, visit: https://ninemilemetals.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/
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May 23, 2023 • 1h 3min

American Eagle Gold CEO Anthony Moreau on exploration, Teck and Canadian mining

In this week’s episode, we’re joined by American Eagle Gold CEO 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 investment by Teck Resources into the company as well as his thoughts on copper, iron ore and coal. All this and more with host Adrian Pocobelli. This week’s CEO Spotlight features Patrick Cruickshank, who discusses the company’s Nine Mile Brook project in New Brunswick. To learn more, visit: https://ninemilemetals.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/
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May 16, 2023 • 47min

Mangrove Lithium CEO Dr. Saad Dara on meeting EV battery demand this decade | TNM Podcast 343

In this week’s episode, we are joined by Dr. Saad Dara, cofounder and CEO of Mangrove 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 can be both environmentally friendly and cost-efficient, whilst delivering a superior purity of the end product. 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/
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May 9, 2023 • 54min

Graphite part of ‘a real solution’ for energy transition, ft John DeMaio | TNM Podcast 342

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 ongoing rerouting of supply chains is being fueled by the confluence of funding, motivation, and acceptance. He emphasizes that for aggressive reshoring timelines to fulfill the increasing demand for critical minerals, there must be a collective desire for change - as he puts it, "everybody's got to want this to happen." 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/
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May 2, 2023 • 53min

Efficiency is main path to environmental mining, ft Safescape's Steve Durkin | TNM Podcast 341

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 sheds light on how strict adherence to quarterly guidance goals can sometimes result in less efficient mining operations and how diesel fuel subsidies in Australia can contribute to a substantial waste of energy. Moreover, Steve emphasizes the importance of prioritizing efficiency for miners of all sizes as the primary means to reduce a company's environmental footprint. 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/
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Apr 25, 2023 • 57min

‘Late-cycle dynamics’ to favour commodities, ft Global X director of research Rohan Reddy | 340

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 government involvement in the country's lithium industry. 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

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