The Northern Miner Podcast

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 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/

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 ‘Global South’.  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/

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 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/

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. 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/

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. 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/

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 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/

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 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/

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 undertaken to help give a balanced view of the mining industry to children. 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/

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. All this and more with host Adrian Pocobelli. To attend CPM Group’s 2022 Annual Gold Market Update and Yearbook Launch on Wed. April 6, visit: https://register.gotowebinar.com/register/3153093006571274767 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/

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 nature of technical analysis while giving his view on interest rates, the stock market, commodities and speculative asset bubbles. He also shares his views on recent movements in the gold, which have a remarkable similarity to gold charts from the 1970s.  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/