The Northern Miner Podcast

The Northern Miner
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Jul 26, 2022 • 49min

Episode 301: Alcoa buys back stock; aluminum to remain in deficit; smelters struggle

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: “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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Jul 19, 2022 • 48min

Episode 300: A cyclical trade? Earnings season preview of the top mining stocks

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 show. 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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Jul 12, 2022 • 50min

Episode 299: An insider's guide to the mining calendar and reflections on PDAC, ft Vaccaro and Daly

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”, “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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Jul 5, 2022 • 1h 7min

Episode 298: Central banks are buying gold at higher prices, ft CPM Group’s Jeffrey Christian

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 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 28, 2022 • 52min

Episode 297: How can the mining sector attract more investors? ft King, Labatt, Peterson and Turenne

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, and how price performance is the best marketing for stock investors. 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 21, 2022 • 1h 2min

Episode 296: How Quebec is positioning for the global transition to battery metals

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 discusses the role Quebec can play in providing the critical materials that will be required to implement the green energy transition in the coming decades. 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 14, 2022 • 1h 6min

Episode 295: ‘There’s going to be a war for talent’, ft former OSC CEO Maureen Jensen

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 boardroom. She also explains how women have become more accepted in the mining industry over the course of her career.  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 7, 2022 • 50min

Episode 294: ‘Arctic security is on everyone’s mind’, ft Yukon Premier Sandy Silver

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 importance of security in the Arctic following Russia's invasion of Ukraine. 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 31, 2022 • 54min

Episode 293: ‘It’s a dramatic situation’—Duncan Wood on critical material shortages in the West

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/
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May 24, 2022 • 1h 45min

Episode 292: The decline and fall of the unipolar order, ft Paul from The Sirius Report

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/

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