The Northern Miner Podcast

This week’s episode features This week’s episode features Barrick Gold’s Q2 conference call with president and CEO Mark Bristow, who discusses the undeveloped potential of Nevada, the company dividend, the use of electrical vehicles in mines, the increasing importance of Canada as a mining jurisdiction, and the return to Pascua Lama. He also highlights the company's ESG credentials, new forays into Egypt, and the importance of the copper portfolio. 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 Access Mining managing partner George McLeod, who discusses the increasingly political role of mining companies, particularly in developing economies, and how industrial metals, especially those that relate to electrification, will begin to take on a strategic importance that was traditionally attributed to oil. He also discusses how recent political developments in South America, Africa and China might impact mining projects in those regions. George McLeod is a Southeast Asia specialist who has worked in the region for 12 years. He served as PwC’s regional Corporate Intelligence lead where he oversaw investigation and political risk assessments, primarily for Fortune 500 clients. Prior to that, George was a journalist who reported on Southeast Asia and Iran. He has appeared in numerous regional and international media outlets including the BBC, CNN, the Globe and Mail and The Guardian. 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 Q2 conference call with CEO Tim Gitzel, who discusses the company's ongoing challenges with low uranium prices. Despite optimistic forecasts for a uranium supply crunch, Gitzel explains how the market remains oversupplied, with the company continuing its strategy to buy uranium off the spot market to reduce available supply. He also discusses how the European Union has become more favourable towards nuclear energy as a means of 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 Rio Tinto’s second-quarter conference call with chief executive officer Jakob Stausholm and chief financial officer Peter Cunningham. The executives discuss the company’s extraordinarily profitable first half of the year, which included a $9.1 billion dividend, as well as ESG, demand out of China, and the company’s Jadar lithium project in Serbia. 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 Freeport-McMoRan’s second-quarter conference call with president and chief executive officer Richard Adkerson. The veteran executive discusses high shipping prices, sustainability, high copper prices, incremental demand out of China and emerging markets, as well as a recent breakthrough in the company’s leaching technology using artificial intelligence and data analytics. 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 Alcoa’s second-quarter conference call, with president and chief executive officer Roy Harvey and executive vice-president and chief financial officer William Oplinger. Harvey and Oplinger showcase the company’s record earnings and highlight the big issues impacting the aluminum market, such as China cracking down on aluminum smelters and higher metal prices. They also highlight the company’s new ‘mechanical vapour recompression technology’, which they say reduces carbon from refineries by 70%. 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 the Manitoba Thought Leadership panel at the Global Mining Symposium. The all-star event included the Honourable Blaine Pedersen, Minister of Agriculture and Resource Development, Government of Manitoba; Don McCallum, Councillor from Treaty 5 Territory; Felix Lee, President & CEO, Willeson Metals Corp / Past President PDAC; Scott Parsons, VP Exploration, Alamos Gold; and moderator Shastri Ramnath, President, Director and CEO, Exiro Minerals Corp. The panel discussed the potential as well as the challenges of mining in the province of Manitoba. 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 Evolution Mining executive chairman Jake Klein in discussion with Northern Miner editor-in-chief Trish Saywell at the Global Mining Symposium. Jake explains the benefits of remaining a mid-tier sized company, and how China owns as much as 20% of Africa’s debt, particularly of resource-rich nations. He also discusses the challenges of mining, which he describes as “sweet torture”, as well as the company’s future plans. Jake Klein is a founder and Executive Chairman of Evolution Mining Limited. The gold miner was formed in November 2011 and has forged a reputation for reliability and consistency. Through a patient counter-cyclical M&A growth strategy, Evolution has steadily upgraded the quality of its asset portfolio and become Australia’s third-largest ASX-listed gold miner with a market capitalization of over $7 billion. 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 Nickel 28 Capital chairman Anthony Milewski in conversation with Northern Miner Podcast host Adrian Pocobelli at the Global Mining Symposium. Anthony describes in detail how China has created a seemingly insurmountable lead in dominating the battery supply chain for “years to come.” He also discusses the fundamentals of nickel, lithium and cobalt, as well as the supply chain dynamics for each of the metals. This week’s episode is sponsored by Revival Gold and the company’s Beartrack-Arnett gold project in Idaho. Learn more about Revival Gold at: https://revival-gold.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/

This week’s episode features Ken Hoffman, senior expert for McKinsey’s Basic Materials Institute (BMI), in conversation with Mining.com executive editor Frik Els at the Global Mining Symposium. Ken discusses the nickel market in-depth, and how battery makers, particularly in the West, are increasingly concerned about how they can secure a steady, ESG-friendly nickel supply over the coming decade. Ken Hoffman co-leads McKinsey’s EV Battery Material Research Group and has worked on over 50 EV value chain client projects. His team looks at the impact on raw materials due to the rapid development of advanced battery technologies. He has co-written articles on nickel in EV’s, and a cobalt and lithium paper. Prior to McKinsey, Ken was the global head of metals and mining research for Bloomberg Intelligence. All this and more with host Adrian Pocobelli. This week’s episode is sponsored by Revival Gold and the company’s Beartrack-Arnett gold project in Idaho. Learn more about Revival Gold at: https://revival-gold.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/