The Northern Miner Podcast

This week’s episode features enCore Energy founder and executive chair William Sheriff in conversation with host Adrian Pocobelli on the uranium market. Sheriff describes how the uranium industry has changed since 1986, when he first got involved, and how Russia and  geopolitics have impacted the market in recent years. He also explains his bullish view on the market and why it might have decades to run. All this and more with host Adrian Pocobelli. This week’s CEO Spotlight features Midnight Sun Mining director of marketing and communications Adrian O’Brien on the company’s copper projects in Zambia and partnerships with Kobold Metals and First Quantum. Learn more at: https://midnightsunmining.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 Peter Bryant, board chair of Clareo and the Development Partner Institute, in conversation with host Adrian Pocobelli, discussing some of the biggest issues facing the mining industry. Bryant delves into the anticipated shortfall in metal supplies in the coming years and the ongoing acquisition attempt by BHP for Anglo American, exploring its potential implications for the industry. He also addresses the growing conversation around green metals, their eventual implementation, and how circular economy principles could help alleviate supply constraints in the future. All this and more with host Adrian Pocobelli.  This week’s CEO Spotlight features Apollo Silver president and CEO Tom Peregoodoff, who discusses the company's Calico silver project in California. To learn more, visit: https://apollosilver.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 Access Mining's George McLeod in conversation with host Adrian Pocobelli about the copper and gold markets, particularly in the context of Africa. McLeod explains why the rumors surrounding Wagner's interest in Barrick's Loulo-Gounkoto complex in Mali are unlikely to materialize. He also discusses the various security challenges of mining in the Democratic Republic of Congo (DRC) and Mali, and why China is likely intentionally dumping cheap battery metals on the global market to create a dominant position in the global supply chain. This week's CEO Spotlight feature Osisko Development chairman and CEO Sean Roosen, who discusses the company's Cariboo gold project in British Columbia and Tintic project in Utah. To learn more, visit: https://osiskodev.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 Revival Gold president and CEO Hugh Agro in conversation with host Adrian Pocobelli about mining in the United States. Agro shares his views on the Mining Clarity Act, which is making its way through the U.S. Congress. He also explains why he sees gold in a 'quiet bull market' and why mid-tier and junior gold stocks may take longer to move than the seniors. Additionally, he discusses what it's like to develop mining projects in Idaho and Utah, where Revival Gold has its two main deposits. This week's CEO Spotlight features Tudor Gold president and CEO Ken Konkin on the company's Treaty Creek project in British Columbia's Golden Triangle. To learn more, visit: https://tudor-gold.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 Global X ETFs commodities investment strategist Roberta Caselli in conversation with host Adrian Pocobelli on the metals markets. Caselli explains why uranium and copper are metals of particular interest right now, largely due to supply constraints in both markets. She also discusses the implications of a potential ban on Russian uranium in the United States and why uranium stocks might be a better investment than the metal, as well as the various forces driving the copper price and where it might be heading. 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 Cecilia Jamasmie, the editor-in-chief of MINING.com, in conversation with host Adrian Pocobelli about BHP's recent bid for Anglo American. Jamasmie delves into the complexities and political risks associated with the deal, but emphasizes that BHP is particularly drawn to the copper assets in Anglo American's portfolio. She also provides insights into the history of Anglo American, its extensive assets, and its profound ties to South Africa. Furthermore, Jamasmie discusses the reasons why Anglo American became an attractive target for this acquisition in the first place. 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 Currie Metals & Mining Group's Cam Currie in conversation with host Adrian Pocobelli on macroeconomics, gold stocks, copper, and lithium. Currie explains why it's not too late to buy gold stocks, as well as why BRICS nations are diversifying away from the U.S. dollar. He also shares his views on copper and why it still might be too early to invest in lithium. 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 Anthony Milewski, CEO of Nickel 28, in conversation with host Adrian Pocobelli about the latest developments in the nickel market. Milewski explains why nickel miners are struggling due to an oversupply from Indonesia, a low-cost producer that commands a 70% share of the global nickel market. He also discusses the shifting narrative in metals, moving from electric vehicle batteries to AI and the energy grid. Additionally, he shares his insights on the potential for a green nickel price and explains why China's EV manufacturers are likely to remain dominant. 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 Nouveau Monde Graphite founder, President, and CEO Eric Desaulniers in conversation with host Adrian Pocobelli, discussing the reshoring of graphite production and processing in North America. Desaulniers explains the evolution of the graphite industry since 2013, when the company went public, and highlights the critical role Quebec institutions have played in the business's success. He also explores the various types of graphite and explains how battery-grade, spherical graphite is produced during processing. All this and more with host Adrian Pocobelli.  This week’s CEO Spotlight features Jeremy South, senior VP and CFO of Steppe Gold, who discusses the company’s two gold-producing projects in Mongolia. To learn more, visit: https://steppegold.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 CPM Group managing partner Jeffrey Christian in conversation with host Adrian Pocobelli on the red-hot gold market. Christian explains his views on the main causes behind the recent sharp rise in gold prices and shares his thoughts on the relationship between interest rates and the gold price. He also delves into central bank reserves, mining supply, and all-in sustaining costs (AISCs). All this and more with host Adrian Pocobelli. This week’s CEO Spotlight features Terry Braun, SRK Consulting’s managing practice leader (North America) who discusses the company’s perspective on the critical metals discussion, the evolution of the Mountain Pass rare earths mine in the United States, and the importance of maintaining strong ESG principles in the search for new deposits. To learn more, visit: https://www.srk.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