The Northern Miner Podcast

This week’s episode features Canaccord Genuity senior investment advisor Cam Currie in conversation with host Adrian Pocobelli on the divergence between gold prices and gold stocks. Currie also elaborates on the influence of ETFs in shaping market trends and shares his strategies for navigating the precious metals markets as gold reaches a record high in U.S. dollars. Additionally, he offers insights into the merger of Calibre Mining and Marathon Gold, noting his stakeholder position in both companies. All this and more with host Adrian Pocobelli. This week’s CEO Spotlight features Nine Mile Metals CEO 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/

In this week's episode, we feature Stephen Stewart, Chair of Ore Group and Founder of the YMP Scholarships Fund, in conversation with host Adrian Pocobelli. Stewart discusses recent developments from the Young Mining Professionals organizations, highlighting the YMP Scholarship Fund's significant impact. This initiative not only supports students but also aids miners in recruiting top talent directly from universities. Additionally, Stewart talks about the Eira Thomas and Peter Munk awards, noting that nominations for mining industry professionals under 40 are open until year-end. He also shares his latest insights on Canada's exploration sector and suggests improvements to facilitate the development of new mines in the country. 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 Graphex Technologies CEO John DeMaio in conversation with host Adrian Pocobelli on the latest developments in the graphite industry. DeMaio delves into the various applications of graphite, especially its importance in the green transition. He highlights graphite's critical role in electric vehicle batteries, where it constitutes more than half of the mass, and distinguishes between natural and synthetic graphite, including the potential impact of China's recent export restrictions on Western markets. He further underscores the need for Western countries to collaborate in order to localize supply chains to enhance resilience in Western economies. This week's CEO Spotlight features Timmins Mayor Michelle Boileau and Julie Joncas, executive director at the Local Workforce Planning Board. 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 showcases an insightful discussion between the Geological Survey of Finland's associate professor Simon Michaux and host Adrian Pocobelli about the challenges and solutions in the green energy transition. Michaux acknowledges the necessity of moving away from fossil fuels but critiques the current green energy strategies as impractical due to supply limitations. He advocates for alternative energy sources like geothermal and thorium, highlighting their potential as practical solutions to the energy crisis and exploring the challenges they must overcome to effectively replace traditional wind and solar power. 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, mining magnate Frank Giustra engages in a thought-provoking dialogue with Northern Miner editor-in-chief Alisha Hiyate at the Canadian Mining Symposium. Giustra presents a compelling argument that we are at a 'very transitional moment' in history, emphasizing that investors can ill-afford to overlook the consequences of a 'shifting geopolitical landscape.' He offers an insightful analysis of how the U.S. might deploy a mix of 'sticks and carrots' to maintain the dominance of the Dollar and counter the rising economic influence of China and the BRICS nations. Despite this, he candidly characterizes the West as 'asleep at the switch,' predicting an imminent intensification in the global scramble for commodities. He also discusses the value in mining stocks and his new approach to exploration companies. Also, Precious Metals Summit Conferences CEO Jessica Levental and Northern Miner Group president Anthony Vaccaro give a preview of the upcoming Precious Metals Summit in Zurich on Nov 13-15, 2023. For more information, visit: https://www.precioussummit.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/

This week's episode features Manulife's chairman and the former president and CEO of Teck Resources, Don Lindsay, in conversation with Northern Miner Podcast host Adrian Pocobelli at the Canadian Mining Symposium in London, England. Lindsay shared his broad perspective on Glencore's attempt to acquire Teck in 2023, as well as his views on coal and the green energy strategy. He also discussed the disadvantages of resource nationalism in a global economy. 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 mining mogul Robert Friedland in conversation with Northern Miner Group president Anthony Vaccaro at the Canadian Mining Symposium in London, England. In a candid discussion, Friedland shared his reservations about the green transition strategy, yet hinted at the promise of emerging battery technologies favouring lithium metal over traditional lithium-ion batteries. He also delved into the Middle East conflict, disruptions in the supply chain, the core dynamics of gold and oil markets, and explained why rising interest rates have triggered metal destocking worldwide, consequently suppressing metal prices. All this and more with host Adrian Pocobelli. This week’s CEO Spotlight features New Pacific Metals CEO Andrew Williams, who discusses the company’s Silver Sand project in Bolivia. To learn more, visit: https://www.newpacificmetals.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/

In this week's episode, Northern Miner event producer Mayra Lugo joins host Adrian Pocobelli to discuss the Canadian Mining Symposium and the enduring value of in-person conferences. Lugo delves into the diverse range of presenters at the event, encompassing industry stalwarts like Don Lindsay, Frank Giustra, David Garofalo, and Robert Friedland, as well as representatives from exploration firms, government, and authors. She also sheds light on the event's audience, which spans investors to bank analysts, and emphasizes why, despite advancements in artificial intelligence and platforms like Zoom, nothing can truly replicate the essence of real-world interactions. All this and more with host Adrian Pocobelli. This week’s CEO Spotlight features Argentina Lithium and Energy president and CEO Nikolaos Cacos, who discusses the company’s lithium projects in Argentina and recent investment by Stellantis. To learn more, visit: https://argentinalithium.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 CPM Group managing partner Jeffrey Christian in conversation with host Adrian Pocobelli on the precious metals markets. Christian explains why recent events in the Middle East introduce further risk and uncertainty to the market, which should propel investment demand towards gold. He also discusses how the 'higher for longer' interest rate trend is starting to become better understood by market participants and why Chinese gold demand remains robust. Finally, he also shares the precious metal he's most bullish on in the short and long term. All this and more with host Adrian Pocobelli. This week's CEO Spotlight features Novo Resources executive co-chairman Mike Spreadborough,  who discusses the company's gold projects in Australia's Pilbara region. to learn more, visit: https://novoresources.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 Northern Miner editor-in-chief Alisha Hiyate in conversation with host Adrian Pocobelli on the newspaper’s new format and publishing frequency. Hiyate explains how the primary intent behind the makeover is to offer an enhanced experience for readers, providing them with more actionable insights. She underscores new data-driven features, spotlighting updates like the latest on capital raisings. Additionally, she touches on prominent industry news, including the valuation gap between gold miners and the actual metal, the impending Argentina election, and the notable surge in uranium prices. All this and more with host Adrian Pocobelli. This week’s CEO Spotlight features Stillwater Critical Minerals president and CEO Michale Rowley, who discusses the company’s Stillwater West polymetallic project in Montana, U.S.A. To learn more, visit: https://criticalminerals.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/