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The Northern Miner Podcast: Daily Summaries Delivered
by The Northern Miner
With over 100 years of experience serving the mining and exploration industry, reports by The Northern Miner writing staff inform the decision-making process of thousands of high-performing mining professionals.
Latest Episodes
The most recent episodes — sign up to get AI-powered summaries of each one.
- 5 days ago1h 26m
Geopolitics of mining in the Sahel and Myanmar, ft George McLeod
This week’s episode features Critical Risk Team partner George McLeod in conversation with host Adrian Pocobelli on recent developments in Africa’s Sahel region and in Myanmar. McLeod discusses the unexpected players he sees operating in Burkina Faso, Mali and Niger, and how shifting geopolitical dynamics are affecting mining companies across the region. He also examines the complex situation in Myanmar, a major producer of heavy rare earths, as well as questions surrounding the evolving relationship between India and China in the rare earths sector.All this and more with host Adrian Pocobelli.This week’s Spotlight features Kai Hoffmann, CEO of Soar Financial Group and organizer of the Deutsche Goldmesse conference, taking place Nov. 13–14 in Frankfurt, Germany. To learn more about the conference, visit: https://deutschegoldmesse.online/“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 Licensecreativecommons.org/licenses/by/4.0Apple Podcasts: https://podcasts.apple.com/ca/podcast/the-northern-miner-podcast/id1099281201Spotify: https://open.spotify.com/show/78lyjMTRlRwZxQwz2fwQ4KYouTube: https://www.youtube.com/@NorthernMinerSoundcloud: https://soundcloud.com/northern-miner
- 1 weeks ago1h 19m
Fortuna CEO Jorge Ganoza on mining in West Africa
This week’s episode features Fortuna Mining president and CEO Jorge Ganoza in conversation with host Adrian Pocobelli on the company’s recent acquisition of the Bambadji gold exploration project in Senegal. Ganoza explains why the project’s location and geological potential made it a compelling acquisition, noting that Fortuna had been evaluating the opportunity for some time. He also discusses the company’s decision to exit Mexico and outlines Fortuna’s broader approach to operating in frontier jurisdictions.All this and more with host Adrian Pocobelli.“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 Licensecreativecommons.org/licenses/by/4.0Apple Podcasts: https://podcasts.apple.com/ca/podcast/the-northern-miner-podcast/id1099281201Spotify: https://open.spotify.com/show/78lyjMTRlRwZxQwz2fwQ4KYouTube: https://www.youtube.com/@NorthernMinerSoundcloud: https://soundcloud.com/northern-miner
- 2 weeks ago1h 23m
Gold dealers face ‘credit crunch’, ft CPM Group’s Jeffrey Christian
This week’s episode features Jeffrey Christian, managing partner at CPM Group, in conversation with host Adrian Pocobelli on the broader macroeconomic factors affecting the gold market. Christian discusses the implications of this year’s Federal Reserve meeting in Jackson Hole and reflects on his recent trip to India, including the impact of higher gold prices on the country’s jewellery market. He also examines recent volatility in the bond market and shares his outlook for gold through the end of the year.This week’s Spotlight features Association for Mineral Exploration (AME) president and CEO Todd Stone on recent policy initiatives he believes the Canadian government should adopt to facilitate natural resource development. He also discusses the 2027 AME Roundup conference. To learn more, visit: https://amebc.ca/ All this and more with host Adrian Pocobelli.“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 Licensecreativecommons.org/licenses/by/4.0Apple Podcasts: https://podcasts.apple.com/ca/podcast/the-northern-miner-podcast/id1099281201Spotify: https://open.spotify.com/show/78lyjMTRlRwZxQwz2fwQ4KYouTube: https://www.youtube.com/@NorthernMinerSoundcloud: https://soundcloud.com/northern-miner
- 3 weeks ago1h 19m
Reuters' Andy Home on declining copper and aluminum inventories on the LME
This week’s episode features Andy Home, senior metals columnist at Reuters, in conversation with host Adrian Pocobelli on recent developments in the copper and aluminum markets. Home explains the factors behind recent volatility in copper and why aluminum prices have not shown greater strength despite robust fundamentals and very low levels of non-Russian inventory on the exchanges. He also discusses broader shifts he has observed across the metals sector in recent years, including the growing prominence of critical minerals. Home describes the current period as a “metallic age,” as metals and mining have moved from the business pages to the front page of the news.All this and more with host Adrian Pocobelli.“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 Licensecreativecommons.org/licenses/by/4.0Apple Podcasts: https://podcasts.apple.com/ca/podcast/the-northern-miner-podcast/id1099281201Spotify: https://open.spotify.com/show/78lyjMTRlRwZxQwz2fwQ4KYouTube: https://www.youtube.com/@NorthernMinerSoundcloud: https://soundcloud.com/northern-miner
- Aug 18, 20261h 31m
Mineral War — China’s grand plan to dominate metals markets, ft Tomasz Nadrowski
This week’s episode features portfolio manager Tomasz Nadrowski, author of Mineral War: China’s Quest for Weapons of Mineral Destruction, in conversation with host Adrian Pocobelli on China’s resource strategy over the past 30 years and how the West can respond to China’s dominance in the metals sector. Nadrowski explains how China made a deliberate decision to incorporate minerals into its broader grand strategy, highlighting President Xi Jinping’s “Document 9” and its emphasis on the strategic importance of mineral resources. He also discusses his definition of “critical minerals,” what makes a mineral critical, and the strategies Western countries can pursue to level the playing field.This week’s Spotlight features Southern Silver Exploration Corp. Vice President of Exploration Robert Macdonald, who discusses the company’s flagship Cerro Las Minitas polymetallic silver project in Durango, Mexico. To learn more, visit: https://southernsilverexploration.com/All this and more with host Adrian Pocobelli.“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 Licensecreativecommons.org/licenses/by/4.0Apple Podcasts: https://podcasts.apple.com/ca/podcast/the-northern-miner-podcast/id1099281201Spotify: https://open.spotify.com/show/78lyjMTRlRwZxQwz2fwQ4KYouTube: https://www.youtube.com/@NorthernMinerSoundcloud: https://soundcloud.com/northern-miner
- Aug 12, 20261h 25m
Wheaton Precious Metals CEO Haytham Hodaly on the evolution of the streaming model
This week’s episode features Wheaton Precious Metals CEO Haytham Hodaly in conversation with host Adrian Pocobelli on how the streaming model is holding up in today’s market. Hodaly discusses the direction he plans to take the company following former CEO Randy Smallwood’s departure, including Wheaton’s recent streaming deal with BHP. He also explains the differences between royalty and streaming models, why he believes streaming offers distinct advantages, and why Wheaton remains focused on precious metals rather than expanding across the broader metals sector.This week’s Spotlight features Hayasa Metals founder and president Dennis Moore and CEO Joel Sutherland, who discuss the company’s Vardenis and Urasar projects in Armenia. To learn more, visit: https://hayasametals.com/All this and more with host Adrian Pocobelli.“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 Licensecreativecommons.org/licenses/by/4.0Apple Podcasts: https://podcasts.apple.com/ca/podcast/the-northern-miner-podcast/id1099281201Spotify: https://open.spotify.com/show/78lyjMTRlRwZxQwz2fwQ4KYouTube: https://www.youtube.com/@NorthernMinerSoundcloud: https://soundcloud.com/northern-miner
- Aug 4, 20261h 3m
Is the West’s mining strategy working? Rebecca Seidl-Inglesby on policy and supply chains
This week’s episode features Rebecca Seidl-Inglesby, a partner at Baker Botts who leads the firm’s critical minerals and metals subsector, in conversation with host Adrian Pocobelli. Seidl-Inglesby examines recent policy developments and the challenges involved in rerouting Western mineral supply chains. She also discusses direct government equity investments in mining companies and the growing use of offtake partnerships between miners and original equipment manufacturers, including automakers.All this and more with host Adrian Pocobelli.“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 Licensecreativecommons.org/licenses/by/4.0Apple Podcasts: https://podcasts.apple.com/ca/podcast/the-northern-miner-podcast/id1099281201Spotify: https://open.spotify.com/show/78lyjMTRlRwZxQwz2fwQ4KYouTube: https://www.youtube.com/@NorthernMinerSoundcloud: https://soundcloud.com/northern-miner
- Jul 28, 20261h 27m
Mackie warns of ‘darker future’ unless Canada accelerates minerals processing
This week’s episode features renowned metallurgist and Canadian Mining Hall of Fame inductee Phillip Mackie in conversation with host Adrian Pocobelli about the latest developments in Canada’s mineral-processing capacity. Mackie discusses new processing projects taking shape across the country, as well as his proposal for a new copper smelter in British Columbia. He also stresses the need for Canada to accelerate the expansion of its domestic processing capacity, warning of a “darker future” if the challenge is not addressed with greater urgency.All this and more with host Adrian Pocobelli.This week’s Spotlight features Thomas Mumford, president and CEO of Scottie Resources, who discusses the company’s Scottie gold project in British Columbia’s Golden Triangle. To learn more, visit: scottieresources.com/“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 Licensecreativecommons.org/licenses/by/4.0Apple Podcasts: https://podcasts.apple.com/ca/podcast/the-northern-miner-podcast/id1099281201Spotify: https://open.spotify.com/show/78lyjMTRlRwZxQwz2fwQ4KYouTube: https://www.youtube.com/@NorthernMinerSoundcloud: https://soundcloud.com/northern-miner
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