The Northern Miner Podcast

This week’s episode features Grant Sporre, Global Head of Metals and Mining at Bloomberg Intelligence, in conversation with host Adrian Pocobelli on the copper market. Sporre examines the forces driving copper prices, including the accumulation of metal in the United States at the expense of inventories on the London Metal Exchange and Shanghai Futures Exchange. He explains how these shifting inventories are affecting the market and why copper prices remain near record highs despite relatively abundant global supplies. He also discusses the potential impact of a U.S. tariff decision on copper prices and trade flows.

All this and more with host Adrian Pocobelli.

This week’s Spotlight features Amex Exploration president and CEO Victor Cantore, who discusses the company’s Perron gold project near the Ontario-Quebec border. To learn more, visit: https://amexexploration.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 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 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 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 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 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 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 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 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 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