The Northern Miner Podcast

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

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 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 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 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 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 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 renowned metallurgist and Canadian Mining Hall of Fame inductee Phillip Mackey in conversation with host Adrian Pocobelli about the latest developments in Canada’s mineral-processing capacity. Mackey 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 and diligence.

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: https://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 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