Nickel 28 CEO Anthony Milewski on battery metals, EVs and green nickel
The Northern Miner Podcast
by The Northern Miner
3d ago
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 thi ..read more
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Nouveau Monde Graphite founder and CEO Eric Desaulniers on reshoring graphite in North America
The Northern Miner Podcast
by The Northern Miner
1w ago
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.  Thi ..read more
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Jeffrey Christian on record gold prices, central bank reserves and the miners
The Northern Miner Podcast
by The Northern Miner
2w ago
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 p ..read more
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AME CEO Keerit Jutla advocates for more involvement by industry in BC mining talks
The Northern Miner Podcast
by The Northern Miner
3w ago
This week’s episode features a discussion between Association for Mineral Exploration president and CEO Keerit Jutla and host Adrian Pocobelli on the latest developments concerning British Columbia’s Mineral Tenure Act. Jutla highlights that current discussions are unfolding with minimal contribution from the mining sector, positing that a more sustainable and effective solution could be achieved through enhanced collaboration with prospectors and miners. Furthermore, Jutla delves into the insights gathered from the recent Roundup and PDAC conferences, emphasizing the sense of excitement and r ..read more
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Rick Rule on PDAC, exploration funding, green metal pricing and gold
The Northern Miner Podcast
by The Northern Miner
1M ago
This week's episode welcomes investor and former CEO of Sprott Holdings, Rick Rule, to discuss his investing philosophy, experiences at this year's PDAC, his friendship with the late newsletter writer James Dines, green metal pricing and more. As a contrarian, Rule contends that exploration companies are actually overfunded, rather than underfunded, and explains why he believes ESG metal pricing will encompass only a small segment of the global metals markets. He also shares why gold and oil are the investments that excite him the most. All this and more with host Adrian Pocobelli. This week's ..read more
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PDAC ‘optimism with underlying tension’, ft The Northern Miner’s editorial team
The Northern Miner Podcast
by The Northern Miner
1M ago
This week's episode features the Northern Miner editorial team discussing this year's Prospectors & Developers Association of Canada (PDAC) convention. Editor-in-Chief Alisha Hiyate, Western Editor Henry Lazenby, Senior Staff Reporter Colin McClelland, and Copy Editor and Production Editor Blair McBride share their thoughts on the main takeaways from the conference. These include a general positive sentiment, junior mining finance struggles, Minister Wilkinson's comments on Chinese investment, Barrick Gold's Mark Bristow, Ontario’s Ring of Fire, and Indigenous participation in mining. All ..read more
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Argentina a 'gigantic opportunity' for friendshoring West, ft Juan Biset
The Northern Miner Podcast
by The Northern Miner
1M ago
This week's episode features consultant and former Undersecretary of Mining and Sustainability in Argentina, Juan Biset, in conversation with host Adrian Pocobelli about the latest developments in Argentina. Biset praises Argentina and many of its neighbors in South America as "the land of opportunity," which could aid the United States and the West in securing the critical metals needed to transition to a green economy. He also emphasizes how the United States should act with more urgency and aggressiveness in its desire to foster new relationships and partnerships, given that its strategic c ..read more
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Communicating the mining story to younger investors, ft Kimberly Darlington
The Northern Miner Podcast
by The Northern Miner
1M ago
This week's episode features Kimberly Darlington, president and founder of Refined Substance, in conversation with host Adrian Pocobelli about the nature of investor relations in the mining industry in 2024. Darlington explains why younger investors often remain unaware of the opportunities in mining investment, as well as the challenges in reaching them through short video formats on platforms such as TikTok. She also describes the new approaches mining companies are taking in the field of investor relations. All this and more with host Adrian Pocobelli.  Music Credits “Rattlesnake Railr ..read more
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Inside Quebec's critical and strategic minerals plan, ft advisor Jonathan Lafontaine
The Northern Miner Podcast
by The Northern Miner
2M ago
This week's episode features Jonathan Lafontaine, strategic advisor for exploration and promotion in the mining sector for the Government of Quebec, in conversation with host Adrian Pocobelli on the genesis of Quebec's current mining policy. Lafontaine delves into the broader social trends that motivated the government to formulate a strategy in 2019 aimed at supporting North America's supply chain. He also highlights policies that encourage mining projects for minerals crucial to transitioning towards a green energy grid. Furthermore, Lafontaine explores the vital distinction, as seen by the ..read more
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Fed tax change to hurt Canadian miners, ft PearTree's Ron Bernbaum on flow-through mine financing
The Northern Miner Podcast
by The Northern Miner
2M ago
This week's episode presents an engaging discussion with PearTree founder and CEO Ron Bernbaum, as he joins host Adrian Pocobelli to explore the potential adverse effects of proposed tax changes in Canada on the exploration sector. Bernbaum outlines the challenges faced in altering the government's perspective on these changes and articulates the severe implications for the junior mining sector if these proposals are enacted. Additionally, he provides insights into the prevailing sentiment within the mining industry and shares an update on PearTree's performance amidst difficult market conditi ..read more
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