The Northern Miner Podcast The Northern Miner

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 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

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 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. 

This week’s CEO Spotlight features Jeremy South, senior VP and CFO of Steppe Gold, who discusses the company’s two gold-producing projects in Mongolia. To learn more, visit: https://steppegold.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

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 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 perspective on the critical metals discussion, the evolution of the Mountain Pass rare earths mine in the United States, and the importance of maintaining strong ESG principles in the search for new deposits. To learn more, visit: https://www.srk.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

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 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 responsibility surrounding natural resources.

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

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 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 CEO Spotlight features Jean-Philippe Mai, President and CEO of Dundee Sustainable Metals, who discusses the company's recent technological advancements in metal processing. To learn more, visit: https://dundeetechnologies.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

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 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 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

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