The Northern Miner Podcast
The Northern Miner
The original global mining podcast. With over 100 years of experience serving the mining and exploration industry, crucial reports by The Northern Miner writing staff inform the decision-making process of thousands of high-performing mining professionals.
As an independent, fully paid news source, The Northern Miner maintains a commitment to objective reporting not influenced by any external interests.
As an independent, fully paid news source, The Northern Miner maintains a commitment to objective reporting not influenced by any external interests.
Episodes
Mentioned books

Feb 16, 2018 • 33min
Episode 92: The technology commodity redux (!) ft. Cobalt 27
We're going high-tech this week with a focus on technology minerals and an update on the cobalt market. Matt is joined by Cobalt 27 Capital’s (TSXV: KBLT) chairman and CEO Anthony Milewski to chat about the global buzz around renewable energy and what the story over the past six months. (8:55)
Anthony cites the acceleration of the electric-vehicle (EV) industry, and how grid power will play a major role in technology markets heading forward. We talk about the availability of capital, the deal with vanadium, and what investors might be missing in the EV opportunity!
Matt also ruminates on Capstone Mining's (TSX: CS) recent sale of the Minto copper mine in the Yukon to U.K.-based Pembridge Resource (LON: PERE). The deal included US$37.5 million in cash, plus working capital adjustments, and shares representing 9.9% of Pembridge. (30:00)
And we dig into the buzz on platinum group metals (PGMs). (4:35)
Finallly, staff writer Richard Quarisa returns with the Mining Minute, which features president and CEO of Golden Arrow Resources (TSXV: GRG; US-OTC: GARWF), Joseph Grosso. (5:40) The company advanced its Chinchillas silver project in Jujuy Province from discovery to development in just five years. It now holds a 25% share of Puna Operations, a joint venture company operated by SSR Mining (TSX: SSRM; NASDAQ: SSRM).
Articles referenced:
Cobalt 27 offers ‘pure play’: www.northernminer.com/news/cobalt-27…re/1003787537/
Golden Arrow teams up with Silver Standard in Argentina: www.northernminer.com/news/golden-ar…na/1003786012/
Lithium Snapshot: Six juniors with active projects: http://www.northernminer.com/news/lithium-snapshot-six-juniors-active-projects/1003793606/
Nemaska Lithium upsizes Whabouchi production plans: http://www.northernminer.com/news/nemaska-lithium-upsizes-quebec-production-plans/1003792975/
Editorial: Cobalt positioned to enjoy strong year: http://www.northernminer.com/news/editorial-cobalt-positioned-enjoy-strong-year/1003793534/
Music Credits:
"Acid Jazz" Kevin MacLeod (incompetech.com)
Licensed under Creative Commons: By Attribution 3.0 License
creativecommons.org/licenses/by/3.0/
"Slow Burn" Kevin MacLeod (incompetech.com)
Licensed under Creative Commons: By Attribution 3.0 License
creativecommons.org/licenses/by/3.0/
"Octo Blues" Kevin MacLeod (incompetech.com)
Licensed under Creative Commons: By Attribution 3.0 License
creativecommons.org/licenses/by/3.0/

Feb 7, 2018 • 42min
Episode 91: The U.S. mining special ft. Mickey Fulp
This week we're digging into the recent wild ride on North American equity markets (1:00) and talking about the current mining climate in the United States. Matt also talks Barrick Gold's (TSX: ABX; NYSE: ABX) US$420 million write-down at the Pascua-Lama project on the Chile-Argentina border. (2:56)
Matt is joined by the Mercenary Geologist, Mickey Fulp, to drill down into the impact of regulatory and investment changes from the Trump presidency, and what it means for mining in the U.S. (12:00) Mickey counts down the reasons he loves Nevada as a mining jurisdiction (24:00), and notes an uptick in recent U.S. mining deals by Canadian juniors, including: Integra Resources (CSE: ITR), Northern Empire Resources (TSXV: NM; US-OTC: PSPGF), and Allegiant Gold (TSX-V:AUAU). (29:00) We discuss the details of the U.S. sage-grouse conservation plan and how it influences exploration opportunities. (18:40) Mickey also shares some thoughts on the U.S. stock markets and metal prices. (31:00)
Finallly, staff writer Richard Quarisa returns with the Mining Minute, which features president and CEO of Golden Arrow Resources (TSXV: GRG; US-OTC: GARWF), Joseph Grosso. (36:00) The company advanced its Chinchillas silver project in Jujuy Province from discovery to development in just five years. It now holds a 25% share of Puna Operations, a joint venture company operated by SSR Mining (TSX: SSRM; NASDAQ: SSRM).
Articles referenced:
‘Integra 2.0’ to buy dormant DeLamar mine from Kinross: http://www.northernminer.com/news/integra-2-0-buy-dormant-delamar-mine-kinross/1003789979/
Golden Arrow teams up with Silver Standard in Argentina: http://www.northernminer.com/news/golden-arrow-teams-silver-standard-argentina/1003786012/
Northern Empire rises again with an eye on Alaskan gold: http://www.northernminer.com/financial-matters/northern-empire-rises-again-with-an-eye-on-alaskan-gold/1003605465/
Columbus Gold plans spin-out of US projects: http://www.northernminer.com/news/columbus-gold-plans-us-focused-allegiant-spin/1003791408/
Music Credits:
"OctoBlues" Kevin MacLeod (incompetech.com)
Licensed under Creative Commons: By Attribution 3.0 License
creativecommons.org/licenses/by/3.0/
"Acid Jazz" Kevin MacLeod (incompetech.com)
Licensed under Creative Commons: By Attribution 3.0 License
creativecommons.org/licenses/by/3.0/
"Slow Burn" Kevin MacLeod (incompetech.com)
Licensed under Creative Commons: By Attribution 3.0 License
creativecommons.org/licenses/by/3.0/

Feb 1, 2018 • 56min
Episode 90: Financing, facts and figures ft. Oxygen Capital & Deloitte
This week we're talking cash, capital markets, and industry trends heading into 2018.
Matt is joined on the floor of the Vancouver Resource Investment Conference (VRIC) by Oxygen Capital founder and chairman Mark O'Dea to dig into the current state of the market and the recent rally in commodity prices. (6:55)
O'Dea has built 9 companies over the past 15 years generating $3 billion in shareholder returns.
He recounts his experience financing, and building, the Karma gold mine in Burkina Faso with True Gold Mining during the recent downturn. The company was acquired by Endeavour Mining (TSX: EDV) for $240 million in late 2016. (9:45)
We also chat about alternative financing models, access to capital, and greenfield exploration. O'Dea outlines Oxygen's two most recent base-metal projects, namely: Discovery Metals (TSXV: DSV; US-OTC: AYYBF) in Mexico; and Sun Metals in B.C.
Meanwhile, Matt drills down into Pretium Resources' (TSX: PVG; NYSE: PVG) recent struggles in the market following an underperformance during ramp-up at its flagship Brucejack underground mine in British Columbia's Golden Triangle. (22:08)
He discusses the events leading up to The Northern Miner's exclusive interview with Pretium president and CEO Joseph Ovsenek, and some of the company's responses to the market criticism.
Finally, we're joined by Phil Hopwood, the global mining leader at Deloitte, to discuss the firm's recent industry report, Tracking the trends in 2018: The top 10 issues shaping mining in the year ahead. (29:20)
We outline trends in the industry over the past decade (30:40), the current mining cycle (33:53), financing exploration (41:00), and technology metals (48:10).
Articles referenced:
Exclusive interview: Pretium’s Ovsenek responds to Brucejack ramp-up criticisms: http://www.northernminer.com/news/exclusive-interview-pretiums-ovsenek-brucejack-ramp-criticisms/1003793482/
BMO: Pretium provides ‘more questions than answers’ at Brucejack: http://www.northernminer.com/news/bmo-pretium-provides-questions-answers-brucejack/1003793406/
Sun Metals drills Stardust polymetallic project in BC: http://www.northernminer.com/news/sun-metals-drills-stardust/1003793061/
Editorial: Cobalt positioned to enjoy strong year: http://www.northernminer.com/news/editorial-cobalt-positioned-enjoy-strong-year/1003793534/
Video: Progressive Mine Forum 2017: www.northernminer.com/news/progressi…am/1003790631/
BMO’s Hamilton on industrial and commodity outlook: www.northernminer.com/news/bmos-hami…ok/1003792601/
Music Credits:
"OctoBlues" Kevin MacLeod (incompetech.com)
Licensed under Creative Commons: By Attribution 3.0 License
creativecommons.org/licenses/by/3.0/
"Isolated" Kevin MacLeod (incompetech.com)
Licensed under Creative Commons: By Attribution 3.0 License
creativecommons.org/licenses/by/3.0/
"Slow Burn" Kevin MacLeod (incompetech.com)
Licensed under Creative Commons: By Attribution 3.0 License
creativecommons.org/licenses/by/3.0/

Jan 26, 2018 • 56min
Episode 89: The AME Roundup uber special ft. Exploration Insights
It's our annual AME Round-Up special here at The Northern Miner podcast! Matt is bringing you live commentary and coverage from the marquee mining and minerals event in Vancouver, B.C. We dig into some of the buzz around the conference vis-à-vis metal prices, investing, and capital markets, including a recent talk by chairman and CEO of Osisko Gold Royalties (TSX: OR; US-OTC: OKSKF), Sean Roosen. (4:08)
Matt also sits down with Exploration Insights' analysts Brent Cook and Joe Mazumdar to chat about their impressions of the conference, and some predictions on what might be coming up for the industry in the year ahead. (7:44) We talk about metal fundamentals, major miners investing in exploration-stage companies, and lithium chemistry. (20:50) Furthermore, Brent digs into the "prospect generator" model and why he remains optimistic on its potential for value generation (23:30), as well as the state of U.S. capital markets. (14:51)
Finally, this week's Geology Corner covers Geoscience BC's Search III project results with vice president Bruce Madu and external relations director Richard Truman. (39:45) The $1.7-million project involved helicopters equipped with ultra-sensitive magnetometers over a remote, 9,600-sq.km area of north central and northeastern BC from the proposed Kemess Underground mine south to near Mackenzie. Bruce and Richard discuss the excitement around the geophysical results and how public geoscience can help to drive investment in the province.
Toronto-based staff writer Richard Quarisa brings us another Mining Minute with weekly sponsor McEwen Mining (TSX: MUX; NYSE: MUX).
Executive chairman Rob McEwen, joins us to chat about the Los Azules copper project in San Juan, Argentina. (34:36)
Articles referenced:
Roundup 2018: Osisko’s Roosen on tackling ‘tough’ markets: http://www.northernminer.com/news/roundup-2018-osiskos-roosen-tackling-tough-markets/1003793360/
Roundup 2017: Geoscience BC showcases new mag survey: http://www.northernminer.com/news/roundup-2017-geoscience-bc-showcases-new-mag-survey/1003782847/
Centerra bids $310M for AuRico: http://www.northernminer.com/news/centerra-tables-friendly-310m-bid-aurico-metals/1003791106/
Site visit: AuRico nears construction decision at Kemess: http://www.northernminer.com/news/site-visit-aurico-track-construction-decision-kemess/1003789936/
Nevada green-lights McEwen Mining’s Gold Bar: www.northernminer.com/news/mcewen-mi…da/1003791264/
Video: Progressive Mine Forum 2017: www.northernminer.com/news/progressi…am/1003790631/
BMO’s Hamilton on industrial and commodity outlook: www.northernminer.com/news/bmos-hami…ok/1003792601/
Music Credits:
"OctoBlues" Kevin MacLeod (incompetech.com)
Licensed under Creative Commons: By Attribution 3.0 License
creativecommons.org/licenses/by/3.0/
"AcidJazz" Kevin MacLeod (incompetech.com)
Licensed under Creative Commons: By Attribution 3.0 License
creativecommons.org/licenses/by/3.0/
"Isolated" Kevin MacLeod (incompetech.com)
Licensed under Creative Commons: By Attribution 3.0 License
creativecommons.org/licenses/by/3.0/
"Slow Burn" Kevin MacLeod (incompetech.com)
Licensed under Creative Commons: By Attribution 3.0 License
creativecommons.org/licenses/by/3.0/

Jan 16, 2018 • 49min
Episode 88: Inside the iron ring ft. Procon Mining
We're getting your prepared for next week's AME Roundup 2018 and Vancouver Resource Investment Conference! Matt runs down where you can catch The Northern Miner (1:49) and what we'll be up to at both shows.
Meanwhile, we also dig into the World Gold Council's recently-released "Outlook 2018 Global economic trends and their impact on gold" (8:35) and chat about some major themes in the precious metal space heading into the new year. Matt talks global economic growth, shrinking balance sheets, rising interest rates, and more! We also discuss the year-on-year trends in copper, zinc, and nickel. (13:10)
And we're excited to bring you the maiden edition of our Engineering Corner! (14:20) This week we're joined by Procon Mining & Tunnelling senior engineer Stefan Wozniak to dig into the details of scoping and mine development. We chat about 43-101 technical reporting (18:35), the down-low on IRRs and NPVs (20:00), what to look for in press releases (24:39), and much much more!
Finally, staff writer Richard Quarisa brings us another Mining Minute with weekly sponsor McEwen Mining (TSX: MUX; NYSE: MUX). Executive chairman Rob McEwen, joins us to chat about the company (43:30).
Articles referenced:
New book: The Art and Humour of John Kilburn – Cartoons from The Northern Miner: www.northernminer.com/news/new-book-…er/1003792274/
BMO raises price forecast for molybdenum: www.northernminer.com/commodities-ma…um/1003792909/
Vanadium ‘metal to watch’ in 2018, analyst says: www.northernminer.com/news/vanadium-…ys/1003792703/
‘We can use the power of machine learning’: PMF roundtable discusses innovation in mining: www.northernminer.com/news/pmf-round…ng/1003791762/
Nevada green-lights McEwen Mining’s Gold Bar: www.northernminer.com/news/mcewen-mi…da/1003791264/
Video: Progressive Mine Forum 2017: www.northernminer.com/news/progressi…am/1003790631/
BMO’s Hamilton on industrial and commodity outlook: www.northernminer.com/news/bmos-hami…ok/1003792601/
Music Credits:
"OctoBlues" Kevin MacLeod (incompetech.com)
Licensed under Creative Commons: By Attribution 3.0 License
creativecommons.org/licenses/by/3.0/
"AcidJazz" Kevin MacLeod (incompetech.com)
Licensed under Creative Commons: By Attribution 3.0 License
creativecommons.org/licenses/by/3.0/
"Eighties Actions" Kevin MacLeod (incompetech.com)
Licensed under Creative Commons: By Attribution 3.0 License
creativecommons.org/licenses/by/3.0/

Jan 10, 2018 • 43min
Episode 87: Moly, vanadium & free trade ft. MacLean Engineering
We're getting you ready for mining conference season with updates on the biggest trends, and hot topics, in the industry!
This week Matt digs into recent buzz around molybdenum (8:05) and vanadium (10:00). We break down notes from BMO Capital Markets on the supply-demand fundamentals for the industrial minerals, and talk the impact of regulatory reforms in China. What's the deal with vanadium, anyway? And why is moly trading near a four-year high?
Meanwhile, Lesley sits down with Northern Miner alumn, and resident cartoonist, John Kilburn to talk about the recently-released, 262-page anthologogy of his work. (13:05)
We dig into Kilburn's history — which includes working as a mining engineer, broker, journalist, equity analyst and investor — and the sources of inspiration for his important commentary on the business.
Matt also digs into the recent chatter around North American Free Trade Agreement (NAFTA) negotiations between Canada, the United States and Mexico. (24:30) What are the implications for the natural resource sectors, and where are we in the process?
Finally, we're joined by MacLean Engineering's fleet-electrification product manager, Anthony Griffiths to chat about battery-powered mining equipment and the implications of electric vehicles in underground mining. (33:00)
We talk about Goldcorp's (TSX: G; NYSE: GG) implementation of the technology at its Borden development project in Ontario, and outline various innovation challenges faced by the mining industry.
Chairman and chief owner of our weekly sponsor McEwen Mining (TSX: MUX; NYSE: MUX), Rob McEwen, joins us to chat about the company (29:30).
Articles referenced:
New book: The Art and Humour of John Kilburn – Cartoons from The Northern Miner: http://www.northernminer.com/news/new-book-art-humour-john-kilburn-cartoons-northern-miner/1003792274/
BMO raises price forecast for molybdenum: http://www.northernminer.com/commodities-markets/bmo-raises-price-forecast-molybdenum/1003792909/
Vanadium ‘metal to watch’ in 2018, analyst says: http://www.northernminer.com/news/vanadium-metal-watch-2018-analyst-says/1003792703/
‘We can use the power of machine learning’: PMF roundtable discusses innovation in mining: http://www.northernminer.com/news/pmf-roundtable-discusses-innovation-mining/1003791762/
Expert roundtable discusses perception of mining: http://www.northernminer.com/news/experts-northern-miners-progressive-mine-forum-discuss-innovation-csr/1003791207/
Iamgold CEO Letwin’s passionate keynote on cost control, innovation and gold’s bright future: http://www.northernminer.com/people-in-mining/full-transcript-iamgold-ceo-letwin-cost-control-innovation-golds-bright-future/1003790792/
Nevada green-lights McEwen Mining’s Gold Bar: www.northernminer.com/news/mcewen-mi…da/1003791264/
Video: Progressive Mine Forum 2017: www.northernminer.com/news/progressi…am/1003790631/
BMO’s Hamilton on industrial and commodity outlook: www.northernminer.com/news/bmos-hami…ok/1003792601/
Music Credits:
"OctoBlues" Kevin MacLeod (incompetech.com)
Licensed under Creative Commons: By Attribution 3.0 License
creativecommons.org/licenses/by/3.0/
"AcidJazz" Kevin MacLeod (incompetech.com)
Licensed under Creative Commons: By Attribution 3.0 License
creativecommons.org/licenses/by/3.0/
"Isolated" Kevin MacLeod (incompetech.com)
Licensed under Creative Commons: By Attribution 3.0 License
creativecommons.org/licenses/by/3.0/

Jan 3, 2018 • 59min
Episode 86: Holodecks, AI and geostatistics ft. Goldcorp
Happy New Year from the Northern Miner team and welcome to 2018! Let's take a look at mining and metals to start a new year. (5:21)
We're kicking it off with an action-packed episode focused on one of our favourite emergent themes in mining: innovation and technology! Matt sits down with Goldcorp's (TSX: G; NYSE: GG) vice-president technology Luis Canepari, and Finger Food Studios' director of business affairs and operations Graham Cunliffe. We're talking machine learning, virtual reality, and the Internet of Things! (9:07)
Luis outlines Goldcorp's approach to research and development, and explains the benefits of forcing cutting-edge internet technology partnerships. The company is investing in exciting advances such as artificial intelligence (AI) to improve exploration potential, remotely-monitored autonomous equipment and machinery, and augmented-reality holographic displays.
Graham discusses the practical applications of AI, machine learning, and virtual reality in the mining space. He also digs into some of the successes, and challenges, that come with partnering with established, large-scale industrial businesses.
Meanwhile, Lesley ventures down the mathematical rabbit hole with TriStar Gold vice-president (TSXV: TSG; US-OTC: TSGZF) Mo Srivastava, who is an industry-leading geologist and geostatistician. (39:45) They chat about the application of geostatistics in the industry, and what platforms and processes are available to explorers. Don't miss the conversation on Novo Resources' (TSXV: NVO; US-OTC: NSRPF) Karratha gold project in Western Australia and Barkerville Gold Mines (TSXV: BGM; US-OTC BGMZF) Cow Mountain property in British Columbia!
Finally, the Northern Miner is proud to welcome our inaugural weekly sponsor of the Mining Minute: McEwen Mining (TSX: MUX; NYSE: MUX). Chairman and chief owner Rob McEwen joins us to chat about the company. (35:11)
Articles referenced:
In-depth interview: Barrick’s Dushnisky and Goldcorp’s Garofalo on gold mining’s future: http://www.northernminer.com/people-in-mining/depth-interview-barricks-dushnisky-goldcorps-garofalo-gold-minings-future/1003787114/
Novo shares tumble on sampling woes at Purdy’s Reward: http://www.northernminer.com/news/novo-shares-tumble-sampling-woes-purdys-reward/1003791713/
Barkerville sees long-term potential in Cariboo Gold: http://www.northernminer.com/news/barkerville-sees-long-term-potential-b-c-s-cariboo-gold-district/1003785318/
Nevada green-lights McEwen Mining’s Gold Bar: http://www.northernminer.com/news/mcewen-mining-start-building-gold-bar-nevada/1003791264/
Video: Progressive Mine Forum 2017: www.northernminer.com/news/progressi…am/1003790631/
BMO’s Hamilton on industrial and commodity outlook: http://www.northernminer.com/news/bmos-hamilton-industrial-commodity-outlook/1003792601/
Music Credits:
"OctoBlues" Kevin MacLeod (incompetech.com)
Licensed under Creative Commons: By Attribution 3.0 License
creativecommons.org/licenses/by/3.0/
"AcidJazz" Kevin MacLeod (incompetech.com)
Licensed under Creative Commons: By Attribution 3.0 License
creativecommons.org/licenses/by/3.0/
"Isolated" Kevin MacLeod (incompetech.com)
Licensed under Creative Commons: By Attribution 3.0 License
creativecommons.org/licenses/by/3.0/

Dec 19, 2017 • 56min
Episode 85: Happy Holidays commodity special ft. BMO & Major Drilling
We're capping off a banner year at the Northern Miner podcast with a bang in our final episode of 2017.
Matt is joined by Colin Hamilton, managing director of commodities research at BMO Capital Markets, to get all the details on what to expect from the industrial metals and bulk commodities markets heading into the new year. (9:15) We also talk about new environmental regulations in China. (12:19)
Furthermore, Colin digs into promising copper fundamentals that should lead to a tight supply-demand market by the end of 2019, (16:11) and what impact the electric-vehicle industry might have on nickel demand. (14:35) We also drill down into thermal seaborne coal fundamentals, and ask the question: Is the uranium market finally poised for a recovery? Colin also outlines his thoughts on zinc funamdentals heading into 2018. (20:35)
Meanwhile, Lesley returns with another episode of the Geology Corner! (30:00) This week we're talking magmatic-sulfide nickel-copper deposits and what makes a "world-class" project! Lesley digs into nickel exploration and "what to look for in high-quality drill targets." Did you know there were seven major nickel camps globally? We talk about the characteristics of Voisey's Bay and the pitfalls of dealing with historical geophysical surveys! Also what's the deal with nickel tenor?
Finally, our Sponsor Spotlight this week features Major Drilling. (45:40) We're talking about innovation and technology at the drill bit, and how it's impacting one of the world's largest supplier for exploration, development, and mining companies. Matt sits down with Vice President IT & Logistics Marc Landry, and Innovation Manager Ian Wilson to discuss some of the solutions and challenges Major has encountered in terms of new technologies and an evolving workforce.
Articles referenced:
Copper, nickel outlooks dominate LME Week: www.northernminer.com/news/copper-ni…ek/1003791928/
Glencore optimistic on industrials, electric vehicles: http://www.northernminer.com/news/glencore-optimistic-industrials-electric-vehicles/1003792251/
USGS identifies new uranium potential in southern US: http://www.northernminer.com/news/usgs-identifies-new-uranium-potential-southern-us/1003792119/
Scotiabank’s Rory Johnston: ‘A lot of tailwinds behind the base metals complex’: www.northernminer.com/commodities-ma…ls/1003792154/
CRU expects lithium demand to triple between now and 2025: www.northernminer.com/commodities-ma…25/1003792192/
Jeffrey Christian on bitcoin and ‘runaway’ gold price: www.northernminer.com/people-in-mini…18/1003791836/
Video: Progressive Mine Forum 2017: www.northernminer.com/news/progressi…am/1003790631/
Music Credits:
"Jingle Bells" Kevin MacLeod (incompetech.com)
Licensed under Creative Commons: By Attribution 3.0 License
creativecommons.org/licenses/by/3.0/
"Deck the Halls" Kevin MacLeod (incompetech.com)
Licensed under Creative Commons: By Attribution 3.0 License
creativecommons.org/licenses/by/3.0/

Dec 13, 2017 • 46min
Episode 84: A view from 30,000 feet ft. ICMM & Hatch
This week we're getting a global viewpoint courtesy of Tom Butler, the president and CEO of the International Council on Mining and Metals (ICMM). (13:10)
Matt sit downs with Tom in Vancouver during a Vancouver Board of Trade event to chat about some of the big issues and discussions the mining industry is having internationally. We dig into the impact of climate change politics, the new-era of social license, and the potential for social media in mining communications.
Meanwhile, we continue our discussions with the financial community about commodity outlooks heading into the new year.
Trish Saywell provides a transcript of her discussion with Scotiabank commodity economist Rory Johnston (9:00), which contains more interesting insights on the pending nickel and copper markets.
Matt summarizes the recent buzz around Chinese loan markets and the industrial complex, and chats about the major headlines in Glencore's (LON: GLEN) investor update call (hint: think zinc). (6:45)
Finally, our Sponsor Spotlight this week features Joe Lombard, the Global Director of Metals at Hatch. (36:45) Joe and Matt chat at the Northern Miner's Progressive Mine Forum in Toronto about innovation and implementation successes and challenges from the viewpoint of a major international engineering supplier.
Bonus: Matt rants about press coverage of the BC NDP's Site C decision!
Articles referenced:
ICMM’s Butler: Mining ‘a real agent of change when it comes to alleviating poverty’: http://www.northernminer.com/news/icmms-butler-climate-change-politics-industry-challenges/1003792197/
Scotiabank’s Rory Johnston: ‘A lot of tailwinds behind the base metals complex’: http://www.northernminer.com/commodities-markets/scotiabank-economist-rory-johnstons-outlook-base-bulk-metals/1003792154/
‘We can use the power of machine learning’: PMF roundtable discusses innovation in mining: http://www.northernminer.com/news/pmf-roundtable-discusses-innovation-mining/1003791762/
CRU expects lithium demand to triple between now and 2025: http://www.northernminer.com/commodities-markets/cru-expects-lithium-demand-triple-now-2025/1003792192/
Copper, nickel outlooks dominate LME Week: www.northernminer.com/news/copper-ni…ek/1003791928/
Jeffrey Christian on bitcoin and ‘runaway’ gold price: www.northernminer.com/people-in-mini…18/1003791836/
Video: Progressive Mine Forum 2017: www.northernminer.com/news/progressi…am/1003790631/
Music Credits:
"Jingle Bells" Kevin MacLeod (incompetech.com)
Licensed under Creative Commons: By Attribution 3.0 License
creativecommons.org/licenses/by/3.0/
"Deck the Halls" Kevin MacLeod (incompetech.com)
Licensed under Creative Commons: By Attribution 3.0 License
creativecommons.org/licenses/by/3.0/

Dec 6, 2017 • 40min
Episode 83: A nickel for your electric car ft. Hard-Line
This week we're digging deeper into our commodity retrospective and outlooks for 2018.
Matt talks the most recent news and notes, including the impact of the 11th-hour rewrite of the US Tax Code on Saturday (4:00), and why base metals were tracking lower to start the week.
We circle back on our coverage of London Metals Exchange (LME) Week to explore a presentation from Dr. Guy Wolf, global head of market analytics at commodity broker Marex Spectron. (6:50)
We discuss the importance of narratives and sentiment vis-à-vis bull and bear markets. Dr. Wolf outlines his opinion on quantitative nickel trades and sheds some light on the fundamental impact of the electric-vehicle markets.
Matt reflects on copper, zinc, and nickel markets heading into the new year. (14:05)
Meanwhile, Lesley sits down with Julianne (Jules) and Ryan Miles in Beaver Creek, Co., to talk about their first children's novel, The Mineral Maniacs and the Magic Hard Hat. (19:20)
The eventual children’s book series is set to "explore the exciting and educational world of mining, geology, and engineering." We discuss the important of education and how Jules and Ryan came up with the concept.
Finally, Matt is joined by Walter Siggelkow, the president of Sudbury-based Hard-Line Solutions, during the Sponsor Spotlight to chat about recent innovations in automation and technology at global mines. (39:55)
Walter recounts some of the challenges and successes he's had while working to implement new technologies at legacy mine sites.
Articles referenced:
Copper, nickel outlooks dominate LME Week: http://www.northernminer.com/news/copper-nickel-outlooks-dominate-lme-week/1003791928/
Jeffrey Christian on bitcoin and ‘runaway’ gold price: http://www.northernminer.com/people-in-mining/cpm-groups-jeffrey-christian-looks-ahead-2018/1003791836/
Facts ‘n’ figures: ICSG says copper production declining: www.northernminer.com/commodities-ma…ng/1003789486/
Video: Progressive Mine Forum 2017: www.northernminer.com/news/progressi…am/1003790631/
Music Credits:
"Jingle Bells" Kevin MacLeod (incompetech.com)
Licensed under Creative Commons: By Attribution 3.0 License
creativecommons.org/licenses/by/3.0/
"Deck the Halls" Kevin MacLeod (incompetech.com)
Licensed under Creative Commons: By Attribution 3.0 License
creativecommons.org/licenses/by/3.0/


