The Northern Miner Podcast

01:15:18

A brief history of rare earths, ft RMG's Magnus Ericsson

The Northern Miner Podcast ·

2026/10/06

This week’s episode features Magnus Ericsson, adjunct professor at Luleå University of Technology in Sweden and co-founder of Mineral Economics and the Raw Materials Report, in conversation with host Adrian Pocobelli on the history of rare earths.Ericsson explains how rare earths were first discovered and how investment by the Swedish monarchy in scientific research helped create the conditions for a series of important discoveries in Sweden, including several rare earth elements as well as nickel

en

01:11:59

US Assistant Secretary of Energy Audrey Robertson on...

The Northern Miner Podcast ·

2026/09/30

This week’s episode features Audrey Robertson, U.S. Assistant Secretary of Energy for Critical Minerals and Energy Innovation, in conversation with host Adrian Pocobelli on recent efforts to reshore America’s critical minerals supply chain.Robertson outlines the range of initiatives the U.S. Department of Energy is pursuing to support domestic mineral development and strengthen critical minerals supply chains, including efforts focused on processing and recycling. She also discusses the challenge of

en

01:30:13

Copper tariff decision could trigger unwind, ft...

The Northern Miner Podcast ·

2026/09/23

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

en

01:26:15

Geopolitics of mining in the Sahel and Myanmar, ft...

The Northern Miner Podcast ·

2026/09/16

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

en

01:19:44

Fortuna CEO Jorge Ganoza on mining in West Africa

The Northern Miner Podcast ·

2026/09/08

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

en

01:23:24

Gold dealers face ‘credit crunch’, ft CPM Group’s...

The Northern Miner Podcast ·

2026/09/01

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

en

01:19:24

Reuters' Andy Home on declining copper and aluminum...

The Northern Miner Podcast ·

2026/08/25

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

en

01:31:15

Mineral War — China’s grand plan to dominate metals...

The Northern Miner Podcast ·

2026/08/18

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

en

01:25:25

Wheaton Precious Metals CEO Haytham Hodaly on the...

The Northern Miner Podcast ·

2026/08/12

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

en

01:03:21

Is the West’s mining strategy working? Rebecca...

The Northern Miner Podcast ·

2026/08/04

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

en

01:27:40

Mackie warns of ‘darker future’ unless Canada...

The Northern Miner Podcast ·

2026/07/28

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

en

01:14:10

South32's Pat Risner on FAST-41, social license and...

The Northern Miner Podcast ·

2026/07/21

This week’s episode features Pat Risner, President of South32 Hermosa, in conversation with host Adrian Pocobelli about the company’s Hermosa project in Arizona. Risner discusses how the project has benefited from the U.S. FAST-41 permitting framework, South32’s approach to earning and maintaining its social licence to operate, and the role automation will play in the mine’s development. He also examines the challenges posed by cost inflation and how rising costs are influencing the project’s

en

01:18:06

Greenland rare earths project in limbo amid...

The Northern Miner Podcast ·

2026/07/14

This week’s episode features Energy Transition Minerals managing director Daniel Mamadou in conversation with host Adrian Pocobelli about the status of the company’s Kvanefjeld rare earths project in Greenland. Mamadou outlines the project’s history and the licensing challenges it has faced with the Greenland government. He also explains why, in his view, the company and project have been unfairly politicized and targeted, and why he considers the non-renewal of the company’s exploration licence to

en

01:08:29

General Charles Flynn (Ret.) on a long-term critical...

The Northern Miner Podcast ·

2026/07/07

This week’s podcast features General (Ret.) Charles Flynn in conversation with The Northern Miner host Adrian Pocobelli on the West’s effort to reshore supply chains and build secure critical-mineral capacity. Flynn explains that while funding individual projects is necessary, it will not by itself create a durable solution. He calls for a broader structural and policy realignment, supported by a coordinated, campaign-planning approach to critical-mineral supply chains. Flynn also discusses his work

en

01:12:01

Ottawa eyes highway to Arctic ocean, deep-water port,...

The Northern Miner Podcast ·

2026/06/30

This week's episode features Blair McBride, Production Editor at The Northern Miner, in conversation with host Adrian Pocobelli about the development of Canada's Far North. McBride examines the Canadian government's proposal to grant national interest status to the C$2-billion Mackenzie Valley Highway and Grays Bay Road and Port initiatives. He explains how economic priorities, critical mineral development, national security, and Arctic sovereignty are increasingly intertwined, and highlights the

en

01:21:38

Russian setbacks change landscape in the Sahel, ft...

The Northern Miner Podcast ·

2026/06/23

This week’s episode features George McLeod, mining partner at Critical Risk Team, in conversation with host Adrian Pocobelli about the escalating conflict in the Sahel, particularly in Mali and Niger. McLeod discusses why mining companies can no longer rely on U.S. military support in the same way they once did, and why greater operational independence is becoming essential. He also examines the risk environment in the Democratic Republic of the Congo, Indonesia and Myanmar.This week’s Spotlight

en

01:30:36

Gold bull market still intact, ft CPM Group's Jeff...

The Northern Miner Podcast ·

2026/06/17

This week’s episode features CPM Group Managing Partner Jeffrey Christian in conversation with host Adrian Pocobelli. Christian discusses the outlook for gold, currencies, and energy markets, explaining why he believes gold is currently in a period of consolidation and examining the roles of ETFs, central banks, and global bullion flows. He also explores the relationship between energy markets and currencies, particularly across Asia.All this and more with host Adrian Pocobelli.This week’s Spotlight

en

01:08:39

PwC’s Mark Patterson on BC, the Yukon and critical...

The Northern Miner Podcast ·

2026/06/09

This week’s episode features Mark Patterson, BC Mining Leader at PwC Canada, in conversation with host Adrian Pocobelli. Patterson discusses the major challenges and opportunities facing mining in Western Canada, including renewed interest in the Yukon and the growing importance of critical minerals. He also examines infrastructure, policy changes, regulatory hurdles, and the key stumbling blocks miners face when advancing projects in the region.All this and more with host Adrian

en

01:06:49

Hochschild Mining CEO Eduardo Landin on mining in...

The Northern Miner Podcast ·

2026/06/02

This week’s episode features Hochschild Mining CEO Eduardo Landin in conversation with host Adrian Pocobelli. Landin discusses the company’s more than 100-year history, its broader strategy, and its longstanding focus on South America. He also explains Hochschild’s approach to metals diversification, including why the company remains centered on precious metals.All this and more with host Adrian Pocobelli.“Rattlesnake Railroad”, “Big Western Sky”, “Western Adventure” and “Battle on the Western

en

01:07:27

Tokenizing uranium on the blockchain, ft xU3O8’s Ben...

The Northern Miner Podcast ·

2026/05/26

This week’s episode features Ben Elvidge, product Lead of xU3O8, in conversation with host Adrian Pocobelli about the tokenization of uranium on the Tezos blockchain. Elvidge discusses the multiyear development process behind the project, the challenges of metal tokenization, and the lengthy path to regulatory compliance. He also explains the financial mechanics of tokenization and how a blockchain-based structure differs from an ETF.All this and more with host Adrian Pocobelli.“Rattlesnake

en

All Episodes

Similar Podcasts

TaxTalent.com The Golden Rule Podcast

Adam Golden

TaxTalent.com Podcast

Tony Santiago

The New Warehouse Podcast

Kevin Lawton

Dagen med Di

Dagens industri

SoldiOnline

Mondadori Digital