The Northern Miner Podcast

This week on The Northern Miner Podcast, host Adrian Pocobelli speaks with Jeff Killeen, PDAC’s senior director of policy and programs, about what Canada’s federal budget, tabled Nov. 5, means for mineral exploration. Killeen explains why flow-through shares matter to junior explorers and what a proposed multiyear extension of the Mineral Exploration Tax Credit could mean for the sector. He also discusses policy changes that could help companies bridge the “valley of death,” the financing gap between exploration and mine development, and shares what he expects from the 2027 PDAC convention. 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 Cam Currie, Senior Investment Advisor at Canaccord Genuity Wealth Management and leader of the Currie Metals & Mining Group, in conversation with host Adrian Pocobelli about the outlook for precious metals and mining stocks. Currie explains why mining equities are beginning to look attractive again following the recent pullback in gold below US$4,000 per ounce and silver below US$50 per ounce. He also discusses why the long-term fundamentals for precious metals remain strong, particularly against a backdrop of rising sovereign debt across Western economies. Currie also shares his outlook for copper and other critical minerals stocks. This week’s Spotlight features Adrian O’Brien, Vice President of Business Development and Communications at Midnight Sun Mining, who provides an update on the company’s copper project in Zambia. To learn more, visit https://midnightsunmining.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

This week’s episode features Rare Earths Americas CEO Don Swartz in conversation with host Adrian Pocobelli about the global rare earths market and Brazil’s growing importance to Western supply chains. Swarz explains why Brazil could play a critical role in securing heavy rare earth supplies, how its deposits compare with those in Myanmar, and what distinguishes the country from other emerging producers. He also discusses how differences in mineralogy influence processing requirements and where rare earths can be refined. This week’s Spotlight features Lahontan Gold founder and CEO Kimberly Ann, who discusses the company’s Santa Fe and West Santa Fe gold projects in Nevada. To learn more, visit https://www.lahontangoldcorp.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 Alexander Zolata Juarez, founder and host of the Trailheads and Titans podcast, discussing the Junior Explorers Challenge, a contest for Canadian youths aged 9–17. Juarez shares how he became interested in mining, explores the issues that resonate with younger people, and discusses how the industry can better connect with youth. To participate in the Junior Explorers Challenge, visit miningmatters.northernminer.com. This month’s deadline is Oct. 31, 2026. 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 Almonty Industries chief executive officer Lewis Black in conversation with host Adrian Pocobelli on the state of the global tungsten market. Black examines the differences between Chinese and Western tungsten markets, explaining how China faces surprisingly similar challenges to the West as its own tungsten resources become increasingly depleted. He also discusses the price disparity between Chinese and Western markets and why he expects prices to gradually converge. Black provides updates on Almonty’s Sangdong tungsten project in South Korea, the company’s work with the U.S. government in Rwanda, as well as its operations in Spain, where it aims to recover tungsten from more than a century’s worth of mining tailings. This week’s Spotlight features Women in Mining Canada director Rim Fayjhi, who discusses how to participate in the 2027 Women in Mining Canada Trailblazer Awards. To learn more, visit: http://wimcanada.org/trailblazer-awards/ 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 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 and cobalt. He also discusses the origins of the unusual names given to many rare earths and explores the feedback loop between science, technology, and metals, in which advances in one field help drive progress in the others. All this and more with host Adrian Pocobelli. This week’s Spotlight features Novo Resources executive co-chairman Mike Spreadborough, who discusses the company’s exploration projects in Australia. To learn more, visit: https://novoresources.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

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 attracting a new generation of workers to the mining sector and the DOE’s efforts to encourage young people to pursue careers in the industry. 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 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 abundant global supplies. He also discusses the potential impact of a U.S. tariff decision on copper prices and trade flows. All this and more with host Adrian Pocobelli. This week’s Spotlight features Amex Exploration president and CEO Victor Cantore, who discusses the company’s Perron gold project near the Ontario-Quebec border. To learn more, visit: https://amexexploration.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

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 relationship between India and China in the rare earths sector. All this and more with host Adrian Pocobelli. This week’s Spotlight features Kai Hoffmann, CEO of Soar Financial Group and organizer of the Deutsche Goldmesse conference, taking place Nov. 13–14 in Frankfurt, Germany. To learn more about the conference, visit: https://deutschegoldmesse.online/ “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 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 jurisdictions. 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