HeyJaredThe Northern Miner Podcast
With over 100 years of experience serving the mining and exploration industry, reports by The Northern Miner writing staff inform the decision-making process of thousands of high-performing mining professionals.
- Indexed episodes, last 90 days
- 11
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- Sep 16, 2026
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- Jul 7, 2026
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Geopolitics of mining in the Sahel and Myanmar, ft George McLeod (opens the original)
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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 relatio
Fortuna CEO Jorge Ganoza on mining in West Africa (opens the original)
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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
Gold dealers face ‘credit crunch’, ft CPM Group’s Jeffrey Christian (opens the original)
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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
Reuters' Andy Home on declining copper and aluminum inventories on the LME (opens the original)
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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
Mineral War — China’s grand plan to dominate metals markets, ft Tomasz Nadrowski (opens the original)
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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 strateg
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