The Northern Miner Podcast
About This Show
The original global mining podcast.
Hosted by: Matthew Keevil & Lesley Stokes
The Northern Miner is a one-of-a-kind information resource. 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.
How does a 100 year old publication manage to consistently set itself apart from other publications serving the industry? In the case of The Northern Miner, the difference is the first-hand, on-site reporting.
The Northern Miner is the only publication that sends reporters to visit worldwide mining projects and record their findings for our readers. These seasoned journalists specialize in mining and exploration and are able to analyze the merits of any project concisely and accurately.
As an independent, fully paid news source, The Northern Miner maintains a commitment to objective reporting not influenced by any external interests. Whether in print, web or email format, readers of The Northern Miner can be confident that the exclusive information they’re enjoying has been collected, verified and prioritized with their best business interests in mind.
Most Recent Episode
Episode 74: A deep dive into geopolitical risk ft. Mickey Fulp
4 days ago
This week we're joined by the Mercenary Geologist, Mickey Fulp, to talk about the rising spectre of geopolitical risk for miners!
Matt sits down to chat about a few recent high-profile cases, including: Eldorado Gold (TSX: ELD; NYSE: EGO) in Greece; Acacia Mining (LON: ACA) in Tanzania; Tahoe Resources (TSX: THO; NYSE: TAHO) in Guatemala; and much more! Has Canada been a major benefactor as companies turn their eyes back home?
Mickey's done background research and brings together a growing list of companies that have run into socio-political problems across the globe. He also discusses his experiences in Latin America, and explains where he'd be comfortable investing his money!
We also dig into the current state of metals markets, including the recent rally in base metals, as well as the macro political situation involving North Korea and the potential impact on gold.
3:00 General macro economic and political update
5:15 Base and precious metals
8:05 Talking the North American stock markets
10:15 Geopolitical risk introduction
12:00 Mickey's geopolitical risk list
15:45 Digging into Latin America
18:00 Mickey's geographic investing tips
20:18 What's the mining outlook like for the U.S.?
22:30 2017 Precious Metals Summit Beaver Creek
Greek government bends on Eldorado’s ultimatum: http://www.northernminer.com/people-in-mining/eldorado-golds-ultimatum-greece-gets-results-not/1003789567/
Uncertainty in Guatemala drives Tahoe to suspend dividend and guidance: http://www.northernminer.com/financial-matters/uncertainty-guatemala-drives-tahoe-suspend-dividend-guidance/1003788547/
Commentary: One theory on the root of Acacia’s troubles in Tanzania: http://www.northernminer.com/court-cases/commentary-one-theory-root-acacias-troubles-tanzania/1003788396/
OceanaGold, B2Gold scramble as Philippines gov’t may suspend 20 more mines: http://www.northernminer.com/news/oceanagold-b2gold-face-political-uncertainty-philippines/1003777828/
Facts ‘n’ figures: ICSG says copper production declining: http://www.northernminer.com/commodities-markets/facts-n-figures-icsg-says-copper-production-declining/1003789486/
Editorial: Gold, copper reach new highs: http://www.northernminer.com/news/editorial-gold-copper-reach-new-highs/1003789425/
"Cool Rock" Kevin MacLeod (incompetech.com)
Licensed under Creative Commons: By Attribution 3.0 License
"Isolated" Kevin MacLeod (incompet