There's plenty to talk about on this week's Northern Miner podcast as Matt swings by the International Metal Writers Conference in Vancouver to catch-up with some of our favourite newsletter analysts and companies. First, we sit down with the Mercenary Geologist, Mickey Fulp, to catch up on junior mining markets. Mickey digs into exploration innovation, the state of copper markets, and unveils his new red-metal pick: Trilogy Metals (TSX: TMQ; NYSE-MKT: TMQ). We talk district-scale land packages, the next generation of discoveries, and much more!
Then Matt checks in with Yukon Mining Alliance chair, and Western Copper and Gold (TSX: WRN; NYSE-MKT: WRN) CEO, Paul West-Sells to talk about the upcoming field season in the Yukon and how the presence of so many major gold miners has impacted the jurisdiction. We discuss infrastructure challenges, including the potential for liquefied natural gas (LNG), and geopolitical risk.
Timeline:
Mickey Fulp junior mining and commodity update: 3:15
State of junior markets and exploration: 5:10
Investment my the gold majors: 7:10
Innovation in exploration: 9:10
Base metal update ft. copper & zinc: 13:10
Precious metal update ft. gold & silver: 20:45
Dr. Paul West-Sells of the Yukon Mining Alliance: 26:45
B.C. NDP-Green coalition: 37:15
Articles referenced:
Lukas Lundin: Copper is the ‘commodity of choice’: http://www.northernminer.com/news/lukas-lundin-copper-commodity-choice/1003786598/
Barrick, Acacia embroiled in political turmoil in Tanzania: http://www.northernminer.com/news/barrick-acacia-embroiled-political-turmoil-tanzania/1003786659/
Facts ‘n’ Figures: Global silver mine production drops for first time in 14 years: http://www.northernminer.com/commodities-markets/facts-n-figures-global-silver-mine-production-drops-first-time-14-years/1003786595/
Facts ‘n’ Figures: World copper mine production soars 5% in 2016, ICSG finds: www.northernminer.com/commodities-ma…ds/1003785422/
AllianceBernstein: More investment in copper needed: www.northernminer.com/news/investmen…ys/1003785134/
Eldorado eyes the Abitibi with $590M bid for Integra: http://www.northernminer.com/news/eldorado-eyes-abitibi-590m-integra-deal/1003786331/
Music Credit:
Energy Recorded by Bensound (www.bensound.com/royalty-free-music/track/energy)
Licensed under Creative Commons: By Attribution-NoDerivs 3.0 Unported
creativecommons.org/licenses/by-nd/3.0
Music Credit:
Beach Bum Kevin MacLeod (incompetech.com)
Licensed under Creative Commons: By Attribution 3.0 License
creativecommons.org/licenses/by/3.0/
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