The Northern Miner podcast – episode 85: Happy Holidays commodity special ft. BMO & Major Drilling

A holiday scene. Credit: Pexels.com.A holiday scene. Credit: Pexels.com.
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Happy Holidays from The Northern Miner! We’re capping off a banner year with a bang  in the Northern Miner podcast’s final episode of 2017.

Matt is joined by Colin Hamilton, managing director of commodities research at BMO Capital Markets, to discuss all the details on what to expect from the industrial metals and bulk commodities markets heading into the new year (9:15), as well as new environmental regulations in China (12:19).

Colin also digs into promising copper fundamentals that should lead to a tight supply-demand market by the end of 2019 (16:11), and the impact of the electric-vehicle production on nickel demand (14:35).

We also drill down into thermal seaborne coal fundamentals, and ask the question: Is the uranium market finally poised for a recovery? Colin also outlines his thoughts on zinc fundamentals heading into 2018 (20:35).

Meanwhile, Lesley returns with another episode of the Geology Corner (30:00)! This week we’re talking magmatic-sulfide nickel-copper deposits and what makes a “world-class” project. Lesley discusses nickel exploration and “what to look for in high-quality drill targets.”

Did you know there were seven major nickel camps globally? We talk about the characteristics of Voisey’s Bay and the pitfalls of dealing with historical geophysical surveys. As well, what’s the deal with nickel tenor?

Finally, our Sponsor Spotlight this week features Major Drilling (45:40). We talk about innovation and technology at the drill bit and how it’s impacting one of the world’s largest supplier for exploration, development and mining companies. Matt sits down with Vice President IT & Logistics Marc Landry, and Innovation Manager Ian Wilson to discuss some of the solutions and challenges Major has encountered in terms of new technologies and an evolving workforce.

(Major Drilling was a sponsor of The Northern Miner’s Progressive Mine Forum in October.)

Sponsored by:

Yukon Mining Alliance

Yukon Mining Alliance

Articles referenced:

Copper, nickel outlooks dominate LME Week

Glencore optimistic on industrials, electric vehicles

USGS identifies new uranium potential in southern US

Scotiabank’s Rory Johnston: ‘A lot of tailwinds behind the base metals complex’

CRU expects lithium demand to triple between now and 2025

Jeffrey Christian on bitcoin and ‘runaway’ gold price

Video: Progressive Mine Forum 2017

Music Credits:

“Jingle Bells” Kevin MacLeod (incompetech.com)
Licensed under Creative Commons: By Attribution 3.0 License
creativecommons.org/licenses/by/3.0/

“Deck the Halls” Kevin MacLeod (incompetech.com)
Licensed under Creative Commons: By Attribution 3.0 License
creativecommons.org/licenses/by/3.0/

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