On Air
Video and podcast from across the mining and energy industry — conversations, insights, and voices worth your time.
Canadian Oil & Gas Stocks (2026 Outlook) – Part 1
A deep dive into five core Canadian energy names — ARC Resources, Cenovus, Whitecap, Tamarack, and Suncor — analyzed through a KPI framework. Covers the macro backdrop, supply dynamics, and Canada-spe...
Gold & Silver Parabolic Phase Starts — Gary Savage
Market analyst Gary Savage from the Smart Money Tracker explains why the metals bull market is entering its powerful parabolic phase, with silver potentially reaching $250–$500 and gold targeting $10,000–$12,000. Covers broader market pullbacks, tariffs, AI fears, and asset rotation between stocks, metals, and crypto in 2026.
Canadian Oil & Gas Stocks (2026 Outlook) – Part 1
A deep dive into five core Canadian energy names — ARC Resources, Cenovus, Whitecap, Tamarack, and Suncor — analyzed through a KPI framework. Covers the macro backdrop, supply dynamics, and Canada-specific advantages and risks heading into 2026.
Welcome to PDAC 2026 | Day 1
PDAC 2026 kicks off in Toronto with more than 1,300 exhibitors and participants from around the world. The global mineral exploration and mining community comes together for four days of programming on discovery, financing, sustainability, and innovation. March 1–4, 2026.
Strange Brew: Canadian Oil Sands Position for Growth
S&P Global Energy Expert Kevin Birn discusses the current opportunity for Canadian oil sands, now producing 3.5M barrels per day. Covers Alberta's ambition to double production by 2035, revised upward global demand outlooks, declining US shale inventories, and Western policymakers prioritizing energy security.
Warning of What's Coming in the 2026 Commodities Cycle
Mining analyst Jordan Rusche from The Mining Stock Monkey breaks down gold, silver, and copper markets. Covers central bank buying, silver stock risks after parabolic moves, copper's recession-driven downside risk, and why royalty companies like Royal Gold and Altius Minerals continue to outperform traditional miners.
'Tectonic' Shift Towards Gold as a Reserve Currency — ft. Cam Currie
Cam Currie from Canaccord Genuity Wealth Management joins The Northern Miner's Adrian Pocobelli to break down the recent pullback in gold and silver prices. Covers the key drivers behind renewed momentum in precious metals, soaring US debt, eroding confidence in fiat currencies, and the strongest opportunities in precious metals equities.
Get In Now: Why Uranium Can Only Go Up
A February 2026 uranium and nuclear sector update with Scott Melbye. Covers the uranium supply-demand imbalance, the approval of Canada's first new uranium mine in 20 years at Wheeler River, growing demand from AI data centers, and why uranium prices have significant room to run.
Wallbridge Launches 2026 Exploration and Technical Studies Program
Mark Petersen, Senior Exploration Consultant at Wallbridge Mining, discusses the three-part 2026 exploration strategy. Covers the balance between scale, discipline, and upside, a geology deep dive, and details on total meters, budget, and cost drivers for the year ahead.
The Future of Canadian Mining: Eskay Creek
Skeena Gold + Silver provides an inside look at Eskay Creek — fully permitted and on track for initial production in Q2 2027. Covers construction progress, the shift from underground to open pit, and why it's positioned to become one of the world's lowest-cost precious metals producers.
Simon Marcotte On $30,000 Gold And His #1 Gold Mining Stock Pick For 2026
Simon Marcotte, former CEO of Northern Superior Resources and long-time gold bull, presents his macro thesis on why gold could reach $30,000 faster than expected. Covers the US debt problem, yield curve control, Kevin Warsh's Fed nomination, and his top gold mining stock pick for 2026.
Minerals Matter: Navigating Canada's Critical Minerals Moment
APF Canada's Vina Nadjibulla speaks with Professor Pascale Massot about China's grip on critical minerals and the policy options available to Canada. Covers why securing critical minerals is an urgent challenge beyond geology, China's near-monopoly across the value chain, and realistic pathways for Canada to strengthen supply-chain resilience.
Rob West's Top Energy Themes for 2026
Rob West joins Peter and Jackie on the ARC Energy Ideas podcast to walk through his Top Ten Themes for Energy in 2026. A wide-ranging discussion on where Canadian energy markets are headed, including oil and gas fundamentals, clean technology developments, and the geopolitical forces shaping the investment landscape.