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.
'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.
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.
AME BC's Todd Stone on Mining Policy, Roundup Conference
Todd Stone, President and CEO of the Association for Mineral Exploration, explains why access to land remains the top priority for exploration companies and outlines how the mining industry, along with provincial and federal governments, is working to advance resource development in Canada.
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.
Targeting the Fed Puts Dollar at Risk — ft. Jeff Christian on Precious Metals
Jeffrey Christian, Managing Partner at CPM Group, explains how growing threats to the Federal Reserve's independence are supporting higher gold and silver prices — warning that policymakers risk targeting the goose that lays the golden egg. Covers silver's move above US$80 and how elevated Chinese premiums are influencing global prices.
Predicting the Unpredictable: Energy and Geopolitics in 2026
Peter Tertzakian and Jackie Forrest from the ARC Energy Research Institute kick off 2026 with their annual outlook. Covers global geopolitics and energy markets, oil and gas fundamentals, technology disruption including EVs, solar, and AI demand, and Canada's unique policy and infrastructure circumstances.
Strike Zone Mining Podcast — Kevin Palmer Report from the Road
Kevin Palmer joins James Murray on the Strike Zone Mining Podcast for real conversations, practical insights, and industry connections. Covers equipment needs (CAT, Core Case, Drilling), innovation shaping productivity and safety, workforce and recruitment realities, and capital and investment trends driving projects forward.
Developers to See M&A — ft. John McCluskey, Renaud Adams and Robert Quartermain
The 'Super Gold' panel from The Northern Miner's International Metals Symposium in London. Robert Quartermain (Dakota Gold), Renaud Adams (IAMGOLD), and John McCluskey (Alamos Gold) examine the gold outlook, the challenge of contrarian investing in a cyclical market, and why US$4,000/oz gold could be a floor.