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Video and podcast from across the mining and energy industry — conversations, insights, and voices worth your time.
5 Canadian Energy Junior Stocks Poised to Explode in 2026
An energy-focused analyst walks through five Canadian junior oil and gas names on his 2026 watchlist, using institutional-style tools to review balance sheets, free cash flow profiles, and drilling in...
PDAC 2026 Closes the Market Friday, February 27, 2026
Lisa McDonald, Executive Director of PDAC, joins the TSX mining team to close the market in celebration of the opening of PDAC 2026. The clip underlines PDAC’s role as the world’s premier mineral exploration and mining convention with more than 27,000 attendees from over 125 countries and its contribution to Canada’s economy.
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.
PDAC 2026 – Sanctions and Tariffs: Financial and Operational Risks for Mining Executives
Fasken‑hosted PDAC 2026 session on sanctions and tariffs and the financial and operational risks every mining executive must understand. A multi‑jurisdictional panel explains how sanctions regimes, export controls and tariffs intersect with supply chains, project finance and M&A for global mining companies.
Jaguar Mining (JAG) Closes the Market — Feb. 26, 2026
TMX Market Close spotlight on Jaguar Mining Inc., a Canadian‑listed mid‑tier gold producer operating in Brazil. Segment highlights 2025 performance, production profile, reserves growth, and how Jaguar fits into the broader TSX gold producer ecosystem.
'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.
AI, Nuclear, and the Second Uranium Renaissance
This macro discussion frames the 2026 uranium bull market around three pillars: AI‑driven power demand, geopolitical reshoring of fuel supply, and underinvestment in new mines. It’s pitched at investors looking for a big‑picture view on how nuclear fits into power grids for Canada and other OECD countries.
AI Data Centers and Supply Deficits Fuel the Nuclear Supercycle
A macro uranium thesis video arguing that AI hyperscalers like Microsoft, Google, and Meta are driving a second nuclear renaissance via long-term power purchase agreements. It ties Section 232 in the U.S., constraints on Russian supply, and growing data-center power demand into a multi‑year bull case for uranium miners and fuel cycle assets.
Commodities for Wednesday, Feb. 24, 2026
Daily commodities wrap with interviews featuring mineral and mining entrepreneurs from Canada and around the globe. Covers precious and base metals price action, notable junior and mid‑tier movers, and the macro stories driving resource markets mid‑week.
Uranium’s Catch‑Up Trade: Nuclear Power’s Next Decade of Demand
A sector strategist explains why uranium is entering a multi‑year catch‑up trade as nuclear re‑enters the mainstream energy mix. Links AI, data centers, electrification, and energy‑security policy to reactor restarts, SMR deployments, and long‑term contracting.
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.
TSX Venture 50 2026: Mining Highlights
Clip from BNN Bloomberg’s TSX Venture 50 coverage focusing on the mining cohort. Discusses names leading the list, factors driving 431% average returns, and why global capital is again paying attention to Canadian discovery‑stage stories.
Inside the 2026 TSX Venture Mining Cohort
From the Mining Sector Dominates TSX Venture 50 interview, this segment focuses on how early‑stage Canadian explorers move from discovery through de‑risking and why global investors use the Venture as a hunting ground for the next generation of producers.