On Air
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...
3 Uranium Names for the AI Power Build‑Out
Same Smart Investing episode reframed for a Canadian resources audience: walks through how enCore, Energy Fuels, and Cameco are positioned on the cost curve, jurisdictions, and contract coverage for a world of hyperscale data‑center demand.
3 Uranium Stocks That Could EXPLODE in 2026!
Smart Investing channel lays out a retail‑friendly uranium thesis driven by AI data‑center power demand and nuclear’s role as baseload. Breaks down three uranium names at different price points: enCore Energy (EU), Energy Fuels (UUUU), and Cameco (CCJ), with entry levels and risk profile.
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.
Sustainability Programming at PDAC 2026
PDAC promo highlighting sustainability programming at the 2026 convention. Past attendees explain how sessions on ESG, baseline studies, Indigenous partnerships and responsible exploration help shape project decision‑making and investor expectations.
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.
2 Canadian Gold Stocks Smart Money is Buying NOW
A Canadian gold-focused channel breaks down two TSX-listed gold stocks that legends like Rick Rule and Eric Sprott are accumulating into 2026. The host contrasts their very different strategies, balance sheets, and growth pipelines and suggests how retail investors might follow institutional positioning.
Best Canadian Materials Stocks to Watch in 2026
A broad Canadian materials overview covering gold, silver, copper, lithium, uranium, potash, timber, and aluminum ahead of a potential commodity supercycle. The host connects Ottawa’s Critical Minerals Strategy to TSX/TSXV names like Barrick, Agnico, Teck, Cameco, Lithium Americas, Sigma Lithium, and Nutrien.
Inside Canada’s Critical Minerals Supercycle Setup
A segment from the Canadian materials stocks video focused specifically on critical minerals. It explains how federal strategy, permitting reform, and allied supply‑chain agreements could rerate select Canadian copper, nickel, lithium, and rare earths developers into 2026 and beyond.
Energy Market Year-End Review & 2026 Oil and Natural Gas Outlook
A Canadian asset manager reviews 2025 energy markets and lays out a 2026 oil and gas outlook, including the structural increase in gas demand as Canada and the U.S. add roughly 4–4.5 Bcf/day of LNG exports. The conversation is framed for Canadian investors in energy equities and income funds.
Canadian LNG, Pipelines, and 2026 Gas Demand
Part of an energy year‑end webinar that digs into how Canada’s LNG projects and pipeline expansions will add around 1 Bcf/d of new gas demand in 2026. It’s pitched at investors tracking Canadian midstream companies and upstream gas‑weighted producers.