The Northern Miner podcast - episode 87: Moly, vanadium & free trade ft. MacLean Engineering
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We’re getting you ready for mining conference season with updates on the biggest trends and hottest topics in the industry!
This week Matt digs into the recent buzz around molybdenum (8:05) and vanadium (10:00). We break down notes from BMO Capital Markets on the supply-demand fundamentals for the industrial minerals and discuss the impact of regulatory reforms in China. What’s the deal with vanadium, anyway? And why is moly trading near a four-year high?
Meanwhile, Lesley sits down with Northern Miner alumn and resident cartoonist John Kilburn to discuss his recently-released 262-page anthology (13:05).
We dig into Kilburn’s history - which includes working as a mining engineer, broker, journalist, equity analyst and investor - and the sources of inspiration for his commentary on the business.
Matt also delves into recent chatter around North American Free Trade Agreement (NAFTA) negotiations between Canada, the United States and Mexico (24:30). What are the implications for the natural resource sectors, and where are we in the process?
Finally, we’re joined by MacLean Engineering’s fleet-electrification product manager, Anthony Griffiths, to chat about battery-powered mining equipment and the implications of electric vehicles in underground mining (33:00).
We talk about Goldcorp‘s (TSX: G; NYSE: GG) implementation of the technology at its Borden development project in Ontario, and outline various innovation challenges faced by the mining industry.
Finally, Rob McEwen, chairman and chief owner of our weekly sponsor, McEwen Mining (TSX: MUX; NYSE: MUX), joins us to chat about recent developments at the company (29:30).
Sponsored by:
Articles referenced:
New book: The Art and Humour of John Kilburn - Cartoons from The Northern Miner
BMO raises price forecast for molybdenum
Vanadium 'metal to watch' in 2018, analyst says
'We can use the power of machine learning': PMF roundtable discusses innovation in mining
Expert roundtable discusses perception of mining
Iamgold CEO Letwin's passionate keynote on cost control, innovation and gold's bright future
Nevada green-lights McEwen Mining's Gold Bar
Video: Progressive Mine Forum 2017
BMO's Hamilton on industrial and commodity outlook
Music Credits:
“OctoBlues” Kevin MacLeod (incompetech.com)
Licensed under Creative Commons: By Attribution 3.0 License
creativecommons.org/licenses/by/3.0/
“AcidJazz” Kevin MacLeod (incompetech.com)
Licensed under Creative Commons: By Attribution 3.0 License
creativecommons.org/licenses/by/3.0/
“Isolated” Kevin MacLeod (incompetech.com)
Licensed under Creative Commons: By Attribution 3.0 License
creativecommons.org/licenses/by/3.0/