The Northern Miner podcast – episode 85: Happy Holidays commodity special ft. BMO & Major Drilling

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Happy Holidays from The Northern Miner! We’re capping off a banner year with a bang  in the Northern Miner podcast’s final episode of 2017.

Matt is joined by Colin Hamilton, managing director of commodities research at BMO Capital Markets, to discuss all the details on what to expect from the industrial metals and bulk commodities markets heading into the new year (9:15), as well as new environmental regulations in China (12:19).

Colin also digs into promising copper fundamentals that should lead to a tight supply-demand market by the end of 2019 (16:11), and the impact of the electric-vehicle production on nickel demand (14:35).

We also drill down into thermal seaborne coal fundamentals, and ask the question: Is the uranium market finally poised for a recovery? Colin also outlines his thoughts on zinc fundamentals heading into 2018 (20:35).

Meanwhile, Lesley returns with another episode of the Geology Corner (30:00)! This week we’re talking magmatic-sulfide nickel-copper deposits and what makes a “world-class” project. Lesley discusses nickel exploration and “what to look for in high-quality drill targets.”

Did you know there were seven major nickel camps globally? We talk about the characteristics of Voisey’s Bay and the pitfalls of dealing with historical geophysical surveys. As well, what’s the deal with nickel tenor?

Finally, our Sponsor Spotlight this week features Major Drilling (45:40). We talk about innovation and technology at the drill bit and how it’s impacting one of the world’s largest supplier for exploration, development and mining companies. Matt sits down with Vice President IT & Logistics Marc Landry, and Innovation Manager Ian Wilson to discuss some of the solutions and challenges Major has encountered in terms of new technologies and an evolving workforce.

(Major Drilling was a sponsor of The Northern Miner’s Progressive Mine Forum in October.)