It didn’t all change in March 2020. Not really. The UK high street has been in the throes of a gradual revolution for decades. From the rise of ecommerce, to the birth of mobile, social commerce, and a growing emphasis on experience, change has been underway for a while. In fact for many, the pandemic has acted as a wake-up call. Digital transformation was no longer a ‘nice to have’ but a matter of survival. Necessity sparked innovation and customers are enjoying more flexibility and conveni ...
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Episode 87: Moly, vanadium & free trade ft. MacLean Engineering
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Manage episode 195459556 series 176530
Content provided by The Northern Miner. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Northern Miner or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
We're getting you ready for mining conference season with updates on the biggest trends, and hot topics, in the industry! This week Matt digs into 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 talk 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 talk about the recently-released, 262-page anthologogy of his work. (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 important commentary on the business. Matt also digs into the 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. Chairman and chief owner of our weekly sponsor McEwen Mining (TSX: MUX; NYSE: MUX), Rob McEwen, joins us to chat about the company (29:30). Articles referenced: New book: The Art and Humour of John Kilburn – Cartoons from The Northern Miner: http://www.northernminer.com/news/new-book-art-humour-john-kilburn-cartoons-northern-miner/1003792274/ BMO raises price forecast for molybdenum: http://www.northernminer.com/commodities-markets/bmo-raises-price-forecast-molybdenum/1003792909/ Vanadium ‘metal to watch’ in 2018, analyst says: http://www.northernminer.com/news/vanadium-metal-watch-2018-analyst-says/1003792703/ ‘We can use the power of machine learning’: PMF roundtable discusses innovation in mining: http://www.northernminer.com/news/pmf-roundtable-discusses-innovation-mining/1003791762/ Expert roundtable discusses perception of mining: http://www.northernminer.com/news/experts-northern-miners-progressive-mine-forum-discuss-innovation-csr/1003791207/ Iamgold CEO Letwin’s passionate keynote on cost control, innovation and gold’s bright future: http://www.northernminer.com/people-in-mining/full-transcript-iamgold-ceo-letwin-cost-control-innovation-golds-bright-future/1003790792/ Nevada green-lights McEwen Mining’s Gold Bar: www.northernminer.com/news/mcewen-mi…da/1003791264/ Video: Progressive Mine Forum 2017: www.northernminer.com/news/progressi…am/1003790631/ BMO’s Hamilton on industrial and commodity outlook: www.northernminer.com/news/bmos-hami…ok/1003792601/ 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/
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412 episodes
MP3•Episode home
Manage episode 195459556 series 176530
Content provided by The Northern Miner. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Northern Miner or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
We're getting you ready for mining conference season with updates on the biggest trends, and hot topics, in the industry! This week Matt digs into 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 talk 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 talk about the recently-released, 262-page anthologogy of his work. (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 important commentary on the business. Matt also digs into the 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. Chairman and chief owner of our weekly sponsor McEwen Mining (TSX: MUX; NYSE: MUX), Rob McEwen, joins us to chat about the company (29:30). Articles referenced: New book: The Art and Humour of John Kilburn – Cartoons from The Northern Miner: http://www.northernminer.com/news/new-book-art-humour-john-kilburn-cartoons-northern-miner/1003792274/ BMO raises price forecast for molybdenum: http://www.northernminer.com/commodities-markets/bmo-raises-price-forecast-molybdenum/1003792909/ Vanadium ‘metal to watch’ in 2018, analyst says: http://www.northernminer.com/news/vanadium-metal-watch-2018-analyst-says/1003792703/ ‘We can use the power of machine learning’: PMF roundtable discusses innovation in mining: http://www.northernminer.com/news/pmf-roundtable-discusses-innovation-mining/1003791762/ Expert roundtable discusses perception of mining: http://www.northernminer.com/news/experts-northern-miners-progressive-mine-forum-discuss-innovation-csr/1003791207/ Iamgold CEO Letwin’s passionate keynote on cost control, innovation and gold’s bright future: http://www.northernminer.com/people-in-mining/full-transcript-iamgold-ceo-letwin-cost-control-innovation-golds-bright-future/1003790792/ Nevada green-lights McEwen Mining’s Gold Bar: www.northernminer.com/news/mcewen-mi…da/1003791264/ Video: Progressive Mine Forum 2017: www.northernminer.com/news/progressi…am/1003790631/ BMO’s Hamilton on industrial and commodity outlook: www.northernminer.com/news/bmos-hami…ok/1003792601/ 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/
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