Deep Dives
A weekly deep-dive published every Saturday covering the major themes, moves, and developments across natural resources for the week.
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- The Shield Nobody Drilled
- China Just Published Its Mining Playbook
- Africa’s Last Unexplored Copper Belt
- PGMs and Copper: Two Critical Minerals Deficits the West Cannot Close in Time
- Antimony: The Defence Metal Beijing Controls and America Cannot Make
- Phosphate: The Commodity That Feeds Half the World Is On the Brink
- The Law China Hasn’t Announced Yet – And A Parallel Chinese Mining Ecosystem Most Western Executives Can’t See.
- GMIN Swallows G2 Goldfields: District Consolidation Done Right
Podcasts
Scott appears on natural resources and mining industry podcasts covering topics including exploration strategy, capital markets, advisory practice, and sector trends. Appearances are listed below with episode summaries and direct links.
- [Sep 7 – 11] 6 Junior Mining Stocks That Spiked This Week & 6 That Crashed
- Kaoko Copper Blitz, Talon’s High-Grade Hits & St Barbara’s Cash Pile
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- [Aug 14 – 28] 6 Junior Mining Stocks That Spiked This Week & 6 That Crashed
- Copper M&A Frenzy, Matty’s Uranium update & plenty more – Mining Weekly Wrap with Scott North
- [Aug 17 – 22] 6 Junior Mining Stocks That Spiked This Week & 6 That Crashed
- [Aug 10 – 14] 6 Junior Mining Stocks That Spiked This Week & 6 That Crashed
- [Aug 3 – 7] The 12 Junior Mining Stocks That Moved This Week (And Why)
- Is Australia Getting Mining Policy All Wrong?
- [Jul 27 – 31] The 12 Junior Mining Stocks That Moved This Week (And Why)
- Why the Best Mining Projects Still Can’t Get Financed
- Australia vs Saudi Arabia: The Mining Innovation Gap Is Massive | Gold Room Podcast
Research Reports
Kamoa Capital publishes in-depth research reports covering natural resources markets, exploration activity, and commercial trends. Reports are available for download below.
Articles & External Writing
Kamoa Capital writes for natural resources publications covering exploration, capital markets, strategy, and industry trends. His perspective is commercially grounded and deliberately contrarian where the data supports it.
- Mount Isa’s copper stack at the crossroads: Modernise, bailout or let it go dark?
- Lithium’s long reset: China’s supply web, fight for market relevance
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- China’s rare earth quotas go dark
- Gina’s global grab: Iron ore queen to critical minerals empress?
- Australia’s exploration: Are we drilling ourselves into a corner?
- The world’s fourth largest gold producer you’ve never heard of
- Olympic Dam: Discovery, development, and the lessons of a supergiant
- Undercover is the new frontier: Why the easy rocks are gone
- FC5: The discovery that became Ernest Henry
- Locksley reignites America’s antimony comeback
- Vision 2030: Saudi Arabia’s mining boom and the Arabian Shield
Panels & Speaking
Scott moderates and participates in panels at natural resources conferences and industry events globally, covering exploration, capital markets, technology, and government engagement in the sector.
