Insights

Market intelligence, without the noise.

Deep Dives

A weekly deep-dive published every Saturday covering the major themes, moves, and developments across natural resources for the week.

China’s September Tungsten Ores & Concentrates Imports

Rio Tinto’s $15 Million Bet on the Next Vicuña Discovery

Copper: The Capability They Cut

The PGM Grade Trap: Why Grams per Tonne Only Tell Half the Story

The Shield Nobody Drilled

China Just Published Its Mining Playbook

Africa’s Last Unexplored Copper Belt

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PGMs and Copper: Two Critical Minerals Deficits the West Cannot Close in Time

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.

[Oct 26 – 30] 6 Junior Mining Stocks That Spiked This Week & 6 That Crashed

[Oct 12 – 16] 6 Junior Mining Stocks That Spiked This Week & 6 That Crashed

[Oct 5 – 9] 6 Junior Mining Stocks That Spiked This Week & 6 That Crashed

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[Sep 28 – Oct 2] 6 Junior Mining Stocks That Spiked This Week & 6 That Crashed

[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

[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

Q3 FY26 ASX Producer Recap

Kamoa Capital – The Processing Gap

The US Federal Framework: Capital, Permitting, and the Race to Supply Chain Sovereignty

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

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.