Rare earth minerals power everything from iPhones and cars to microchips and fighter jets—yet China controls much of the world’s processing capacity. As attention grows around critical minerals, how do they shape daily life, economic security, and military strength?
In this interview, Tomasz Nadrowski, Portfolio Manager at the Amvest Terraden Critical Minerals Fund and author of Mineral War: China’s Quest for Weapons of Mineral Destruction, unpacks these issues and explores their broader geopolitical implications.
00:00 Intro
00:46 Unpacking China’s Mineral War, Global Response: Expert
01:25 Significance Of Rare Earth Minerals
03:53 Alliance Secures Rare Earth Supply Chains
05:49 How Did China Become The Dominant Player?
09:45 Why Beijing Fixates On Rare Earth Metals
10:30 Green Tech Boom Hinges On Mineral Supply
12:08 Global Security And Competition For Critical Minerals
12:34 Mining Is Ugly, But The West Needs It
14:49 Clean Tech Isn’t Really Clean
16:19 Critical Minerals To Shape The Next War
17:59 To Cut Reliance On China, Follow The Money
19:25 Japan Turns To Deep Sea Mining For Minerals
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