The New Cold War Will Be Fought With Minerals | Tomasz Nadrowski

My guest today is Mr Tomasz Nadrowski, portfolio manager of the Amvest Terraden Critical Minerals Fund and author of the terrific new book titled “Mineral War – China’s Quest for Weapons of Mineral Destruction”. Tomasz has spent over 15 years managing commodity mining equity portfolios for a host of institutional clients and was a Director at the World Economic Forum and VP of Business Development at AngloGold Ashanti, then the world’s largest gold producer.

Tomasz is unique in that he is both a market practitioner and historian. In today’s pod we cover a host of topics including Chinese industrial history, the build versus buy argument and consolidation in the rare earths space, how governments can send better “signals” to private sector investors, and what the next five years will look like as governments and capital compete for a seat at the critical metals table.

If you enjoyed this discussion, please share it far and wide and don’t forget to like and subscribe to the podcast wherever you listen.