Recorded on May 13 2026
Tomasz Nadrowski joins Steve Yang to break down Mineral War, China’s critical minerals leverage, and why rare earths, Taiwan, semiconductors, AI, defense, and supply chains now sit inside the same geopolitical fight. Tomasz explains how China dominates key parts of the value chain, including refining, smelting, purification, and separation, and why export controls have become a strategic weapon. He also covers Russia-China alignment, BRICS narratives, Western deindustrialization, and where investors may be missing the bigger opportunity beyond the mine gate. #Millettian
Key topics
China’s critical minerals leverage
Rare earth weaponization
Taiwan, TSMC, AI, and semiconductors
Russia-China alignment
BRICS as a geopolitical narrative
Western supply-chain rebuilding
What makes a mineral critical
Critical minerals investing beyond the mine gate
Guest links
Amvest Terraden
https://www.amvestterraden.com/
Tyranny Today on Apple Podcasts
https://podcasts.apple.com/us/podcast/tyranny-today/id1708840168
Host Steve Yang Natural Resource Stocks
Website https://www.NaturalResourceStocks.net
YouTube Main https://www.youtube.com/@naturalresourcestocks
YouTube Clips https://www.youtube.com/@NaturalResoureStocksClips
X https://x.com/TheSteveYang
LinkedIn https://www.linkedin.com/in/thesteveyang/
Natural Resource Stocks LinkedIn https://www.linkedin.com/company/naturalresourcestocks-net/
Natural Resource Stocks Facebook https://www.facebook.com/people/Natural-Resource-Stocks/100090526686713/
Natural Resource Stocks TikTok https://www.tiktok.com/@natural.resource.stocks
Natural Resource Stocks Instagram https://www.instagram.com/naturalresourcestocks/
Chapters
00:00 China’s mineral weaponization cold open
01:13 Steve Yang introduces Tomasz Nadrowski
02:05 Why Tomasz wrote Mineral War
05:17 China’s critical minerals leverage
06:24 The 2010 rare earths shock
09:56 What weaponization means
17:21 BRICS, Russia, and China
26:39 Taiwan, AI, and semiconductors
33:41 Dollar versus mineral weaponization
39:04 Where investors misread the story
46:35 Amvest Terraden and closing thoughts
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