About this episode

Tomasz Nadrowski discusses the intersection of geopolitics and the commodity cycle, focusing on China's mineral strategy and global supply chain challenges.

Tomasz Nadrowski is a portfolio manager at the Amvest Terraden Critical Minerals Fund. He was a former Director at the World Economic Forum and Vice President of Business Development at AngloGold Ashanti, then the world's largest gold producer . Tomasz has spent over fifteen years managing commodity and mining equity portfolios for hedge funds and family offices across the U.S., Europe, and Asia. He is f luent in seven languages and a regular contributor to Oxford Analytica . H e combines deep industry knowledge with a strategic understanding of how resources, markets, and power intersect in today's shifting geopolitical landscape. He is also the host of the podcast Tyranny Today. In this podcast, we discuss: Geopolitics vs. the Commodity Cycle China's VAT Rebate and Value-Added Strategy Critical Choke Points: Rare Earths, Graphite, and Gallium Regulatory Roadblocks and the Stigma of "Dirty" Mining The Abdication of Western Capital Markets Human Capital Gaps and the "Octogenarian Engineer" Problem Geoeconomic Pricing: Disincentivi s ing New Capacity From "Just-in-Time" to "Just-in-Case" Production Japan's "House of Brick" Model for Resilience The Mineral War and the "Soul" of AI…

People in this episode

Host: Bilal Hafeez

Guest: Tomasz Nadrowski

Topics covered

• Geopolitics
• Commodity Cycle
• Supply Chain
• Mining
• Global Resilience
• Critical Minerals

Keywords

• China
• mineral war
• supply chain gaps
• geopolitics
• critical minerals
• commodity cycle
• regulatory roadblocks
• geoeconomic pricing

Mentioned in this episode

Organizations: Amvest Terraden Critical Minerals Fund, World Economic Forum, AngloGold Ashanti, Oxford Analytica, Tyranny Today

Places: China, Japan

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