# Ep. 350: Tomasz Nadrowski on China's Mineral War, Western Supply Chain Gaps, and Global Resilience

Page: https://stenobird.com/podcast/macro-hive-conversations-with-bilal-hafeez-524900/ep-350-tomasz-nadrowski-on-china-s-mineral-war-western-supply-chain-gaps-and-global-resilience
Text version: https://stenobird.com/podcast/macro-hive-conversations-with-bilal-hafeez-524900/ep-350-tomasz-nadrowski-on-china-s-mineral-war-western-supply-chain-gaps-and-global-resilience.md
Podcast: [Macro Hive Conversations With Bilal Hafeez](https://stenobird.com/podcast/macro-hive-conversations-with-bilal-hafeez-524900)
Published: 2026-03-20T10:13:00+00:00
Episode link: https://macrohive.libsyn.com/ep-350-tomasz-nadrowski-on-chinas-mineral-war-western-supply-chain-gaps-and-global-resilience
Audio file: https://traffic.libsyn.com/secure/macrohive/MH_w_NADROWSKInew2.mp3?dest-id=1929056
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JSON: https://stenobird.com/v1/public/podcasts/macro-hive-conversations-with-bilal-hafeez-524900/episodes/ep-350-tomasz-nadrowski-on-china-s-mineral-war-western-supply-chain-gaps-and-global-resilience
Duration seconds: 2944

## Resource

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 A Shift Toward Oligopolistic Competition

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## Transcript

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