China's Rare Earth Weapon: Inside the 'Mineral War' with Tomasz Nadrowski episode artwork

EPISODE · Mar 18, 2026 · 39 MIN

China's Rare Earth Weapon: Inside the 'Mineral War' with Tomasz Nadrowski

from An Electric Revolution · host Henry Sanderson

China currently holds an unprecedented grip on the critical minerals and rare earth magnets that power our future—from EVs to wind turbines. As export restrictions tighten, is the West finally moving from "strategic competition" into an actual war footing?In this episode, host Henry Sanderson sits down with Tomasz Nadrowski, a New York-based fund manager and author of the new book, Mineral War: China’s Quest for Weapons of Mineral Destruction.They dive into why the US and Europe built "houses of straw" while Japan prepared for the storm, the massive financing advantage China holds over Western miners, and whether the West can actually rebuild its supply chains before time runs out.Go Deeper:For more analysis on the geopolitical race for resources, subscribe to Volt Insight, the companion newsletter to this podcast, available on Substack.Sign up to Amvest Capital's newsletter https://mailchi.mp/amvestcapital/terraden.

Episode metadata supplied by the publisher feed · Published Mar 18, 2026

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China's Rare Earth Weapon: Inside the 'Mineral War' with Tomasz Nadrowski

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