PODCAST · business
CRITICAL CAPITAL
by CRITICAL CAPITAL
KMKT IR Hub Radio. Zach Martin follows the materials powering civilization and the capital behind them. Copper, uranium, lithium, rare earths, graphite, nickel.
Episodes
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Nuclear's Big Comeback Meets the Uranium Bottleneck
Wall Street and Big Tech are pledging trillions to triple global nuclear capacity, but a looming uranium supply deficit threatens to stall the renaissance. We examine why a decade of underinvestment, production bottlenecks, and utility recontracting cliffs leave miners waiting for guaranteed…
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Copper: The Hidden Bottleneck Behind AI
We unpack why copper, not chips, may be the hidden bottleneck in the AI boom, tracing how the metal moves from mine to smelter to grid to data center. The episode also breaks down supply risks in Chile, Peru, and the Congo, and the demand surge from electrification, defense, and AI infrastructure.
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ABOUT THIS SHOW
KMKT IR Hub Radio. Zach Martin follows the materials powering civilization and the capital behind them. Copper, uranium, lithium, rare earths, graphite, nickel.
HOSTED BY
CRITICAL CAPITAL
CATEGORIES
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