'This Is A Crisis': Fund Manager's Explosive Forecast For This Critical Sector | Tomasz Nadrowski

Summary

Tomasz Nadrowski discusses China's dominance in critical minerals processing and the policy challenges facing the West. He highlights the crisis-like state of gallium, germanium, and antimony due to Chinese export controls, and the urgent need for domestic refining capacity. He concludes that the critical minerals sector is a fantastic long-term investment opportunity driven by military restocking and technological demand.

• China controls over 80% of processing for many critical minerals.
• The US has only three new mines permitted in the last 23 years.
• Export bans on gallium, germanium, and antimony were suspended for 12 months, not lifted.
• Military stockpiles of precision munitions have been severely depleted in recent conflicts.
• The speaker expects restocking to accelerate demand for critical minerals.
• Investment exposure is primarily through pre-production equity in western producers.
• Korea Zinc is building a large smelter in Tennessee to process byproducts like indium and germanium.
• The speaker's fund holds positions in 25 different critical mineral commodities.