Based in New York, Tomasz Nadrowski is a portfolio manager at the Amvest Terraden Critical Minerals Fund. He is a CFA Charterholder with dual master’s degrees from the University of Geneva. Tomasz is a former Director of the World Economic Forum (WEF), served as Director at Anu Energy OEIC Ltd., and is fluent in seven languages. He is the author of Mineral War: China’s Quest for Weapons of Mineral Destruction, which explores how minerals, supply chains, and capital allocation shape national security and global power.
He also hosts the podcast Tyranny Today – Geoeconomics, Geopolitics and Geostrategy, where he provides insights into broad global trends and indicators of the spread of tyranny.
Mineral War: China’s Quest for Weapons of Mineral Destruction: https://www.amazon.com/Mineral-War-Ch…
Tyranny Today Podcast: https://podcasts.apple.com/us/podcast…
Amvest Capital: https://www.amvestcapital.com/
In this expert chat with Tomasz, we discuss:
0:00 – Introduction
2:04 – West’s vs China’s mineral strategy
12:00 – How China’s export controls and processing dominance are rewriting value chains for defense, semiconductors, renewables, etc.
25:15 – How has the narrative shifted from pure economic commodity cycles to “mineral wars” in this new commodities focused order?
30:43 – China & Taiwan, near/friendshoring value chains
36:02 – Utilizing U.S. and Western capital markets can fix and build minerals value chains
43:11 – Do you see a new supercycle of industrialization emerging, or is it more selective?
50:56 – What key signals will tell you whether the bifurcated world solidifies into two parallel commodity universes, or if some convergence emerges?
53:38 – If you could advise U.S. policymakers or allocators on one lever—subsidies, permitting reform, alliances, or capital discipline—to counter China’s critical minerals edge, what would it be?
57:00– What’s new with Tomasz what are you working on and where can folks find you
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