book discussion featuring author Tomasz Nadrowski
In 2025, Beijing made one thing clear: critical minerals are no longer just commodities. They are instruments of strategic leverage. Through export controls and supply chain dominance, China demonstrated its ability to disrupt industrial economies and constrain U.S. strategic ambitions.
How did the world allow a single country to consolidate such overwhelming control over the materials that power advanced technologies, defense systems, and the energy transition?
In this webinar, Tomasz Nadrowski, Co-Founder & Portfolio Manager at Amvest Terraden and author of the newly released Mineral War: China’s Quest for Weapons of Mineral Destruction, will present the book’s core arguments and examine the real-world developments that now validate its thesis. He will trace the policy decisions, capital-allocation failures, and geopolitical shifts that have shaped today’s mineral battlefield.
The discussion, moderated by Stuart Macliver, Co-Founder & General Partner at Amvest Terraden, will explore:
The overlooked policy decisions that hollowed out Western supply chains
Capital market failures that starved domestic mining and processing capacity
Strategic miscalculations that enabled China’s rise to dominance
Why critical minerals sit at the center of Beijing’s long-term national strategy
Whether China’s model can be replicated elsewhere
Most importantly, we will assess whether the West still has credible pathways to rebuild secure supply chains, mobilize long-term investment capital, and meaningfully challenge China’s near-monopoly.
Join us for a strategically urgent and provocative discussion at the intersection of geopolitics, national security, capital markets, and the global resource race.