China’s Mineral War Is Already Here with Tomasz Nadrowski

Recorded on May 13 2026 Tomasz Nadrowski joins Steve Yang to break down Mineral War, China’s critical minerals leverage, and why rare earths, Taiwan, semiconductors, AI, defense, and supply chains now sit inside the same geopolitical fight. Tomasz explains how China dominates key parts of the value chain, including refining, smelting, purification, and separation, and why export controls have become a strategic weapon. He also covers Russia-China alignment, BRICS narratives, Western deindustrialization, and where investors may be missing the bigger opportunity beyond the mine gate. #Millettian Key topics China’s critical minerals leverageRare earth weaponizationTaiwan, TSMC, AI, and semiconductorsRussia-China alignmentBRICS as…