Tomasz Nadrowski and Stuart Macliver of Amvest Capital (Terraden Fund) join Howard Klein to talk about critical minerals, rare earths, tungsten, scandium, and the growing importance of ex-China supply chains.

The discussion explores why investors are looking beyond lithium, how geopolitics is reshaping mining and industrial policy, and why US capital markets may become increasingly important for critical minerals companies.

Buy "Mineral War" (Tomasz Nadrowski's Book):
https://www.amazon.com/Mineral-War-Chinas-Weapons-Destruction/dp/B0GHDYRLZK

Tyranny Today (Tomasz Nadrowski's Podcast):
https://open.spotify.com/show/71qdYWyb23vWYzsuwnnysr

Follow:
LinkedIn (Tomasz Nadrowski): https://www.linkedin.com/in/nadrowski/
LinkedIn (Stuart Macliver): https://www.linkedin.com/in/stuart-macliver/
X/Twitter (Amvest Capital): https://x.com/AmvestCap
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More Podcasts w/ Tomasz Nadrowski:

Henry Sanderson:
https://podcasts.apple.com/us/podcast/chinas-rare-earth-weapon-inside-the-mineral-war/id1800778159?i=1000756055156

The Power Current (Chris Berry):
https://podcasts.apple.com/us/podcast/the-new-cold-war-will-be-fought-with-minerals/id1666070442?i=1000769858119

Mining Stock Education:
https://youtu.be/v5OAivQoEqg?si=iDjqoPB54ygCh0n9

Mining Stock Daily:
https://youtu.be/c5ub_X5-CeU?si=dqiF98N6J2jN2EWV

Amvest Capital Webinar:
https://youtu.be/SCQ1LOKKlrg?si=nqOHjA6kPtNYbg4p

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Chapters

(00:00) The Commodity Complexity Problem
(06:39) Amvest Background
(11:35) Fund Strategy
(14:27) Ex-China Approach
(16:09) Value Chain Focus
(22:10) Fund Structure
(24:11) Portfolio Construction
(27:25) US Market Access
(35:55) Mining Resurgence
(43:55) Tungsten And Scandium
(48:32) Lynas And Brazil
(51:30) Heavy Rare Earths
(54:11) Closing Thoughts

Links

Questions:
rockstockchannel@rkequity.com

Patreon:
https://www.patreon.com/rockstockchannel

Podcast
Apple Podcasts: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172
Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq

Follow us on X (Twitter):
Howard: https://x.com/LithiumIonBull
Matt: https://x.com/matt_fernley
Rodney: https://x.com/RodneyHooper13

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DISCLAIMER

NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH.

Howard, Matt, and Rodney are not financial advisors or broker-dealers. This video is provided for informational purposes only and should not be considered investment or financial advice. Please conduct your own independent research and read the disclaimer at the end of the video or on RK Equity’s website: https://www.rkequity.com

Intro and outro audio credit: Jamie Klein