The world is entering a critical minerals supercycle — and most investors still don’t understand what’s coming.
In this episode I sit down with mining and commodities expert Amanda van Dyke to discuss her new book The Mineral Imperative and the massive global shift happening in critical minerals, rare earths, copper, uranium, gold, and mining supply chains.
Modern civilisation runs on minerals — from AI chips and data centres to electric vehicles, defence technology and energy infrastructure. Yet the world has massively underinvested in mining for decades. According to industry analysis, demand for many key metals will surge dramatically over the coming decades as technology and energy systems expand.
That imbalance between rising demand and constrained supply is creating one of the biggest opportunities investors have seen in years.
In this conversation we cover:
• Why the critical minerals crisis is just beginning
• China’s dominance in rare earths and strategic metals
• Why copper, uranium and gold could be entering a long supercycle
• The hidden bottleneck: mineral processing and supply chains
• How investors should approach junior miners vs major producers
• The biggest mistakes people make investing in mining stocks
• Why the next decade could see explosive price moves in commodities
As Amanda explains, global demand for minerals is rising rapidly as economies electrify and digitise, yet mining grades are falling and projects take years to develop — creating a structural supply problem.
If you want to understand where the next commodity boom may come from, this conversation will give you a framework.
