Money of Mine
Mineral Media
How a New Global Order Is Rewriting Commodity Investing (Tomasz Nadrowski)
DEC 5, 202565 MIN
How a New Global Order Is Rewriting Commodity Investing (Tomasz Nadrowski)
DEC 5, 202565 MIN
Description
<p>Tomasz Nadrowski is one of the deepest thinkers in the natural resources sector, and we finally got him on the show. </p><p>From his position in New York, Tomasz's fund invests purely in non-Chinese critical mineral plays – a challenging feat in a sector dominated by Chinese offtakes, mining, and processing. </p><p><br></p><p>We pressed Tomasz to share his unique views on the most critical themes shaping the industry, including: </p><p><br></p><p>• The reality of a bifurcated commodity world and how to play it </p><p>• How to successfully turn complex geopolitical thoughts into investable theses </p><p>• A deep dive into the US's rare earth intervention and what Western government action we can expect next </p><p>• The critical elements he finds most appealing right now (and why he is deliberately avoiding common favourites like copper and uranium) </p><p><br></p><p>This was recorded on 4.12.2025. </p><p><br></p><p>…………...… </p><p><br></p><p><strong>CHRISTMAS DRINKS</strong> </p><p>5PM Tuesday 16th December at Brewdog Perth. RSVP here: <a href="https://calendarlink.com/event/9FJi5" target="_blank" rel="noopener noreferer">https://calendarlink.com/event/9FJi5</a></p><p><br></p><p>…………… </p><p><strong> </strong></p><p><strong>TIMESTAMPS </strong></p><p>(0:00) Introduction<br>(2:10) Guest Introduction: Tomasz Nadrowski<br>(3:50) Geopolitics & Critical Minerals Fund<br>(5:30) China’s Export Control Law & Global Bifurcation<br>(10:00) Mining, Geopolitics, and Value Chains<br>(16:10) Western vs. Chinese Strategies<br>(21:00) Investment Approaches & Fund Strategy<br>(27:00) Peak Rare Earths & Chinese Acquisitions<br>(33:00) Government Policy & US-Australia Deals<br>(40:00) Capital Markets & Mining Finance<br>(46:50) Global Competition for Critical Minerals<br>(52:50) Portfolio Strategy & Commodity Focus<br>(59:50) Market Segments: Rare Earths, Battery, Specialty<br>(1:06:00) Vertical Integration & Industry Consolidation<br>(1:12:00) Exciting Elements & Asset Selection<br>(1:17:00) Mining Funds & Industry Trends<br>(1:22:10) Closing Thoughts & Outro</p><p>…………… </p><p>Join 15k+ subscribers to the <a href="https://www.moneyofmine.com/subscribe" target="_blank" rel="ugc noopener noreferrer">Director’s Special</a>: one daily email with all the news that matters in mining </p><p>…………… </p><p> </p><p><strong>PARTNERS </strong></p><p>Thank you to the mining services businesses that make this content possible: </p><p> </p><p><a href="https://www.switchtechnologies.net/" target="_blank" rel="noopener noreferer"><strong>Switch Technologies</strong></a> – Engineers solving your mine site problems | email <a href="mailto:[email protected]" target="_blank" rel="noopener noreferer">[email protected]</a></p><p><br></p><p><a href="https://www.exceedcapital.com.au/the-collective" target="_blank" rel="noopener noreferer"><strong>Exceed Capital</strong></a> – Diversify your portfolio with Exceed’s property funds<a href="https://www.intralinks.com/" target="_blank" rel="noopener noreferer"><strong>SS&C Intralinks</strong></a><strong> </strong>- Powering deals with unmatched security and efficiency</p><p><a href="https://www.rocktechnology.sandvik/en/products/ground-support/" target="_blank" rel="ugc noopener noreferrer"><strong>Sandvik Ground Support</strong></a> – The only ground support you’ll ever need </p><p> </p><p><a href="https://marketech.com.au/focus?utm_source=partnerships&utm_campaign=mom" target="_blank" rel="ugc noopener noreferrer"><strong>Focus by Marketech</strong></a> – All your mining news and market needs in one powerful platform | <a href="https://marketech.com.au/focus?utm_source=partnerships&utm_campaign=mom" target="_blank" rel="ugc noopener noreferrer">10-day free trial</a> </p><p> </p><p><strong>…………… </strong></p><p> </p><p><strong>FOLLOW & CONNECT </strong></p><p>• YouTube: <a href="https://www.youtube.com/@MoneyofMine" target="_blank" rel="ugc noopener noreferrer">@MoneyofMine</a> </p><p>• Twitter / X: <a href="https://x.com/moneyofminepod" target="_blank" rel="ugc noopener noreferrer">@moneyofminepod</a> </p><p>• <a href="https://www.linkedin.com/company/moneyofmine/" target="_blank" rel="ugc noopener noreferrer">LinkedIn</a> | <a href="https://www.instagram.com/moneyofminepod" target="_blank" rel="ugc noopener noreferrer">Instagram</a> | <a href="https://www.facebook.com/moneyofminepod" target="_blank" rel="ugc noopener noreferrer">Facebook</a> </p><p>• Travis Ricciardo: <a href="https://x.com/TRAVmoneyofmine" target="_blank" rel="ugc noopener noreferrer">@TRAVmoneyofmine</a> </p><p>• Jonas Dorling: <a href="https://x.com/JDmoneyofmine" target="_blank" rel="ugc noopener noreferrer">@JDmoneyofmine</a> </p><p>• Email us <em>Word on the Decline</em>: [email protected] </p><p><br></p><p><strong>…………… </strong></p><p> </p><p><strong>JOIN THE GROUP CHAT </strong></p><p><em>Note: the Messenger group chat has been sunset by Facebook. 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