China's control of refining and smelters

Private investor and analyst Craig Tindale joins the show to discuss his essay series, which explores the dangerous disconnect between global financial systems and the physical reality of material production. Tindale critiques prevailing neoclassical economic theories for promoting a "stateless" approach to price discovery, arguing that prioritizing the cheapest production has effectively offshored Western sovereignty and industrial capacity to rivals like China. The discussion highlights how China has secured a "kill shot" position by controlling 50% to 98% of the world's refined smelter capacity for critical metals, including silver, copper, and rare earths essential for AI data centers and military defense. Drawing on historical parallels from Alexander Hamilton and World War I, Tindale explains how the high cost of capital in the West acts as a strategic disadvantage, penalizing industrial projects while state-sponsored competitors bypass these financial hurdles. Concluding with a call for urgent reform, Tindall emphasizes the need to re-establish onshore capabilities and refine the Federal Reserve's models to prioritize national resilience over speculative financialization before the window for structural change closes.

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Integra Resources is a growing precious metals producer in the Great Basin of the Western United States. Integra is focused on demonstrating profitability and operational excellence at its principal operating asset, the Florida Canyon Mine, located in Nevada. In addition, Integra is committed to advancing its flagship development-stage heap leach projects: the past producing DeLamar Project located in southwestern Idaho, and the Nevada North Project located in western Nevada. Learn more about the business and their high industry standards over at integraresources.com