Money For the Rest of Us Mining and the Global Race for Critical Minerals with Kinterra Capital
Jul 9, 2025
Cheryl Brandon and Kamal Toor, co-founders of Kinterra Capital with extensive experience in private equity for mining, dive into the booming demand for critical minerals. They discuss how advancements in tech, especially for renewable energy and electric vehicles, fuel this demand. The duo emphasizes the need for sustainable mining practices and collaboration to address supply chain vulnerabilities. They also touch upon the cyclical nature of the mining industry and the significance of thorough due diligence in investments, all while debunking common mining myths.
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Definition of Critical Minerals
- Critical minerals are essential materials with high supply risk.
- They support industrialization, modern economies, and defense sectors.
Demand Drivers of Critical Minerals
- Emerging markets like India and Brazil could drive huge demand for critical minerals like China did.
- Modern economy layers, including EVs and renewables, add new demand pressures.
AI's Impact on Mineral Demand
- AI growth increases demand for data centers, pushing power grid expansions.
- This expansion requires more copper, with data center copper demand alone rising 500,000 tons by 2030.