Craig Tindale
Private investor and writer focused on critical materials and supply-chain geopolitics, author of the Substack essay 'Critical Materials, a Strategic Analysis' that drew White House and Pentagon attention.
Best podcasts with Craig Tindale
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Jan 22, 2026 • 1h 6min
MacroVoices #516 Craig Tindale: Critical Materials, A Strategic Analysis
Craig Tindale, a private investor and writer specializing in critical materials, unpacks the geopolitical dilemmas of supply chains, highlighting China's near-total control over metal processing. He discusses how this dominance puts the West at risk and examines the potential consequences of shortages in essential materials like copper and scandium. Tindale also explores innovative developments in e-waste recycling and the need for government-backed funding to revitalize domestic production. This engaging conversation sheds light on the fragile balance of global resources.
Jan 20, 2026 • 1h 7min
The Blockspace Pod: Inside China’s Control of the Critical Metals Supply Chain w/ Craig Tindale
Craig Tindale, a macro investor and former manufacturing consultant, unpacks China's staggering control over critical mineral refining, holding 80-90% capacity. He reveals the impending 25,000-tonne silver deficit and discusses how this stranglehold impacts AI, defense, and energy sectors. Tindale contrasts Hamiltonian manufacturing principles with modern outsourcing pitfalls and highlights the urgent need for the U.S. to rebuild its industrial capabilities. He argues that understanding these dynamics is crucial for navigating geopolitical tensions and restoring national resilience.
