Tomasz Nadrowski

Tomasz Nadrowski, founder of the Amvas Terradin Critical Minerals Fund, shares his insights on navigating the complex landscape of non-Chinese critical minerals. He discusses the ramifications of China's export controls, the need for rebuilding Western value chains, and the importance of processing in mining. Tomasz highlights promising areas like fluorine and specialty metals while stressing the risks of oversupply. He also touches on the geopolitical dimensions shaping investment strategies in a bifurcated market, revealing his unique perspective on future opportunities.