In this episode, host Bill Powers interviews critical metals expert Tomasz Nadrowski to discuss the significance of the U.S. Government’s recent historic roundtable with the mining industry. At the gathering, President Trump announced over $2 billion in critical mining and mining-related projects to revitalize the industry and over $180 million in mining school investments to bolster the American mining workforce. Tomasz is the author of “Mineral War: China’s Quest for Weapons of Mineral Destruction.”
00:00 Intro
00:43 White House Minerals Push
01:14 Workforce Crunch Timeline
03:08 Resolution Copper and Projects
04:31 How Funding Gets Chosen
05:06 Market Signals and Investors
06:42 FORGE Price Floors
07:55 Export Controls and Recycling
09:00 Government Due Diligence
09:58 Scandium Bet Explained
11:33 Graphite and Offtake Risk
13:41 Greenland Reality Check
15:03 Fund Edge and DLE View
16:54 Metallurgy and Midstream
20:33 Getting Generalists Involved
White House Fact Sheet Discussed: https://www.whitehouse.gov/fact-sheets/2026/08/fact-sheet-president-donald-j-trump-announces-billions-in-new-deals-and-investments-to-power-american-mining/
Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39
Mining Stock Education (MSE) offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. If you buy stock in a company featured on MSE, for your own protection, you should assume that it is MSE’s owner personally selling you that stock. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/
Podden och tillhörande omslagsbild på den här sidan tillhör
Bill Powers. Innehållet i podden är skapat av Bill Powers och inte av,
eller tillsammans med, Poddtoppen.