The critical minerals crisis is becoming a geopolitical issue, with uranium, rare earths, potash, copper and other strategic commodities increasingly tied to national security, energy security and global supply chains. Mining and investment professional Amanda van Dyke discusses the growing vulnerability of Western mineral supply chains, China’s dominance in critical minerals and processing, America’s push for domestic production, and why having resources in the ground means little without the ability to develop them. We also discuss the uranium supply challenge, why new mines can take 20–25 years to reach production, the future of nuclear energy, Canada’s mineral and energy potential, Europe’s energy strategy, Venezuela’s oil supply, and the geopolitical risks surrounding the Strait of Hormuz. A wide-ranging discussion on critical minerals, uranium, mining, geopolitics, energy security and the future of Western resource supply chains

🗓️ Recording date: September 4, 2026

📖 Chapters
0:00 Intro
00:46 — How Big Is the Critical Minerals Crisis?
04:39 — China’s Control of Critical Minerals
07:37 — Why America Is Rebuilding Domestic Supply Chains
09:44 — Potash & America’s Strategic Mineral Security
11:53 — Uranium: Resources Are Not the Same as Supply
13:30 — The 20–25 Year Mining Problem
15:34 — Can the West Build Mines in 5 Years?
18:30 — Critical Minerals as Geopolitical Weapons
19:38 — Strait of Hormuz: How Serious Is the Risk?
22:04 — Venezuela & the Global Oil Supply
25:59 — Canada: The Next Energy & Mining Superpower?
32:49 — Will Germany Bring Nuclear Power Back?
34:31 — Europe’s Energy Strategy
38:32 — Final Thoughts