Want to create an interactive transcript for this episode?
Podcast: CoinDesk Podcast Network
Episode: The Blockspace Pod: Inside China’s Control of the Critical Metals Supply Chain w/ Craig Tindale
Description: China controls 80-90% of critical metal refining, and that’s a big problem for the West’s data center, energy, and defense sectors, our guest Craig Tindale explains.
Subscribe to the Blockspace newsletter!
Welcome back to The Blockspace Podcast! Today, Craig Tindale, macro investor and former manufacturing consultant, joins us to talk about the critical mineral shortage and multi-trillion dollar problem facing the US data center, energy, and defense sectors. We dive into his "Critical Mineral Thesis," exploring how China secured 80-90% of the world's critical mineral refining capacity. Craig explains the "mids...