Trade Wars are Metal Wars

Jacob welcomes Tomas back onto the podcast in the wake of China’s announcement that licences will now be required to export 20 tungsten, tellurium, bismuth, indium and molybdenum-related products to "safeguard national security interests.” Tomas and Jacob talk about how to align government priorities to secure access to materials and the complexities around building capacity in a deglobalizing world where demand for materials has literally never been more intense.

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Timestamps:

(00:00) – Intro

(05:25) – Government priorities

(11:12) – China and critical minerals

(21:32) – Economics of mineral refining

(31:27)– Social license to operate

(38:19) – Feasibility of climate friendly goals

(43:34) – Aluminum and REE case studies

(52:35) – Food for thought

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Jacob Shapiro Site: jacobshapiro.com

Jacob Twitter: x.com/JacobShap

CI Site: cognitive.investments

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The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com

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Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today’s volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world.

Cognitive Investments is an investment advisory firm, founded in 2019 that provides clients with a nuanced array of financial planning, investment advisory and wealth management services. We aim to grow both our clients’ material wealth (i.e. their existing financial assets) and their human wealth (i.e. their ability to make good strategic decisions for their business, family, and career).

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