"We're Already in Deficit”: The Critical Minerals Crisis No One's Talking About - Amanda van Dyke by Mining Stock Education

Host Brian Leni interviews Amanda van Dyke, founder and managing director of the Critical Minerals Hub and author of The Mineral Imperative, about rising mineral demand, supply-chain complexity, and geopolitical risk. Van Dyke says global metals and minerals output has doubled over 25 years and must at least double again to maintain today’s economic level, while mining faces lower grades and a discovery drought. She warns shortages can trigger volatile outcomes, including trade and shooting wars, noting China invested about $1 trillion over 25 years to control roughly 60% of the global metals/minerals supply chain and 90% of some small critical metals. They discuss Strait of Hormuz disruption risk, U.S. defense stockpiles, government-backed price floors like the MP Materials rare earth deal, G7 coordination, and why EU anti-mining policies and permitting risk make it a poor investment jurisdiction after losing 40% of mining capacity.

00:00 Intro
00:57 Meet Amanda Van Dyke
02:25 Why We Must Mine More
03:48 Scarcity and Trade Wars
05:54 Middle East Chokepoint Risks
09:30 Defense Stockpiles Reality
13:06 US Price Floors Explained
21:06 G7 Minerals Club Plans
22:48 EU Anti Mining Problem
27:20 Where Value Is Now
31:30 Biggest Bear Case Recession
33:45 AI And Net Zero Reality Check
37:05 The Mineral Imperative Book

https://criticalmineralshub.org/

Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39

This was not a sponsored interview. 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/