'This Is A Crisis': Fund Manager's Explosive Forecast For This Critical Sector | Tomasz Nadrowski
The David Lin Report
Fund positioning and near-term outlook
Tomasz outlines Amvest Terraden's portfolio approach and expects restocking to accelerate demand for many elements.
Learn more about Algo Grande (TSXV: ALGR | OTC: KNDYF) here: https://algo-grande.com/Tomasz Nadrowski, Portfolio Manager at Amvest Terraden, discusses China's dominance over critical minerals processing, the policy challenges facing the United States and its allies, and the investment landscape for this strategic sector.*This video was recorded on April 30, 2026.To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe to my Briefs channel: https://www.youtube.com/@DavidLinReportBriefsSubscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW TOMASZ NADROWSKI:LinkedIn: https://www.linkedin.com/in/nadrowski/Amvest Terraden: https://www.amvestterraden.com/Amvest Capital: https://www.amvestcapital.com/"Mineral War" book: https://www.amazon.com/Mineral-War-Chinas-Weapons-Destruction/dp/B0GHDYRLZK?crid=PGA0JBNDCRDA&dib=eyJ2IjoiMSJ9.Z1ptnoXyygMsVMpJookuGQ.ryYzF9tih6uQY0at3xorl7CiNqDDYyQbGJv3N2t_MFI&dib_tag=se&keywords=mineral+war+nadrowski&qid=1777992831&sprefix=mineral+war+nadrowski%2Caps%2C132&sr=8-1FOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at david@thedavidlinreport.comDISCLAIMER: This video is for informational and educational purposes only and does not constitute financial, investment, legal, or tax advice. Always conduct your own research and consult a licensed financial professional before making any investment decisions.The views and opinions expressed by guests are solely their own and do not represent the views of this channel. Any forecasts or forward-looking statements are based on personal opinions and are not guarantees of future performance.This channel may include sponsors or affiliates. Their inclusion does not constitute an endorsement, and the channel is not responsible for the performance, claims, or actions of any sponsor, affiliate, or third party.No content in this video should be interpreted as a solicitation to buy or sell any securities or assets. Investments carry risk, including the potential loss of principal.0:00 - Intro.1:04 - China’s dominance in critical minerals3:46 - Most critical minerals to watch6:34 - Onshoring refining and western capacity9:52 - The White House response and policy levers16:09 - China’s export controls and Western options22:40 - Demand drivers27:03 - Investing31:01 - Munitions, military readiness, and the road ahead#investing #china #minerals
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