Craig Tindale
Private investor and writer focused on critical materials and supply-chain geopolitics, author of the Substack essay 'Critical Materials, a Strategic Analysis' that drew White House and Pentagon attention.
Top 3 podcasts with Craig Tindale
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83 snips
Jan 22, 2026 • 1h 6min
MacroVoices #516 Craig Tindale: Critical Materials, A Strategic Analysis
Craig Tindale, a private investor and writer specializing in critical materials, unpacks the geopolitical dilemmas of supply chains, highlighting China's near-total control over metal processing. He discusses how this dominance puts the West at risk and examines the potential consequences of shortages in essential materials like copper and scandium. Tindale also explores innovative developments in e-waste recycling and the need for government-backed funding to revitalize domestic production. This engaging conversation sheds light on the fragile balance of global resources.
41 snips
Mar 4, 2026 • 1h 36min
Could the West Lose the Resource Wars? AI, Rare Earths, and Economic Statecraft with Michael Every & Craig Tindale | RR 22
Craig Tindale, private investor and ex-tech/infrastructure exec with deep rare-earth and China supply-chain know-how. Michael Every, Rabobank global strategist versed in geopolitics and economic statecraft. They discuss China’s rare-earth choke points, Western refinery shortfalls, AI’s material demands, industrial hollowing, and how geopolitics reshapes resource and alliance choices.
8 snips
Feb 14, 2026 • 31min
Craig Tindale: The Coming Copper Crunch That Could Stall AI, Energy & Defence
Craig Tindale, private investor and systems thinker known for his essay on copper limits, outlines how AI, electrification and military rearmament are colliding to create unprecedented demand for copper and critical minerals. He discusses huge copper needs for data centers, gallium and transformer bottlenecks, China’s refining dominance, long lead times for new mines, and the case for surge industrial capacity.
