Tomasz Nadrowski

Tomasz Nadrowski, portfolio manager at Amvest Terraden and author on critical and specialty metals. He tours the world of gallium, germanium and rare earths. He contrasts China’s market tactics and Africa strategies. He explains how to evaluate niche-metal projects, timing to production, and building proprietary data for byproduct-driven markets.

Tomasz Nadrowski, portfolio manager and author on critical minerals and geopolitics. He unpacks China’s state-led tactics like VAT rebates and processing limits. He maps choke points in rare earths, graphite and gallium. He warns of Western capital, regulatory and human-capacity gaps. He weighs resilience strategies from just-in-time to just-in-case and spotlights allies that could rebuild supply chains.

Tomasz Nadrowski, founder of the Amvas Terradin Critical Minerals Fund, shares his insights on navigating the complex landscape of non-Chinese critical minerals. He discusses the ramifications of China's export controls, the need for rebuilding Western value chains, and the importance of processing in mining. Tomasz highlights promising areas like fluorine and specialty metals while stressing the risks of oversupply. He also touches on the geopolitical dimensions shaping investment strategies in a bifurcated market, revealing his unique perspective on future opportunities.