Ep. 381: Tomasz Nadrowski on Energy Chokepoints, Asymmetric Warfare, and Critical Minerals

Tomasz Nadrowski is a portfolio manager at the Amvest Terraden Critical Minerals Fund. He was a former Director at the World Economic Forum and Vice President of Business Development at AngloGold Ashanti, then the world’s largest gold producer. Tomasz has spent over fifteen years managing commodity and mining equity portfolios for hedge funds and family offices across the U.S., Europe, and Asia. 

He is fluent in seven languages and a regular contributor to Oxford Analytica. He combines deep industry knowledge with a strategic understanding of how resources, markets, and power intersect in today’s shifting geopolitical landscape. He is also the host of the podcast Tyranny Today. In this podcast, we discuss:

1. End of Pax Americana & Asymmetric Tech 
2. Vulnerability of Maritime Chokepoints 
3. The Sword Over the Shield (Wars of Attrition) 
4. Western Re-Industrialization & Refining Bottlenecks 
5. Rise of Western Hemisphere Energy Dominance 
6. China’s Critical Mineral Valve & “Game of Chicken” 
7. Russian Gray-Zone Warfare in Europe 
8. AI as Human “Unburdening” 

You can follow Tomasz on LinkedIn. 

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