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Artwork for China And The Geopolitics Of Critical Minerals

China And The Geopolitics Of Critical Minerals

Sheila Khama
China
Rare Earth Elements
Anglogold Ashanti
Critical Minerals
International Resource Panel
Critical Raw Materials
Energy Transition

Join the host, Sheila Khama and her guests every week as they tackle the topic of China & the Geopolitics Of Critical Minerals.

PublishesWeeklyEpisodes6Founded4 months ago
Categories
BusinessInvesting

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Artwork for China And The Geopolitics Of Critical Minerals

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Accepts Guests
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Podcast Host

Recent Guests

David Khoza
Geophysicist; Technical director at Integrated Geoscience Solutions Pty Ltd (South Africa)
Integrated Geoscience Solutions Pty Ltd
Episode: EP 6 [With David Khoza]
Magnus Ericsson
Professor in Mineral Economics and Policy
Luleå University of Technology (Northern Sweden)
Episode: EP 5 [With Prof. Magnus Ericsson]
Juliet Akamboe
Ghanaian business development manager for AngloGold Ashanti in North America
AngloGold Ashanti
Episode: EP 4 [With Juliet Akamboe]
Janez Potocnik
Guest, expert on resource governance
International Resource Panel / UNEP
Episode: EP 3 [With Dr. Janez Potocnik]
Vlado Vivoda
Assistant Professor and industry fellow at Sustainable Mineral Institute, University of Queensland
University of Queensland
Episode: EP 2 [With Ass. Prof Vlado Vivoda]
Dr. Bruno Orberle
Former Swiss state secretary for environment; President of the World Resources Forum
World Resources Forum
Episode: EP 1 [With Dr. Bruno Orberle]

Host

Sheila Khama
Host of the show

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Talking Points

Recent interactions between the hosts and their guests.

EP 1 [With Dr. Bruno Orberle]
Q: How should Europe respond to China's dominance in critical minerals to avoid vulnerability in energy transition technologies?
The answer emphasizes accelerating European renewal, building a European value chain, engaging the Global South as partners, and considering a European Silk Road-like framework to ensure access to essential materials while sharing value more equitably.
EP 1 [With Dr. Bruno Orberle]
Q: Am I correct, Bruno, that we are witnessing a change in global alliances impacting geopolitics of trade between Europe and China?
Bruno explains that the shift is less about formal alliances and more about perceptions and actions; China is seen increasingly as a major competitor and a pivot in global supply chains, prompting Europe to reassess dependencies and pursue diversified partnerships.
EP 4 [With Juliet Akamboe]
Q: Why is it difficult for companies to raise finance for exploration in Greenfield projects?
Greenfield projects demand long horizons, face limited data, higher geopolitical and permitting risks, and often lack proven resources or infrastructure, making traditional banks hesitant due to the absence of predictable cash flows and collateral. Equity markets offer a patient, higher-risk capital source that can support early-stage exploration and diversification of risk.
EP 2 [With Ass. Prof Vlado Vivoda]
Q: What do we mean by geopolitics?
Geopolitics combines geography, resources, and power to explain how countries and actors influence and secure access to critical materials, logistics corridors, and processing capabilities, which in turn shapes investment decisions and policy.

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Frequently Asked Questions About This Podcast

What is This Podcast about and what kind of topics does it cover?

The show concentrates on how China shapes access to critical minerals through finance, technology, policy, and geopolitics. Episodes frequently compare China's long-term planning and processing capacity with Western strategies, discuss governance and value chains, and explore regional dynamics in Africa and other mining hubs. A recurring focus is on mobilizing capital, indigenous participation, and market resilience for green transitions, with guests ranging from geoscientists and academics to policymakers and industry leaders. The program is likely a strong fit for listeners interested in energy transition, mining finance, and global governance of strategic resources, offering both technical depth and policy context.

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this podcast launched 4 months ago and published 6 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on this podcast?

Recent guests on this podcast include:

1. David Khoza
2. Magnus Ericsson
3. Juliet Akamboe
4. Janez Potocnik
5. Vlado Vivoda
6. Dr. Bruno Orberle

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