The Commodity War Is Real I Andy Home
In this episode of Soar Financially, Andy Home, Senior Metals Columnist at Reuters, joins us to expose the geopolitical war playing out through critical minerals. From rare earth restrictions to China’s supply chain chokehold and the U.S.’s scramble for independence, we unpack how metals have become the new weapons of global power.
We dive into the battle over Congo, the truth behind Ukraine’s mineral deal, and why Western nations are years behind in processing, refining, and even understanding what’s underground. Andy breaks it all down with clarity, history, and sharp insight.
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👨💼 Guest: Andy Home, Senior Metals Columnist
🏢 Company: Reuters
𝕏 @AndyHomeMetals
📅 Recording date: April 14th, 2025
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00:00 – The Geopolitics of Critical Minerals
03:00 – China’s Supply Chain Dominance
07:00 – Weaponizing Exports: Gallium, Germanium & Rare Earths
10:00 – How Close Are We to a Supply Crisis?
15:00 – Why the West Gave Up on Processing
20:00 – Congo: Ground Zero for U.S.–China Mineral Clash
28:00 – Ukraine’s Mineral Deal: Real or Window Dressing?
34:00 – ESG, Recycling & the Hidden Opportunities
42:00 – How Investors Can Navigate This Metals War
49:00 – Final Thoughts & Where to Follow Andy
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