In this episode, Pierre Josso (Deputy Director, Critical Minerals Intelligence Centre – British Geological Survey) breaks down the concept of criticality as a function of risk, priorities and politics.

This conversation gets deep into how critical minerals are actually assessed, why supply disruptions happen, and why we have to remember the point is communication toward decision making.

Pierre brings a rare perspective that combines geology, data-driven analysis, and policy advisory, offering a more complete view of how governments evaluate mineral dependence and risk.

Follow Pierre on LinkedIn: www.linkedin.com/in/pierre-josso-88172b59

UK Critical Minerals Intelligence Centre: https://ukcmic.org/

Chapters:

* 00:00 – Introduction

* 03:19 – Defining Criticality

* 05:34 – Scale and Subjectivity in Criticality Assessments

* 09:40 – Methodology: Quantifying Economic Importance

* 12:42 – Market Sentiment and Price Volatility

* 16:52 – The Challenges of Data Resolution

* 20:03 – Analyzing Supply Risk and Bottlenecks

* 23:41 – Recyclability and By-products

* 27:44 – Geopolitical Market Manipulation

* 32:16 – The “Black Box” of Global Supply Chains

* 34:47 – Setting the Threshold for Action

* 39:18 – The Limits of Predicting the Future

* 44:16 – Technological Feedback Loops

* 48:26 – Closing Remarks: Criticality is Not a Geological Problem

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