CRITICAL CAPITAL

CRITICAL CAPITAL

By CRITICAL CAPITALBusiness
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CRITICAL CAPITAL episodes

  • Nuclear's Big Comeback Meets the Uranium Bottleneck

    Wall Street and Big Tech are pledging trillions to triple global nuclear capacity, but a looming uranium supply deficit threatens to stall the renaissance. We examine why a decade of underinvestment, production bottlenecks, and utility recontracting cliffs leave miners waiting for guaranteed prices before digging.

    7 min
  • Copper: The Hidden Bottleneck Behind AI

    We unpack why copper, not chips, may be the hidden bottleneck in the AI boom, tracing how the metal moves from mine to smelter to grid to data center. The episode also breaks down supply risks in Chile, Peru, and the Congo, and the demand surge from electrification, defense, and AI infrastructure.

    9 min

About CRITICAL CAPITAL

From the publisher's feed

KMKT IR Hub Radio. Zach Martin follows the materials powering civilization and the capital behind them. Copper, uranium, lithium, rare earths, graphite, nickel.