The Pentagon's mineral reckoning

In this episode of Fast Forward, Andrea Hotter is joined by senior US Department of Defense officials, Michael Cadenazzi and Zach Boykin, for a rare, in‑depth discussion on how critical minerals have shifted from a niche supply chain concern to a core pillar of national security policy.

 

Drawing on insights from inside the Pentagon, they unpack the structural changes reshaping demand, the vulnerabilities embedded across global supply chains, and the growing urgency to rebuild industrial capacity across mining, processing and refining.

 

Tune in for a deep dive into the evolving intersection of critical minerals, geopolitics and defence readiness, and what it means for markets, pricing and future supply security.

 

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