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This episode discusses the crucial role of mining in supporting high-growth industries such as defence, electric vehicles (EVs), and artificial intelligence (AI). The speakers examine the essential mineral requirements for these industries and the supply chain vulnerabilities and challenges associated with meeting surging global demand.
Speakers include:
- Amanda van Dyke | Founder | Critical Minerals Hub
- Rasmus Tammia | Programme Manager - AI in Mining | Boliden
- Joséphine Quioc | Senior Sustainability Consultant - TDi Sustainability (Host)
This episode is part of the TDi Sustainability special series of podcasts produced in advance of the 2025 Resourcing Tomorrow event that will take place in London between 2-4 December. Find out more about the event>
Chapters
1. Mining the Gap | Securing Resources for the High-Tech Economy (00:00:00)
2. Introduction — mining & high-tech industries (Joséphine) (00:00:10)
3. How is mining evolving to meet new demand? (Amanda) (00:03:33)
4. Regional supply chains & sustainability (Rasmus) (00:06:04)
5. Limits of regional self-sufficiency (Amanda) (00:07:03)
6. Which minerals face the greatest supply risk? (Joséphine) (00:08:01)
7. High-risk minerals & investment barriers (Rasmus) (00:08:17)
8. Rare earths, germanium & state-backed supply (Amanda) (00:09:02)
9. Tech shifts & battery chemistry pressures (Joséphine) (00:11:24)
10. Adapting to rapid tech change & new extraction (Rasmus) (00:12:00)
11. Tailings, recycling & the limits of circularity (Amanda) (00:13:21)
12. Can recycling and reprocessing meet demand? (Joséphine) (00:15:46)
13. EU policy & greenfield projects (Rasmus) (00:16:10)
14. Why recycling struggles without state support (Amanda) (00:16:52)
15. Can AI enhance mining efficiency sustainably? (Joséphine) (00:18:12)
16. AI use cases & industry readiness gaps (Rasmus) (00:18:55)
17. AI’s real limits in raising output (Amanda) (00:20:58)
18. How can mining close the future supply gap? (Joséphine) (00:24:10)
19. Faster discovery & development essential (Amanda) (00:24:36)
20. Deeper mines require autonomy & electrification (Rasmus) (00:25:59)
21. Automation & the existential supply challenge (Amanda) (00:27:01)
22. Environmental impacts of bigger & deeper mines (Joséphine) (00:28:35)
23. The true environmental footprint of mining (Amanda) (00:29:07)
24. Outlook on land scarcity & alternative sources (Joséphine) (00:31:43)
25. Space mining & long-term scarcity (Rasmus) (00:32:01)
26. Deep sea mining vs. land scarcity (Amanda) (00:33:13)
27. Competing sectors & rising mineral pressure (Joséphine) (00:35:13)
28. One interconnected demand — defence, EVs, AI (Amanda) (00:35:51)
29. Cross-sector mineral competition (Joséphine) (00:37:13)
30. How fast can industry adapt? (Rasmus) (00:37:26)
31. Closing remarks & RT event invitation (Joséphine) (00:37:57)
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