https://critical-capital-llppqr.jellypod.comPowered by Jellypod (https://www.jellypod.com)Mon, 26 Oct 2026 08:22:12 GMTTue, 06 Oct 2026 00:39:12 GMTyes6bdaa821-194e-4f09-b5a2-d7b1d507827bCRITICAL CAPITALKMKT IR Hub Radio. Zach Martin follows the materials powering civilization and the capital behind them. Copper, uranium, lithium, rare earths, graphite, nickel.KMKT IR Hub Radio. Zach Martin follows the materials powering civilization and the capital behind them. Copper, uranium, lithium, rare earths, graphite, nickel.episodicCRITICAL CAPITALfeed+a980f405@podcasts.jellypod.comfalsehttps://critical-capital-llppqr.jellypod.com/episodes/1f84a9e3-8990-4b59-9650-dc6fb95987b11f84a9e3-8990-4b59-9650-dc6fb95987b1Mon, 12 Oct 2026 12:56:32 GMT22Wall 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.

]]>CRITICAL CAPITALWall 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 cliffWall 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.false00:06:50fullhttps://critical-capital-llppqr.jellypod.com/episodes/cd27a41e-7224-44e5-b3b7-6ee8bba30c6dcd27a41e-7224-44e5-b3b7-6ee8bba30c6dTue, 06 Oct 2026 18:11:50 GMT11We 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.

]]>CRITICAL CAPITALWe 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 electWe 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.false00:08:09full