⛏️ “The Next Oil”: Why Critical Minerals Will Make or Break Superpowers — Mikhail Zeldovich | Ep. 100

<p>In this episode, mining and commodities expert Mikhail Zeldovich joins host Constantin Kogan for a rare deep dive into the real engines of the global economy — critical minerals, geopolitics, and the future of resource investing.From BCG to Rio Tinto to negotiating in Beijing and analyzing assets in remote mining camps, Mikhail brings nearly two decades of on-the-ground experience across metals, energy transition, and global supply chains.He breaks down:⚒️ How he “accidentally” entered mining at BCG — and why he never left🌏 How China quietly built full dominance across mining, processing, equipment, and end products📉 Why commodity stocks are supposed to be more volatile — and how smart investors use that🔋 His view on lithium, nickel, cobalt, rare earths, antimony &amp; tungsten📈 The overlooked Australian copper play that quietly 3.5x’d in six months🛰 Why satellite imagery + AI are changing exploration🪙 How tokenization might transform mining finance📍 What retail investors should understand before betting on resource plays💡 Why Watch?If you care about EVs, energy transition, metals, macro, or tokenized real-world assets — this is the deep, unfiltered look at the sector that powers everything.Mikhail explains where real opportunity lies — and why the next decade of mining won’t look like the last.*************************************Follow Mikhail Zeldovich:🔗 LinkedIn: https://www.linkedin.com/in/mikhail-zeldovich🌐 Website: https://mineral-intel.com*************************************✉️ For any business inquiries, email me here: ck@ckogan.com*************************************Listen to the full podcast here!🎧 https://anchor.fm/constantinkogan*************************************Subscribe to my channel:🔗https://www.youtube.com/@ConstantinKogan*************************************Follow me on socials:🌐 Website: https://ckogan.com📲 Telegram: https://t.me/constantinkogan📸 Instagram: https://www.instagram.com/constkogan💻 LinkedIn: https://www.linkedin.com/in/constantin-kogan✖️ X: https://x.com/constkogan🎙 Podcast: https://anchor.fm/constantinkogan*************************************0:00 – Intro01:04 – Who is Mikhail Zeldovich? From law to BCG to mining03:40 – Entering Rio Tinto &amp; the early mining years05:01 – Working across Moscow, Kazakhstan, Mongolia06:47 – When geopolitics meets minerals08:39 – China’s four-layer dominance: mining, processing, equipment, end-products12:21 – Why the US can’t catch up yet14:26 – Mining timelines vs po