Episode 195

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Published on:

5th May 2026

The supply chain bottleneck

Critical Minerals Supercycle? How AI, Clean Energy & Geopolitics Are Reshaping Supply Chains

In this episode of The Greener Way, host Michelle Baltazar chats with Vinnay Cchoda, responsible investment manager at BetaShares, about the predicted shortage of some critical minerals in the next couple of decades and how that could force a resetting of investment expectations and strategies.

Cchoda says the convergence of electrification, AI-driven data center buildout, and unstable geopolitics is causing supply chain issues.

He argues that the supercycle of critical minerals is directionally right but too simplistic, with uneven outcomes across the different types of minerals. For example, lithium and nickel are seeing faster supply responses and price corrections, while copper has hit new highs.

The discussion highlights why investors need to look at their diversification strategies and how to respond to the cycles within the supercycle impacting investment outcomes.

Read: Critical minerals in the age of AI and tariffs (Link: https://www.fssustainability.com.au/article/critical-minerals-in-the-age-of-ai-and-tariffs)

01:08 Three forces converge

04:17 Supercycle creates uneven outcomes

07:27 When AI meets clean energy

09:06 Predicted 40% supply shortage

10:52 Supply chain bottlenecks

13:05 Investor playbook

We record on Gadigal land and we pay our respects to the traditional custodians of country and elders, past and present.

https://www.fssustainability.com.au/



This podcast uses the following third-party services for analysis:

OP3 - https://op3.dev/privacy
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About the Podcast

The Greener Way
Conversations about people, planet and profit-for-purpose in a complex world, brought to you by the publishers of FS Sustainability.
The Greener Way is your podcast for exploring the big environmental, social and governance questions. Each week, The Greener Way will focus on deep conversations with investment and corporate experts who are deeply engaged in managing the sustainability challenges facing our planet.

From climate change to biodiversity, human rights and modern slavery to corporate purpose and governance, we tackle head-on the nuances and trade-offs of our complicated world.

The Greener Way is the podcast of FS Sustainability, the premier weekly trade publication that covers how investors and companies are changing real world outcomes across environmental, social and governance issues.