How China’s export controls, 90% ownership of metal refining threatens the AI industry: Blockspace Pod

With 2025’s data center CAPEX boom behind us, the AI and energy industries are now facing a multi-trillion dollar logistics threat from the east: China’s manufacturing and refining dominance. Craig Tindale – a macro trader and former manufacturing consultant for IBM and other major firms – discussed the looming threat on the most recent Blockspace Podcast. He highlights how decades of Western outsourcing have allowed China to secure a stranglehold on the global supply chain, cornering as much as 90% of gl ...