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What if the future we’re planning simply can’t be built?
In this episode of Power Struggle, Stewart Muir speaks with Craig Tindale, private investor, systems thinker, and author of the widely discussed essay “Copper: Limits to Growth in the Age of Demand Simultaneity.”
Tindale argues that for the first time in industrial history, three massive transitions are colliding at once: artificial intelligence, electrification, and military rearmament. Each demands staggering quantities ...
What if the future we’re planning simply can’t be built?
In this episode of Power Struggle, Stewart Muir speaks with Craig Tindale, private investor, systems thinker, and author of the widely discussed essay “Copper: Limits to Growth in the Age of Demand Simultaneity.”
Tindale argues that for the first time in industrial history, three massive transitions are colliding at once: artificial intelligence, electrification, and military rearmament. Each demands staggering quantities of copper and critical minerals. Together, they may exceed what the physical world can supply.
AI data centers require 50,000 tons of copper each.
Gallium demand projected to outstrip global production.
Transformers and rare earths facing 5–10 year bottlenecks.
China is refining 50–60% of the world’s copper.
The conversation explores:
• Why price signals alone won’t solve mineral shortages
• How central banking and cost of capital shape industrial capacity
• The strategic implications of China’s refining dominance
• Whether electrification timelines are physically achievable
• Why innovation and circular economy solutions may not arrive fast enough
• The case for surge capacity and domestic refining
• How robotics and AI may reshape industrial production
• Why policymakers may need to rethink globalization
Is this a temporary bottleneck — or a structural turning point for Western economies?
This episode connects resource geology, geopolitics, climate ambition, defense strategy, and financial systems into one uncomfortable question:
Are we planning a future the planet cannot supply?
The Short Of It
Power Struggle is piecing together a holistic view of the modern energy landscape.
Host Stewart Muir is inviting guests from industry, climate science, and government to engage in stimulating, honest, and personal conversations to uncover the reality of modern energy.
More About the Podcast
Meet the host
STEWART MUIR
Stewart Muir is an award-winning journalist, historian, filmmaker, and conservationist with over 20 years of experience covering the energy sector. He is the founder of Resource Works, promoting responsible resource development in Canada; Headwaters Strategy, a public relations agency; and Tersa Earth Innovations, a synthetic bio company restoring acid lakes in Canada.
As a contributing author to the award-winning book The Sea Among Us, Muir has delved into the natural and human history of British Columbia’s Strait of Georgia.
Through Power Struggle, Stewart engages experts in honest, fact-based, and non-partisan conversations about the energy sector. With decades of leadership in energy dialogue, he aims to provide audiences with a clear, objective view of modern energy by fostering curiosity and inclusivity.