Amanda van Dyke

Amanda van Dyke is a critical minerals strategist and author who focuses on the structural supply deficits facing the global mining industry. She is best known for framing what she calls "the Mineral Imperative" — the argument that civilization's dependence on metals is growing faster than the industry's ability to supply them, with consequences ranging from economic disruption to geopolitical conflict. Resource investors follow her work because it connects macro-level supply-demand dynamics directly to the investment case for mining equities and critical minerals projects.

Van Dyke's analysis centers on a straightforward but uncomfortable set of facts: global metals and minerals output has doubled over the past 25 years and must at least double again simply to maintain current economic activity levels. Meanwhile, the mining industry faces declining ore grades (the amount of metal contained in each tonne of rock mined), a prolonged discovery drought, and permitting timelines that stretch a decade or more. She has highlighted that China invested roughly $1 trillion over 25 years to secure control of approximately 60% of the global metals and minerals supply chain, and as much as 90% of certain small critical metals — a level of dominance that Western nations are only now attempting to challenge.

Her investment philosophy emphasizes supply-side constraints as the primary driver of value in resource equities. Rather than focusing solely on demand growth from electrification or AI, van Dyke looks at the bottleneck: where new supply will come from, whether it can arrive in time, and which jurisdictions and companies are positioned to deliver it. She writes extensively on the intersection of critical minerals, defense policy, and energy security, arguing that the return of great-power conflict has added a strategic premium to minerals once valued only for their industrial uses.

Van Dyke serves on the Board of Advisors at Impossible Metals, a company developing autonomous underwater mining technology for deep-sea critical minerals. She is the author of an upcoming book on the Mineral Imperative that calls for a fundamental reset in how governments, investors, and societies approach mining and material security. She publishes her analysis regularly through her Substack newsletter, where she covers topics from UK energy policy to Gulf state participation in upstream mineral projects.

For mining stock investors, van Dyke's work offers a macro framework for understanding why critical minerals equities may represent a multi-decade opportunity — and where the real bottlenecks lie. Her focus on the gap between policy ambition and physical supply reality is particularly relevant for investors evaluating junior miners, development-stage projects, and companies operating in geopolitically sensitive jurisdictions.