#77 Nikhil Gupta: Mining Isn't the Chokepoint. Refining Is.

I sit down with Nikhil Gupta, founder and CEO of Determinant Materials, to talk about the metal refining process he’s invented to help bring back critical supply chains to America. We discuss China’s metal refining monopoly, the need for innovation in the space, Nikhil’s vision for a refining-as-a-service model, and why silver is the next metal people will be talking about. Enjoy. Recording date: September 15, 2026 Chapters: 00:00 Introduction 02:44 Mining vs. Refining 05:46 $200 Billion Investment From The US Government 08:09 What Is Determ...