The Hidden Risk in Critical Mineral Supply Chains Artwork

Resilient Supply Chain — How Leaders Keep Business Moving

Resilient Supply Chain is for supply chain, operations, procurement and technology leaders who need practical ways to manage disruption, reduce risk and keep business moving.

Each Monday, former SAP Global VP and technology futurist Tom Raftery speaks with the executives, operators, founders and innovators redesigning how goods, information and decisions move through global supply chains.

These are candid conversations about what works in practice—not polished PR narratives or vague predictions. Guests explain how they are responding to supplier failures, geopolitical shocks, volatile costs, capacity constraints, changing regulations and rising pressure to improve both performance and sustainability.

The podcast examines:
Faster planning and decision-making under uncertainty
Supplier risk, sourcing strategy and business continuity
AI, automation, visibility and operational intelligence
Warehousing, logistics and fulfilment performance
Scope 3 emissions, circularity and responsible sourcing
The systems, incentives and organisational changes needed to turn data into action

The central question is simple: what helps a supply chain withstand disruption, adapt quickly and continue serving the business?

New episodes are published every Monday at 7am CET. Resilient Supply Chain+ subscribers also receive bonus analysis, highlights and briefings on emerging industry trends.

Follow Resilient Supply Chain for practical lessons from the people solving real operational problems—and building supply chains that perform when conditions do not go to plan.

All Episodes

Resilient Supply Chain — How Leaders Keep Business Moving

The Hidden Risk in Critical Mineral Supply Chains

June 22, 2026 • Tom Raftery • Season 2 • Episode 128

0:00 | 41:42

Send me a message

How much do we really know about the minerals powering the energy transition?

In this episode of the Resilient Supply Chain Podcast, I’m joined by Johan Oosthuizen, a responsible sourcing specialist based in South Africa, working across mining, operations, supply chain governance, and regulatory due diligence. His perspective matters because he works in the uncomfortable gap between boardroom expectations and site-level reality, which is exactly where supply chain resilience either holds firm or quietly comes apart.

You’ll hear how critical mineral supply chains are being stretched by the booming demand for batteries, EVs, and energy storage, while compliance, data, and visibility struggle to keep pace. We break down why self-reporting is structurally weak in high-risk mineral chains, and why third-party verification is becoming less of a nice-to-have and more of a strategic necessity.

Johan also explains why a mine is not simply “one company digging a hole”. It is an ecosystem of contractors, labour providers, suppliers, communities, regulators, and investors. You might be surprised to learn that a mine employing 1,000 to 2,000 people directly may need around 10,000 people in the first tier alone to support it. Tiny governance gaps can become very large operational risks. Funny how supply chains keep refusing to behave like neat little org charts.

We also explore how audit data can move beyond compliance and become a tool for supplier development, sustainability, risk reduction, and real supply chain resilience.

🎙️ Listen now to hear Johan Oosthuizen explain why the hidden risk in critical mineral supply chains may be three layers deep, twelve months behind, and far closer to extraction than many leaders realise.

If disruption hit tomorrow, would you know where your supply chain was most exposed? In 15 minutes my free scorecard helps you assess 27 resilience statements, calculate your score, and turn the result into three priorities and a 30 day action plan. You can download the scorecard free at tomraftery.com/scorecard.

Support the show

Podcast supporters
I'd like to sincerely thank this podcast's generous Subscribers:

Alicia Farag
Kieran Ognev
Gary Lynch

And remember you too can become a Resilient Supply Chain+ subscriber - it is really easy and hugely important as it will enable me to continue to create more excellent episodes like this one and give you access to bonus episodes of topical, timely supply chain resilience analysis.

🎤 Looking for a keynote speaker on supply chain resilience, AI, and sustainability?
I help leaders understand the forces reshaping global supply chains, from geopolitical disruption and climate risk to AI and real-time decision-making.

Download my Speaker Pack: https://tinyurl.com/spkrpck

Finally
If you have any comments/suggestions or questions for the podcast - feel free to just send me a direct message on LinkedIn, or send me a message using this link.

If you liked this show, please don't forget to rate and/or review it. It makes a big difference to help new people discover it.

Thanks for listening.