The Hidden Risk in Critical Mineral Supply Chains

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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.

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