Episode 145: Henry Sanderson

Henry Sanderson (@hjesanderson on Twitter) is an author and executive editor at Benchmark Mineral Intelligence. He was previously with the Financial Times. His recently published book Volt Rush is a must reader for anyone interested in EVs, critical metals and the energy transition.

Topics:

Henry’s reason for writing Volt Rush

The rags to riches stories of Chinese “clean energy barons” now billionaires

Avoiding the "oligarch syndrome"

What Xi Jinping wants

Jack Ma becomes a verb

A Wuling vs a Tesla - is EV penetration a meaningful metric?

EVs: “democratized” in China but not in the west?

The challenge of developing “China free” supply chains

Messy geopolitics

The Inflation Reduction Act

Do US OEMs have the right EV strategy?

The resurgence of LFP

Western Australia’s growing lithium influence

China’s raw material vulnerability

Africa’s future role in critical metals

The changing lithium landscape in South America

The future of China’s domestic lithium resources

Lithium in the UK?

Who are the “losers” in the race to go green?

Rapid fire