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