The Minerals Manhattan Podcast
The Manhattan Project helped the US defeat the Nazis. Project Apollo put a person on the moon and hastened the defeat of the Soviet Union. Western supply chains are more vulnerable to China every day. It raises the question: Does the US want to stay a Superpower? Welcome to the Minerals Manhattan Podcast.
The Minerals Manhattan Podcast
Why Is The World In A Volt Rush? with Henry Sanderson
Emily is joined by Henry Sanderson for a fascinating conversation covering global battery supply chains, geopolitics in the mining sector and the companies that are moving and shaking the global EV market.
Highlights include;
-Why Chinese Entrepreneurs were spooked by LDK Solar
-Chile's Nationalisation Drive within the Lithium Space. The story of Julio Ponce Lerou, SQM and Eduardo Bitrán
-China's CATL success story in the global battery and EV space founded by Zeng Yuqun
-Volkswagen's early failure to lock up the cobalt market
-Artisanal mining and cobalt in the Democratic Republic of Congo
Henry Sanderson is the executive editor of Benchmark Mineral Intelligence, the leading provider of data and analysis on the electric vehicle supply chain. He previously worked as a reporter covering commodities for the Financial Times in London, and before that as a reporter for Bloomberg in Beijing. He is the author of Volt Rush: The Winners and Losers in the Race to Go Green, which was named a book of the week by The Observer, and one of the best science and environment books published in 2022 by The Times.
Henry's Personal Website
https://www.henrysanderson.net/
Henry's Acclaimed Book "Volt Rush: The Winners and Losers in the Race to Go Green"
https://oneworld-publications.com/work/volt-rush/?utm_source=Website
Benchmark Minerals Intelligence
https://www.benchmarkminerals.com/