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

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