Podcast appearances and mentions of henry sanderson

In this episode, Our guest speaker Henry Sanderson, Executive editor at Benchmark Mineral Intelligence and author of "Volt Rush," delves into his book which examines the critical role of raw materials in the clean energy transition and China's control over these supply chains. Sanderson highlights the energy-intensive nature of mining and processing materials like lithium and graphite, mostly dominated by China, leading to hidden emissions and the need for cleaner supply chains. He discusses the geopolitical implications of the energy transition, focusing on the West's efforts to reduce dependence on China through challenging supply chain dependencies and significant investments. The podcast also explores the specific roles of lithium, graphite, cobalt, and nickel in battery production, China's strategic investments, and dominance in these areas, particularly in cobalt mining in the Democratic Republic of Congo and nickel processing in Indonesia. Additionally, Sanderson addresses future trends and technological developments, including sodium-ion and lithium-metal batteries, the impact of price volatility on these innovations, and the move toward vertical integration within the battery and automotive industries. Tune in for an insightful discussion on the complexities and future of the clean energy supply chain.

Please text on topics, guest ideas, comments. Please include your email if you want a reply.Episode 49 is about the related topics of electric vehicles, key minerals, and China. Our guest is Henry Sanderson. Henry is currently the executive editor of Benchmark Mineral Intelligence, a provider of supply chain and energy transition intelligence. This includes lithium, nickel, cobalt, electric vehicles, and the like. Henry and I first discuss his interest in EVs and the related minerals. Then we talk about his book Volt Rush, about EVs, about some of the key minerals, and finally on his thoughts about market developments over the next 25 years.Useful Resources:Volt Rush: The Winners and Losers in the Race to Go GreenBenchmark's free newsletterBenchmark Mineral Intelligence's Power PlayersABOUT HENRY: Henry Sanderson is an author and journalist focusing on clean energy. He authored Volt Rush, the Winners and Losers in the Race to Go Green, which was chosen as a book of the week by the Observer, and one of the best science and environment books of 2022 by The Times. He also previously co-authored a book, China's Superbank: Debt, Oil and Influence - How China Development Bank is Rewriting the Rules of Finance. He is former journalist for the Financial Times and Bloomberg, he is currently the executive editor of Benchmark Mineral Intelligence, the leading provider of data and analysis on the battery supply chain.HOST, PRODUCTION, ARTWORK: Joseph Jacobelli | MUSIC: Ep0-29 The Open Goldberg Variations, Kimiko Ishizaka Ep30- Orchestra Gli Armonici – Tomaso Albinoni, Op.07, Concerto 04 per archi in Sol - III. Allegro. | FEEDBACK: theasiaclimatecapitalpodcast@gmail.com.

China has bet big over the past couple of decades on how building up its renewable energy sector -- solar panels, wind turbines, electric vehicles and their batteries, and the metals and minerals that make them all possible -- will help China achieve a dominant global position in an essential field.  So far, with intensifying climate change making the need to speed the transition from fossil fuels to renewables ever more urgent, China is winning that bet.  China's efforts, with fierce competition within its private sector spurred by government incentives, have driven down the global cost of solar panels and electric vehicles, and have given China a near-monopoly globally on processing rare earths, and in mining and processing nickel, cobalt, magnesium and more.  This episode focuses on the story of how China achieved this lead in the green energy 'gold rush', and what the West is now doing to try to catch up, with guest Henry Sanderson, author of VoltRush: The Winners and Losers in the Race to Go Green.  A former correspondent in China for the Associated Press and Bloomberg, a commodities reporter for The Financial Times and current executive editor for Benchmark Mineral Intelligence,  Sanderson reported on the ground for from lithium fields in Chile to cobalt mines in the Congo, on the environmental trade-offs of mining minerals for renewable energy, on promising alternatives, and on what the West and the rest of the world can learn from China's experience as an early leader in green energy.  Sanderson is also co-author, with The New York Times' Michael Forsythe, of China's Super Bank: Debt, Oil, and Influence -- How China Development Bank is Rewriting the Rules of Finance.  The China Books podcast is hosted and produced by Mary Kay Magistad, a former award-winning China correspondent for NPR and PRI/BBC's The World, now deputy director of Asia Society's Center on U.S.-China Relations. This podcast is a companion of the China Books Review, which offers incisive essays, interviews, and reviews on all things China books-related. Co-publishers are Asia Society's Center on U.S.-China Relations, headed by Orville Schell, and The Wire China, co-founded by David Barboza, a former Pulitzer Prize-winning New York Times China correspondent. The Review's editor is Alec Ash, who can be reached at editor@chinabooksreview.com.

Chilean President Gabriel Boric oversaw the signing of a $233 million lithium deal with Chinese mining giant Tsingshan Holding Group, the latest investment that solidifies China's dominance of the fiercely contested EV battery metal supply chain.In just the past few months alone, Chinese firms have moved quickly to lock up similar mining and processing deals in Morocco, Nigeria, Bolivia, and Zimbabwe, among other countries.Henry Sanderson, executive editor at Benchmark Mineral Intelligence, joins Eric & Geraud to discuss these latest deals and what the implications are for G7 countries that are looking to build alternate non-Chinese supply chains for critical resources.SHOW NOTES:Amazon: Volt Rush: The Winners and Losers in the Race to Go Green by Henry Sanderson: https://a.co/d/7kDJxdsJOIN THE DISCUSSION:X: @ChinaGSProject| @stadenesque | @eric_olander | @hjesandersonLinkedIn: https://www.linkedin.com/in/henry-sanderson-9889297Facebook: www.facebook.com/ChinaAfricaProjectYouTube: www.youtube.com/@ChinaGlobalSouthFOLLOW CAP IN FRENCH AND ARABIC:Français: www.projetafriquechine.com | @AfrikChineعربي: www.akhbaralsin-africia.com | @AkhbarAlSinAfrJOIN US ON PATREON!Become a CAP Patreon member and get all sorts of cool stuff, including our Week in Review report, an invitation to join monthly Zoom calls with Eric & Cobus, and even an awesome new CAP Podcast mug!www.patreon.com/chinaglobalsouth

In this third episode on the geopolitics of energy and China, Anders Hove discusses China's dominance in critical materials with Patrick Schröder, Henry Sanderson and Philip Andrews-Speed.  They ask why China matters for the mining and processing of critical minerals used in new energy supply chains, how China has established itself as a key player […] The post OIES Podcast – The geopolitics of energy and China part 3: why China matters for critical minerals. appeared first on Oxford Institute for Energy Studies.

Henry Sanderson, Executive Director of Benchmark Mineral Intelligence and author Volt Rush, wrote the book after he became aware of the scale of the resources needed for the clean energy transition. For the supply chain to provide the materials necessary for next-generation batteries, sourcing needs to be diversified to decrease risk. Geopolitical issues must also be considered when creating a stable supply chain for the future. Automations may alleviate some supply chain pressure and allow the cost of materials to remain affordable. Henry also discusses how government policies and investments impact the speed and support behind the clean energy transition. You can purchase a copy of Volt Rush at https://www.amazon.com/Volt-Rush-Winners-Losers-Green/dp/0861543750.

We need to decarbonise, and fast. But 'going green' is not straightforward, not only practically but ethically. There is great potential there, but also huge risks. What are they? Who will win? And who might lose? Nick Spencer talks to journalist and author Henry Sanderson about his book Voltrush: The Winners and Losers in the Race to Go Green

Former journalist Henry Sanderson joins Cole to discuss his book, Volt Rush: The Winners and Losers in the Race to Go Green. Henry's work examines the realities of building a green energy economy, the supply chain requirements, and the geopolitical implications of transitioning into a greener world. The conversation covers clean energy's role in today's economy and how its position in society will evolve, as well as the race amongst countries to attract battery investment.

This week on Sinica, Kaiser and Jeremy speak with Henry Sanderson, a former AP and Bloomberg reporter who was based in China for many years, about his book Volt Rush: The Winners and Losers in the Race to Go Green — a book that reminds us of the very ugly fact that the metals that are needed to make electric vehicle batteries need to be dug out of the earth, and processed in ways that are anything but environmentally friendly. Henry talks about China's outsize role in lithium, cobalt, and nickel processing, as well as some promising chemistries that allow for EV batteries without some of the problematic metals.2:49 – China's role in the EV battery supply chain9:36 – Global Chinese investments in lithium mines14:04 – Is cobalt a necessary evil?18:56 – Can NGO pressure induce better corporate behavior in EV battery supply chains?21:28 – How Indonesia used its nickel resources to attract Chinese FDI26:17 – China's efforts to innovate around scarce metals32:08 – China's metal processing industry: State- or market-driven?36:06 – Lessons from Europe's battery industry40:42 – Electrification of two-wheeled vehiclesA complete transcript of this podcast is available at TheChinaProject.com.Recommendations:Jeremy: London Review of BooksHenry: The Impossible City: A Hong Kong Memoir by Karen CheungKaiser: Tracking the People's Daily newsletter by Manoj KewalramaniSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Henry is a former Financial Times reporter and author of Volt Rush, which delves into what metals are required to make the electric car industry work. 

Henry Sanderson, Author, Volt Rush: The Winners and Losers in the Race to Go Green joined Grayson Brulte on The Road to Autonomy Podcast to discuss the geopolitics of the electric vehicle supply chain and his book.The conversation begins with Henry discussing why he wrote the book.I really wanted to capture the idea that the energy transition, the move to clean energy wasn't as simple as putting up some solar panels or wind turbines or swapping your just swapping car for electric. It actually involves a creation of whole new supply chains and opening people's eyes to what this means. – Henry SandersonThe electric vehicle supply chain is fragile and comprised of geopolitics. When global carmakers first started to prepare for their supply chains for electric vehicles, they were caught flat footed when they entered the world of commodity trading. In the book, Henry documents a meeting between executives at VW and a group of global cobalt traders where VW demanded a discount because they are VW. There was no discount, no cobalt sold and VW learned a hard lesson, they could no longer dictate pricing. They thought of batteries and other things as commodities that they as big car makers could just buy and the suppliers would come running to be part of the VW supply chain. – Henry SandersonWith the growth of electric vehicles, new suppliers are coming online to meet the global demand. Sony which first commercialized the lithium-ion battery in 1991 could be entering the EV battery space as they look to commercialize their VISION-S EV. In South Korea, LG Chem and SK Innovation continue to invest in producing electric vehicle batteries. Then there is China which for all practical purposes controls the global EV supply chain. It's all part of making the world safe for China's rise and knitting countries together into a sort of China, new China world order. – Henry SandersonIn 2013, President Xi of China gave a series of strategic speeches as part of China's Belt and Road Initiative that were made in locations that possess the rich minerals needed for electric vehicles. As part of those speeches, China announced strategic investments in those countries. While the investments were not specifically targeted at electric vehicles, they indeed had a strategic purpose. If China takes aggressive action towards Taiwan, the likelihood of the country becoming isolated from global trade is highly likely. Grayson and Henry discuss what the impact would be on China economically and the clean energy supply chain.It's amazing when you get into the nuts and bolts of it how integrated China is into the global economy and especially in clean energy where you got 80% of the solar supply chain, 90% of rare earth magnets, 80% of lithium-ion batteries, processing of almost all of these minerals in China. – Henry SandersonWhen it comes to the EV supply chain, China is operating a strategic advantage. In the private sector, Glencore is operating at a strategic advantage because of their cobalt mines in the Democratic Republic of the Congo. While Glencore has a strategic advantage, the company is not without its own controversies.The DRC is one of those countries that I think wants to benefit from the energy transition, and when you think of developing countries being victims of climate change, we need to help them, we need to step in. – Henry SandersonIn Indonesia runoff from the nickel mines are polluting the ocean and damaging the country's coral reefs. As negative environmental impacts come to light along along with human rights abuses, consumers will start to demand transparency in the supply chain. In this whole transition the opportunity for innovation is huge and it's not beyond our wits as man to solve some of these issues. You are exactly right, consumer pressure as we have seen in cobalt can actually really play a big part. – Henry SandersonWhile consumers demand transparency, Governments around the world are working on ways to diversify away from China for the EV supply chain. This change is being driven partly by the Inflation Reduction Act in the United States. In the United Kingdom, the country is looking to possibly bring the Cornwall lithium mines online one again. The global trend of diversify away from China will only continue as the electric vehicle industry continues to grow and prosper. Wrapping up the conversation, Henry shares his opinion on how he sees the global electric vehicle supply chain evolving in the coming years.Follow The Road To Autonomy on Apple PodcastsFollow The Road To Autonomy on LinkedInFollow The Road To Autonomy on TwitterRecorded on Monday, October 17, 2022See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

0:00 -- Intro.2:10 -- Start of interview.3:00 -- Henry's "origin story". His other book "China's Superbank: Debt, Oil and Influence - How China Development Bank is Rewriting the Rules of Finance") (2012)5:03 -- His current role at Benchmark Mineral Intelligence.6:09 -  The origin of his book Volt Rush: The Winners and Losers in the Race to Go Green (2022).10:09 --  On the new battery age and the origin of lithium-ion batteries for EVs.12:53 -- On Contemporary Amperex Technology (CATL) and its founder Robin Zeng.18:34 -- On the Chinese lithium industry and its champions Ganfeng Lithium and Tianqi Lithium. "They had a golden period where they could pick up assets globally, but now the West is catching up." Example: Government of Canada orders the divestiture of investments by foreign companies in Canadian critical minerals companies.21:10 -- About Tianqi's $4bn acquisition of SQM's stake in Chile. [Disclosure: I wrote about this case in 2018 here, here and most recently in my latest newsletter, here.] On the future of the Lithium Triangle (Chile, Argentina and Bolivia) for the global lithium supply chain. The unclear future of lithium in Chile, the government has hinted on the creation of a new Chilean national lithium company. "It's a once in a 100-year opportunity, are they just going to sit back and lose out on market share? This opportunity does not come very often."27:09 -- On the new US industrial policy to foster the EV and battery industry (and divest from China). The Bipartisan Infrastructure Law, CHIPS & Science Act, and the Inflation Reduction Act (“the single largest investment in climate and energy in American history”) combined will invest more than $135 billion to build America's EV future, including critical minerals sourcing and processing and battery manufacturing. The impact for the global supply chain, particularly in Latin America, Africa and rest of the world.33:03-- On geopolitics, ESG and sustainability of the global battery supply chain and EVs generally. The problem of greenwashing. Amnesty International's report on Cobalt in Africa (2016) "This is What We Die For" (on human rights abuses in the Democratic Republic of the Congo and the global trade in Cobalt). "Chinese consumers are also getting more environmentally conscious."38:02  -- On the challenges of the energy transition from ICE vehicles to EVs. The importance of renewable energy. "Clean energy clusters will become very important."40:09  -- On energy security, cleaner battery producers (example Northvolt from Sweden), the rise of Gigafactories, the shift to EVs from global OEMs (A Reuters analysis of 37 global automakers found that they plan to invest nearly $1.2 trillion in electric vehicles and batteries through 2030) and the future of jobs in this industry. "Vehicle manufacturing employment, which stands at 13.6 million globally, already employs 10% of its workforce in the manufacture of EVs, their components and batteries." (see IEA world energy employment report). "It is a race for the jobs of the future, and that's where the West has lost out. That's what making this industry so critical." "But the West will definitely catch up, I'm very optimistic about the U.S."46:03 -- On whether the U.S. will encourage more mining in the US to bridge this gap. "The mining industry has not done a good job at convincing the public that this is what is needed. People who support clean energy find it hard to support mining. That's the crux of the issue."48:14 -- On Tesla, and whether they will move upstream in the supply chain with more refining or mining. And their China operations and supply chain dependence.53:19 -- The 1-3 books that have greatly influenced his life:The Quiet American, by Graham Greene (1955)Books by Somerset MaughamDeng Xiaoping and the Transformation of China, by Ezra Vogel (2011)Other books he recommends on the battery global supply chain:Bottled Lightning: Superbatteries, Electric Cars, and the New Lithium Economy, by Seth Fletcher (2011)The Powerhouse: America, China, and the Great Battery War, by Seth Levine (2016)The Shadows of Consumption: Consequences for the Global Environment, by Peter Dauvergne (2008)55:28 -- Who were your mentors, and what did you learn from them? Michael Forsythe, now with the NYT. When he was in China working for Bloomberg, working with investigative journalists.56:23 -- Are there any quotes you think of often or live your life by? "Sooner or later...one has to take sides – if one is to remain human." by Graham Greene.57:18 --  The person he most admires: Greta Thunberg.Henry Sanderson is a journalist and author of Volt Rush, the Winners and Losers in the Race to Go Green. He's currently an Executive Editor at Benchmark Mineral Intelligence, the leading provider of data and information on the battery industry. Before that he covered commodities and mining for the Financial Times for seven years in London. He was previously a reporter for Bloomberg News in Beijing, where he co-authored a book about China's financial system and state capitalism, China's Superbank. He grew up in Hong Kong and lived and worked in China for seven years.  __ You can follow Henry on social media at:Twitter: @hjesanderson__ You can follow Evan on social media at:Twitter: @evanepsteinLinkedIn: https://www.linkedin.com/in/epsteinevan/ Substack: https://evanepstein.substack.com/__Music/Soundtrack (found via Free Music Archive): Seeing The Future by Dexter Britain is licensed under a Attribution-Noncommercial-Share Alike 3.0 United States License

In this latest MAX episode, Tu & Lei catch up with former journalist and current author Henry Sanderson whose recently launched book, Volt Rush: The Winners and Losers in the Race to Go Green - is one of the most compelling and insightful books about the previously little known rare earth metals that are key for building the battery cells that power electric vehicles and which are forecasted to be in much higher demand as the world begins its massive transition to EVs. This book is a must read for anyone that's in or follows the battery or EV sector. Just over a year ago, Henry left the Financial Times after over 7 years of covering commodities and mining and is now the Executive Editor at Benchmark Mineral Intelligence, one of the leading providers of data and information on the battery industry.

In this episode, we chat with Neil Herbert, Chairman of Atlantic Lithium, a junior miner that is looking to develop Ghana's first Lithium producing mine. They are targeting first production in 2024. Neil is an experienced advisor and investor in leading growth companies from start-up, through to IPO and development. During his career, he has been involved in a number of mining companies in Africa.  He is going to talk us through Atlantic Lithium and how they are on course to become Ghana's first lithium mine. KEY TAKEAWAYS Ewoyaa is an exceptional lithium project. It is 100% spodumene, which the processors prefer. Getting the mine on stream is going to be simple because all the key components are already in place. There is a strong workforce, great infrastructure, and good support from stakeholders. Ghana has a very long mining tradition. The government understands the industry. Ghana is actively trying to diversify into mining other minerals. The compliance bar is high but managed fairly so it is not hard to navigate that requirement. The project has already grown by a third and has the potential to grow again. The price of Lithium is soaring so Ewoyaa's low operating costs mean profits will be high. All of the current data points to there being a deficit of lithium over the next decade or so. Atlantic Lithium is already well financed and has the groundwork laid for further financing should it be needed. BEST MOMENTS ‘Ewoyaa is exceptional in that it's an all-spodumene project… it's the most desirable in terms of the recoveries, it's what the converters prefer. ´ ‘the resource just gets bigger and bigger. We increased it from 20 million tonnes to 30 million tonnes.' ‘Any new mines that can be bought forward on a short-term timeline are particularly welcome. Ewoyaa fits in nicely into that, with first production in 2024.'   EPISODE RESOURCES Twitter: https://twitter.com/AtlanticLithium LinkedIn: https://www.linkedin.com/company/6401998/admin/ Volt Rush by Henry Sanderson - https://www.amazon.co.uk/Volt-Rush-Winners-Losers-Green/dp/0861543750 Neil is also going to be speaking at the upcoming Mines and Money event in London at the end of November 2022 so is sure to reach out to him there in person if you have any further questions. Book your tickets now at www.resourcingtomorrow.com and use code DIGDEEP10 to receive 10% off your pass. Enjoy the episode.   VALUABLE RESOURCES mailto:rob@mining-international.org https://www.linkedin.com/in/rob-tyson-3a26a68/ http://www.mining-international.org https://twitter.com/MiningConsult https://www.facebook.com/MiningInternational.org https://www.youtube.com/channel/UC69dGPS29lmakv-D7LWJg_Q?guided_help_flow=3 ABOUT THE HOST Rob Tyson is the Founder and Director of Mining International Ltd, a leading global recruitment and headhunting consultancy based in the UK specialising in all areas of mining across the globe from first-world to third-world countries from Africa, Europe, the Middle East, Asia, and Australia. We source, headhunt, and discover new and top talent through a targeted approach and search methodology and have a proven track record in sourcing and positioning exceptional candidates into our clients' organisations in any mining discipline or level. Mining International provides a transparent, informative, and trusted consultancy service to our candidates and clients to help them develop their careers and business goals and objectives in this ever-changing marketplace. CONTACT METHOD rob@mining-international.org https://www.linkedin.com/in/rob-tyson-3a26a68/   Podcast Description   Rob Tyson is an established recruiter in the mining and quarrying sector and decided to produce the “Dig Deep” The Mining Podcast to provide valuable and informative content around the mining industry. He has a passion and desire to promote the industry and the podcast aims to offer the mining community an insight into people's experiences and careers covering any mining discipline, giving the listeners helpful advice and guidance on industry topics. See omnystudio.com/listener for privacy information.

In 2021, 6.9 million electric vehicles were sold globally. And with 18 of the 20 largest auto manufacturers committed to embracing electrification, sales are expected to reach 55-72 million by 2025.  To produce these vehicles, manufacturers need critical minerals like cobalt, lithium, and nickel for their batteries. China is a major player in battery manufacturing because of its capacity for processing these minerals.  The European Union is close to striking a deal to ban new combustion-engine cars starting in 2035. Earlier this summer, the California Air Resources Board passed a new mandate for EVs, effectively phasing out the sale of gasoline-powered cars by 2035. With the United States and Europe both aiming to bolster their domestic supply chains, the contest for critical minerals is also heating up. What will it take to produce these minerals in sufficient quantities? And how can it be done in ways that protect the environment and the mining communities? This week host Bill Loveless talks with Henry Sanderson, the executive editor at Benchmark Mineral Intelligence. From 2014 to 2021, he served as the commodities correspondent for the Financial Times. He also spent seven years in China reporting for Bloomberg and the Associated Press. In July, Henry published a new book, “Volt Rush: The Winners and Losers in the Race to Go Green”. Volt Rush is about the geopolitics and competition over the commodities needed to build a greener world.  Bill talks with Henry about the competitive global market of EV battery components and the often overlooked working and environmental conditions in developing countries. They also discuss efforts by the United States and other countries to build domestic supply chains.

The Lithium-Ion battery is central to energy transition. However, the key components within it come with a heavy environmental toll and are captive in an opaque supply chain dominated by a handful of Chinese companies. Western OEMs are now scrambling to meet demand for batteries while navigating these trade-offs. Governments are reacting to how the core components – Nickel, Lithium, Cobalt and Copper – are strategic resources and that Western miners alone cannot meet the demand. In this episode, explore the new book, Volt Rush: The Winners and Losers in the Race to Go Green, with its author Henry Sanderson – an award winning journalist and now executive editor at Benchmark Mineral Intelligence.To find out more about HC and our talent advisory services in the energy & commodities sector visit www.hcgroup.global/hc-insiderTo connect with our host Paul Chapman, you can find him at www.linkedin.com/in/paulchapmanhc/

Henry Sanderson witnessed the explosion in demand for cars in China while living in Shanghai and Beijing from 2007 to 2014. He found the pace and magnitude of growth alarming. Then he returned to London where he began covering minerals and commodities for the Financial Times. Soon, he realized the world was stepping to a global super cycle around the minerals that feed into batteries. Demand for critical minerals like lithium, cobalt, copper and nickel were on track to explode in line with the world's voracious appetite for electric cars. Sanderson takes us inside the complex and high-stakes world of mining, an area where companies are quietly making billions of dollars. Who will be the winners and who will be the losers in this race for supremacy in electrics, batteries, battery supply chains and minerals? Sanderson delivers an accurate and up-to-date picture of the players, the regulators and the costs of going green on the Driving With Dunne podcast. #DrivingWithDunne / #ZozoGo https://twitter.com/Dunne_ZoZoGohttps://www.instagram.com/zo.zo.go/?hl=enhttps://www.linkedin.com/in/michael-dunne-a696901a/

Journalist and author Henry Sanderson chats with Trey Elling about VOLT RUSH: THE WINNERS AND LOSERS IN THE RACE TO GO GREEN. Topics include: Why electric vehicles didn't catch on initially in the early 1900s (2:01) How Exxon gets partial credit for discovering the lithium battery (4:37) China as the world's 'battery superpower' (7:54) Lithium's path from ground to battery (11:40) Cobalt's path from ground to battery (18:11) Nickel's path from ground to battery (26:04) The shocking amount of copper needed in electric vehicles (30:21) Deep sea mining as the next 'great' frontier for EV materials (35:03) Possible solutions to a finite amount of inhumanely sourced materials (38:44)

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

A new movement is underway in the U.S. to strip China out of the global supply chain for electric vehicle batteries -- everything from the extraction of the minerals and metals to the processing of those resources to make the battery packs that power Teslas, Fords and other American-made cars. But it's not going to be easy.Chinese companies have a commanding lead in many parts of that supply chain, particularly cobalt where around 80% of the blue metal is processed in China.Journalist Henry Sanderson laid out the dynamics of this strategically vital international competition in his new book Volt Rush: The Winners and Losers in the Race to Go Green and joins Eric and Cobus to explain how the West and China stack up against one another in the new Battery Age.SHOW NOTES:Amazon: Volt Rush: The Winners and Losers in the Race to Go Green by Henry Sanderson: https://amzn.to/3LdaF6SThe China Project: What the world needs to know about China's outsize role in electric car future: Q&A with Henry Sanderson by Jeremy Goldkorn: https://bit.ly/3qzdMw9 JOIN THE DISCUSSION:Twitter: @ChinaGSProject| @stadenesque | @eric_olander | @hjesandersonFacebook: www.facebook.com/ChinaAfricaProjectFOLLOW CAP IN FRENCH AND ARABIC:Français: www.projetafriquechine.com | @AfrikChineعربي: www.akhbaralsin-africia.com | @AkhbarAlSinAfrJOIN US ON PATREON!Become a CAP Patreon member and get all sorts of cool stuff, including our Week in Review report, an invitation to join monthly Zoom calls with Eric & Cobus, and even an awesome new CAP Podcast mug!www.patreon.com/chinaafricaprojectSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In Volt Rush Henry Sanderson tells the story of the electric car from the early 19th century to the current challenges facing the global industry. Although an electric vehicle doesn't emit carbon dioxide and is thus 'clean' the raw materials in the battery have to be mined somewhere. There is big money to be made. Who is winning the Volt Rush?

Markham interviews Henry Sanderson, Executive Editor, Benchmark Mineral Intelligence and author of the new book, "Volt Rush, the Winners and Losers in the Race to Go Green," about why the battery industry needs to invest $200 billion in gigafactories to meet the growing demand for electric vehicles and energy storage by 2030.

Electric cars have been sold as an answer to green, clean travel. But is the reality that clear-cut? Henry Sanderson, author of Volt Rush: The Winners and Losers in the Race to Go Green, joins Ahir Shah to discuss whether they're really a climate-friendly solution, resource mining and de-coupling energy reliance from China. “A lot of green products mask dirty supply chains.” – Henry Sanderson “China is present at all stages of the supply chains: from mine to processing.” – Henry Sanderson “With mining resources - nothing comes for free.” – Henry Sanderson “The DRC is the Saudi Arabia of cobalt – they know they have one chance to get this right.” – Henry Sanderson https://www.patreon.com/bunkercast Written and presented by Ahir Shah. Lead Producer: Jacob Jarvis. Producers: Jacob Archbold and Jelena Sofronijevic. Assistant producer: Kasia Tomasiewicz. Audio production by Jade Bailey. Music: Kenny Dickinson. Group editor: Andrew Harrison. THE BUNKER is a Podmasters Production.  Learn more about your ad choices. Visit megaphone.fm/adchoices

On todays episode of the WTFinance podcast I interviewed Henry Sanderson, Executive Editor at Benchmark Mineral Intelligence and author of the upcoming book "Volt Rush: The Winners and Losers in the Race to Go Green". Buy the book here - https://www.amazon.co.uk/Volt-Rush-Winners-Losers-Green/dp/0861543750/During the interview we talked about commodity demand, what rare earth materials will be vital for the future, whether there are enough materials to go fully renewable and the need to onshore. I hope you enjoy!We depend on a handful of metals and rare earths to power our phones and computers. Increasingly, we rely on them to power our cars and our homes. Whoever controls these finite commodities will become rich beyond imagining.Sanderson journeys to meet the characters, companies, and nations scrambling for the new resources, linking remote mines in the Congo and Chile's Atacama Desert to giant Chinese battery factories, shadowy commodity traders, secretive billionaires, a new generation of scientists attempting to solve the dilemma of a ‘greener' world.0:00 - Introduction0:30 - Influence for writing the book?1:50 - Commodity demand trend moving away from China3:05 - Rare metal materials that will be vital for the future?4:25 - Will there be enough materials to go fully renewable?5:40 - Time to get mines online6:30 - Onshoring metal refineries8:10 - Majority of processing in China9:30 - Who are the major players in materials?12:20 - The Nickel problem?15:25 - Any other major sources of nickel?17:40 - Could demand for commodities create continued inflation?18:45 - Increased interest and investment in sector?19:09 - LME Nickel issue occurring again in the future?21:30 - Limit ups and downs in commodities22:40 - One message to take away from your book?Henry grew up in Hong Kong, and studied in the UK and the US. He worked as a journalist in New York, Beijing, and London. While living in Beijing for seven years, Henry co-authored a book with Michael Forsythe (now at the New York Times) about China's largest overseas lender, China Development Bank, which lent billions to countries such as Venezuela, playing a key role in the spread of China's power and state capitalism overseas. Henry is particularly interested in the geopolitics of the global energy transition and how individual Chinese companies define China's embrace of the world. He currently works as executive editor for Benchmark Mineral Intelligence, a leading provider of data and analysis for the lithium ion battery supply chain. Henry Sanderson - Website - https://www.henrysanderson.net/Twitter - https://twitter.com/hjesandersonLinkedIn - linkedin.com/in/henry-sanderson-9889297/WTFinance - Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfnTikTok - https://vm.tiktok.com/ZMeUjj9xV/iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Linkedin - https://www.linkedin.com/in/anthony-fatseas-761066103/Twitter - https://twitter.com/AnthonyFatseas

Read a transcript of this episode on FT.comhttps://www.ft.com/content/4ce62a29-5401-4fa1-8af4-20e892e50fe8Divisions between the US and Europe over whether Kristalina Georgieva should remain in her post as IMF chief are set to overshadow the fund's flagship annual meetings this week, and the Chinese company BYD is one of the world's biggest electric vehicles battery makers and also makes its own EVs which it hopes to market globally; and our Science Editor, Clive Cookson, talks about new research into personalised treatments for depression using electrical brain implants, or neural electronics, that also could be used for other conditions.Divisions over Georgieva's fate to overshadow IMF annual meeting - with Colby Smith https://www.ft.com/content/a0cfb7d5-ad32-4aa1-9e08-952accde5b44Battery technology gives China an opening in electric vehicles - with Henry Sanderson https://www.ft.com/content/fcbc860b-51cd-40d8-b65f-db97ce9adc57Electrical brain implants: a new way to treat depression? - with Clive Cookson https://www.ft.com/content/b255322b-eb91-4898-aa79-e29d51794b73The FT News Briefing is produced by Fiona Symon and Marc Filippino. The show's editor is Jess Smith. Additional help by Peter Barber, Gavin Kallmann, Michael Bruning, and Persis Love. The show's theme song is by Metaphor Music. The FT's global head of audio is Cheryl Brumley. See acast.com/privacy for privacy and opt-out information.

Netflix gained 1.5m subscribers in the second quarter but lost 430,000 subscribers in the US and Canada, and UBS has launched a portfolio that invests solely in women-led hedge funds. Plus, the FT's metals and mining correspondent, Henry Sanderson, talks about how the London Metals Exchange and the US-based CME Group are vying to capture rapid growth in demand for commodities tied to the electric car industry with new lithium futures contracts.Netflix bleeds subscribers in US and Canada with no sign of recovery with Tim Bradshaw, global tech correspondenthttps://www.ft.com/content/97ccbdab-6547-4d1b-bb3f-f251931901c2UBS launches portfolio to invest in women-led hedge fundshttps://spark.ft.com/editor/dab5a2b3-c083-411b-b2d1-969d6bcf862bLME launches lithium contract as CME rivalry intensifies with Henry Sanderson, metal and mining correspondenthttps://www.ft.com/content/5ff0aaa5-a501-42a5-85f4-76537cd6c990French app Yuka brings people power to the supermarket aislehttps://spark.ft.com/editor/850d9f5c-b4ab-42d5-a53d-d25b3ae99c77?The FT News Briefing is produced by Fiona Symon and Marc Filippino. The show's editor is Jess Smith. Our intern is Zoe Han. Additional help by Gavin Kallmann, Michael Bruning, and Persis Love. The show's theme song is by Metaphor Music. The FT's global head of audio is Cheryl Brumley. See acast.com/privacy for privacy and opt-out information.

Why has silver jumped to its highest price in eight years. What you need to know to invest in silver.Topics covered include:What drove the huge spike in silver purchasesHow silver differs from meme stocksHow hedge funds are positioned with regard to silverWhat are three ways to invest in silverWhat is the annual demand and supply for silverWhat are the reasons to own silverHow good has silver been as an inflation hedgeWhat is the gold-silver ratio and how to use itWhat happened when the Hunt brothers tried to corner the silver marketWhat evidence is there that the silver market is manipulatedThanks to Mint Mobile for sponsoring the episode.For more information on this episode click here.Show NotesSilver Prices Surge to Eight-Year High Amid Reddit-Fueled Frenzy by Eddie Spence, Jake Lloyd-Smith, and Yvonne Yue Li—Bloombergr/wallstreetbetsSilver price retreats rapidly in blow to new retail buyers by Henry Sanderson and Neil Hume‘What’d You Miss?’ Full Show (02/01/2021)—BloombergSilver Price Chart—BullionVaultSilver Supply and Demand—The Silver InstituteUnderstanding Futures Expiration & Contract Roll—CME GroupSilver $50: Three Years After the “Shortage” by Miguel Perez-Santalla—BullionVaultJPMorgan Admits Spoofing by 15 Traders, Two Desks in Record Deal by Tom Schoenberg and Matt Robinson—BloombergCME Hikes Silver Margins After Prices Surge to Eight-Year High by Yvonne Yue Li

Moderna Therapeutics’s chief executive told the Financial Times that the company would not have a vaccine ready before the US election, and Japan adjusts for a digital economy. Plus, the FT’s metals and mining correspondent, Henry Sanderson, explains how western investors’ interest in gold is driving up its price. Moderna chief says its vaccine won’t be ready before US electionhttps://www.ft.com/content/9b242ecc-3dce-4534-9171-cdf624468a2aJapan’s digital leap forward — and about time toohttps://www.ft.com/content/5b8c7ee3-2981-4446-92af-6a8499302210The new gold rush: western investors offset soft eastern demand https://www.ft.com/content/8a53dbaf-8210-4c60-8753-e3018fa1b1e1 See acast.com/privacy for privacy and opt-out information.

Six potash mines run by the state-owned Belaruskali company have stopped their operations. Henry Sanderson is metals and mining correspondent for the Financial Times, and discusses the financial implications of ongoing industrial action for Belarus's government revenues, as well as the impact it could have on global fertiliser supply. Also in the programme, in the latest round of escalating trade tensions, China is investigating whether Australia's wine producers are dumping their goods on the Chinese market. Tony Battaglene is chief executive of the industry body Australian Grape and Wine, and discusses the likely impact. We have a report examining the plight of migrant workers in the UK who have lost their jobs but don't qualify for state benefits. Plus, with night clubs remaining closed in many parts of the world as a result of the coronavirus pandemic, we explore whether virtual reality club nights might offer a suitable alternative. James Foster manages the artists Koven, who are pioneers in the technology, and tells us what attendees can expect to see and hear, and we get wider context from Anna Conrad, digital editor at GQ magazine.

Patrick Jenkins and guests discuss Facebook's recent talks with the world's central bankers on its plans for a digital currency, whether the UK's challenger banks can maintain their astonishing rate of expansion, and a potential scandal at JPMorgan as three of its metals traders are charged with market manipulation. With special guest Tom Merry, managing director at Accenture Strategy.All FT stories will be free to read on Wednesday September 18th when there will be a paywall freeze. Here are some recommendations to get you started:ECB prepared to cut rates again, says its chief economistSwedbank admits to money-laundering failingshttps://www.ft.com/content/c65b32d8-d648-11e9-a0bd-ab8ec6435630Contributors: Patrick Jenkins, financial editor, Mehreen Khan, Brussels correspondent, Nicholas Megaw, retail banking correspondent, and Henry Sanderson, commodities correspondent. Producer: Fiona Symon See acast.com/privacy for privacy and opt-out information.

As part of its trade war with the US, China has threatened to restrict exports of rare earths. These obscure minerals, on which the military and tech industries depend, are overwhelmingly produced in China. Katie Martin discusses how the world came to be so dependent on one country for such an essential part of the industrial supply chain with Lucy Hornby and Henry Sanderson.Contributors: Josh Noble, weekend news editor, Katie Martin, capital markets editor, Henry Sanderson, commodities correspondent, and Lucy Hornby, deputy Beijing bureau chief. Producer: Fiona Symon See acast.com/privacy for privacy and opt-out information.

Joe and Emily sit down with Henry Sanderson of the Financial Times, one of the lithium industry’s most reliable voices. In a typical X-Men fashion, Henry shares his origins story involving Hong Kong during the...

US sanctions designed to punish the Kremlin for 'destabilising activities' have effectively barred the aluminium group Rusal and other companies controlled by Russian billionaire Oleg Deripaska from accessing the US financial system. Elaine Moore discusses the impact of the sanctions on Rusal and the global commodities markets with the FT's Henry Foy and Henry Sanderson. See acast.com/privacy for privacy and opt-out information.

Lab-grown stones are set to disrupt the big miners. Henry Sanderson reports. See acast.com/privacy for privacy and opt-out information.