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MAX Episode #11 - Henry Sanderson, Author - Volt Rush, Executive Editor - Benchmark Mineral Intelligence
China EVs & More
Are We Going to Have a Global Cluster of Clean Energy?
There's a huge delta between what people say they're going to build in 2025, 27, and the forecasted raw materials that will be available at that time. I think it's really interesting because by 2030 going on, recycling is going to play a much more important role. Recycling, you know, is more far advanced in China than in the West, but it's going to be built out in the West too. But who knows what the technical development on batteries is going to be as well? And if you replace liquid electrolyte with a solid material, what is that supply chain? Where does it come from?"
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