China EVs & More

MAX Episode #11 - Henry Sanderson, Author - Volt Rush, Executive Editor - Benchmark Mineral Intelligence

Nov 10, 2022

46:50

Highlights

AI Chapters

Episode notes

GM's Deal With POSCO to Build a Cathode Plant

02:11

The EU and the US Are So Blind?

01:42

The IRA Targets Are Ambitious, Right?

02:31

Introduction

2min

The IRA Targets Are Ambitious, Right?

3min

What's the Difference Between CATL and CATL?

2min

CATL and BYD

2min

What Are the Raw Materials for Lithium Ion Batteries?

2min

Nickel, Cobalt, and Manganese - What Are You Seeing?

4min

What's Going on in the Supply Chain?

2min

China and the US Will Have to Look Out for Their Best Interests, Right?

5min

GM's Deal With POSCO to Build a Cathode Plant

2min

10.

Are We Going to Have a Global Cluster of Clean Energy?

5min

11.

EVs in Europe and the US - Is China the Answer?

2min

12.

Nickel Refining in Indonesia

2min

13.

Is China Controlling the Supply Chain?

2min

14.

The EU and the US Are So Blind?

2min

15.

Is China a Leader in Climate Change?

2min

16.

The New IRA Act Could Really Supercharge Battery Production in the US

3min

17.

The Vogue Rush Review

4min

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.