Conversations with Tyler Jeremy Grantham on Investing in Green Tech
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Nov 30, 2022 
Jeremy Grantham, co-founder of Grantham, Mayo & Van Otterloo, shares his expertise as a prominent investor with a focus on environmental issues. He discusses the urgent need for technological advancements in green energy, highlighting challenges in lithium extraction and the potential for alternative materials. Grantham emphasizes the underestimated costs of global warming and critiques traditional economic models. His insights on American venture capital and the influence of historical leadership on resource management round out a compelling conversation about sustainability and investment strategies.
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Green Transition Bottleneck
- The global mining industry, as currently configured, cannot produce enough raw materials for the green transition.
- Lithium is the most binding constraint, with known reserves only covering about 5% of what's needed for a one-time greening of the economy.
Beyond Lithium
- Finding more lithium won't solve the bottleneck.
- We need to redesign batteries using alternatives like sodium or potassium, which are far more abundant.
Biden's Climate Act
- The Biden Climate and Taxes Act is a significant message for climate action and green tech.
- It signals that the US is finally taking climate change seriously.