Conversations with Tyler cover image

Conversations with Tyler

Jeremy Grantham on Investing in Green Tech

Nov 30, 2022
40:01

Podcast summary created with Snipd AI

Quick takeaways

  • The mining industry lacks capacity for the green transition, emphasizing the need for alternatives to lithium like potassium and sodium batteries.
  • The Biden Climate and Taxes Act symbolizes progress in making green energy competitive globally, but concerns persist about rising energy consumption and fossil fuel dependency in growing economies.

Deep dives

The Global Mining Industry's Insufficiency for the Green Transition

Current global mining industry configurations do not have the capacity to provide enough raw materials for the required green transition. Lithium, crucial for green initiatives, is highlighted as dramatically insufficient. Jeremy Grantham explains that even with innovations like extracting more lithium from brine, the industry falls short. The necessity to find alternatives to lithium, such as potassium and sodium batteries, is emphasized. Grantham underscores the need for a fundamental redesign to overcome the limitations of lithium.

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode