Ernest Scheyder

Ernest Scheyder, author of "The War Below" and senior correspondent at Reuters, dives into the tumultuous world of lithium. He explains why the majority of lithium now comes from hard rock sources rather than salt brines. The conversation covers the dramatic price swings of lithium—with skyrocketing values in 2022 followed by a crash—and how this affects the EV market. Scheyder also discusses Chile's nationalization efforts and the challenges surrounding direct lithium extraction technologies, highlighting the geopolitical influences shaping the industry's future.

Ernest Scheyder, a Reuters journalist focusing on the green energy transition and critical minerals, delves into China's monopoly over these vital resources. He discusses the drastic impact of China's export controls on global supply chains, particularly in the automotive and aerospace sectors. The conversation covers the U.S.'s struggle to catch up and the geopolitical tensions arising from trade relations with China. Scheyder highlights the urgent need for diplomatic solutions as industries grapple with supply chain challenges.

Ernest Scheyder, an author known for exploring mining controversies, discusses his book 'The War Below,' which delves into the complexities of mining for green energy metals amid the energy transition. He highlights the importance of responsible mining standards and the role of initiatives like the Initiative for Responsible Mining Assurance (IRMA) in promoting transparency. Scheyder emphasizes the need for nuanced discussions around local economies and suggests that regionalizing lithium production could enhance supply chain resilience amid changing geopolitical dynamics.

Ernest Scheyder, author of 'The War Below: Lithium, Copper, And The Global Battle To Power Our Lives,' discusses the complexities of critical minerals sourcing, challenges of writing a solution-oriented book, and insights from mining industry executives. They also explore living in a town owned by a major corporation and the significance of metals and minerals in the energy transition.

Ernest Scheyder, a Reuters reporter and author of "The War Below," shares his insights on the intricate world of critical minerals like lithium and copper essential for electric vehicles and technology. He discusses the tradeoffs in mining and why the U.S. is lagging in securing these resources. Scheyder also highlights the ethical dilemmas surrounding lithium extraction and its environmental impact. The conversation delves into the complexities of supply chains and the investment challenges faced by companies in the clean energy transition.