Podcast #76 | Henry Sanderson: Volt Rush, the Winners and Losers in the Race to Go Green.

In episode #76 of the Boardroom Governance Podcast, Evan Epstein talks with Henry Sanderson, the author of the book Volt Rush, the winners and losers in the race to go green.

Henry worked as a journalist in New York, Beijing, and London. Most recently he was a commodities reporter for the Financial Times between 2014 and 2021. He is particularly interested in the geopolitics of the global energy transition and how individual Chinese companies define China’s embrace of the world. He currently works as executive editor for Benchmark Mineral Intelligence, a leading provider of data and analysis for the lithium-ion battery supply chain.

In this podcast, Henry and Evan talk about the new battery age, the history of lithium-ion batteries and the global battery supply chain. They discuss Chinese companies CATL, Ganfeng and Tianqi, the $4.1bn acquisition of the SQM stake in Chile and Henry's take on how this market will play out in the US, the EU and elsewhere.

This is a wide-ranging conversation about mining, lithium, cobalt, nickel, geopolitics, ESG and sustainability in this new era.

You can listen to the episode directly at https://boardroom-governance.com/episodes/henry-sanderson (where you can find all the show notes), or wherever you listen to your favorite podcasts such as in: Apple, Spotify, Google, Amazon or Stitcher.

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