Batteries Not Included

The world is moving toward electric vehicles and clean energy, but a green future doesn’t depend on wind turbines, solar panels, and Teslas alone. It will also require a vast supply of advanced batteries. As a result, global demand for lithium—an essential battery ingredient—is outpacing supply, with the gap expected to grow in the years to come.

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Host
  • Gabrielle Sierra
    Podcast Host and Producer
Episode Guests
  • Frank Fannon
    Managing Director, Fannon Global Advisors
  • Vijay V. Vaitheeswaran
    Global Energy & Climate Innovation Editor, The Economist

Show Notes

Lithium is a lightweight metal used in most rechargeable batteries, from the pocket-sized batteries found in iPhones and computers to the heavy-duty ones that power electric vehicles  and home energy storage. This makes it a critical resource in the new energy economy. But there isn’t enough usable lithium to meet growing demand, and some experts fear that the trend threatens our ability to limit global temperature rise to 1.5°C (2.7°F) by 2030. 

Corporations, lawmakers, and entrepreneurs are attempting to ramp up capacity, but problematic supply chains and China’s market dominance present significant challenges. Plus, lithium extraction is a messy business, and debate is growing about whether to mine and refine in the U.S.

 

Read More 

 

From Frank Fannon

 

Frank Fannon, “US needs to lead the way in building a new energy supply chain,” Financial Times

 

Frank Fannon and Michael R. Pompeo, “Time for a Responsible Clean Energy Supply Chain,” Foreign Policy

 

From Vijay Vaitheeswaran 

 

Vijay Vaitheeswaran, “How can the world’s energy be decarbonised?,” Economist 

 

Vijay Vaitheeswaran and Iain Carson, ZOOM: The Global Race to Fuel the Car of the Future 

 

From CFR 

 

James McBride and Anshu Siripurapu “How Does the U.S. Power Grid Work?

 

Shannon K. O’Neil, “U.S. Should Look South for Better Supply Chains

 

Read More

 

Cade Metz, “Your Batteries Are Due for Disruption,” New York Times

 

Ivan Penn and Eric Lipton, “The electric-vehicle race is creating a gold rush for lithium, raising environmental concerns.,” New York Times

 

Justine Calma, “The US wants to fix its broken lithium battery supply chain,” Verge

 

Mary Hui, “China’s lithium companies are in an investment frenzy,” Quartz

 

Clifford Krauss, “Green-Energy Race Draws an American Underdog to Bolivia’s Lithium,” New York Times

 

MacDonald Dzirutwe and Tom Daly, “China’s Huayou buys lithium mine in Zimbabwe for $422 mln,” Reuters 

 

Keith Bradsher and Michael Forsythe, “Why a Chinese Company Dominates Electric Car Batteries,” New York Times

 

Watch and Listen 

 

Going Green With Lithium Has Environmentalists Torn,” Vice News

 

South America’s Lithium Boom: A Blessing Or A Curse?,” NowThis World

 

“Will green technology kill Chile’s deserts?,” Guardian

 

The ‘white gold rush’: Inside a lithium mine, where stores of recyclable energy lieABC News 

 

Lithium 101,” National Geographic

 

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