The Lithium War
In this "Unchained" episode, host Max Henry examines the geopolitical impact of the lithium supply chain, essential for EV batteries. He highlights China's expanding influence in global lithium markets, including significant investments in Argentina and dominance in lithium refining. The episode explores how countries rich in lithium resources are reacting, potentially forming a cartel and nationalizing industries to counter China's control. It also discusses the West's increasing wariness of China, with moves like Australia restricting Chinese investment and the U.S. enacting the Inflation Reduction Act to reduce reliance on China for EV battery materials.
