Henry Sanderson, Author, Volt Rush: Winners and Losers in Race to Go Green

Henry Sanderson, Author, Volt Rush: Winners and Losers in Race to Go Green

Henry Sanderson witnessed the explosion in demand for cars in China while living in Shanghai and Beijing from 2007 to 2014. He found the pace and magnitude of growth alarming. Then he returned to London where he began covering minerals and commodities for the Financial Times. Soon, he realized the world was stepping to a global super cycle around the minerals that feed into batteries. Demand for critical minerals like lithium, cobalt, copper and nickel were on track to explode in line with the world's voracious appetite for electric cars. Sanderson takes us inside the complex and high-stakes world of mining, an area where companies are quietly making billions of dollars. Who will be the winners and who will be the losers in this race for supremacy in electrics, batteries, battery supply chains and minerals? Sanderson delivers an accurate and up-to-date picture of the players, the regulators and the costs of going green on the Driving With Dunne podcast.

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Episoder(155)

Who Is Xi Jinping And What Does He Want? Joseph Torigian, Author, The Party's Interests Come First 

Who Is Xi Jinping And What Does He Want? Joseph Torigian, Author, The Party's Interests Come First 

What do we really know about Xi Jinping, China's most powerful leader since Chairman Mao? Answer: Incredibly little.  Xi is the embodiment of inscrutability, the ultimate poker face.  And second, the ...

30 Jan 47min

Why It's So Hard to Fix China's Overcapacity and Brutal Price Wars. Lizzi Lee, Fellow, Asia Society Policy Institute

Why It's So Hard to Fix China's Overcapacity and Brutal Price Wars. Lizzi Lee, Fellow, Asia Society Policy Institute

Our guest today, Lizzi Lee, is smart, daring and unconventional. After earning a PhD in economics from MIT, Lizzi Lee took a bold right turn and dove into research and writing. A few weeks ago, Lizzi ...

11 Des 202552min

Chinese Automakers Are Pouring Into Mexico. Luis Lozano, Former CEO, Toyota de Mexico.

Chinese Automakers Are Pouring Into Mexico. Luis Lozano, Former CEO, Toyota de Mexico.

Earlier this year, I enjoyed a delicious lunch in Mexico City with Luis Lozano,  the former CEO of Toyota de Mexico. Luis immediately impressed me with his knowledge of the Mexican car market, the sho...

7 Des 202532min

Trade Truce: The Calm Before Bigger U.S-China Storms. Jorge Guajardo, former Ambassador of Mexico to China and partner at DGA Global

Trade Truce: The Calm Before Bigger U.S-China Storms. Jorge Guajardo, former Ambassador of Mexico to China and partner at DGA Global

President Trump and President Xi,  the two most powerful men in the world, met last week in Korea to try to, basically, calm things down.  China had just flexed its muscles, threatening to limit the e...

6 Nov 202552min

How China Captured Apple. Patrick McGee, Author, Apple in China

How China Captured Apple. Patrick McGee, Author, Apple in China

Here's a question I get a lot. How did China get so good so fast. People with front line experience in the People's Republic  talk about something called the China arc. Chinese leaders identify your c...

28 Aug 202556min

What Western Business Leaders Misunderstand About China – Insights from Mitchell Presnick, Visiting Fellow, Harvard Fairbank Center

What Western Business Leaders Misunderstand About China – Insights from Mitchell Presnick, Visiting Fellow, Harvard Fairbank Center

Dazed, bruised and confused. That's how leaders of global automakers and suppliers operating in China feel these days. Since 2020, they have seen their once formidable China sales and profit machines ...

21 Aug 202555min

How Safe and Secure Are Robocars? John Wall, Chief Operating Officer, QNX 

How Safe and Secure Are Robocars? John Wall, Chief Operating Officer, QNX 

In the good old days of driving, we needed to make sure the mechanical things worked: Things like the engine, of course, the steering and the brakes. We were in charge of driving the car.  Now, for be...

19 Jun 202536min

How Does All That Awesome Tech Get Into Your Connected Car? Laurie Fitzgerald, President, Avanci Vehicle 

How Does All That Awesome Tech Get Into Your Connected Car? Laurie Fitzgerald, President, Avanci Vehicle 

By now, you have probably heard that there are more than 200 million connected cars on the road today. But, wait a minute. What is a connected car – and how does a connected car make our lives better?...

5 Jun 202543min

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