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

Welcome to the Boardroom Governance Podcast. I’m your host, Evan Epstein. In this episode, I talk 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. This is the third book I cover in my podcast series after talking with Maureen Farrell (now with the NYT) about The Cult of We and the WeWork saga (E41), and Professor Margaret O’Mara about her book The Code on Silicon Valley and the Remaking of America (E51). In this podcast, we talk about the new battery age, the history of lithium-ion batteries and the global battery supply chain. We discuss Chinese companies CATL, Ganfeng and Tianqi, the $4bn 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. We talk about mining, lithium, cobalt, nickel, geopolitics, ESG and sustainability in this new era. I strongly believe that any corporate director interested in green technology, energy transition and or ESG more generally, will enjoy this episode and reading Henry’s book to learn more about the global battery supply chain and its increasingly important geopolitical and economic relevance. If you like this show, please consider subscribing, leaving a review or sharing this podcast on social media. You can find all the show notes on the website boardroom-governance.com and please feel free to subscribe to the Boardroom Governance Newsletter at evanepstein.substack.com

Om Podcasten

In-depth interview podcast with leading corporate governance experts, including world-class founders, scholars, board members, executives, investors and more. The content is structured as a long-form conversation to explore not only the latest corporate governance trends, but also to get some personal insights from some of the best and brightest minds behind America's boardrooms.