Made in America 2035: Lithium, Cathodes and Battery Dominance
About this episode
Georgia Williams interviews experts on lithium, battery dominance, and critical minerals for US energy security.
Georgia Williams of Investing News Network interviews Howard Klein of RK Equity to discuss lithium, critical minerals, battery storage, AI power demand and US energy security. The episode also features Craig Shesky of The Metals Company on deep-sea mining, seafloor nodules and securing nickel, copper, cobalt and manganese supply chains. ___ Chapters (00:00) Intro(04:18) Georgia Williams Interview(09:38) Batteries And National Security(13:55) Recycling And Black Mass(15:14) Domestic Processing Partnerships(19:00) Competing With China(21:26) The Missing Midstream(24:50) America’s Lithium Opportunity(27:33) Energy Storage Demand(31:35) Prioritizing Critical Minerals(35:24) Building Ex-China Supply(36:14) AI, Robots, And Minerals(39:10) Batteries Power AI(40:51) Automation And Seafloor Mining (43:34) TMC at Benchmark Conference(46:33) Streamlining US Permits(48:41) Processing Seafloor Nodules(50:53) Domestic Supply Chains(51:34) Scaling Commercial Production(52:51) International Legal Risks(55:00) Buyers And Offtakes(56:07) Critical Mineral Demand(58:01) Building Industry Support Links Sign up for the Lithium-Ion Bull newsletter / Matt’s blogs:https://rkequity.com/…
Topics covered
- lithium
- battery storage
- critical minerals
- energy security
- deep-sea mining
- supply chains
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