“Can Europe set up its own battery sector without the help of China?” [Sanderson, RM #3]

Is “Made in Europe with China” to become the new motto for the (struggling) European battery industry? Find out in this brand new episode of the Raw Matters podcast with Henry Sanderson, author of the bestseller VOLT RUSH: the winners and losers in the race to go green.

CHINA SPEED
In Episode #3 of RAW MATTERS Julia Poliscanova (she/her) and Peter Tom Jones spoke at length with Henry Sanderson, author of VOLT RUSH and China expert/journalist, about the China Speed-model. How does it work? What is the secret of the success of fully-vertically integrated giants such as CATL and BYD? How sustainable is China’s export-driven model? What is the impact on Europe of China’s export restrictions and licenses? Does China need Europe (and its market more particularly)? More specifically, the episode dives deep into the future of the European battery industry. Which way forward? Is it a case of “Made in Europe” or “Made in Europe, with China”? Should we focus on getting the manufacturing of the current battery types right or should we “leapfrog” to next-generation battery chemistries? And are Europe’s policies such as the CRMA and IAA helping to move the needle? Expect some out-of-the-box thinking!

HENRY SANDERSON?
Henry Sanderson is a journalist and author based in London, focused on critical minerals, China and clean energy. He is an associate fellow at the RUSI think-tank, and a visiting fellow at the Oxford Institute for Energy Studies. He is the author of Volt Rush, which was chosen as one of the best science and environment books of 2022 by The Times. He previously worked as a journalist for the Financial Times for seven years, covering commodities and mining, and before that was a reporter in Beijing for seven years, including for Bloomberg News.

🎙️ The podcast
RAW MATTERS is your podcast about the critical minerals that determine our common future. Hosted by Peter Tom Jones (Director SIM2 KU Leuven) and Julia Poliscanova (she/her) (Senior Director at T&E) and directed by Stijn van Baarle, the podcast brings together leading voices from around the world. Whether you’re a policymaker, researcher, investor, or simply curious, RAW MATTERS is your gateway to the critical minerals debate in a world where #criticalmineral supply chains are becoming battlefields.