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Podcast: Henry Sanderson on EVs, Critical Minerals and Electricity Markets on Power Plays

Recorded on May 13th for the Power Plays Podcast, we were joined by guest co-host Henry Sanderson while my regular co-host Dr Charlotte Kirk ran the Camino in Spain in record time.

Henry is a China, critical minerals, and battery expert, formerly a journalist at Bloomberg and the Financial Times. Author of Volt Rush, he is currently a visiting fellow at RUSI and Oxford Institute for Energy Studies.

Listen for more on:

  1. Trump’s trip to China and what it means for critical minerals and clean energy investments

  2. PJM’s market reforms and whether capacity markets deliver reliability

  3. The shifting strategy for EVs into luxury and large-scale battery swapping

  4. European battery manufacturers struggling to compete

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Reminder of my upcoming talk on 25th May with Pints of Knowledge: “Coal Powers on while the world fights over oil and gas”, 7pm at Camden Town Brewery

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