4.8 • 676 Ratings
🗓️ 2 March 2023
⏱️ 48 minutes
🧾️ Download transcript
This week on Sinica, Kaiser and Jeremy speak with Henry Sanderson, a former AP and Bloomberg reporter who was based in China for many years, about his book Volt Rush: The Winners and Losers in the Race to Go Green — a book that reminds us of the very ugly fact that the metals that are needed to make electric vehicle batteries need to be dug out of the earth, and processed in ways that are anything but environmentally friendly. Henry talks about China's outsize role in lithium, cobalt, and nickel processing, as well as some promising chemistries that allow for EV batteries without some of the problematic metals.
2:49 – China’s role in the EV battery supply chain
9:36 – Global Chinese investments in lithium mines
14:04 – Is cobalt a necessary evil?
18:56 – Can NGO pressure induce better corporate behavior in EV battery supply chains?
21:28 – How Indonesia used its nickel resources to attract Chinese FDI
26:17 – China’s efforts to innovate around scarce metals
32:08 – China’s metal processing industry: State- or market-driven?
36:06 – Lessons from Europe’s battery industry
40:42 – Electrification of two-wheeled vehicles
A complete transcript of this podcast is available at TheChinaProject.com.
Recommendations:
Jeremy: London Review of Books
Henry: The Impossible City: A Hong Kong Memoir by Karen Cheung
Kaiser: Tracking the People’s Daily newsletter by Manoj Kewalramani
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0:00.0 | Welcome to the Cynical podcast, a weekly discussion of current affairs in China, produced in partnership with The China Project. |
0:15.4 | Subscribe to access from the China Project to get, well, access, access to not only our great daily newsletter, but to all |
0:22.5 | of the original writing on our website at theChinaproject.com. We've got recorded stories, |
0:28.0 | essays, and editorials, great explainers and trackers, regular columns, and of course, a growing |
0:34.0 | library of podcasts. We cover everything from China's fraught foreign relations to its ingenious entrepreneurs, |
0:40.9 | from the ongoing repression of Uyghurs and other Muslim peoples in China's Xinjiang region |
0:45.4 | to Beijing's ambitious plans to shift the Chinese economy onto a post-carbon footing. |
0:52.3 | It's a feast of business, political, and cultural news about a nation |
0:56.3 | that is reshaping the world. We cover China with neither fear nor favor. I'm Kaiser Guo, coming to you |
1:02.8 | from Chapel Hill, North Carolina. Joining me from the thickets and brambles of storied Goldcorn |
1:08.0 | holler out there in Middle Tennessee is Dumi, also known as Jeremy Goldcourt, |
1:12.7 | who is taking time away from his balloon and drone launch center that he's built on his property, |
1:18.1 | where this very afternoon he plans on setting up a fifth craft, this time shaped like a giant alpaca |
1:23.8 | or a grass mud horse, which he's hoping will be taken down by an F-22. |
1:29.7 | You've done pretty well so far. I think you're four-for-four-four. |
1:32.4 | Tell us how many of your vehicles have already been down exactly? |
1:37.3 | No, none of them, none of them, Kaiser. |
1:39.9 | As somebody from the, I think the State Department said yesterday, none of these things were |
1:46.1 | extraterrestrial craft. |
1:48.9 | So that rules mine out. |
1:50.9 | Right, right, right. |
1:52.2 | But do greet the people. |
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