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An Electric Revolution

Podcast by Henry Sanderson

English

History & religion

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About An Electric Revolution

An Electric Revolution is a podcast about how the world is being transformed by clean energy. Each episode I dive into the stories behind today’s shift — from the history of past energy revolutions to the minerals shaping our future. If you want more context, analysis, and reporting on the geopolitics of clean energy, subscribe to my newsletter Volt Insight on Substack—your companion to this podcast.

All episodes

14 episodes

episode China's Rare Earth Weapon: Inside the 'Mineral War' with Tomasz Nadrowski artwork

China's Rare Earth Weapon: Inside the 'Mineral War' with Tomasz Nadrowski

China currently holds an unprecedented grip on the critical minerals and rare earth magnets that power our future—from EVs to wind turbines. As export restrictions tighten, is the West finally moving from "strategic competition" into an actual war footing? In this episode, host Henry Sanderson sits down with Tomasz Nadrowski, a New York-based fund manager and author of the new book, Mineral War: China’s Quest for Weapons of Mineral Destruction. [https://www.amazon.co.uk/Mineral-War-Chinas-Weapons-Destruction/dp/B0GHDYRLZK] They dive into why the US and Europe built "houses of straw" while Japan prepared for the storm, the massive financing advantage China holds over Western miners, and whether the West can actually rebuild its supply chains before time runs out. Go Deeper:For more analysis on the geopolitical race for resources, subscribe to Volt Insight [https://www.google.com/search?q=https://yourlinkhere.substack.com], the companion newsletter to this podcast, available on Substack. Sign up to Amvest Capital's newsletter https://mailchi.mp/amvestcapital/terraden [https://mailchi.mp/amvestcapital/terraden].

18 Mar 2026 - 39 min
episode Unlocking Chile’s Lithium: Boric’s Legacy and the Future of Supply artwork

Unlocking Chile’s Lithium: Boric’s Legacy and the Future of Supply

Chilean President Gabriel Boric is nearing the end of his term. One of Boric’s signature achievements was his National Lithium Strategy — an effort to open new areas for lithium production and reshape how Chile manages one of the world’s most important critical minerals. I’m joined by Ignacio Mehech, CEO of CleanTech Lithium and formerly Country Manager for Albemarle in Chile. Ignacio offers an insider’s view on what Boric’s strategy was really trying to achieve — and what may change under the next administration. The company plans to re-apply for a special lithium operating contract ("CEOL") for its Laguna Verde project in Chile. We dig into the strict new technological requirements, including the mandated use of Direct Lithium Extraction (DLE), a process that could make Chilean lithium far more sustainable but is not yet proven at large scale. With decades of experience in the sector, Ignacio is the perfect guide to Chile’s next chapter in lithium.

10 Dec 2025 - 20 min
episode Bill Gates-backed Mantle8 and the race for natural hydrogen artwork

Bill Gates-backed Mantle8 and the race for natural hydrogen

Hydrogen is the universe’s oldest and most abundant element. The clean energy discussion has centered on “green hydrogen”—manufacturing it using renewable electricity. But what if the earth itself held vast, untapped reserves of pure, naturally occurring hydrogen, ready for us to tap into? In this week’s podcast I speak to Emmanuel Masini, known as Manu, a geologist and the CEO of Mantle8 [https://mantle8.com/], a company at the forefront of exploring this game-changing resource. The company is backed [https://mantle8.com/natural-hydrogen-exploration-startup-mantle8-raises-e3-4m-seed-round-to-scale-revolutionary-technology] by Bill Gates’ Breakthrough Energy Ventures and Kiko Ventures. We discuss how natural hydrogen is formed in the earth’s crust, and what conditions need to exist to find pure natural hydrogen. Manu explains what he calls the “geological trifecta” that is needed for economic natural hydrogen extraction. Extraction of natural hydrogen could overcome the cost barriers of green hydrogen production, which remains much higher than hydrogen produced from fossil fuels. Mantle8 is targeting a production cost of less than one euro per kilogram, compared to between 5 to 7 euros for green hydrogen produced from renewable sources of electricity. Currently the only producing natural hydrogen well is in Mali, but it only produces around 5 tonnes a year.

12 Nov 2025 - 26 min
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En fantastisk app med et enormt stort udvalg af spændende podcasts. Podimo formår virkelig at lave godt indhold, der takler de lidt mere svære emner. At der så også er lydbøger oveni til en billig pris, gør at det er blevet min favorit app.
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