What happens when the world needs dramatically more electricity, but the minerals, infrastructure, and supply chains behind it cannot expand fast enough?
In Episode 11 of Critical Mass, I sit down with
@PeterJBryant, Board Chair of
@clareo and Co-founder and Board Chair of the Development Partner Institute
@DpiMining, to discuss:
✦ Why AI, data centres and electrification are moving the world from an energy transition into an “age of energy expansion”
✦ How China’s influence over mineral supply chains creates different strategic choke points across lithium, nickel, rare earths and other resources
✦ How the “Triangle of Trust” can give governments, companies and communities a shared stake in resource development
We explore the physical foundations of the energy economy and why meeting the next wave of electricity demand will require more than generating power. It will require minerals, infrastructure, faster execution and a new approach to the communities that host the resources the world depends on.
Episode 11 is live now across YouTube, Spotify, and Apple Podcasts 👇