Mike Pence on Leadership and the Future of the Republican Party
Former US Vice President Mike Pence looks back on the events of January 6 2021, his final days in office with President Trump and his…
Thought Leader: Mike Pence
Chile Plans to Nationalize Its Lithium Industry
With the demand for lithium growing, Chile is making moves to nationalize its lithium industry. This isn’t just another money grab; it’s an effort to move up the value-add chain.
The Indonesians have seen noteworthy success with the reclamation of their nickel industry, and the Chileans are looking to take a page from the Indonesian playbook. One of the most significant changes will be the development of critical infrastructure in the Atacama Desert, where most of the Chilean lithium is found.
So who are the biggest winners and losers in all of this? China is really the only loser; much of its lithium ore supply will disappear and its processing infrastructure will sit idle. The Chileans are the biggest winners, but most countries transitioning to green energy will benefit from this. So maybe nationalism isn’t always bad…
Relevant and recent posts
Marc Short on U.S. Investment in Critical Minerals
Why do critical minerals matter now? Marc Short explains how U.S. investment in critical minerals fits into a broader strategy around economic security, manufacturing, and…
Thought Leader: Marc Short
Marc Short on AI Policy and the Government’s Role in Chip Technology Investment
On CNBC, Marc Short breaks down the role of AI policy and how government investment is shaping the future of chip technology. A former Chief…
Thought Leader: Marc Short
More with this speaker
Peter Zeihan: Canada’s China Option
Thought Leader: Peter Zeihan
Peter Zeihan: What’s Wrong with the EU-India Trade Deal?
Thought Leader: Peter Zeihan
Peter Zeihan on Tariffs, Chips, and Global Tech Risk
Thought Leader: Peter Zeihan