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Insights Series

November 19, 2021


By Kevin Kajiwara

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Lithium Criticality in the Clean Energy Transition

Momentum in the clean energy transition is rising worldwide as governments and corporations attempt to curb their carbon footprint and reach net-zero emissions by the middle of the century. In the transition to sustainable energy, the supply of critical minerals brings new challenges to energy security. For example, the global race is on to secure steady supplies of lithium, a key component in  electric vehicle manufacturing. As the world’s leader in the electric vehicle market, China currently processes over 50% of the world’s lithium, increasing the urgency for the U.S. to secure indigenous sources of lithium to effectively compete with China and meet electric vehicle targets. Jonathan Evans, CEO and President of Lithium Americas Corp., and Orson Porter, Teneo Senior Managing Director and government affairs expert, join Kevin Kajiwara, Co-President of Political Risk Advisory, for an important discussion on the renewable energy revolution and the steps the U.S. and other nations must take to become self-sufficient and outmaneuver China in the race to zero.

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About Teneo Insights

Teneo’s Insights Series provides in-depth analysis on the issues that matter most to CEOs and their businesses. Moderated by Kevin Kajiwara, Co-President of Teneo Political Risk Advisory, each episode features experts from business, politics, academia and media discussing hot-button issues and the impact on financial markets, geopolitics and the business world.

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