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EssentialThe Essential Conversation

Chris Berry: The Entire Supply Chain Is Like a Jump Ball

Featuring Chris Berry & Maggie Lake

Nov 09, 2021 • 44 minutes

119

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Essential

The Essential Conversation

Chris Berry: The Entire Supply Chain Is Like a Jump Ball

Electric vehicles are putting battery-critical lithium in the spotlight. Chris Berry talks about supply-demand imbalances around critical materials.

Featuring Chris Berry & Maggie Lake

Nov 09, 2021 • 44 minutes

Chris Berry, president of House Mountain Partners, explains the supply-demand imbalance around lithium, and other metals. He uses the basketball jump ball rule analogy to explain the competitive nature of the demand for metals. As the burgeoning electric vehicle market and an international pivot toward clean energy push demand for cheap and efficient batteries through the roof, companies are struggling to get their hands on lithium. “How did we get here with respect to the supply-demand challenges. It really comes down to, in my view, the trade war between Trump and China, or just let’s say the United States and China, and Covid obviously laid bare the challenges of PPE and semiconductors, and of course critical materials,” says Berry. He argues that while China controls the majority of the lithium supply chain, there is now a move to try to reshape and restore these supply chains around critical materials. Berry is optimistic about private sectors and governments alleviating the supply chain problems but is convinced there are important challenges ahead. In this interview, Berry also discusses how Tesla and the Chinese government have become major drivers of this now-critical industry. Interviewed by Maggie Lake on November 2, 2021. Show More

The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

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The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

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