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The Renewable Revolution Has a Supply Problem | Ep. 71 [Mike Riley]
Industry Ignited Podcast
Clean energy has a supply problem and almost no one is talking about it. As governments push electrification and AI drives power demand higher than ever, the materials required to build batteries and upgrade the grid remain concentrated in the hands of geopolitical competitors. Mike Reilly breaks down why lithium extraction, synthetic graphite, and critical mineral processing are the real battlegrounds of the energy transition.
He challenges popular narratives around recycling, explains why current extraction methods waste massive amounts of water and time, and outlines how new approaches could dramatically shift the economics. The future of energy isnโt just about generating more power, itโs about controlling the resources that make power possible.
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