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Prestige Lecture – Henry Sanderson
The MinSouth Prestige Lecture 2026:
The Critical Mineral War: Winners, Losers and What Comes Next
will be presented by author and journalist Henry Sanderson.
The energy transition was built on an integrated global supply chain — DRC cobalt, Australian lithium, Chinese processing, Korean/Japanese cells, European and American EVs. But President Donald Trump has fractured those supply chains via direct investments in critical minerals and rare earth elements. At the same time China has tightened controls on rare earths and other exports. Africa is a new frontier for competition. Yet Europe is in a bind. Europe depends on Chinese processing it can’t quickly replicate. US tariffs are hitting European industry while Washington demands loyalty on China decoupling. European miners and battery makers face a market being simultaneously pulled apart by both superpowers.
There will be snacks and drinks after the lecture.
Follow Henry on Linkedin and sign up to his newsletter, Volt Insight.
Learn more about our speaker here
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