In the past 10 years, the United States became the largest oil and gas producer in the world. Morgan Bazilian of the Payne Institute for Public Policy joins Emily Hersh to get into what lessons oil and gas has for minerals and mining in the United States. Besides being likely the most popular person in the clean energy policy world, Morgan helps understand how power and spheres of influence determine countries' approaches to energy security. Since China isn't an oil and gas produce, their approach to dominating those supply chains is different than for minerals and mining.
We discuss how social license to operate is inherently local, and how price transparence in critical minerals markets will eventually help liquidity and growth of the minerals needed to power the clean energy revolution.