Show Notes
When China cut off rare earth exports, the American car industry came within two weeks of shutting down. Two weeks.
That is not a hypothetical, that is the world we live in now, and Jeremy Wrathall saw it coming a decade ago.
In 2016, Jeremy was a mining engineer and investment banker walking to work in London when a friend's comment about lithium in Cornish mine water sent him down a rabbit hole that would change his life. Everyone thought he was insane. Lithium? In Cornwall? The county famous for pasties and Poldark? But Jeremy knew two things most people didn't: the energy transition was going to need staggering amounts of critical minerals, and the West had voluntarily handed its supply chains to China because digging in the dirt wasn't glamorous enough for Wall Street.
Ten years later, Cornish Lithium employs 100 people, has raised institutional capital from the National Wealth Fund, TechMet, and EMG, and holds the patents on one of the only lithium extraction technologies on Earth that China does not own and cannot switch off. The company is reviving a brownfield china clay pit at Trelavour, mining land that has been worked for 275 years, going deeper into rock nobody else bothered to look at. Cornwall itself has been mining for 4,000 years. The Bronze Age started there. Now the AI age might too.
This conversation covers the two-week near-collapse of the US auto industry, why President Trump is invoking the Defense Production Act for minerals, how a $200 drone made the $2 million tank obsolete, why Jeremy handed the CEO seat to oil and gas veteran Jamie Airnes while keeping his hands on the wheel as Executive Chairman, and the outdoor clothing store failure that taught him to stick to his knitting. Plus: why he thinks Elon gets his billion robots, and why every single one of them needs what comes out of the ground in Cornwall.
https://www.linkedin.com/in/jeremy-wrathall-ba7891b/
https://www.linkedin.com/in/estesryan/
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