In London for episode 3 we discuss the evolving landscape for OEM's and the strategic vulnerability of non-metal producing countries and regions to which the US Senate received an earful this week from Simon Moores at Benchmark Minerals. China, through careful planning, has gained a significant lead in the production of lithium chemicals, batteries & electric vehicles. When will the rest of the world get its act together?

Peter Campbell, the Financial Times auto correspondent agrees there will be a major OEM casualty in the years to come, but which one? David Archer CEO of Savannah Resources discusses the EU lithium-ion battery supply chain and Portugal’s potential place within it.

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