The Big Switch: Are Batteries the New Oil?

This week we’re bringing you a deep dive into battery supply chains — the season premier of The Big Switch, a show that Latitude Media makes in partnership with Columbia University’s SIPA Center on Global Energy Policy.

Across this five-episode documentary series, hosted by the acclaimed energy scholar Dr. Melissa Lott, we examine every step of the sprawling global supply chains behind lithium-ion batteries.

In this first episode, we break apart one of the battery cells that was in the original Tesla Roadster. Then we explore how critical minerals, like copper, lithium, and nickel, are becoming a major force in global geopolitics, especially involving China, which dominates battery supply chains.

The supply chain behind all those batteries could be worth nearly half a trillion dollars by 2030. Whoever controls that supply chain has enormous power — figuratively and literally. 

In this episode, we explore the stakes of the battery-based transition and ask whether critical minerals will look anything like oil.

To listen to the full five-part series, including episodes on mining, manufacturing and more, subscribe to The Big Switch on Apple, Spotify, or wherever you get your podcasts.