Erik Olson - The Future For Graphite Supply Chains in North America

Our guest today is Mr Erik Olson. Erik is President of Venn Strategies and Spokesperson for the North American Graphite Alliance.  He has a wealth of experience in Washington DC serving for 14 years on the staff of Congressman Ron Kind (D- Wisconsin).The North American Graphite Alliance (NAGA) represents producers of battery-grade natural and synthetic graphite, both of which are used to create anode material for lithium-ion batteries. NAGA’s members are American producers Anovion Technologies, Epsilon Advanced Materials, and NOVONIX, as well as Canadian producers Northern Graphite and Nouveau Monde Graphite.On the pod today we discuss the state of the graphite market, the origins and goals of NAGA, the efficacy of targeted tariffs, the future of green growth and the IRA given the Trump Administration's priorities, competition with China and specific policy proposals for building a strong and resilient graphite supply chain in North America. Venn Strategies website: https://vennstrategies.com/NAGA website: https://graphitealliance.org/BMTC website: https://batterymaterials.orgOxford Economics Paper on the Graphite Market: https://graphitealliance.org/wp-content/uploads/2024/07/Enabling-North-American-Graphite-Growth.pdfThanks for listening and if you enjoyed this episode, please don’t forget to hit the like button and subscribe wherever you listen to podcasts.