Tom Moerenhout

Adjunct Associate Professor, Columbia University SIPA · 1 appearance on the record.

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academicanalystsipa.columbia.edu ↗

Dr. Tom Moerenhout specializes in the geopolitics, international trade law, and industrial policies surrounding critical minerals, battery supply chains, and the clean energy transition. He regularly advises governments and multilateral institutions on critical mineral security and energy subsidy reforms.

4statements → 3claims → 2claims resolved → 4.25/5average certainty → 2.5/5average debate potential → 1said about them ↓

2 supported 0 partly supported 0 contradicted 1 not checkable as stated how the 3 claims stand · each chip opens the sources

1 prediction · 2 assertions · 1 opinion · every statement was checked. The prediction and assertions are the 3 claims: statements the public record can support or contradict. 2 are resolved, and 1 names no date, number or outcome precise enough to check. Everything else (opinions, insights, what ifs, disclosures) can never be settled by the record, so it carries no assessment.

The record, in short

What the tape says about how Tom argues and how the claims held up. Everything they said, and everything said about them, is in the tabs below.

Their most notable supported claim

Assertion Supported
Moerenhout: China controls 60% to 90% of key battery supply chain steps
“On the refining side, China controls 80% of manganese refining, more than 70% of cobalt and nickel refining, more than 60% of lithium refining. And then you get to the most valuable components, the cathodes, the anodes, right? China controls more than 75% of c…”
Tom Moerenhout Apr 11, 2024 ▶ 26:44 The Big Switch: Are Batteries the New Oil?

Everything Tom Moerenhout said on Catalyst that made the record, most notable first. Filter by type, assessment or year in the ledger →

Prediction Not checkable as stated
Moerenhout: Zero Chance Energy Transition Succeeds on Schedule Without China
“Zero chance. Not at all. Not in a million years.”
Tom Moerenhout Apr 11, 2024 ▶ 32:54 The Big Switch: Are Batteries the New Oil?
Assertion Supported
Moerenhout: China controls 60% to 90% of key battery supply chain steps
“On the refining side, China controls 80% of manganese refining, more than 70% of cobalt and nickel refining, more than 60% of lithium refining. And then you get to the most valuable components, the cathodes, the anodes, right? China controls more than 75% of c…”
Tom Moerenhout Apr 11, 2024 ▶ 26:44 The Big Switch: Are Batteries the New Oil?
Opinion
Moerenhout: The world's best batteries and cathodes are Chinese technology
“If you look today at the best type of batteries, the best cathodes in the world, that is Chinese technology.”
Tom Moerenhout Apr 11, 2024 ▶ 28:30 The Big Switch: Are Batteries the New Oil?
Assertion Supported
Moerenhout: Indonesia's Nickel Export Ban Successfully Attracted Processing Investment
“So Indonesia, for example, implemented a nickel export ban over several years to force investment into Indonesia's processing capacity. And that worked very well.”
Tom Moerenhout Apr 11, 2024 ▶ 32:04 The Big Switch: Are Batteries the New Oil?

The other half of the tape: Tom Moerenhout's own voice is left out of every number here. Other people bring the name up 1 time in 1 episode on Catalyst. every mention, with the transcript →

Who brings them up most Jason Bordoff 1

Every mention by year

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Appearances (1)

EpisodeDateSpeaking time
The Big Switch: Are Batteries the New Oil? Apr 11, 2024 5m
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