He Predicted the Lithium Boom in 2016. Everyone Called Him Crazy.

AI for Founders with Ryan Estes · Jul 15, 2026 · 45m

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…