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How Chile's National Lithium Strategy Could Reshape Global Battery Supply Chains

Episode 65 of The Productivity Podcast explores Chile's plan to nationalize lithium production and what it means for global battery supply chains. Lucas and Luna break down the economics of Chile's current lithium extraction model, the proposed state-led partnership structure, and the productivity implications for the entire electric vehicle industry. They discuss how Chile's copper nationalization in the 1970s offers cautionary lessons, why the country's lithium reserves give it enormous leverage, and whether a state-led model can actually accelerate output. Specific…

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