From Special Ops to Green Energy: Eric Lyon on Critical Minerals and Energy Security | Tangelic Talks – EP11

Tangelic Talks – Episode 11

From Special Ops to Green Energy: Eric Lyon on Critical Minerals and Energy Security

10 minutes to read

In this episode of Tangelic Talks, we sat down with Eric Lyon, a former special operations officer turned supply chain expert, to explore the complex geopolitics of critical minerals in the green energy transition. Drawing from his vast experience in military intelligence and his current work in renewable energy, Eric shared how his strategic mindset informs his approach to the challenges of securing lithium and other essential resources.

We delved into the global stakes of the lithium economy, discussing the risks of overreliance on certain regions and the power dynamics of China’s influence in Africa’s mineral markets—key themes from his book Feed the Dragon. Eric also offered insights into the growing trend of resource nationalism and its potential impact on sustainability efforts. Throughout the conversation, he underscored the importance of international partnerships and strategic foresight in securing a resilient green energy future.

The Unlikely Shift: Special Ops to Energy Intelligence

Lyon’s transition from military operations to green energy strategy began with a fellowship at Harvard’s Belfer Center, where he researched climate change as a national security threat. As he dug deeper, he realized that the backbone of a green economy lies in battery minerals—particularly lithium, cobalt, and graphite. This led him to write The Lithium Economy (2023) and Feed the Dragon (2024), a deep dive into China’s grip on African mineral resources.

The Lithium Economy and Supply Chain Realities

Lyon emphasizes how modern society takes mineral resources for granted. “Everything you see, touch, and use is either grown or mined,” he explains. Lithium, a critical component in batteries, is found in nearly every portable electronic device, electric vehicle (EV), and energy storage system. However, securing lithium and other minerals is a challenge due to offshoring, rising costs, and geopolitical dependencies.

In the past, the U.S. was a leading lithium producer, but by the 1990s, production shifted overseas due to lower costs in countries like Chile and Argentina. Now, lithium extraction involves a complex global supply chain, often traveling 50,000 miles before becoming a usable battery. “It’s a house of cards,” Lyon warns, noting that any disruption—such as trade wars or shipping crises—could significantly impact supply.

China’s Strategic Dominance

One of the most eye-opening points Lyon makes is about China’s long-term mineral strategy. Unlike the U.S., which has a fragmented approach, China has systematically built a global supply chain dominance in lithium, graphite, and rare earth elements. China controls 97% of solar panel wafer production and 98% of graphite anodes for batteries.

“They’ve been playing the long game since the 1990s,” Lyon explains. “They didn’t just enter the market—they designed it to serve their long-term interests.”

A striking example is Morocco, home to the world’s largest phosphate reserves (used in lithium iron phosphate batteries). China has strategically flooded Morocco with battery factories, making it nearly impossible for Western competitors to enter the market.

The U.S. Lag in Critical Minerals Strategy

While China has a cohesive plan, the U.S. lacks a coordinated strategy for securing critical minerals. Lyon argues that past administrations have neglected mineral stockpiles, reducing reserves from a five-year supply to just 4% of a one-year requirement.

“If supply chains collapse, we don’t have backup reserves,” he warns. “It’s like running a household with only one nickel in the bank.”

The cost to rebuild a one-year supply of critical minerals? Roughly $12.5 billion, a fraction of what the U.S. spends on other national security measures.

What Needs to Change?

To remain competitive and secure its energy future, the U.S. must:

  1. Develop a Presidential-Level Mineral Strategy: Critical minerals policy should be a national security priority, not an afterthought.

  2. Strengthen Alliances with Canada, Mexico, and the EU: The U.S. must integrate mineral sourcing with trusted allies to reduce reliance on China.

  3. Revive Domestic Mining and Processing: The U.S. must make mining and refining financially viable to compete globally.

  4. Invest in National Stockpiles: Just as strategic oil reserves exist, critical minerals should have robust backup supplies.

  5. Regulate Smartly, Not Blindly: Blanket tariffs on minerals can backfire, raising costs for industries that rely on them.

Thought Provoking Q&A Session with Eric Lyon

Yeah, you're right. I mean, I wrote one book specifically on lithium, but honestly, you could probably write an entire book on each critical mineral. You’ve got to be selective, though, and keep it concise. So, what I’ve done is break it down into sections—like a chapter on battery minerals, another on rare earth elements—covering the key points. Then, in the second half of the book, I include mini chapters, each about three to five pages, on individual critical minerals.

These mini chapters are meant to be a quick reference—like, how much of this mineral is in the U.S. stockpile? Where do we import it from? What’s the cost per ton? It’s meant to give people the basic knowledge they need to even have the conversation. Because right now, a lot of people don’t have the language or context to discuss these issues meaningfully.

I wrote the book as much to educate myself as anyone else. I realized I couldn’t talk strategy without understanding the fundamentals—like where natural flake graphite comes from. I had to dig into the details across the board to spot patterns and make sense of it all. And I think these books can be great conversation starters for people interested in the intersection of geopolitics, green energy, and critical minerals.

Eric Lyon

CEO and Owner of GW Strategies

Eric Lyon

Eric Lyon is the CEO and owner of GW Strategies, a company  dedicated to investing intelligence in the green energy sector. Prior  to this, Eric spent his career as an Army officer conducting  worldwide special operations and competitive intelligence. Eric  published The Lithium Economy: A Critical Analysis of the Global  Lithium Value Chain in 2023 and Feed the Dragon: How China  Secures its Battery Minerals from the African Continent in 2024. His  current project is an assessment of the U.S.’ national critical minerals strategy and its associated global supply chains.  Eric grew up in New England and attended the University of  Connecticut where he earned a B.A. in Political Science and History  and a M.A. in International Relations. Eric later attended the  Harvard National Security Fellowship where he studied the transition to a global green economy and then  graduated from the Yale Global Executive Leadership Program. Most recently, Eric has applied to York  University’s Schulich School of Business Global Metals and Minerals Management program. 

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