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:
Develop a Presidential-Level Mineral Strategy: Critical minerals policy should be a national security priority, not an afterthought.
Strengthen Alliances with Canada, Mexico, and the EU: The U.S. must integrate mineral sourcing with trusted allies to reduce reliance on China.
Revive Domestic Mining and Processing: The U.S. must make mining and refining financially viable to compete globally.
Invest in National Stockpiles: Just as strategic oil reserves exist, critical minerals should have robust backup supplies.
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.
If someone’s looking to get into this field, the first thing I’d recommend is to go to the U.S. Geological Survey (USGS) website. They’re a government agency funded by taxpayers, and they do a lot of the heavy lifting in terms of assessing mineral industries worldwide. A lot of my research comes from USGS data. Funny enough, I used to work next to them in Reston, Virginia, and I had no idea who they were at the time. I thought, "Geological Survey? What's that?" Now I know just how crucial they are.
The USGS provides a ton of useful resources, including annual reports and mineral assessments. The frustrating thing is that, in the U.S., we actually know exactly what’s going on with our minerals—the data is all available. But a lot of people don’t access it, or they pretend to have the answers. This leads to poor decision-making. In the U.S., we’ve kind of fallen into a crisis-management mode, just thinking, “We’ll figure it out,” but without using the right information. So, to get started in this field, understanding and utilizing the data from organizations like USGS is key.
Absolutely, the key answer here is recycling. We’re lagging in that area, but we need to recycle everything. Once a metal makes it into the U.S., we can’t let it leave. We can't be dumping it in landfills. The good news is that these metals—like lithium, nickel, and manganese—are infinitely recyclable. We can keep reusing them over and over, and that’s exactly what we need to do.
There are companies already working on it, like Redwood Materials, which is a battery recycling company. They’re on the right track. But the real question is: at what scale can we do this, and how disciplined are we going to be about it? If you look at all the electric cars driving around, those cars essentially act as mobile mines. This is what we call "urban mining." We should be getting those metals out of old batteries and cars, but it’s not enough to just talk about it—we need to do it. It has to be mandatory, regulated, and scaled up to make a real impact.
The infrastructure is starting to take shape with companies like Redwood Materials and Lysycle, which have facilities in the U.S. and Europe, but we need much more. We need to recycle every single battery we can and every metal—aluminum, steel, magnesium, you name it. It needs to be mandatory. We can’t just rely on an optional system and wonder why our supply chains are so dependent on countries like China.
In the U.S., we have these cute green trash cans that we sometimes use for recycling, but it’s treated almost like a luxury. It’s clearly hypercritical, but the mentality here is that it's optional. I’d argue the European mentality is a bit further ahead in this regard. The U.S., because we're wealthy and sometimes lazy, tends to have a disposable mindset.
In one of my chapters, I compare the U.S. to the Roman Empire. When the Romans needed more gold and silver, the rich elites simply sent people out to get it—there was no thought of conservation or modifying behavior to improve the situation. We still have a similar mindset today. I call it the “store shelf mentality.” I was reading about some congressional hearings from the 1970s on U.S. mineral policy, and it really struck me how we just expect to go to a store like Walmart, pick up a lithium battery, and not think about where it came from or the impact it has. The reality is, these things are much more complicated, and we need to put more thought into how we manage resources and recycling if we’re going to make progress in the green energy transition.
In places like England, there’s definitely a strong environmental mindset. Environmental groups like Extinction Rebellion have roots there, and I think that mentality is ingrained in the culture. It’s a bit of a self-reinforcing cycle—people in these countries want to take care of the environment, so they support legislation that encourages it.
In the U.S., we’re getting better, but we’re still not quite at that level. There’s still this mentality of, “Just throw it away, I’ll get another one at Best Buy.” People don’t always think about the long-term effects because they haven’t had to. Part of it is human behavior—people tend to be lazy, and if they don’t see immediate benefit or value in recycling, they just don’t do it. So, I think it’s a combination of governance and cultural attitudes that shape how these practices get adopted.
It's definitely a tough balance. To give you a couple of examples: I used to live near a copper mine in southern Tucson that’s been under development for 18 years. They’ve spent around $120 million and haven’t extracted a single ounce of copper yet, mostly because of environmental lawsuits from various groups. Environmental organizations, like the Center for Biological Diversity (CBD), are very active in enforcing regulations, such as the Clean Water Act, and they don’t hesitate to take legal action when mining threatens wildlife or habitats. For instance, part of the mine's area falls within a Jaguar's habitat, so they've litigated over that too. There are also rare plants that only grow in specific areas that would be affected by the mine.
Laws like these, particularly the Environmental Protection Act (EPA), have made a huge difference since they were introduced in the '70s. Without them, mining was often irresponsible, dumping pollutants with no accountability. However, now the pendulum has swung the other way, and some argue that environmental regulations have become overly restrictive. So, it’s really a case-by-case situation, mine-by-mine, and state-by-state. In the case of this copper mine, it’s been almost 20 years and they still haven't started production, largely because of environmental concerns.
Balancing economic growth with environmental sustainability in critical mineral strategies is complex, but it can be done with concerted effort and innovative approaches. One promising option is direct lithium extraction (DLE), which involves extracting lithium from underground brine, a non-usable, heavily salted resource. While it’s not economically viable yet, if I were in government, I would invest heavily in DLE technology to make it work. This method eliminates the need for traditional mining, as you can extract the lithium and return the brine back underground.
Additionally, lithium is present in seawater, and with the right technology, it could be extracted without the need for physical mining. Combining these methods with large-scale recycling efforts—where we reuse and recycle everything possible—could drastically reduce the need for mining. Urban mining, where we extract valuable minerals from the products already in circulation (like old batteries), could further decrease the need to mine raw materials. However, achieving this would require strong regulation, innovation, and a shift in mindset towards sustainability.
Resource nationalism is definitely on the rise, especially in countries rich in critical minerals. For example, many African nations have long seen their raw materials mined and exported with little benefit to the local economy. But now, there's growing awareness of the value in these resources, particularly in the battery minerals sector. Countries like Morocco are taking a different approach by insisting that foreign companies set up factories, employ local workers, and pay royalties, ensuring the wealth from these resources stays within the country.
This is becoming more common across Africa as nations realize that simply exporting raw materials doesn’t benefit them in the long run. Countries like the Congo, which hold significant shares of cobalt production, have more leverage. They could demand that processing and refining occur locally, putting pressure on foreign companies to add value within their borders.
However, balancing this resource nationalism with the global agenda for a sustainable, greener future will be tricky. As these nations demand more control over their resources, the global supply chain will have to adapt. Countries with critical mineral wealth can leverage their position to shape how resources are mined, refined, and traded—while also promoting more responsible, sustainable practices. It’s a delicate balance of economic power, geopolitical strategy, and environmental sustainability.
Eric Lyon
CEO and Owner of GW Strategies

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.