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The Drop 2025 - Ripple summaries
Critical material supply chains & geopolitics
The Ripple brought together founders, investors, and experts to dig into the challenges of securing battery materials and rare earths, all while navigating global politics. The team shared real stories from Europe, China, and the US, zooming in on tariffs, export rules, and how supply chains need to change.
Here’s what stood out:
- Supply chains are complex and getting tougher—so everyone needs to adapt fast.
- Europe has a shot at leading in recycling and refining, but can’t go it alone.
- Teaming up with new partners (and sometimes China) is key for the future.
- Relying just on tech isn’t enough; hands-on collaboration makes the difference.
- Building at home needs serious investment and smart rules, not just hope
Ripple’s takeaway? Success means blending tech, teamwork, and fresh thinking—no single fix, but lots of paths to make battery and mineral supply safer and stronger.
HOSTS
Aurianne Legris
Honda Xcelerator Ventures
Max Werny
Zero Carbon Capital