EVs Aren’t Automatically Greener
Let’s rethink what green really means.
Jan 21, 2026 · 40 min · 27 segments
In this episode of Breaking Math, Autumn and Nicolas Niarchos critique the "green" narrative of lithium-ion technology. Tracing the industry from its 1991 commercialization to modern geopolitical…
Nicolas NiarchosGuestAutumn PhaneufHost
So I've been a journalist most of my professional life, basically all of my professional life.

Um, I started as a fact-checker, and then I left fact-checking, and I was very, very keen on reporting on stories that had to do with corruption.

One of the things that I had done while I was at The New Yorker was report where I could during holidays and time around work and so on, on the migration and refugee issues surrounding, surrounding people coming to Europe.


And, and then I started going deeper into issues that were actually affecting the countries that the people were coming from.

I started looking at economic issues, and I went down a rabbit hole on Congolese corruption, and I found out that the country has some of the minerals that are s- that are, you know, super important for building batteries, cell phones, electric cars, and it's one of the wealthiest countries in the world in terms of underground resources, and yet it is still one of the poorest places in the world.

There was a specific, uh, story of corruption around a man named Dan Gertler, who was sanctioned by the US Treasury, Treasury Department in twenty seventeen, um, and he was a kind of-- his story was something that I wanted to go and write about, and then I went down there.

And, um, I guess I sort of went on Amazon and I looked and I said, "Is there a cobalt book?" And in, you know, in twenty eighteen, twenty nineteen, there was not.

You know, there have been some books that have, have treated certain aspects of this, this, this issue.

But, uh, what I kept feeling as, you know, as I was writing my book and I saw these other books coming out around it was actually that this story deserved a greater land and it, it lends an expanded worldview, a, a look at what was happening in China, a look at what was happening in Indonesia, a look at what was happening in the Western Sahara, and not just focusing on one aspect of, of the supply chain.

So, you know, luckily, I had a wonderful team at Penguin who were very supportive of that, and that was kind of-You know, we said we set out to write a global history of this very, very complicated [laughs] supply chain, I guess

So I've been a journalist most of my professional life, basically all of my professional life.

Um, I started as a fact-checker, and then I left fact-checking, and I was very, very keen on reporting on stories that had to do with corruption.

One of the things that I had done while I was at The New Yorker was report where I could during holidays and time around work and so on, on the migration and refugee issues surrounding, surrounding people coming to Europe.


And, and then I started going deeper into issues that were actually affecting the countries that the people were coming from.

I started looking at economic issues, and I went down a rabbit hole on Congolese corruption, and I found out that the country has some of the minerals that are s- that are, you know, super important for building batteries, cell phones, electric cars, and it's one of the wealthiest countries in the world in terms of underground resources, and yet it is still one of the poorest places in the world.

There was a specific, uh, story of corruption around a man named Dan Gertler, who was sanctioned by the US Treasury, Treasury Department in twenty seventeen, um, and he was a kind of-- his story was something that I wanted to go and write about, and then I went down there.

And, um, I guess I sort of went on Amazon and I looked and I said, "Is there a cobalt book?" And in, you know, in twenty eighteen, twenty nineteen, there was not.

You know, there have been some books that have, have treated certain aspects of this, this, this issue.

But, uh, what I kept feeling as, you know, as I was writing my book and I saw these other books coming out around it was actually that this story deserved a greater land and it, it lends an expanded worldview, a, a look at what was happening in China, a look at what was happening in Indonesia, a look at what was happening in the Western Sahara, and not just focusing on one aspect of, of the supply chain.

So, you know, luckily, I had a wonderful team at Penguin who were very supportive of that, and that was kind of-You know, we said we set out to write a global history of this very, very complicated [laughs] supply chain, I guess
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3 of 8
EVs Aren’t Automatically Greener
Let’s rethink what green really means.
The Uneven Global Bargain
Here’s the hard cost of clean energy.
How China Won Batteries
Why so many batteries come from China.
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