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How a reactionary worldview infuses the environmentalism of the ‘Green King’

What is it with royals and gurus? Russia’s Nicholas II, of course, had his Grigori Rasputin; Catherine de’ Medici of France, her Nostradamus. Recently, Princess Märtha Louise of Norway announced she plans to step down from royal duties in order to marry “Shaman Durek,” formerly Gwyneth Paltrow’s guru. (Though the royal wedding is currently postponed due to Durek’s health, the happy couple still posed for the cover of — I can’t believe this is actually real — Gurus Magazine).
The reigning monarch of the United Kingdom and Commonwealth realms, King Charles III, is no different from his royal colleagues in this respect. Following the death of his mentor, Lord Mountbatten, in 1979, the young Prince of Wales gravitated toward Sir Laurens van der Post, an author, Jungian mystic, and “seer” who had “a particular following among right-wingers,” including Margaret Thatcher. Up until van der Post’s death in 1996, he was “reported to have more influence over Charles than any other person,” The Washington Post writes.
Revered as a “modern-day saint” during his lifetime, van der Post, like many a guru, was posthumously exposed as a fraud and a charlatan. Critics also rightly pointed out his penchant for espousing racialist primitivism, especially regarding the San people, the Indigenous community in southern Africa; it further came to light that van der Post had sexually abused a 14-year-old girl entrusted to his care in 1952, when he was nearly 50, resulting in the birth of a daughter he never publicly acknowledged. But by the time of these revelations in the early 2000s, the damage was already done: Charles had named van der Post as his firstborn son’s godfather; had sought van der Post’s counsel with Princess Diana during the dissolution of their marriage; and wholly absorbed van der Post’s traditionalist worldview — the same one, in fact, that admirers now mistake for Charles’ progressive stance on climate change.
In the lead-up to Coronation Day, many have speculated whether Charles will be as green a king as he was a prince or if assuming the throne will require of him a constitutionally mandated self-muzzling. Liberals have their fingers crossed that he’ll subtly continue campaigning for sustainable living, organic farming, and twice-a-week vegetarianism; conservatives, meanwhile, have hand-wrung about the king’s apparent “woke pandering,” as Petronella Wyatt bemoans in The Telegraph. “It is particularly disturbing that the Earl of Derby has not been asked to provide falcons [for the coronation], as his family have done since the 16th Century,” she went on. “These little things deprive people of their purpose in life.”
Wyatt can rest assured, though, that Charles is far more of a traditionalist than meets the eye. Sure, the king’s Aston Martin might have been modified to run on bioethanol fuel made from surplus wine and leftover whey from cheese-making, but his real creed, The Spectator cannily observes, is that “there is divine wisdom in all human traditions until modernity comes along and rips us away from any semblance of harmony with nature.”
In practice, this driving philosophy of Charles’ has often clashed with the greater climate agenda: He has resisted and blocked onshore wind energy on aesthetic grounds; he refuses to let his model village install energy-efficient windows, insisting they be made of traditional wood; and while he’s a conservationist most of the time, he once pressured the prime minister against enacting a ban on foxhunting, defending it as “completely natural … in that it relies entirely on man’s ancient and, indeed, romantic relationship with dogs and horses.”
The king also hates, hates, modern architecture, which once led him to suggest — in what, it must be acknowledged, was an absolute banger of a galaxy-brain moment — that you’ve sorta gotta hand it to the Luftwaffe. And while his work toward recognizing the colonialist violence of the empire against the First Nations people of Canada has been meaningful (though he’s stopped short of an actual apology), Charles’ interest can at times contain traces of the exotified difference his guru expressed toward the San as “children of nature” and “mystical ecologists”: Recently the king urged working with “indigenous knowledge-keepers” in Canada to “restore harmony with nature.”
Taken into consideration with his obsession with Britain’s “forgotten” farmers and his comments blaming population growth in Africa for overtaxing nature’s “bounty,” Charles begins to seem less like a progressive environmentalist than a traditionalist yearning for an imagined, idyllic, pastoral past.
But Charles did not arrive here all on his own. Van der Post was a primitivist who styled himself, misleadingly, as an experienced anthropologist — “a believer in the higher wisdom of tribal culture ... and in the need for civilized people to re-connect with this wisdom,” The Spectator writes. It was van der Post, further, who “fired Charles’ interest in multiculturalism and gave him a philosophical framework for his ideas, ranging from organic farming to the need for modern Britain to embrace religions other than Christianity,” The Washington Post says (at his coronation, Charles will be declared the defender of Faiths, rather than the Faith).
Charles’ interest in homeopathy and natural medicine, including what Gawker once described as a “decades-long failed quest to get the NHS to consider implementing Gerson therapy for cancer patients, a diet in which a sick person drinks 13 glasses of juice a day and takes regular self-administered coffee enemas,” can also be traced back to van der Post. Most significantly, it was also the guru who reportedly urged the young prince to use his platform to “restore the human being to a lost natural aspect of his own spirit; to restore his relevance for life and his love of nature, and to draw closer to the original blueprint and plan of life.”
Charles has been a good disciple. In 2010, he published Harmony: A New Way of Looking at Our World, a book that echos van der Post’s theory of oneness (itself a derivative of the Jungian concept of “collective unconscious”). Harmony continues to be heralded as an environmentalist manifesto with its calls for a “Sustainability Revolution,” although its chief target is the rise of modernism since the Enlightenment. This nostalgia for the pre-industrial past is a common reactionary response that can be traced through the global right; pesky modernism, of course, also brought about the political agency of the working class, greater living standards, and liberation movements. “[King Charles] is fond of saying that we have an obsession with economic growth, which he says is bad,” Charles Moore, the former editor of the Daily Telegraph and The Spectator, added to The American Conservative. “I would say another way of putting it is that you would like people to be poorer.”
Or, put another way: The “harmony” King Charles raves about is just another word for “order,” as Jonathan Healey, the author of “The Blazing World: A New History of Revolutionary England, 1603-1689,” proposed to The New Yorker’s Rebecca Mead. “It hinges on everyone knowing their place,” he elaborated. “The peasants don’t question who is in charge, and they are happy.”
It’s understandable why a king of a dwindling empire might have his focus on the halcyon days. This also makes him especially inclined toward existing right-wing schools of thought. When pouting over the Foreign Office denying his trip to the Kalahari with van der Post in the mid-1970s, for example, Charles reportedly recognized in a letter to a friend that Britain’s government was “still operating, and thinking, as if we were a major world power ... That is palpably not the case at the moment.” Here, though, he ends up sounding like a Little Englander, a member of a nationalist movement that has embraced Britain’s diminished imperial standing by pivoting to “sentimental ideas about preservation of the English rural establishment and English nature” (in addition to anti-immigrant stances, natch). Sure enough, a recent op-ed in Unherd applauded King Charles while making the case for a modern “Little England” movement.
Or how about Charles as an adherent of “reactionary radicalism,” what author Paul Kingsnorth defines as “a defense of a pre-industrial, human-scale system, built around community bonds, empowered people, local economics”? Others have certainly made the connection: “The affinity between Charles and [the writer Wendell Berry] is instructive,” The American Conservative writes, calling the pair “traditionalists, though not exactly conservatives … what my friend Bill Kauffman would call ‘reactionary radicals.’” What unites them is a criticism of “industrialism, consumer capitalism, and scientism,” and their belief that “family farms [...] are the only basis for a stable and happy society.”
Charles’ defenders might make the case that surely a green king is better than a king of a different color, however woo-woo the origins of his interest might be. But as Mead notes, the sum of his philosophy, while perhaps not quite “feudalism-curious,” ultimately “does appear to incorporate an implicit defense of his monarchical position.” Writer Sam Circle, in a review of Mead’s piece, reaches for a sharper characterization: “He’s Ecofascism-curious,” Circle writes. “There are some obvious things which go along with the return to an earlier, unsullied time that Charles wishes for, and you don’t have to look much further than his reaction to his son’s interracial marriage to see them reflected in Charles.”
Whatever progressivism does creep through Charles’ otherwise traditionalist brand of environmentalism is rickety and undermined by his nostalgia. It’s too simple, though, to dismiss him as just wanting the good ol’ days when being king really meant something. Charles’ crisis is an existential one: an irrelevant king clinging desperately to the ideas of the person who once gave him meaning. “The battle for our renewal can be most naturally led by what is still one of the few great living symbols accessible to us – the symbol of the crown,” van der Post had written long ago to Charles.
Rather than a champion of the planet, Great Britain is gaining a champion of a very specific vision of the U.K., one where mending your tartan tweed and supporting your local farmers is of equal importance to uniformly painted homes and an absence of visible satellite dishes. How attainable, much less desirable, a return to Britain’s pastoral roots actually is might be beside the point. The power of a monarch, much like the power of a guru, comes from convincing others to believe in him. Once formally anointed Sovereign by the coronation spoon on Saturday, it will then become Charles’ turn to whisper into the ear of the nation, to instill grandeur into his vision of how things could be.
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In practice, direct lithium extraction doesn’t quite make sense, but 2026 could its critical year.
Lithium isn’t like most minerals.
Unlike other battery metals such as nickel, cobalt, and manganese, which are mined from hard-rock ores using drills and explosives, the majority of the world’s lithium resources are found in underground reservoirs of extremely salty water, known as brine. And while hard-rock mining does play a major role in lithium extraction — the majority of the world’s actual production still comes from rocks — brine mining is usually significantly cheaper, and is thus highly attractive wherever it’s geographically feasible.
Reaching that brine and extracting that lithium — so integral to grid-scale energy storage and electric vehicles alike — is typically slow, inefficient, and environmentally taxing. This year, however, could represent a critical juncture for a novel process known as Direct Lithium Extraction, or DLE, which promises to be faster, cleaner, and capable of unlocking lithium across a wider range of geographies.
The traditional method of separating lithium from brine is straightforward but time-consuming. Essentially, the liquid is pumped through a series of vast, vividly colored solar evaporation ponds that gradually concentrate the mineral over the course of more than a year.
It works, but by the time the lithium is extracted, refined, and ready for market, both the demand and the price may have shifted significantly, as evidenced by the dramatic rise and collapse of lithium prices over the past five years. And while evaporation ponds are well-suited to the arid deserts of Chile and Argentina where they’re most common, the geology, brine chemistry, and climate of the U.S. regions with the best reserves are generally not amenable to this approach. Not to mention the ponds require a humongous land footprint, raising questions about land use and ecological degradation.
DLE forgoes these expansive pools, instead pulling lithium-rich brine into a processing unit, where some combination of chemicals, sorbents, or membranes isolate and extricate the lithium before the remaining brine gets injected back underground. This process can produce battery-grade lithium in a matter of hours or days, without the need to transport concentrated brine to separate processing facilities.
This tech has been studied for decades, but aside from a few Chinese producers using it in combination with evaporation ponds, it’s largely remained stuck in the research and development stage. Now, several DLE companies are looking to build their first commercial plants in 2026, aiming to prove that their methods can work at scale, no evaporation ponds needed.
“I do think this is the year where DLE starts getting more and more relevant,” Federico Gay, a principal lithium analyst at Benchmark Mineral Intelligence, told me.
Standard Lithium, in partnership with oil and gas major Equinor, aims to break ground this year on its first commercial facility in Arkansas’s lithium-rich Smackover Formation, while the startup Lilac Solution also plans to commence construction on a commercial plant at Utah’s Great Salt Lake. Mining giant Rio Tinto is progressing with plans to build a commercial DLE facility in Argentina, which is already home to one commercial DLE plant — the first outside of China. That facility is run by the French mining company Eramet, which plans to ramp production to full capacity this year.
If “prices are positive” for lithium, Gay said, he expects that the industry will also start to see mergers and acquisitions this year among technology providers and larger corporations such as mining giants or oil and gas majors, as “some of the big players will try locking in or buying technology to potentially produce from the resources they own.” Indeed, ExxonMobil and Occidental Petroleum are already developing DLE projects, while major automakers have invested, too.
But that looming question of lithium prices — and what it means for DLE’s viability — is no small thing. When EV and battery storage demand boomed at the start of the decade, lithium prices climbed roughly 10-fold through 2022 before plunging as producers aggressively ramped output, flooding the market just as EV demand cooled. And while prices have lately started to tick upward again, there’s no telling whether the trend will continue.
“Everyone seems to have settled on a consensus view that $20,000 a tonne is where the market’s really going to be unleashed,” Joe Arencibia, president of the DLE startup Summit Nanotech, told me, referring to the lithium extraction market in all of its forms — hard rock mining, traditional brine, and DLE. “As far as we’re concerned, a market with $14,000, $15,000 a tonne is fine and dandy for us.”
Lilac Solutions, the most prominent startup in the DLE space, expects that its initial Utah project — which will produce a relatively humble 5,000 metric tons of lithium per year — will be profitable even if lithium prices hit last year’s low of $8,300 per metric ton. That’s according to the company’s CEO Raef Sully, who also told me that because Utah’s reserves are much lower grade than South America’s, Lilac could produce lithium for a mere $3,000 to $3,500 in Chile if it scaled production to 15,000 or 20,000 metric tons per year.
What sets Lilac apart from other DLE projects is its approach to separating lithium from brine. Most companies are pursuing adsorption-based processes, in which lithium ions bind to an aluminum-based sorbent, which removes them from surrounding impurities. But stripping the lithium from the sorbent generally requires a good deal of freshwater, which is not ideal given that many lithium-rich regions are parched deserts.
Lilac’s tech relies on an ion-exchange process in which small ceramic beads selectively capture lithium ions from the brine in their crystalline structure, swapping them for hydrogen ions. “The crystal structure seems to have a really strong attraction to lithium and nothing else,” Sully told me. Acid then releases the concentrated lithium. When compared with adsorption-based tech, he explained, this method demands far fewer materials and is “much more selective for lithium ions versus other ions,” making the result purer and thus cheaper to process into a battery-grade material.
Because adsorption-based DLE is already operating commercially and ion-exchange isn’t, Lilac has much to prove with its first commercial facility, which is expected to finalize funding and begin construction by the middle of this year.
Sully estimates that Lilac will need to raise around $250 million to build its first commercial facility, which has already been delayed due to the price slump. The company’s former CEO and current CTO Dave Snydacker told me in 2023 that he expected to commence commercial operations by the end of 2024, whereas now the company plans to bring its Utah plant online at the end of 2027 or early 2028.
“Two years ago, with where the market was, nobody was going to look at that investment,” Sully explained, referring to its commercial plant. Investors, he said, were waiting to see what remained after the market bottomed out, which it now seems to have done. Lilac is still standing, and while there haven’t yet been any public announcements regarding project funding, Sully told me he’s confident that the money will come together in time to break ground in mid-2026.
It also doesn’t hurt that lithium prices have been on the rise for a few months, currently hovering around $20,000 per tonne. Gay thinks prices are likely to stabilize somewhere in this range, as stakeholders who have weathered the volatility now have a better understanding of the market.
At that price, hard rock mining would be a feasible option, though still more expensive than traditional evaporation ponds and far above what DLE producers are forecasting. And while some mines operated at a loss or mothballed their operations during the past few years, Gay thinks that even if prices stabilize, hard-rock mines will continue to be the dominant source of lithium for the foreseeable future due to sustained global investment across Africa, Brazil, Australia, and parts of Asia. The price may be steeper, but the infrastructure is also well-established and the economics are well-understood.
“I’m optimistic and bullish about DLE, but probably it won’t have the impact that it was thought about two or three years ago,” Gay told me, as the hype has died down and prices have cooled from their record high of around $80,000 per tonne. By 2040, Benchmark forecasts that DLE will make up 15% to 20% of the lithium market, with evaporation ponds continuing to be a larger contributor for the next decade or so, primarily due to the high upfront costs of DLE projects and the time required for them to reach economies of scale.
On average, Benchmark predicts that this tech will wind up in “the high end of the second quartile” of the cost curve, making DLE projects a lower mid-cost option. “So it’s good — not great, good. But we’ll have some DLE projects in the first quartile as well, so competing with very good evaporation assets,” Gay told me.
Unsurprisingly, the technology companies themselves are more bullish on their approach. Even though Arencibia predicts that evaporation ponds will continue to be about 25% cheaper, he thinks that “the majority of future brine projects will be DLE,” and that DLE will represent 25% or more of the future lithium market.
That forecast comes in large part because Chile — the world’s largest producer of lithium from brine — has stated in its National Lithium Strategy that all new projects should have an “obligatory requirement” to use novel, less ecologically disruptive production methods. Other nations with significant but yet-to-be exploited lithium brine resources, such as Bolivia, could follow suit.
Sully is even more optimistic, predicting that as lithium demand grows from about 1.5 million metric tons per year to around 3.5 million metric tons by 2035, the majority of that growth will come from DLE. “I honestly believe that there will be no more hard rock mines built in Australia or the U.S.,” he said, telling me that in ten years time, half of our lithium supply could “easily” come from DLE.
As a number of major projects break ground this year and the big players start consolidating, we’ll begin to get a sense of whose projections are most realistic. But it won’t be until some of these projects ramp up commercial production in the 2028 to 2030 timeframe that DLE’s market potential will really crystalize.
“If you’re not a very large player at the moment, I think it’s very difficult for you to proceed,” Sully told me, reflecting on how lithium’s price shocks have rocked the industry. Even with lithium prices ticking precariously upwards now, the industry is preparing for at least some level of continued volatility and uncertainty.
“Long term, who knows what [prices are] going to be,” Sully said. “I’ve given up trying to predict.”
A chat with CleanCapital founder Jon Powers.
This week’s conversation is with Jon Powers, founder of the investment firm CleanCapital. I reached out to Powers because I wanted to get a better understanding of how renewable energy investments were shifting one year into the Trump administration. What followed was a candid, detailed look inside the thinking of how the big money in cleantech actually views Trump’s war on renewable energy permitting.
The following conversation was lightly edited for clarity.
Alright, so let’s start off with a big question: How do investors in clean energy view Trump’s permitting freeze?
So, let’s take a step back. Look at the trend over the last decade. The industry’s boomed, manufacturing jobs are happening, the labor force has grown, investments are coming.
We [Clean Capital] are backed by infrastructure life insurance money. It’s money that wasn’t in this market 10 years ago. It’s there because these are long-term infrastructure assets. They see the opportunity. What are they looking for? Certainty. If somebody takes your life insurance money, and they invest it, they want to know it’s going to be there in 20 years in case they need to pay it out. These are really great assets – they’re paying for electricity, the panels hold up, etcetera.
With investors, the more you can manage that risk, the more capital there is out there and the better cost of capital there is for the project. If I was taking high cost private equity money to fund a project, you have to pay for the equipment and the cost of the financing. The more you can bring down the cost of financing – which has happened over the last decade – the cheaper the power can be on the back-end. You can use cheaper money to build.
Once you get that type of capital, you need certainty. That certainty had developed. The election of President Trump threw that into a little bit of disarray. We’re seeing that being implemented today, and they’re doing everything they can to throw wrenches into the growth of what we’ve been doing. They passed the bill affecting the tax credits, and the work they’re doing on permitting to slow roll projects, all of that uncertainty is damaging the projects and more importantly costs everyone down the road by raising the cost of electricity, in turn making projects more expensive in the first place. It’s not a nice recipe for people buying electricity.
But in September, I went to the RE+ conference in California – I thought that was going to be a funeral march but it wasn’t. People were saying, Now we have to shift and adjust. This is a huge industry. How do we get those adjustments and move forward?
Investors looked at it the same way. Yes, how will things like permitting affect the timeline of getting to build? But the fundamentals of supply and demand haven’t changed and in fact are working more in favor of us than before, so we’re figuring out where to invest on that potential. Also, yes federal is key, but state permitting is crucial. When you’re talking about distributed generation going out of a facility next to a data center, or a Wal-Mart, or an Amazon warehouse, that demand very much still exists and projects are being built in that middle market today.
What you’re seeing is a recalibration of risk among investors to understand where we put our money today. And we’re seeing some international money pulling back, and it all comes back to that concept of certainty.
To what extent does the international money moving out of the U.S. have to do with what Trump has done to offshore wind? Is that trade policy? Help us understand why that is happening.
I think it’s not trade policy, per se. Maybe that’s happening on the technology side. But what I’m talking about is money going into infrastructure and assets – for a couple of years, we were one of the hottest places to invest.
Think about a European pension fund who is taking money from a country in Europe and wanting to invest it somewhere they’ll get their money back. That type of capital has definitely been re-evaluating where they’ll put their money, and parallel, some of the larger utility players are starting to re-evaluate or even back out of projects because they’re concerned about questions around large-scale utility solar development, specifically.
Taking a step back to something else you said about federal permitting not being as crucial as state permitting–
That’s about the size of the project. Huge utility projects may still need federal approvals for transmission.
Okay. But when it comes to the trendline on community relations and social conflict, are we seeing renewable energy permitting risk increase in the U.S.? Decrease? Stay the same?
That has less to do with the administration but more of a well-structured fossil fuel campaign. Anti-climate, very dark money. I am not an expert on where the money comes from, but folks have tried to map that out. Now you’re even seeing local communities pass stuff like no energy storage [ordinances].
What’s interesting is that in those communities, we as an industry are not really present providing facts to counter this. That’s very frustrating for folks. We’re seeing these pass and honestly asking, Who was there?
Is the federal permitting freeze impacting investment too?
Definitely.
It’s not like you put money into a project all at once, right? It happens in these chunks. Let’s say there’s 10 steps for investing in a project. A little bit of money at step one, more money at step two, and it gradually gets more until you build the project. The middle area – permitting, getting approval from utilities – is really critical to the investments. So you’re seeing a little bit of a pause in when and how we make investments, because we sometimes don’t know if we’ll make it to, say, step six.
I actually think we’ll see the most impact from this in data center costs.
Can you explain that a bit more for me?
Look at northern Virginia for a second. There wasn’t a lot of new electricity added to that market but you all of the sudden upped demand for electricity by 20 percent. We’re literally seeing today all these utilities putting in rate hikes for consumers because it is literally a supply-demand question. If you can’t build new supply, it's going to be consumers paying for it, and even if you could build a new natural gas plant – at minimum that will happen four-to-six years from now. So over the next four years, we’ll see costs go up.
We’re building projects today that we invested in two years ago. That policy landscape we invested in two years ago hasn’t changed from what we invested into. But the policy landscape then changed dramatically.
If you wipe out half of what was coming in, there’s nothing backfilling that.
Plus more on the week’s biggest renewables fights.
Shelby County, Indiana – A large data center was rejected late Wednesday southeast of Indianapolis, as the takedown of a major Google campus last year continues to reverberate in the area.
Dane County, Wisconsin – Heading northwest, the QTS data center in DeForest we’ve been tracking is broiling into a major conflict, after activists uncovered controversial emails between the village’s president and the company.
White Pine County, Nevada – The Trump administration is finally moving a little bit of renewable energy infrastructure through the permitting process. Or at least, that’s what it looks like.
Mineral County, Nevada – Meanwhile, the BLM actually did approve a solar project on federal lands while we were gone: the Libra energy facility in southwest Nevada.
Hancock County, Ohio – Ohio’s legal system appears friendly for solar development right now, as another utility-scale project’s permits were upheld by the state Supreme Court.