Reletter
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Mineral Blend Tea

Huiling Zhou

Weekly essential reads on critical minerals, batteries, and beyond

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues55Founded3 years agoLast Issuea year ago
Active

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hlzhou.substack.com
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Latest Issues

How BYD foresaw itself overtaking Toyota back in 2007...

Hi, I’m back from months of a tea hiatus - a lot has happened in the critical minerals, batteries, and EV space. We have a lot to unpack for all things critical minerals related, but for this comeback piece (vroom vroom), I thought it’d...

a year ago
20

BYD's global push| Cash-strapped Northvolt & why can't Europe make batteries?

Welcome back, my fellow tea drinkers 🍁

In this post, besides our regular news roundups, I’ve gathered some great podcast episodes and articles I came across recently, and I’m excited to share them with you. Hope you enjoy them as much as...

2 years ago
2

Indonesia moves up the battery supply chain| The EV tariff power play

Hi, my fellow tea drinkers! I know it has been a while, but I’m officially back after a much-needed break! (time flies, can’t believe I’ve been writing this weekly newsletter for almost a year)

A lot has happened in the past two months: I...

2 years ago

Third time was no charm for BHP | Chile's CORFO boosts Albemarle's lithium quota by 50%

What’s big last week?
Mining/Minerals: Anglo American rejects BHP’s two follow-up offers; Chile's CORFO boosts Albemarle's lithium quota by 50%; IEA’s Global Critical Minerals Outlook 2024; Nickel rises amid riots in New...
2 years ago

Biden’s 100% tariffs on Chinese EVs| Volcano mining could be a thing

What’s big last week?
Batteries/EVs: Biden’s 100% tariffs on China’s EVs; BYD eyes European and Indonesian markets; Chinese anode plants in Morocco.
Minerals/Mining: Volcano soup mining; BHP/Ivanhoe Electric JV...
2 years ago

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