Volt Insight
Henry SandersonPrimary-source intelligence on China's battery and critical minerals supply chain — for investors and professionals who need to get it right.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 91 | Founded | a year ago | Last Issue | 8 days ago |
| Active | |||||
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voltrush.substack.comLatest Issues
China’s quest for lithium pricing power
The Economist recently argued that the price of a liquid asset is, in effect, “the closest thing there is to the distilled judgement of humanity” — incorporating information from countless individuals, from amateurs to professional traders....
Why Chinese clean tech companies need Europe
Europe is no longer just China's export market, it is increasingly its profit engine.
Happy Friday.
Volt Insight Briefing: The rare earth nobody was watching
The first trade data after the Trump-Xi meeting suggest China's export controls remain firmly in place—and Beijing is only tightening them
Happy Friday from a very hot London.
Why is China holding back domestic lithium production?
China's imports of Australian lithium are surging at the same time as domestic supply in Jiangxi has collapsed
China’s dependence on imported lithium is rising, not falling.
Are sodium-ion batteries facing their LFP moment?
Chinese battery makers believe sodium-ion is following the same path that turned LFP into the China's dominant battery chemistry. Are they right?
Are sodium-ion batteries facing their “LFP moment”?
Key Facts
Audience Metrics
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| Subscribers | Engagement | 74 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
I write about batteries, clean energy, critical minerals and China. I’m the author of Volt Rush, the Winners and Losers in the Race to Go Green, about the global scramble for critical minerals and batteries.
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