Volt Insight
Henry SandersonA newsletter on batteries, critical minerals, China & clean energy + monthly podcast, An Electric Revolution.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 72 | Subscribers | Read | voltrush.substack.com |
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How this newsletter ranks in the official Substack charts.
| #198 | |
| #132 |
Latest Issues
Recent posts by this newsletter. Browse the email archive.
China’s EV export surge is masking a deeper problem at home
I stepped out of my house in London recently and saw a Changan-brand electric vehicle parked on the street. A few years ago that would have felt unimaginable. Now it barely seems surprising.
China is betting big on energy storage — in the form of water
Beijing’s new five-year plan outlines a huge boost in pumped hydro storage, which along with batteries, will help intergrate a massive rise in wind and solar power
Volt Insight briefing: Iran, Zimbabwe and the stress test of China’s supply chains
China faces pressure from both ends of the supply chain — upstream disruptions and tariffs on its exports
China won the mineral war. Two new books show how the West let it happen
Nicholas Niarchos and Tomasz Nadrowski have written two essential guides to understanding how China outmaneuvered the West in critical minerals
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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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