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 | 83 | Founded | a year ago | Last Issue | 10 days ago |
| Active | |||||
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voltrush.substack.comLatest Issues
Why we keep using the wrong chart on critical minerals
The most popular chart in the critical minerals world shows China’s dominance of refining and processing. It appears in almost every presentation on energy security and usually points to the same conclusion: China controls the supply chain....
Volt Insight Briefing: China’s EV market is slowing. So why is lithium soaring?
Lithium futures prices in China briefly rallied past 200,000 RMB a tonne this week — here’s why the market is suddenly so bullish on battery demand
Happy Friday.
China's EV market is going premium - can batteries keep up?
Margin declines are forcing China's carmakers to sell more premium, large vehicles. But batteries need to get cheaper and better to keep up. My notes from the Beijing auto show.
The first impression you get at the giant Beijing Auto Show i...
How much range do EV drivers need and which battery chemistry will deliver it?
CATL launches broadside against BYD's use of ever bigger LFP batteries to boost vehicle range
BYD’s founder Wang Chuanfu bet his company on a simple idea: cheaper batteries would win.
Volt Insight briefing: Chinese battery companies' reliance on natural gas, CATL's mining push, and the lithium squeeze
Happy Friday. Thank you for your support of this newsletter, especially my paid subscibers.
Next Monday I’ll be at the FT Commodities Summit in Lausanne speaking on a panel. If anyone is there it would be great to connect.
Volt Insight...
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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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