Volt Insight
Henry SandersonA newsletter on batteries, critical minerals, China & clean energy + monthly podcast, An Electric Revolution.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 77 | Subscribers | Read | voltrush.substack.com |
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| #189 | |
| #120 |
Latest Issues
Recent posts by this newsletter. Browse the email archive.
Stop waiting for the “miracle” battery
Last week The Wall Street Journal published an article entitled: “Will this ‘Miracle’ Battery Finally Change Your Mind About EVs?”
China's energy storage market is booming. One Chinese analyst thinks you should look at the inventory data
Mo Ke estimates as much as 210 GWh of storage batteries are sitting undeployed in China — more than the entire global market installed two years ago
Africa fights back - the new battle shaping the global lithium market
China's reliance on African lithium is only set to increase, as new mines come into production in the DRC and Mali
Volt Insight briefing: China is redirecting rare earth supply away from Japan
Japanese companies are already trying to engineer around the problem. Proterial has developed a heavy-rare-earth-free magnet for EV motors.
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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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