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Artwork for Volt Insight

Volt Insight

Henry Sanderson

A newsletter on batteries, critical minerals, China & clean energy + monthly podcast, An Electric Revolution.

Platform
Substack
PricingFreemiumPublishesTwice weekly
Issues68SubscribersRead voltrush.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Why tariffs aren’t stopping China’s grip on battery minerals

The critical minerals contest is increasingly not between the US and China, but between the US and Chinese companies processing or producing minerals overseas, in Morocco, Indonesia and elsewhere.

12 days ago
11
3

Volt Insight Briefing: China’s wind turbine exports, Albemarle’s lithium forecast, and a state takeover in batteries

Your weekly roundup of must-read stories in batteries, clean energy, and critical minerals

19 days ago
1
0
Paid

The death of North America’s EV battery dream — and the subsidy lifeline keeping it alive

After the EV credit was scrapped, Korean battery giants are retooling for survival

24 days ago
10
1
Paid

Volt Insight Briefing: US critical mineral talks, Tesla’s magnet risk, and Korea’s battery losses

Your weekly roundup of must-read stories in batteries, clean energy, and critical minerals

a month ago
9
0
Paid

Authors

The writers behind this newsletter.

  • Henry Sanderson

    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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