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 | 87 | Founded | a year ago | Last Issue | 5 days ago |
| Active | |||||
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voltrush.substack.comLatest Issues
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”?
The aluminium crisis nobody saw coming
Aluminium prices are at a four-year high, up more than 25% this year, as war in the Middle East and a blocked Strait of Hormuz choke off nearly a quarter of the world’s seaborne metal supply.
In this episode, I speak with Paul Adkins of A...
Is the Iran war really boosting EV sales in China? Not quite.
Rising oil prices are accelerating a decline in sales of petrol cars in China. But they aren't driving a surge in EV demand.
President Donald Trump’s war in Iran is fuelling demand for electric vehicles across much of the world – but not i...
Volt Insight Briefing: CATL wants to power China’s AI boom
The battery giant is assembling stakes in data centres, power systems and energy-management software as AI becomes one of China’s fastest-growing sources of electricity demand.
Thomas Edison’s genius wasn’t just in inventing a better light...
Why we keep using the wrong chart on critical minerals
China’s real leverage may come less from refining dominance than from its overwhelming share of global industrial demand.
The most popular chart in the critical minerals world shows China’s dominance of refining and processing. It appears...
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| Subscribers | Engagement | 74 | Monthly Web Visits | ||
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| 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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