Henry Sanderson
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Volt Insight
Primary-source intelligence on China's battery and critical minerals supply chain — for investors and professionals who need to get it right.
10 posts · theirs
Lately
China’s quest for lithium pricing power
Why Chinese clean tech companies need Europe
Volt Insight Briefing: The rare earth nobody was watching
Why is China holding back domestic lithium production?
Are sodium-ion batteries facing their LFP moment?
The aluminium crisis nobody saw coming
Is the Iran war really boosting EV sales in China? Not quite.
Volt Insight Briefing: CATL wants to power China’s AI boom
Why we keep using the wrong chart on critical minerals
Volt Insight Briefing: China’s EV market is slowing. So why is lithium soaring?
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