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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.

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China’s quest for lithium pricing power

China has opened its lithium futures to foreign traders, but becoming a global benchmark is harder for China.

Why Chinese clean tech companies need Europe

Europe is no longer just China's export market, it is increasingly its profit engine.

Volt Insight Briefing: The rare earth nobody was watching

The first trade data after the Trump-Xi meeting suggest China's export controls remain firmly in place—and Beijing is only tightening them

Why is China holding back domestic lithium production?

China's imports of Australian lithium are surging at the same time as domestic supply in Jiangxi has collapsed

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?

The aluminium crisis nobody saw coming

A podcast interview with Paul Adkins on the impact of the Iran war on global aluminium markets

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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.

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.

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.

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