# Volt Insight

Primary-source intelligence on China's battery and critical minerals supply chain — for investors and professionals who need to get it right.

Page: <https://rssamplifier.com/voltrush-substack-com>  
Feed: <https://rssamplifier.com/voltrush-substack-com.md>

---

## [China’s quest for lithium pricing power](https://voltrush.substack.com/p/chinas-quest-for-lithium-pricing)

_2026-07-18 · Henry Sanderson_

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](https://voltrush.substack.com/p/why-chinese-clean-tech-companies)

_2026-07-03 · Henry Sanderson_

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

## [Volt Insight Briefing: The rare earth nobody was watching](https://voltrush.substack.com/p/volt-insight-briefing-the-rare-earth)

_2026-06-26 · Henry Sanderson_

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?](https://voltrush.substack.com/p/why-is-china-holding-back-domestic)

_2026-06-17 · Henry Sanderson_

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?](https://voltrush.substack.com/p/are-sodium-ion-batteries-facing-their)

_2026-06-10 · Henry Sanderson_

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](https://voltrush.substack.com/p/the-aluminium-crisis-nobody-saw-coming)

_2026-06-04 · Henry Sanderson_

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

[Listen](https://api.substack.com/feed/podcast/200598706/e0067662d6bb9c18a50296aaf26a7779.mp3)

## [Is the Iran war really boosting EV sales in China? Not quite.](https://voltrush.substack.com/p/is-the-iran-war-really-boosting-ev)

_2026-06-03 · Henry Sanderson_

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](https://voltrush.substack.com/p/volt-insight-briefing-catl-wants)

_2026-05-22 · Henry Sanderson_

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](https://voltrush.substack.com/p/why-we-keep-using-the-wrong-chart)

_2026-05-17 · Henry Sanderson_

China’s real leverage may come less from refining dominance than from its overwhelming share of global industrial demand.

## [Countdown to Getting Paid (Sponsored)](https://crawlproof.com/a/fl3kMkP9zlef)

_2026-05-17 · **Sponsored**_

Create a shareable wallet timer — deposits buy back time and pay debt down

## [Volt Insight Briefing: China’s EV market is slowing. So why is lithium soaring?](https://voltrush.substack.com/p/volt-insight-briefing-chinas-ev-market)

_2026-05-08 · Henry Sanderson_

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