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Who really controls China’s battery market?
A clash maybe emerging between Beijing’s anti-involution campaign and CATL’s market power
Jan 15
•
Henry Sanderson
4
4
4
Volt Insight Briefing: Beijing cuts export rebates as China moves to rein in battery overcapacity
Your weekly roundup of must-read stories in batteries, clean energy, and critical minerals
Jan 9
•
Henry Sanderson
6
1
2
China doesn’t need Latin America’s oil — it needs its markets
Latin America has become a crucial market for Chinese vehicles, EVs, solar and clean-energy technology
Jan 6
•
Henry Sanderson
6
3
4
China's battery boom is being propped up with debt
The fragile foundations of the global energy transition
Dec 22, 2025
•
Henry Sanderson
14
2
How long can China prop up its electric vehicle export machine?
Weaker domestic auto consumption rasies fundamental questions for China's entire EV and battery supply chain
Dec 15, 2025
•
Henry Sanderson
7
5
5
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Volt Rush Briefing: China’s battery prices start to rise; Zijin Mining’s lithium push; a new polysilicon platform and Europe’s mineral…
Your weekly roundup of must-read stories in batteries, clean energy, and critical minerals
Dec 12, 2025
•
Henry Sanderson
4
1
China's overcapacity in battery materials is now a threat to its dominance
China’s LFP industry is losing money — and could soon start losing ground
Dec 5, 2025
•
Henry Sanderson
22
4
4
Volt Rush Briefing: China moves to curb “irrational competition” in its battery sector
Your weekly roundup of must-read stories in batteries, clean energy, and critical minerals
Dec 1, 2025
•
Henry Sanderson
7
5
Volt Rush Briefing: Lithium bulls return in China, but sodium-ion shadows the outlook
Your weekly roundup of must-read stories in batteries, clean energy, and critical minerals
Nov 21, 2025
•
Henry Sanderson
7
2
Is the world's biggest lithium producer diversifying away from China?
Posco’s investment in two Australian lithium mines and the ramp-up of local hydroxide production signal a slow but real diversification
Nov 17, 2025
•
Henry Sanderson
9
6
Bill Gates-backed Mantle8 and the race for natural hydrogen
An interview with Emmanuel Masini of Mantle8 on the potential of natural hydrogen
Nov 12, 2025
•
Henry Sanderson
3
4
26:24
Volt Rush Briefing: Toyota delays solid-state battery plant on weak EV demand; China’s $7,000 battery-rental EV; Chile’s lithium deal gets…
Your weekly roundup of must-read stories in batteries, clean energy, and critical minerals
Nov 11, 2025
•
Henry Sanderson
6
1
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