Volt Insight | Henry Sanderson | Substack

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

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

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

China's battery boom is being propped up with debt

The fragile foundations of the global energy transition

Dec 22, 2025 • Henry Sanderson

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

Volt Insight

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