Henry Sanderson, the author of Volt Rush and writer of the Volt Insight Substack has spent two decades reporting for the FT and Bloomberg, including seven years in Beijing.
There are few better guides to China's grip on batteries and critical minerals.
Fresh from a trip to China, Henry unpacks where the East versus West supply chain battle really stands.
In this ep, Henry covers:
• Where China's dominance sits after the Trump and Xi meeting, and why Europe is now bearing the brunt of its export machine • His wrong chart thesis: why China's share of demand matters more than its share of processing • How export controls on niche metals like yttrium caught Western industry off guard • The looming collision between profit-seeking Western capital and a sector with a demand problem
(0:00) China Exports for Profit (6:40) Energy Storage Boom (14:50) The Wrong Chart Thesis (22:10) Export Controls and Rare Earths (33:20) New Chemistries and Wrap Up
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