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China unleashes lithium market frenzy — and the world takes its cue
A vivid reminder that China sets the price of a key battery raw material, as a CATL mine shutdown sparks a surge.
Aug 16
•
Henry Sanderson
13
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China unleashes lithium market frenzy — and the world takes its cue
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Will Northvolt Rise Again Following Lyten Investment?
Northvolt gets a second chance — can Lyten deliver where billions already failed?
Aug 9
•
Henry Sanderson
9
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Will Northvolt Rise Again Following Lyten Investment?
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1
Trump is creating a guaranteed market for non-Chinese battery producers like LG
Tesla's deal to buy cheaper LFP battery cells from LG Energy Solution could bolster the world's largest non-Chinese battery producer
Aug 6
•
Henry Sanderson
15
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Trump is creating a guaranteed market for non-Chinese battery producers like LG
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1
July 2025
Why China Is Betting Big on Hydropower Again
How a mega-dam in Tibet fits Into China's energy strategy
Jul 26
•
Henry Sanderson
9
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Why China Is Betting Big on Hydropower Again
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4
How Solar Energy Became Cheap — with Gregory Nemet
How decades of global collaboration made solar energy one of the cheapest sources of power on Earth
Jul 19
•
Henry Sanderson
8
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1
45:27
Why South Korea Is Critical to the Future of U.S. Batteries
Trump’s spending bill threatens U.S. efforts to reduce reliance on China for battery materials.
Jul 6
•
Henry Sanderson
17
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Why South Korea Is Critical to the Future of U.S. Batteries
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June 2025
China Makes the Cheapest EVs. Can Smarter Grids Make Them Cheaper to Own?
Vehicle-to-grid and smart charging could slash ownership costs — but battery degradation and transparency remain key concerns.
Jun 28
•
Henry Sanderson
9
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China Makes the Cheapest EVs. Can Smarter Grids Make Them Cheaper to Own?
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3
Cheaper Lithium, Bigger Batteries: The Hidden Upside of a Price Rout
The 90% decline in lithium prices since late 2022 looks severe - but it's enabled the low-cost production of energy storage batteries, which will help…
Jun 21
•
Henry Sanderson
15
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Cheaper Lithium, Bigger Batteries: The Hidden Upside of a Price Rout
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5. China, rare earths, and the trade war reckoning: a conversation With David Abraham
In the latest edition of the podcast I chat with David Abraham, author of the 2015 book The Elements of Power, one of the first to warn about our…
Jun 19
•
Henry Sanderson
4
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2
29:29
The Evergrande of EVs?: The Interview That Shook China’s Auto Industry
Great Wall Motor's Chairman Wei Jianjun caused a storm last month after he said there was an equivalent to the indebted property developer Evergrande in…
Jun 14
•
Henry Sanderson
15
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The Evergrande of EVs?: The Interview That Shook China’s Auto Industry
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Sleepwalking Into a Crisis: China’s Rare Earth Dominance
The Trump-Xi call eases tensions but the US needs to support domestic magnet-making if it wants to avoid another crisis
Jun 7
•
Henry Sanderson
19
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Sleepwalking Into a Crisis: China’s Rare Earth Dominance
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5
4. An Electric Revolution: How the Jacobs Brothers Powered Rural America with Wind Turbines
An interview with wind expert Brandon N. Owens on the early days of US wind power
Jun 5
•
Henry Sanderson
5
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2
22:10
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