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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
9
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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
18
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Sleepwalking Into a Crisis: China’s Rare Earth Dominance
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5
22:10
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
The Battery Bet That Changed the World
How China’s policy, BYD’s foresight, and an American invention reshaped global energy
May 31
•
Henry Sanderson
29
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The Battery Bet That Changed the World
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4
CATL’s IPO Triumphed — Just as Trump Weakens the Competition
The battery giant’s Hong Kong listing boosts its global expansion just as Trump rollbacks weaken international rivals.
May 24
•
Henry Sanderson
8
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CATL’s IPO Triumphed — Just as Trump Weakens the Competition
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How China bought out the US battery industry
The US should not let another wave of battery startups go bankrupt
May 17
•
Henry Sanderson
18
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How China bought out the US battery industry
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8
How Trump’s tariffs are disrupting the US energy storage boom
Uncertainty over tariffs is hitting one of the fastest-growing clean tech markets
May 10
•
Henry Sanderson
3
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How Trump’s tariffs are disrupting the US energy storage boom
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Trump, Ukraine, and the New Era of Critical Minerals
Trump is channeling China’s playbook on critical minerals, but what about shoring up demand?
May 2
•
Henry Sanderson
2
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Trump, Ukraine, and the New Era of Critical Minerals
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3. An Electric Revolution: Did a 1909 kidnapping derail the future of solar power?
An interview with Dr Sugandha Srivastav of Net Zero Notes
Apr 28
•
Henry Sanderson
and
Dr Sugandha Srivastav
3
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32:57
Can CATL bring down the cost of sodium-ion batteries for electric vehicles?
“If the direction is correct go all in,” CATL’s founder told his team.
Apr 25
•
Henry Sanderson
5
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Can CATL bring down the cost of sodium-ion batteries for electric vehicles?
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China's trade war leverage: Part I: dominance in rare earth magnets
The strategic resource powering EVs, wind turbines—and Beijing’s leverage
Apr 17
•
Henry Sanderson
3
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China's trade war leverage: Part I: dominance in rare earth magnets
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1
Trump's tariffs threaten US grid-scale battery build-out
The US is the largest importer of Chinese lithium-ion batteries
Apr 6
•
Henry Sanderson
5
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Trump's tariffs threaten US grid-scale battery build-out
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A newsletter on critical minerals, batteries, China & clean energy. + podcast on the history of clean energy, An Electric Revolution.
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