Show Notes
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
…………...…
DIRECTOR'S SPECIAL EMAIL Join 16k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining ……………
TIMESTAMPS (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 ……………
PARTNERS Sandvik Ground Support – The only ground support you’ll ever need
Focus by Marketech – All your mining news and market needs in one powerful platform | 10-day free trial
Exceed Capital – Diversify your portfolio with Exceed’s property funds
……………
FOLLOW & CONNECT • YouTube: @MoneyofMine • Twitter / X: @moneyofminepod • LinkedIn | Instagram | Facebook
……………
JOIN THE GROUP CHAT Join the Money of Mine Discord Server
……………
DISCLAIMER All information in this podcast is for education and entertainment purposes only and is of general nature only. Please ensure you read our full disclaimer.
More from Money of Mine
M&A whiz Ben Bailey, Portfolio Manager at Harvest Lane, is back.
Alex Turnbull once sent an out-of-work Mongolian translator with a drone to the Chinese border to count coal trucks.
We went hunting for value disconnects with a clock ticking and came up with 10 special situations in ASX small cap resources.
We're hunting far and wide for the best businesses in mining.
Australia’s biggest gold deal is here, with Gold Fields locking Northern Star in its gaze. There's so much to this story. We get into why this isn't a rerun of Gold Road, what Gold Fields does next and whether an NST board mid-CEO transition has the backbone to go it alone. Plus, Lynas strikes an all-scrip deal for Meteoric, and Robert Friedland delivers one of the great keynotes at Mining Forum Americas (MFA). We cover: Gold Fields makes its move