May 25, 2026

China Didn’t Just Build Supply. It Built Demand (Henry Sanderson)

42 minutes

Henry Sanderson, author of Volt Rush and writer of Volt Insight, speaks about the future of US-China industrial rivalry, critical minerals, EVs, batteries, AI power demand, and China’s manufacturing advantage.

The discussion covers the Trump-Xi summit, rare earth leverage, why the West may be using the wrong critical minerals chart, China’s premium EV push, the limits of LFP batteries, the comeback potential of NMC and solid-state batteries, and whether Chinese companies like CATL could help unlock US EV demand.

Chapters

(00:00) Intro

(04:23) AI Power Race

(08:25) China's Built Demand

(12:13) Beijing Auto Show

(14:26) China’s Economic Model

(18:37) Global Power Strategy

(23:45) LFP Battery Limits

(28:39) NMC And Solid-State

(30:36) Chinese FDI Prospects

(37:44) US EV Demand

(41:17) Closing Thoughts

Links

https://rkequity.com/

Questions:

[email protected]

Patreon:

https://www.patreon.com/rockstockchannel

Podcast

Apple Podcasts: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172

Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq

Howard: https://x.com/LithiumIonBull

Matt: https://x.com/matt_fernley

Rodney: https://x.com/RodneyHooper13

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DISCLAIMER

NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH.

Howard, Matt, and Rodney are not financial advisors or broker-dealers. This video is provided for informational purposes only and should not be considered investment or financial advice. Please conduct your own independent research and read the disclaimer at the end of the video or on RK Equity’s website: https://www.rkequity.com

Intro and outro audio credit: Jamie Klein

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