The Chem Ledger
TCL #56: Mining Byproduct Sale, Fusion AI Twin, Oncology Acquisition
Plus: Offshore Wind Fights, Green Hydrogen Funding, AI Crop Gene Editing
BASF
The Chem Ledger
TCL #46: The Battle for Critical Resources
The logic of globalisation assumed that markets would efficiently allocate resources wherever they were cheapest. That era is ending. From lithium deposits in Texas to rare-earth sites in Minnesota, from quantum processors to AI-powered drug discovery, the new currency of industrial policy is not cost but control. The companies and
The Chem Ledger
TCL #44: From Algorithms to Test Tubes
Plus: Arkema's dry battery coatings, Lithium Americas' government backing, and Pfizer's tariff reprieve
The Chem Ledger
TCL #26: Oxy Doubles Down on Carbon Capture
Plus: Airbus's $18.5M Hydrogen Bet, Rio Tinto's Green Aluminum Push and more.
The Chem Ledger
TCL #25: Europe's Rare Earth Ambitions, $12M for Indian Solar, Barrell's Lithium Play
Also: Hydrogen-Powered Steel in Austria, BASF's Car Collab, AirJoule-ASU's Water Harvesting and more.
The Chem Ledger
TCL #23: Manchester Prize Winner, €20M for Green Methanol, BASF’s 54MW Hydrogen Bet
Also, FDA’s New Cancer Imaging Approval, $710M Oncology Licensing Deal and more.
The Chem Ledger
TCL #19: Viridien & Matnex’s AI Materials Partnership, Scania’s Battery Expansion, Sherwin-Williams’ $1.5B Deal, Aramco’s Philippine Entry & More
Viridien & Matnex are joining forces to advance AI-powered materials discovery, Scania is acquiring Northvolt’s heavy industry battery business, and Sherwin-Williams has struck a $1.5 billion deal to acquire BASF’s Brazilian architectural paints unit. Plus, Aramco is entering the Philippines’ retail fuel market, ABB & Bilfinger are
The Chem Ledger
The Chem Ledger #14: The Big Moves Shaping the Chemical and Allied Industries in 2025
Welcome to The Chem Ledger, your go-to source for the latest updates in the chemical and allied industries. Three weeks into 2025, the chemical industry is already shaping up for an eventful year. In this edition, I explore key developments across materials science, pharmaceuticals, energy, and life sciences, along with
The Chem Ledger
The Chem Ledger #8: Comstock’s AI Move, Solenis’ Expansion, Myant’s Textile Tech Push, and Major Investments in the Chemical Sector
A Weekly Overview of Strategic Acquisitions, Funding Milestones, and Stake Adjustments Shaping the Chemical and Materials Industries.