The Chem Ledger
TCL #63: CATL's New Batteries, USARE Securing a Crucial Rare Earth Mine
Plus: Global clean power output growth.
Battery
The Chem Ledger
TCL #61: The Cost of EV Reassessment
Plus: Sub-1nm node ambitions and Quantum Computing for Computational Chemistry.
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TCL #60: BYD's New Battery, Aikido's Underwater Data Center, TerraPower's NRC Approval
Plus: Replacement of copper interconnects with fiber optics and scaling a new biomaterial
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TCL #59: Energy Maxxing for Data Centres
Welcome back to The Chem Ledger. Today's newsletter delves into new deals in the Battery, Energy, Nuclear, Fuel, and Drug Delivery space. If someone forwarded this newsletter to you, you can have direct access here. Battery Google has committed an investment of $1 billion to Form Energy for
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TCL #53: Fluor, Fervo, Boom lead dash into mining, geothermal and power turbines
Last week, while markets argued over rate cuts, boards green-lit more projects to chase rocks, heat and spinning metal, the unglamorous assets that keep AI servers humming and delivery vans rolling. Mining Fluor Corporation has been awarded a contract by Teck Resources Limited for the Highland Valley Copper Mine Life
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TCL #48: Consolidation and Critical Minerals
Last week's transactions reveal the contours of American industrial policy in action. The federal government is deploying over $700 million in loans and incentives to establish domestic rare earth magnet production, addressing a critical supply chain vulnerability. Meanwhile, capital continues to consolidate. Oil producers are merging to achieve
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
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TCL #44: From Algorithms to Test Tubes
Plus: Arkema's dry battery coatings, Lithium Americas' government backing, and Pfizer's tariff reprieve
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The Chem Ledger #43: Rare earth magnets in Estonia, obesity drug manufacturing in Texas
Plus: Pfizer's Metsera acquisition, silicon anodes in Washington, and Lanxess's polymer divestment
The Chem Ledger
TCL #40: Tata's $11bn Chip Bet, Sanofi's Patent Woes and Offgrid's Zinc Play
Companies pivot to new technologies and regions as supply chains tighten.
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TCL #39: Activists Target Chemical Giants
From carbon conversion to corporate raiders, the chemical sector seeks new formulas for growth
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TCL #37: Silicon Dreams Meet Ceramic Realities
From military-grade materials to electric vehicle pragmatism, industry navigates the turbulent waters of technological transformation.