The Chem Ledger
Mining Splits, Copper Bets, and Nuclear’s Small Scale
The Chem Ledger #52
Biotech
The Chem Ledger
TCL #50: A Billion Here, A Billion There
This week saw a flurry of billion-dollar deals across energy, biotech, and pharma. The US Department of Energy is reviving the Three Mile Island nuclear plant with a $1 billion loan, while TotalEnergies is investing $6 billion in Europe's electric future. Johnson & Johnson and Roche made significant
The Chem Ledger
TCL #49: Power Plays and Carbon Bets
From Texas oil fields to Indian rice paddies, this week's deals reveal how capital chases the twin imperatives of the energy transition. Power demand surges while the world seeks to decarbonise where possible. Investors wager that profits and climate solutions might yet prove companions rather than adversaries. Meanwhile,
The Chem Ledger
TCL #47: Silicon Valley and Nuclear Shadows
The collision between artificial intelligence and energy infrastructure is producing unexpected alliances. NextEra Energy and Google are reopening Iowa's Duane Arnold Energy Center, a nuclear plant shuttered for five years, to power Google's expanding AI operations. The US government has separately committed $80 billion with Westinghouse
The Chem Ledger
TCL #45: Copper's Surge and Green Pivots
This week's updates in mining and energy highlight efficiency drives and strategic pivots. Codelco's investment in I-Pulse tech to cut energy use in copper production, BHP's potential Arizona mine restarts amid rising prices, GM's EV strategy reassessment with a $1.6B charge,
The Chem Ledger
TCL #42: The Funding Flow
From geothermal grids to plastic purification, venture capital finds new frontiers in industrial innovation
The Chem Ledger
TCL #41: AI-Driven Chemistry, Nuclear Operations, and Carbon Management Shape the Future
A comprehensive look at this week's major developments spanning artificial intelligence applications, nuclear technology advances, and breakthrough funding across materials, biotechnology, and clean energy sectors.
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TCL#32: Legacy Industries Hedge Tomorrow
Established players bet on the technologies that may replace them.
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 #21: Carbon Fiber Circularity, $6.7B Arcadium Lithium Acquisition, ADNOC & OMV's Polyolefins Merger
Plus, Epoch BioDesign’s $18.3M Series A, Honeywell’s $2.16B Sundyne acquisition & more. Stay updated on the latest developments in the chemical and allied industries.
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
TCL #17: Techmer PM Expands, Syensqo’s Carbon Capture Push, Aganitha’s AI for Biotech, Jabil’s Pharma Move & More
In this edition of The Chem Ledger, I cover Techmer PM’s latest acquisition to expand its color concentrates business, Syensqo and Ardent Technologies’ partnership in carbon capture, and Aganitha’s AI-driven push for therapeutic research. Plus, Jabil’s strategic move in pharmaceutical manufacturing, Mitsubishi Gas Chemical’s efforts in