The Chem Ledger
TCL #57: Cotton Waste to Carbon Credits
Plus: Materials, Mining, and Energy updates
Mining
The Chem Ledger
TCL #54: The Merger of Incompatible Elements
Last week, Canada greenlit the Anglo American - Teck Resources merger, cementing Vancouver as the headquarters of the new copper powerhouse. Meanwhile, a media company is merging with a nuclear fusion company. The plan? Build utility-scale power plants, starting with a 50 MW facility. But can a media company truly
The Chem Ledger
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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Mining Splits, Copper Bets, and Nuclear’s Small Scale
The Chem Ledger #52
The Chem Ledger
TCL #51: BHP's Copper Quest, Reverion's Carbon Capture, and Pharma Updates from Novo & Bayer
Welcome to this week's newsletter. This edition features major moves in mining, where BHP's attempts to subsume Anglo American highlight the growing importance of copper, a metal that will underpin much of our renewable energy future. We're also looking at innovative carbon capture tech
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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 #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 #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,
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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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TCL #39: Activists Target Chemical Giants
From carbon conversion to corporate raiders, the chemical sector seeks new formulas for growth
The Chem Ledger
TCL #27: Quantum Dots Scale Up and Solid-State EV Batteries Advance
Plus: Carbon Removal on Farmland, ChEmpower's Chip Innovation, Aramco-BYD Partnership, 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.