The Chem Ledger
TCL #57: Cotton Waste to Carbon Credits
Plus: Materials, Mining, and Energy updates
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The Chem Ledger
TCL #56: Mining Byproduct Sale, Fusion AI Twin, Oncology Acquisition
Plus: Offshore Wind Fights, Green Hydrogen Funding, AI Crop Gene Editing
The Chem Ledger
TCL #55: Black Gold Rules All
Good morning. This is the first newsletter of 2026, in which we look back at last week's key occurrences in the chemical and allied industries. Oil & Gas On January 3, 2026, the US conducted a military strike on Venezuela following months of planning and a series of
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