The Chem Ledger
TCL#58: Cross-Border Capital in a Fragmented World
Plus: Rare Earth, Fusion, Semiconductors, and Pharma updates.
Rare Earths
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 #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
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 #38: The Weight of Industrial Realignment
From rare earth funding to abandoned recycling plans.
The Chem Ledger
TCL #34: The Green Rush Gathers Steam
From rare earths to recycled batteries, America's clean-tech sector is attracting serious money.
The Chem Ledger
TCL #30: Transforming Tomorrow's Materials, Energy, & Computing
This week's The Chem Ledger spotlights partnerships reshaping industries, from Nanotherm and Battelle's CNT heating solutions to Intel and Shell's immersion cooling technology for data centers. Notable advancements include MP Materials' rare earth supply chain development in Saudi Arabia and Realta Fusion'
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.