The Chem Ledger
Battery, Rare Earths, Semiconductors, Energy sector updates
TCL #66
Semiconductors
The Chem Ledger
TCL #61: The Cost of EV Reassessment
Plus: Sub-1nm node ambitions and Quantum Computing for Computational Chemistry.
The Chem Ledger
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
The Chem Ledger
TCL#58: Cross-Border Capital in a Fragmented World
Plus: Rare Earth, Fusion, Semiconductors, and Pharma updates.
The Chem Ledger
Mining Splits, Copper Bets, and Nuclear’s Small Scale
The Chem Ledger #52
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.