The Chem Ledger

Battery, Rare Earths, Semiconductors, Energy sector updates

TCL #66

The Chem Ledger

TCL #65: Off Shore Data Centers

Plus: EU green hydrogen rule and more.

The Chem Ledger

TCL #64: Shell's In On Canadian Shale

Plus: Oncology and Pharma Acquisitions

The Chem Ledger

TCL #63: CATL's New Batteries, USARE Securing a Crucial Rare Earth Mine

Plus: Global clean power output growth.

The Chem Ledger

TCL #62: BASF's Price Hike, Australian Coal Mine Policy Change

Plus: Nuclear Tech for running petrochemical plants and more.

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

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TCL #59: Energy Maxxing for Data Centres

Welcome back to The Chem Ledger. Today's newsletter delves into new deals in the Battery, Energy, Nuclear, Fuel, and Drug Delivery space. If someone forwarded this newsletter to you, you can have direct access here. Battery Google has committed an investment of $1 billion to Form Energy for

The Chem Ledger

TCL#58: Cross-Border Capital in a Fragmented World

Plus: Rare Earth, Fusion, Semiconductors, and Pharma updates.

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TCL #57: Cotton Waste to Carbon Credits

Plus: Materials, Mining, and Energy updates

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