The Chem Ledger
TCL #64: Shell's In On Canadian Shale
Plus: Oncology and Pharma Acquisitions
TotalEnergies
The Chem Ledger
TCL#58: Cross-Border Capital in a Fragmented World
Plus: Rare Earth, Fusion, Semiconductors, and Pharma updates.
The Chem Ledger
TCL #50: A Billion Here, A Billion There
This week saw a flurry of billion-dollar deals across energy, biotech, and pharma. The US Department of Energy is reviving the Three Mile Island nuclear plant with a $1 billion loan, while TotalEnergies is investing $6 billion in Europe's electric future. Johnson & Johnson and Roche made significant
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
TCL #33: The Material Revolution
From six-month molecular discoveries to $1.50 hydrogen, technology is compressing the innovation timeline.
The Chem Ledger
TCL #22: Aramco Backs Carbon Capture, $6.7B Pharma Merger, Germany’s Biggest Green Hydrogen Deal
Plus, $200M for AI-Powered Scientific Discovery, and Major Investments in Plastic Recycling Technologies.