Battery, Rare Earths, Semiconductors, Energy sector updates
TCL #66
TCL #65: Off Shore Data Centers
Plus: EU green hydrogen rule and more.
TCL #64: Shell's In On Canadian Shale
Plus: Oncology and Pharma Acquisitions
TCL #63: CATL's New Batteries, USARE Securing a Crucial Rare Earth Mine
Plus: Global clean power output growth.
TCL #62: BASF's Price Hike, Australian Coal Mine Policy Change
Plus: Nuclear Tech for running petrochemical plants and more.
TCL #61: The Cost of EV Reassessment
Plus: Sub-1nm node ambitions and Quantum Computing for Computational Chemistry.
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
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
TCL#58: Cross-Border Capital in a Fragmented World
Plus: Rare Earth, Fusion, Semiconductors, and Pharma updates.
TCL #57: Cotton Waste to Carbon Credits
Plus: Materials, Mining, and Energy updates
TCL #56: Mining Byproduct Sale, Fusion AI Twin, Oncology Acquisition
Plus: Offshore Wind Fights, Green Hydrogen Funding, AI Crop Gene Editing
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