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
TCL #54: The Merger of Incompatible Elements
Last week, Canada greenlit the Anglo American - Teck Resources merger, cementing Vancouver as the headquarters of the new copper powerhouse. Meanwhile, a media company is merging with a nuclear fusion company. The plan? Build utility-scale power plants, starting with a 50 MW facility. But can a media company truly
TCL #53: Fluor, Fervo, Boom lead dash into mining, geothermal and power turbines
Last week, while markets argued over rate cuts, boards green-lit more projects to chase rocks, heat and spinning metal, the unglamorous assets that keep AI servers humming and delivery vans rolling. Mining Fluor Corporation has been awarded a contract by Teck Resources Limited for the Highland Valley Copper Mine Life
Mining Splits, Copper Bets, and Nuclear’s Small Scale
The Chem Ledger #52
TCL #51: BHP's Copper Quest, Reverion's Carbon Capture, and Pharma Updates from Novo & Bayer
Welcome to this week's newsletter. This edition features major moves in mining, where BHP's attempts to subsume Anglo American highlight the growing importance of copper, a metal that will underpin much of our renewable energy future. We're also looking at innovative carbon capture tech
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
TCL #49: Power Plays and Carbon Bets
From Texas oil fields to Indian rice paddies, this week's deals reveal how capital chases the twin imperatives of the energy transition. Power demand surges while the world seeks to decarbonise where possible. Investors wager that profits and climate solutions might yet prove companions rather than adversaries. Meanwhile,