Join me in exploring mergers, acquisitions, and emerging trends in the chemistry industry, as we navigate the evolving relationship between science and business.
The Chem Ledger
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,
The Chem Ledger
Last week's transactions reveal the contours of American industrial policy in action. The federal government is deploying over $700 million in loans and incentives to establish domestic rare earth magnet production, addressing a critical supply chain vulnerability. Meanwhile, capital continues to consolidate. Oil producers are merging to achieve
The Chem Ledger
The collision between artificial intelligence and energy infrastructure is producing unexpected alliances. NextEra Energy and Google are reopening Iowa's Duane Arnold Energy Center, a nuclear plant shuttered for five years, to power Google's expanding AI operations. The US government has separately committed $80 billion with Westinghouse
The Chem Ledger
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
This week's updates in mining and energy highlight efficiency drives and strategic pivots. Codelco's investment in I-Pulse tech to cut energy use in copper production, BHP's potential Arizona mine restarts amid rising prices, GM's EV strategy reassessment with a $1.6B charge,
The Chem Ledger
Plus: Arkema's dry battery coatings, Lithium Americas' government backing, and Pfizer's tariff reprieve
The Chem Ledger
Plus: Pfizer's Metsera acquisition, silicon anodes in Washington, and Lanxess's polymer divestment
The Chem Ledger
From geothermal grids to plastic purification, venture capital finds new frontiers in industrial innovation
The Chem Ledger
A comprehensive look at this week's major developments spanning artificial intelligence applications, nuclear technology advances, and breakthrough funding across materials, biotechnology, and clean energy sectors.
The Chem Ledger
Companies pivot to new technologies and regions as supply chains tighten.
The Chem Ledger
From carbon conversion to corporate raiders, the chemical sector seeks new formulas for growth
The Chem Ledger
From rare earth funding to abandoned recycling plans.