USA Rare Earth Processing 2026, $110/kg MP Materials Deal
USA Rare Earth Processing, $1.6 B CHIPS Act Fund, $2.8 B Serra Verde Deal, and…
Anglo American PGM 2026, $1.29B Recycling, Impala Platinum
Rhodium Supply Risk: $64 B GDP Threat, 83% SA Concentration, and a Tipping…
US Gov Critical Minerals 2026, $565M Brazil REE Project
Critical Minerals Investment Gap, 9% Drop Amid Tripling Demand, $30 B in US…
Lynas Rare Earths 2025, DoD Texas Processing Plant
Rare Earths Supply Risk, $6.5 T IEA Warning, 10 US Firms Targeted, and MP…
Energy X Energy Storage 2026, $230M Wildcat JV
Energy X BESS Projects, $225 M Eni Deal, 3 Commercial Plants, and a Compass…
Stardust Data Centers Natural Gas 2026, $725B Hyperscaler CapEx
Stardust Data Centers' Oil & Gas Power Strategy, $60 M Funding Amidst $1 T AI…
Deep Fission Nuclear 2026, $1B X-energy IPO
SMR Data Center Power, Deep Fission $40 M IPO, 18.5 GW LOIs, and 2 Competitor…
LS Electric Grid & Power Infrastructure 2026, $115M Honeywell Deal
LS Electric DC Power Distribution, $70 M US Big Tech Deal, Infineon Mo U, and a…
Standard Nuclear Nuclear 2026, $140M Series A, X-energy
Standard Nuclear TRISO Fuel, $150 M IPO, Oklo Alliance, and 2 New Production…
Qualcomm Semiconductor 2026, $3.9B Modular AI Deal
Qualcomm AI Chips 2026, $15 B Revenue Target, 1 Meta CPU Deal, and 8 x…