GM Electric Vehicles 2026, $625M Lithium Americas Deal
GM EV Supply Chain Pivot, $7.6 B Writedown, $625 M Lithium Americas Deal, and 2…
Toyota Electric Vehicles 2026, $912M US Production Push
Toyota Supply Chain Localization, $13.9 B NC Plant, cellcentric JV, and 5 Plant…
Ford Energy Storage 2026, 30 GWh Toyota Plant
EV Battery Manufacturing Reshoring: VW's $7 B Plant, LG's JV, and North…
Lithium Americas Critical Minerals 2026, $996M Ioneer
Top 10 Critical Mineral Projects Outside China: Rio Tinto's $11.6 B & $2.3 B in…
CFS Nuclear 2026, Virginia ARC Plant & Realta Deal
Commonwealth Fusion Systems Tokamak Supply Chain, $1 B Eni Offtake, ~$3 B…
Cameco Nuclear 2026, $80B Brookfield Acquisition
Cameco Advanced Reactor Fuel, $80 B Westinghouse Deal, 22 M lbs India Contract,…
BHEL Hydrogen 2026, 2,400 MW Project, thyssenkrupp Deal
BHEL Chinese Vendor Exemption, $3 B NLC India Ltd Deal, and 4 Power Project…
Hanwha Qcells Solar 2026, $1.45B DOE Loan, NASA Deal
Qcells Perovskite R&D, $2.8 B Georgia Investment, 5 GWh LG Energy Solution…
US Solar 2026, $64/MWh PPA Prices & China Tariffs
Solar PV Geopolitical Pricing, 50% Tariffs, $14.7 B in Canceled Funds, and 266…
Alsym Energy Storage 2026, 9 GWh ERITY Partnership
Alsym Energy BESS Commercialization, 9 GWh ERITY Partnership, 8.5 GWh ESS Deal,…