Ultium Cells Energy Storage 2025, $112B JVs, Ford & SK On
Ultium Cells BESS Production, $2.6 B Michigan Plant, 50 GWh Tennessee Capacity,…
Toray Wind 2026, 50% Chinese Supply, Siemens Gamesa
Offshore Wind Supply Chain, $320/sqm Carbon Fiber Costs, 6, 120 Ton Recycling…
Nuclear Enrichment 2026, $900M Centrus, Orano Awards
Advanced Reactor Fuel Supply, $2.7 B DOE Program, 3 Major Enrichment Awards,…
MP Materials Critical Minerals 2026, June 22 Controls
Top 10 US Companies Most Affected by China's Rare Earth Export Controls China's…
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,…