Analysis of US energy, climate and industrial policy, markets and investment conditions. Coverage includes federal and state regulation, public incentives, infrastructure deployment and competition with other major industrial regions.
Lithium for batteries dominates the debate. Yet very specific lithium streams are becoming critical for advanced nuclear. Natural lithium (7.5% Li-6 and 92.5% Li-7) is perfectly fine for EVs because only chemical purity matters, not isotope ratio. However, isotopes are considered differently in the nuclear sector ▶️ In fission, Li-7 […]
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Over the last few days, several updates have put Myanmar and the Terbium (Tb) and Dysprosium (Dy) supply chain back in the spotlight. Because Dy/Tb boost magnet strength at high temperature, they are essential for magnets used in EV drivetrains, wind turbines, and defense systems… ➡️ The Myanmar→Yunnan corridor is […]
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I had a look at the new organisation chart of the US DOE over the weekend… and the message is pretty clear ➡️ What are the main changes? • The 2 major clean energy pillars EERE (Office of Energy Efficiency and Renewable Energy) and OCED (Office of Clean Energy Demonstrations) […]
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If you know the nuclear world, you know that “Atoms for Peace” was never only idealism. It was a strategic move by the US, exactly 72 years ago (8 Dec. 1953) at the start of the Cold War. ➡️ A few strategic goals often forgotten • Limit growing Soviet influence […]
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