lithos' Chip War Dashboard

Energy Production & Storage
2½h ago: Oil demand strong through petrochemicals/aviation, new upstream projects in Guyana, Brazil. US LNG exports growing with new trains. SMR interest surging with Google/Microsoft deals for data centers. Solar/wind record pipelines from IRA. Battery gigafactories expanding by Tesla, CATL; sodium-ion and solid-state advancing.

5½h @energywatch US LNG exports ramp with new Texas Louisiana trains replacing Russian gas.

7½h @nuclearnow Google and Microsoft sign SMR deals to power AI data centers.

11h @renewables IRA spurs record solar wind pipelines in Texas Midwest Southwest.

4½h @batterytech Tesla CATL BYD expanding gigafactories; sodium-ion pilot production scaling.

New material provides boost to carbon capture technologies - Oregon State University scientists have filed a patent application for a new carbon-capture material that turns water in factory flue emissions from a problem into an advantage.