lithos' Chip War Dashboard

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🌑 Americas

🇺🇸 --- 🌔 +

2½h: Prediction: ExxonMobil Raises Its Dividend More Than Wall Street Expects

5¾h: One of Exxon's Biggest Oil Fields Is Running Out of Room to Grow. Here's Why That's Not a Crisis.

8¾h: Trump made a multimillion-dollar bond bet — and Fed Chair Kevin Warsh could shape the outcome. What investors can learn

Energy Production & Storage
34m ago: ADNOC/XRG expanding internationally with Rio Grande LNG stake and Egypt JVs. Renewables set to overtake coal globally in 2026; solar second-largest renewable after hydro. India renewables capacity now exceeds fossil fuels. SMRs gaining traction with NuScale NRC-approved design. Battery storage scaling rapidly but grid interconnection queues (2,500+ GW) causing major delays. Heart Aerospace X1 largest battery-electric aircraft flown. California surpasses 21 GW battery resources.

25h @deeppressanal ADNOC/XRG increasing stakes in Rio Grande LNG and exploring Egypt oil & gas JVs.

37h @ResGeoPol Renewables to overtake coal in global generation 2026; solar second after hydro.

25h @HKIStrategies NuScale SMRs highlighted for electricity, hydrogen; potential nuclear renaissance.

25h @Turbinetraveler Heart Aerospace X1 completes 27-min piloted battery-electric flight; >1 MW power.

🌑 🇨🇳 AsiaPac

🇰🇷 --- ☀️ +

↺4½d EVE Energy14% beat 🟢

Cartilage-inspired lithium battery coating cushions cathodes against cracks during repeated charging - Lithium-ion batteries (LiBs) power electric vehicles and most existing electronics, ranging from laptops to smartphones, tablets, smart appliances and wearable devices. These batteries charge and discharge by moving lithium ...

In US, rare earths extracted from coal mine wastewater

🌑 EMEA

🇬🇧 --- ☀️ +

Energy Secretary Keeps Critical Generation Available in Mid-Atlantic

Energy Department Announces $500 Million Award to Revitalize American Steelmaking

France's nuclear reactors are running hot and still keeping the lights on - Much of western Europe has endured long stretches of hot weather and heat waves this summer. France recently experienced its hottest day on record and put 54 of its 96 departments under the highest heat alert.

Built to last: Hydrogen catalyst operates for 3,000 hours