EVs
Energy
Geopolitics
US Signs First Commercial Cobalt Refinery Deal, Targeting China’s 75% Processing Monopoly
EVelution Energy's $850 million Mitsui offtake agreement marks the first attempt to build domestic cobalt refining capacity as IRA compliance deadlines loom and battery demand accelerates.
Energy
Technology
Aspen Aerogels Explosion Threatens Aerospace and Clean Energy Supply Chains
Thirteen workers hospitalized after manufacturing blast at critical aerogel supplier already facing 66% revenue collapse and impairment charges.
Energy
Geopolitics
Toyota’s Aluminum Warning Exposes Gulf Chokepoint in EV Supply Chain
Iranian strikes on UAE and Bahrain smelters reveal 70% dependency that threatens the green transition's geopolitical logic.