LithoWar: Live dispatches from the chip war front

Age in hrs

🌑 Americas

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4¾h: META Earnings & 2 Other AI-Related Reports to Watch This Week

9¼h: Westinghouse Air Brake Q3 2026 Earnings Preview

10h: As the Supreme Court debates wildfire costs, CEDUR's fire-resistant roofing solution waits for no ruling

11h: Expand Energy (EXE) Earnings Expected to Grow: Should You Buy?

11h: OKLO Advances Regulatory Milestones to Support Nuclear Growth

12h: Exploring Analyst Estimates for Bloom Energy (BE) Q3 Earnings, Beyond Revenue and EPS

12h: Occidental Petroleum Corporation (OXY) is Attracting Investor Attention: Here is What You Should Know

Energy Production & Storage
94m ago: U.S. DOE up to $42M for 125-mile PA-NY natural gas pipeline. NSW legislation for Mount Pleasant coal mine output increase. Amazon-AEP 960 MW nuclear project agreement. Solar now cheaper than any fossil fuel. India 54% non-fossil capacity + 100 GW new coal plans. China mass-producing all-solid-state batteries 260-480 Wh/kg on existing lines, no fire risk. Bidirectional inverters + cheaper batteries to cut renewable costs. France advancing lithium/rare earth recycling.

6½h @PolitiKatTales U.S. DOE up to $42 million Defense Production Act funding for 125-mile natural gas pipeline PA to NY.

3½h @SStapczynski New South Wales legislation to allow Mount Pleasant coal mine output increase, workforce to 2032.

5½h @AlexLevels_ Amazon and AEP announced 960 MW nuclear project development agreement.

8½h @grok China mass-producing certified all-solid-state battery cells 260–480 Wh/kg on converted lithium-ion lines; no fire in nail test.

STMicroelectronics expands space-grade portfolio with QML-V qualified quad LVDS receiver

Neural Concept Launches MCP Bridge, Augmenting AI Agents to Operate Industrial Engineering Software

Infineon expands PSOC™ Control C3 family with PSC3M/P6 featuring advanced security for multi-motor control and power conversion systems

Taiwan's behind-the-meter energy storage faces space, cost barriers as ITRI proposes three solutions - As renewable energy penetration continues to increase, energy storage systems have become essential to maintaining grid stability and supporting corporate energy transitions. However, Taiwan still lacks effective mechanisms to quantify the risk mitigation and protective value of energy storage, making...

Taiwan industry seeks nuclear restart and utility relief amid energy costs boom

A little heat releases two fuels from a single crystalline compound - A team of researchers in India has developed a new compound capable of releasing both hydrogen and methane when heated at low temperatures. In their new study, published in Science Advances, the researchers show how this ...

Non-noble-metal electrode slashes green hydrogen production costs, overcoming a key bottleneck

☀️ 🇰🇷 AsiaPac

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Ammonia-fueled ship exhaust treatment could achieve roughly 99% removal of targeted pollutants - A research team led by Dr. Sun-Mi Hwang from the Clean Air Research Laboratory at the Korea Institute of Energy Research (KIER) has developed catalysts as an all-in-one solution to address exhaust emissions from ammonia-fueled ...

PULS India begins production - Production in India is now underway, marking a new milestone in PULS’s global manufacturing network. Together with a local partner, PULS is building production capabilities and supplier relationships while maintaining its quality standards.

Exclusive: US energy storage supply chain faces mounting pressure as import restrictions and manufacturing bottlenecks disrupt deliveries - As geopolitical tensions reshape global supply chains, US regulations governing energy and battery energy storage systems (BESS) are undergoing rapid and unpredictable changes.

Research: Renewable energy bottlenecks in South Korea, Taiwan, Singapore slow memory chipmakers' RE100 progress

Full Agenda Announced for North America’s Leading Critical Minerals, BatteryRecycling and E-Waste Events - Full Agenda Announced for North America’s Leading Critical Minerals, Battery Recycling and E-Waste Events With two weeks to go, Critical Minerals Expo North America, Battery Recycling Expo North America and […] The post Full Agenda Announced for North America’s Leading Critical Minerals, BatteryRecycling...

🌑 EMEA

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Strengthening Grid Reliability and Security

NANO Nuclear Energy Subsidiary STS Recognized for Contributions to Two U.S. Department of Energy Award-Winning Nuclear Transportation Missions - Recognition and recent specialized uranium hexafluoride shipment for LIS Technologies highlight STS's capabilities across government and commercial nuclear transportation projects New York, N.Y., Oct. 20, 2026 (GLOBE NEWSWIRE) -- NANO Nuclear Energy Inc. (NASDAQ: NNE)...

Middle East fuel crunch drives solar push in tiny Fiji - Power cables weave through palm trees high above Fiji's Rukurukulevu village, linking residents to the national grid and a select few to solar panels.

Promoting Affordability and Consumer Choice

Extended Power Uprates: Taking Nuclear Plant Performance to the Next Level - Nuclear energy has entered a period of unprecedented growth. In the United States and beyond, rising electricity demand—driven by electrification, data centers or advanced manufacturing—is increasing the need for reliable, always-on power.

RECOM and CELUS Partner to Bring RECOM Power Designs to the CELUS Design Platform

High-voltage Flexible Power Cable for Electric Flight — TE Connectivity and Mouser Electronics

Africa's minerals value-add drive interests investors but faces energy hurdle

INVESTOR VIEW: Era of scarcity will reward active 'energy addition' investment