Insights That Drive Financial Growth in Resource and Tech Markets

Intel Fair Value Estimate Remains Steady Despite…

Intel Fair Value Estimate Remains Steady Despite…

We intend to maintain our $21 (C$28.40) fair value estimate for no-moat Intel INTC and $180 (C$243.41) for narrow-moat Qualcomm QCOM following The Wall Street Journal’s report on Sept. 20 that Qualcomm “made a takeover approach to rival Intel in recent days.” No deal price was discussed in the report, and we agree with the Journals assessment that there would […]

AE Elemental Launches New Recycling Facility in Poland

AE Elemental Launches New Recycling Facility in Poland

In a significant stride towards sustainable electric vehicle (EV) practices, AE Elemental—an innovative partnership between the U.S.-based Ascend Elements and Poland’s Elemental Strategic Metals—has launched a state-of-the-art lithium-ion battery recycling facility in Zawiercie, Poland. As the demand for electric vehicles escalates, the need for eco-friendly battery recycling processes becomes increasingly paramount, particularly in light of […]

US to Allocate $3 Billion for 25 Battery Manufacturing Projects

US to Allocate  Billion for 25 Battery Manufacturing Projects

Empowering America’s Battery Supply Chain: A $16 Billion Initiative for Sustainable Energy The transition to a greener economy hinges significantly on the availability and sustainability of critical minerals essential for battery production. Recently, the U.S. Department of Energy (DOE) announced a remarkable $16 billion initiative aimed at bolstering the domestic supply chain for battery-grade materials, […]

U.S. Invests $3B+ in EV Battery Production, Escalating Critical Minerals Race with China (Technology Metals Report, Sept. 20, 2024)

U.S. Invests B+ in EV Battery Production, Escalating Critical Minerals Race with China (Technology Metals Report, Sept. 20, 2024)

(Technology Metals Report, Sept. 20, 2024) The critical minerals sector is undergoing significant transformations globally, with nations racing to secure their supply chains and reduce dependence on dominant players. This article explores recent developments in the industry, from major government investments to new mineral discoveries and international collaborations, highlighting the complex interplay of economic, environmental, […]

Unraveling the Microstructural Complexities in Electro deposited Alkali Metal Films

Unraveling the Microstructural Complexities in Electro deposited Alkali Metal Films

  Introduction The evolution of solid-state batteries stands at the forefront of energy storage research, primarily due to their potential for higher energy densities and increased safety compared to conventional lithium-ion batteries. A pivotal aspect of solid-state batteries is the interface between the alkali metal anode and the solid electrolyte (SE). This article re-examines a […]

California Leads in AI Regulation, Despite Governor Newsom’s Uncertainty on SB1047

California Leads in AI Regulation, Despite Governor Newsom’s Uncertainty on SB1047

California is leading the way on AI regulation—but Governor Gavin Newsom is still unsure about SB1047 Hello and welcome to Eye on AI. In this edition…California takes the reins on AI regulation, LinkedIn quietly starts training its AI on user data, and new research shows how generative AI is guzzling up water and electricity on […]

UN report warns that Big Tech and rich nations are taking over AI development

UN report warns that Big Tech and rich nations are taking over AI development

AI development is being hijacked by Big Tech and rich nations, UN report warns Artificial Intelligence (AI) is often regarded as the modern-day equivalent of electricity, powering countless human interactions daily. However, startups and developing nations face a clear disadvantage as Big Tech companies and richer nations dominate the field, especially when it comes to […]