Rivan Industries and other startups are betting small units that make synthetic natural gas and fuel from air can compete on cost with fossil fuel. Cost parity is still the claim to test.
Paladin EnviroTech is pulling rare-earth magnets out of retired turbines at MidAmerican's Highland wind farm in Iowa. It is working with Critical Materials Recycling on an acid-free way to recover neodymium and dysprosium for new magnets. For anyone buying motors and generators, a domestic magnet supply may start at a decommissioned wind farm.
A UBS chart shared on X maps the parts of a humanoid robot, from hands and joint actuators to perception and compute, and the public companies tied to each. Humanoids are turning into a components business. The underlying UBS report was not seen.
JD.com is paying people in Suqian about 3,000 to 3,500 yuan a month to wear head cameras while doing household tasks such as folding clothes, and garment-factory workers there are recording sewing and cutting the same way. The footage trains embodied-AI robots. Workers recording their own skills for robots raises a real question about who owns that know-how.