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Reading List 07/25/26

16 hours ago
  • China is rolling back EV subsidies and imposing a consumption tax on lithium-ion batteries starting September 2025.
  • TSMC is accelerating investment in Arizona fabs due to AI demand and plans to raise prices by up to 10% in 2027.
  • The CEO of DR Horton sees little short-term impact from the ROAD to Housing Act, while the FT argues luxury apartments help housing chains.
  • Saronic chose Texas over California for operations, allegedly using California Forever negotiations to get better terms.
  • The National Historic Preservation Act burdens clean energy projects more than fossil fuels due to larger viewprints and higher adverse effect findings.
  • Fervo Energy CEO Tim Latimer advocates a learning-by-doing approach for geothermal, inspired by SpaceX, starting with simpler projects.
  • Defective roadway guardrails are mentioned among other news in this weekly reading list.