Supply Chain

Borr Drilling Exits Perfomex Stake, Retains Mexico Rigs via Bareboat Deal

Hamilton, Bermuda – September 18, 2026 -- Borr Drilling Limited (NYSE: BORR) (OSE: BORR) has signed definitive agreements to sell its 51% equity interest in Mexican joint ventures Perforaciones Estratégicas e Integrales Mexicana S.A. de C.V. and Perforaciones Estratégicas e Integrales Mexicana II, S.A. de C.V. (together, "Perfomex") to its long-standing local partner.

Local partner takes full ownership of Perfomex and rig operations

Once the deal closes, Borr's partner becomes sole owner of Perfomex and takes over management of the jack-up rigs Galar, Gersemi and Njord, which currently work under contract with PEMEX. Borr Drilling will retain title to all three rigs and continue earning from the underlying PEMEX contracts through bareboat charter agreements, with economics expected to remain largely unchanged from the current setup.

VTT-Led €3M Project Cracks Code on Profitable Plant Protein Output

Espoo – September 18, 2026 -- VTT Technical Research Centre of Finland and seven food industry partners have concluded a three-year, €3 million project concluding that profitable plant-based ingredient production depends on converting every raw-material fraction into value, not just isolating protein.

The RETHINK project, funded by Business Finland and running from June 2023 to August 2026, examined how Finland's oat and faba bean supply chains could be restructured into investable ingredient businesses. Industrial partners included Anora, Apetit, Fazer, Helsingin Mylly, Raisio, Valio and Viking Malt.

Shanghai Electric H1 Revenue Jumps 16.6% on CNY100.4bn Order Book

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Shanghai Electric H1 Revenue Jumps 16.6% on CNY100.4bn Order Book

Shanghai – September 18, 2026 -- Shanghai Electric posted operating revenue of CNY 63.332 billion (USD 9.17 billion) in the first half of 2026, up 16.6% year-on-year, while net profit attributable to shareholders rose 18.2% to CNY 970 million (USD 140.49 million). New orders reached CNY 100.39 billion (USD 14.54 billion), extending the company's order backlog across energy equipment, industrial equipment and integrated services.

Energy Equipment segment drives growth with 21.4% revenue increase

The Energy Equipment segment generated CNY 36.558 billion (USD 5.29 billion) in revenue, up 21.4%, led by wind power and energy storage. Industrial Equipment revenue rose 1.9% to CNY 18.954 billion (USD 2.75 billion), supported by digital upgrades in machine tools, elevators and industrial components. Integrated Services revenue climbed 31.5% to CNY 10.862 billion (USD 1.57 billion) on supply chain coordination and full-lifecycle service work.

ATI CEO Kim Fields to Address Aerospace Demand at Morgan Stanley Conference

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ATI CEO Kim Fields to Address Aerospace Demand at Morgan Stanley Conference

Dallas – September 18, 2026 -- ATI Inc. (NYSE: ATI) Board Chair, President and CEO Kim Fields will participate in a fireside chat at the Morgan Stanley 14th Annual Laguna Conference in Dana Point, California, on September 18, 2026, at 4:05 p.m. ET.

Fields will field questions on aerospace demand and ATI's specialty materials portfolio

The session will be hosted by Kristine Liwag, Morgan Stanley's Senior Aerospace & Defense equity analyst, giving institutional investors direct access to ATI's leadership on growth opportunities within the aerospace and defense supply chain.

VWS Plans $200M+ Waste-to-Energy Expansion at Vietnam's Da Phuoc Landfill

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VWS Plans $200M+ Waste-to-Energy Expansion at Vietnam's Da Phuoc Landfill

Oakland, Calif. – September 18, 2026 -- Vietnam Waste Solutions (VWS), the Vietnamese subsidiary of Oakland-based California Waste Solutions (CWS), has proposed a 50- to 60-megawatt waste-to-energy plant at its Da Phuoc Integrated Solid Waste Facility (DPI) outside Ho Chi Minh City, adding to roughly $200 million already invested in the site.

VWS proposes new power plant to expand Vietnam's largest engineered landfill

DPI, a 341-acre facility built in the mid-2000s to the U.S. Subtitle D standard, currently buries up to 6,500 tons of municipal solid waste daily -- about 2.4 million tons a year -- covering more than half of Ho Chi Minh City's household waste output of roughly 10,000 tons per day. VWS this year formally submitted the waste-to-energy proposal and is now moving through appraisal and permitting.

Uranium Royalty Corp Net Income Jumps 1530% After Sweetwater Deal

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Uranium Royalty Corp Net Income Jumps 1530% After Sweetwater Deal

Lakewood, Colo. – September 18, 2026 -- Uranium Royalty Corp. (NASDAQ: UROY) reported net income of $16.3 million for the three months ended September 18, 2026, a 1530% increase from $1.0 million a year earlier, as physical uranium sales funded its landmark Sweetwater acquisition.

UROY sells 593,255 pounds of U3O8 at $86.00 per pound, beating market average

The company generated $51.0 million in revenue from the sale, above the $85.45/lb average of UxC Historical Ux Daily Prices for the same period. Cost of sales totaled $34.1 million, or approximately $57.40/lb. Diluted earnings per share rose 900% to $0.10, compared with $0.01 in the prior-year quarter.

Oil Splits: IEA Cuts Demand, EIA Lifts Brent as Refiners Post Record Margins

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Oil Splits: IEA Cuts Demand, EIA Lifts Brent as Refiners Post Record Margins

NEW YORK – September 18, 2026 -- Crude settled near $100 a barrel Friday after Iranian state media said Tehran would meet Gulf states in Oman to discuss the Strait of Hormuz, capping a second consecutive weekly gain despite the pullback. The International Energy Agency now forecasts global oil demand will fall by 2.5 million barrels a day in 2026, roughly 940,000 barrels a day deeper than its estimate a month earlier, while the U.S. Energy Information Administration raised its second-half 2026 Brent forecast by $8 to around $90 a barrel in its September 9 Short-Term Energy Outlook. OPEC cut its 2026 demand growth forecast for a fifth consecutive time.

Lambda Signs White House Pledge on Data Center Ratepayer Protection

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Lambda Signs White House Pledge on Data Center Ratepayer Protection

San Francisco – September 18, 2026 -- Lambda, Inc., the AI cloud infrastructure provider known as the Superintelligence Cloud, has signed the White House Ratepayer Protection Pledge, committing to shield local electricity consumers from costs tied to its data center buildout.

Lambda commits to paying for its own power consumption

Under the pledge, Lambda backs policies requiring data center developers to cover the electricity their facilities consume rather than shifting costs to residential ratepayers. The company said it supports expanding grid generation capacity and maintaining reliable electric service as AI infrastructure demand accelerates nationally.

Hemlo Mining Contains Underground Outage, Awaits $250,000 Substation

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Hemlo Mining Contains Underground Outage, Awaits $250,000 Substation

Toronto – September 18, 2026 -- Hemlo Mining Corp. (TSX: HMMC) (OTCQX: HMMCF) confirmed a temporary electrical outage on September 18, 2026, at an underground substation feeding the Alimak production area on the 9765 level of its flagship Hemlo Gold Mine in northwestern Ontario, with no injuries reported and all underground personnel safely evacuated.

A replacement substation ordered under a critical spare parts audit is due in December 2026 at an estimated cost of US$250,000

The company had pre-ordered the replacement unit before the failure occurred, a move that now shortens the repair timeline. In the interim, technical teams have installed a temporary electrical bypass that restores power to the affected zone at reduced capacity, allowing some mining to continue while development and exploration work remains constrained.

Property Meld Adds RentCheck to Nexus Ecosystem for Maintenance Data

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Property Meld Adds RentCheck to Nexus Ecosystem for Maintenance Data

Rapid City, S.D. – September 18, 2026 -- Property Meld has integrated RentCheck's property inspection platform into its Nexus maintenance operations ecosystem, linking inspection and condition data directly to maintenance workflows for property managers.

Property Meld expands Nexus ecosystem with RentCheck integration

The partnership connects RentCheck's inspection and property condition data streams into Property Meld's maintenance operations platform, allowing operators to feed condition insights directly into work order decisions rather than managing separate systems.

Property Meld cites internal data linking work order context to outcomes

Ray Hespen, CEO and Co-Founder of Property Meld, said inspection data adds a layer of visibility into property condition that, when connected to maintenance operations, helps teams make more informed decisions and better protect asset performance.