Every source, book by book
231 source citations from The Breakthrough Report 2027 and The Race to 2030, exactly as they are printed
at the foot of each entry and race. The Hype Decoder dates every event inside its case timelines.
Company statements, targets and prices are labeled as claims in the books. Figures are current to late October 2026.
Book 1 · The Breakthrough Report 2027
01. Robotaxis with No Steering Wheel
- Electrek (Feb 17 and Apr 23, 2026)
- Quartz
- Tesla Q2 2026 update
- The Motley Fool (Oct 15, 2026)
- Basenor and Electric-Vehicles.com (Oct 27, 2026)
- 24/7 Wall St. (Sep 8, 2026)
- Wikipedia, Tesla Robotaxi (NHTSA audit)
02. Motors Without Rare Earths
- Electrek (Sep 4, 2026)
- Business Wire, Niron and Stellantis (Oct 16, 2025)
- Mining.com (Adamas Intelligence)
- Reuters on Ford Chicago (May 2025)
- MOFCOM announcements (Apr and Oct 2025)
- InsideEVs (Mar 2023). CNBC (Nov 10, 2025)
- US Treasury statements (Sep 24, 2026)
03. The Motor Inside the Wheel
- Hydro-Quebec IREQ history
- Canadian patent CA2139118C
- Lordstown Motors bankruptcy filing (Jun 27, 2023)
- EVXL (May 7, 2026)
- Green Car Reports (CES 2025)
- Autocar Professional (Protean)
- Dana TM4
04. Electric Air Taxis
- Joby Q2 2026 shareholder letter (Aug 5, 2026)
- Joby IR (Oct 15, 2026)
- Gulf News
- Business Wire, Archer (Jul 2, 2025)
- The Star (Jun 17, 2025)
- EHang Q4 earnings call
- Reuters on Lilium and Volocopter
05. Electric Semi Trucks
- Electrek (Feb 10 and Apr 29, 2026)
- Carrier Atlas
- CleanTechnica (Jul 16, 2026)
- China Daily (Jun 22, 2026)
- Energy Intelligence
- Tesla Semi event (Nov 16, 2017)
06. Humanoid Robots on the Factory Floor
- CNBC (Jan 28, 2026)
- Quartz
- Not a Tesla App
- The Motley Fool, Q3 2026 earnings call transcript (Oct 22, 2026)
- Bloomberg via BNN Bloomberg (Oct 14, 2024)
- heise (Jun 2024)
- Axios (Sep 2, 2025)
07. The Unboxed Factory
- Tesla Investor Day (Mar 1, 2023)
- Electrek (Feb 17, 2026)
- Tesla Oracle (Sep 10, 2026)
- EVANNEX
- 36Kr on Cybercab module patents
- Reuters on gigacasting adoption
08. Houses Printed in Days
- NBC News and CNBC (Mar 2025)
- TechCrunch (Jan 9, 2025)
- 3DPrint.com on ICON funding and Mighty Buildings
- 3DPrint.com on Century Communities
- ICON and NASA announcements
09. Steel Without Coal
- IEA iron and steel tracking
- World Economic Forum on HYBRIT (2021)
- SteelOrbis (Apr and May 2026)
- ESG Today (Oct 2026)
- Stegra press releases
- Boston Metal
10. The New Giant Lock at Sault Ste. Marie
- USACE Detroit District
- ENR (Sep 2025)
- Construction Equipment Guide
- DHS Office of Cyber and Infrastructure Analysis (2015)
- Lake Carriers' Association
- Great Lakes Now
11. Small Modular Reactors
- World Nuclear News (May 2025)
- The Globe and Mail
- CBC
- American Nuclear Society (Apr 9, 2025)
- Carbon Commentary (May 2025)
- White House executive orders (May 23, 2025)
- Google-Kairos (Oct 2024)
12. Geothermal Anywhere
- Fervo Energy announcements (Sep 1, Sep 24, Sep 30, 2026)
- Fervo Q2 2026 earnings call (Aug 12, 2026)
- Breakthrough Energy
- Renewable Energy Magazine (Dec 2025)
13. Fusion's First Power Plants
- US DOE and LLNL (Dec 13, 2022)
- Helion-Microsoft agreement (May 10, 2023)
- CFS-Google (Jun 30, 2025)
- Helion Orion site work (Jul 2025)
- Wikipedia, SPARC
- MIT Technology Review
14. Solar Cells Stacked Two Layers Deep
- NREL efficiency chart
- LONGi (Apr 2025)
- pv magazine and PV Tech on Trina Solar (Jun 2026)
- PV Tech on Oxford PV (2024)
- Qcells (Dec 2024)
15. Batteries the Size of Warehouses
- pv magazine and ESS News (Jul 2026)
- T&D World (Q2 2026 storage report)
- SEIA and Benchmark Mineral Intelligence
- CAISO
- ERCOT
- Reuters on Moss Landing (Jan 2025)
16. Batteries Made From Salt
- Electrek (Apr 22, 2026)
- Electronic Design
- New Mobility (Apr 29, 2026)
- Electric & Hybrid Vehicle Technology International (Changan)
- Battery-Tech.net
- TechCrunch on Natron Energy (Sep 2025)
17. Solid-State Batteries
- QuantumScape (Feb 4, 2026)
- Battery Design, solid-state timelines (Sep 2026)
- Mercedes-Benz (Sep 2025)
- Toyota and Idemitsu announcements
- NIO (2024)
18. Manganese-Rich Cells
- NBC News and CNBC (May 13-14, 2025)
- electrive (May 14, 2025 and Jun 12, 2026)
- Barchart
- Argonne National Laboratory
- Ford battery announcements (2025)
19. Iron-Air Batteries That Last 100 Hours
- Great River Energy project page
- Energy-Storage.news
- MIT Technology Review (Oct 4, 2023)
- POWER Magazine
- Weirton Daily Times
- Form Energy announcements
20. Batteries Born Again
- Redwood Materials
- EU Battery Regulation 2023/1542
- Global Restructuring Review (Aug 2025)
- S&P Global Mobility
- Resource Recycling (Sep 2025)
21. Plants That Mine Nickel
- PMC12067995 (field trials)
- ARPA-E PHYTOMINES
- ASM International
- Anthropocene Magazine (Apr 2026)
- CleanTechnica (Apr 2024)
- Lintern et al., Nature Communications (2013)
22. Gold From Old Electronics
- UN Global E-waste Monitor 2024 (ITU and UNITAR)
- The Royal Mint (2024)
- IOM3
- eeNews Europe
- Tokyo 2020 Medal Project
- ETH Zurich (2024)
23. Rare Earths Outside China
- IEA Global Critical Minerals Outlook
- MP Materials and DoD (Jul 10, 2025)
- Apple-MP (Jul 15, 2025)
- MP Materials Q2 2026 earnings call
- Nasdaq
- SMM
24. Mining the Deep Seafloor
- TMC USA (Feb 6, 2026)
- NOAA
- Marine Technology News
- Global Mining Review (Apr 22, 2026)
- Oceanographic Magazine
- Current Biology (May 2023)
- Nature Geoscience (Jul 2024)
- Executive order (Apr 24, 2025)
25. Lithium Pulled From Brine
- US Geological Survey (Oct 21, 2024)
- Oil and Gas Journal (Jan 2025 and Mar 2026)
- Mining Weekly (Mar 9, 2026)
- Smackover Lithium (May 14, 2026)
- Standard Lithium financing update (Dec 9, 2025)
26. Rockets That Land and Fly Again
- SpaceX launch and booster records
- Gizmodo and Engadget (Oct 2025)
- Supercluster Starship tracker
- Yahoo News (2026)
- Blue Origin (2025)
- NASA Artemis
27. Satellites That Call Your Phone
- T-Mobile (Jul and Oct 2025)
- TelecomTV
- Futurum Group
- AST SpaceMobile Q1 2026 update and 8-K
- Converge Digest (2026)
- Apple (2022)
28. Cargo Airships
- LTA Research
- FAA special airworthiness certificate (2023)
- Flying Whales
- Hybrid Air Vehicles
- Government of the Northwest Territories ice road data
29. Missiles and Drones That Cost Less Than a Car
- Quwa (Jul 2026)
- NATO and Polish government statements (Sep 2025)
- CSIS Missile Defense Project
- Reuters
- Ukrainian Ministry of Strategic Industries
- Canada's DRDC and IDEaS
30. The Chips Behind the AI Boom
- Fortune (Oct 29, 2025)
- Nvidia GTC Washington keynote (Oct 28, 2025)
- Nvidia quarterly results (Nov 2025)
- Reuters on US export rules (2025)
- TSMC Arizona (Oct 2025)
Book 2 · The Race to 2030
Race 1. Robotaxis
- Bloomberg (Feb 11, 2026)
- robotaxi trackers (Mar-Apr 2026)
- Baidu filings
- Texas registrations (Oct 2026)
- California DMV on Cruise (Oct 2023)
- GM (Dec 2024)
Race 2. Humanoid Robots
- Smart Analytics Global via TechNode and TechRepublic (Aug 2026)
- Tesla Q3 2026 earnings call (Oct 21, 2026)
- Figure and BMW
- Hyundai and Boston Dynamics
Race 3. Batteries
- IEA Global EV Outlook
- CATL (Apr 2026)
- GM and LGES (May 2025)
- SEIA and Benchmark (Q2 2026)
- Northvolt bankruptcy filings (2025)
- Honda Canada (May 2025)
Race 4. Rare Earths and Critical Minerals
- IEA Global Critical Minerals Outlook
- MOFCOM announcements (2023-2025)
- MP Materials and DoD (Jul 2025)
- Canada Defence Industrial Strategy (Feb 17, 2026)
- US Treasury (Sep 2026)
Race 5. AI Chips
- Fortune (Oct 29, 2025)
- Nvidia GTC Washington (Oct 2025)
- TSMC (Oct 2025)
- Bloomberg via Gulf News on Huawei output
- TrendForce (Apr 2026)
- Reuters on export rules
Race 6. Nuclear Power
- US EIA (May-Jun 2026)
- Bloomberg on China's 2026 reactors (Apr 17, 2026)
- Ontario (May 8, 2025)
- White House orders (May 23, 2025)
- CFS and Helion
Race 7. Space Launch
- SpaceNews launch count (2025)
- Space.com
- Supercluster Starship tracker
- CNSA statements
- Canadian Space Agency
- Maritime Launch Services
Race 8. Electric Cars
- BYD and Tesla annual reports (Jan 2026)
- CAAM (Jan 2026)
- One Big Beautiful Bill Act (Jul 4, 2025)
- CTV News and BNN Bloomberg (Jan 16, 2026)
Race 9. Drones and Cheap Defense
- CNN and SCMP on DJI share
- FCC (Dec 22, 2025)
- Caixin (Feb 25, 2026)
- White House order (Jun 6, 2025)
- Canada Defence Industrial Strategy (Feb 17, 2026)
- Quwa (Jul 2026)
Race 10. Clean Power
- IEA solar supply chain report
- pv magazine and SEIA (Jul 2026)
- Fervo Energy (Sep 2026)
- One Big Beautiful Bill Act (Jul 4, 2025)
- Canada Energy Regulator