Iran’s strategic decision calculus resembles that of being long a high-strike oil call with an expiry around the US midterms...

For $13.5 million NANO picks up one of only ten NRC-licensed fuel cycle facilities in the US, located 30 miles from America's only commercial enrichment plant. The plant was never built, and that is part of why it's interesting.

The U.S. data center boom has entered a new, contradictory phase...

Before the ban on exports, Russia's diesel shipments accounted for about 10% of global seaborne diesel supply.

Uranium hit a record high and nobody cared. Historically, that's not how the bull market ends; it's what the middle of one looks like.

"But if you ask me who's prevailing in the battle over the Strait of Hormuz, it's clear US President Donald Trump has the advantage."

Gasoline stocks in the US Midwest are at the lowest level on record. Overall, the US has the least gasoline on hand since November 2014, with stockpiles falling by 1.68 million barrels. 

The UAE ultimately targets to have $100 billion invested in India in the long term...

"If there is a need, and if our member countries do agree with it, we are ready to act in order to address current and future market challenges." 

More than two decades on, it gives Washington significant leverage over Baghdad...

The increase from wind and solar was nearly four times the increase from natural gas-fired generation during the summer...

Some relief. 

The price spike and the concern about near-term supply have deepened the backwardation structure of European gas prices...

The measure will initially remain in place for 30 days and could be extended through the end of 2026...

Washington has a message for America's uranium enrichers: move faster…

"Hormuz is no longer behaving like a chokepoint under effective Iranian control." 

Asia is the biggest buyer of liquefied natural gas and gas been ramping up related infrastructure for years...

ADNOC remains fully committed to meeting our customers' needs and supporting India's energy security...

Official emphasizes the fuel neither originates in Syria nor comes out of stocks earmarked for domestic consumption.

To ban, or not to ban?