energy


Why The Price Of Uranium Is About To Soar

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The cumulative uranium supply/demand deficit between 2025-2045 expands to 1,914mn lbs. This represents a cumulative 32% shortfall between 2025-2045, which will result in a massive price increase. 


Trump Deal Highlights Intensifying Global Competition For Fusion Energy

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Nuclear fusion is able to generate four times as much energy as nuclear fission from the same mass of fuel...


Japan To Resume Operations At World's Largest Nuclear Plant 15 Years After Fukushima Disaster

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The country is continuing its return to nuclear generated power despite safety concerns of local residents.


Georgia Power Gets Green Light To Dramatically Grow Grid To Draw Data Centers

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State’s public service commission unanimously approves hotly-contested plan after assurances developers, not ratepayers, to foot bill. Opponents not convinced.


Pump Baby, Pump! EIA Thinks OPEC Can Produce Far More Than Anyone Expected

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This complicates OPEC+ messaging...


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California Faces Fuel Disaster As Refineries And Gas Stations Shut Down

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Gavin Newsom's destructive legislation could double current gas prices while creating a national security risk...


Centrus Energy Soars After Starting Commercial Uranium Enrichment Activity

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Centrus has begun constructing new centrifuges in preparation for production of low-enriched uranium (LEU). Stock is gaping up on the day.


Apocalyptic Environmentalism Collides With Data Center Boom, Fuels Sky-High Mid-Atlantic Power Prices

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"The amount of pressure on PJM is enormous. "


Trump Sees Choking Off Venezuela's Oil Revenue As Quickest Path To Regime Change, But...

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... with Maduro backed into a corner, things could still escalate


WTI Holds 'Venezuela Blockade' Gains After Small Crude Draw, Record US Production

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"Ultimately, the trend is lower for oil, with it likely to persist unless there's a pick-up in global industrial activity, a bigger supply shock, or - most likely - intervention from OPEC to support prices,"


Will The Oil Curse Strike South America's Wealthiest Country?

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Heavy dependence on petroleum revenues, weak institutions, and geopolitical pressure from Venezuela raise serious risks of an oil curse...


Pump-Prices Plummet As Ukraine Peace Deal Progress Sparks Oil Plunge

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...national average pump-prices for gas near 5 year lows as oil drops amid rising hopes for a potential peace deal in the Russia-Ukraine conflict.


Oklo Fuel Facility Hits Next Milestone

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Oklo has been working with the DoE and INL since 2019 and has leveraged the coordination over the past six years to progress as rapidly as possible through the novel DoE licensing path. 


Fading Ukraine War Risk Leaves Oil Supply Glut More Exposed

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It looks like a world where extra supply keeps outrunning every incremental demand upgrade...


Access To Electricity Is Holding Back Growth Across The Global Economy

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“The Netherlands is already using as much electricity as was originally projected for the year 2030. The physical grid cannot keep pace with societal ambitions, unless we fundamentally change how we design and use it.”


Supertankers Bound For Venezuela Make U-Turns, Fearing US Interdiction, As PDVSA Hit By Cyberattack

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Maduro's oil exports effectively paralyzed, with the exception of Chevron's shipments...


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2025: The Year Energy Sanity Returned

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This revival is one of the most encouraging developments of 2025.


The Gulf Of America Is Back

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The Gulf of America is one of the world’s most prolific and lowest-carbon intensity offshore basins...


Ukraine War Comes To... The Caspian Sea

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First ever drone attack on major Russian oil & gas platform in faraway body of water...


US Solar Installations Soar As Developers Rush To Secure Tax Credits

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The U.S. solar market saw a significant jump in capacity installations in the third quarter as developers ramp up activity and construction to qualify for the last investment tax credits that are being phased out by the Trump Administration.