Japan's $36 Billion Bet On US Energy Dominance

Germany, France Hold Secret Talks On Continental Nuclear Shield In Pivot From US Has Europe really embarked on a nuclear reset, rethinking its US-led deterrent architecture? For the first time since the Cold War, major European capitals are openly debating the need for an independent nuclear deterrent - an emerging theme on clear display this week at the Munich Security Conference. We've reported before that the turning point came in March, when Washington temporarily halted battlefield intelligence sharing with Ukraine - a move that forced allies to confront the prospect that...

Nuclear Buildout Accelerates With Goldman Now Including SMRs Into Forecast Goldman's latest edition of "Nuclear Nuggets: Global Reactor Tracker" reinforces that the buildout of the cleanest and most reliable form of so-called "green" energy, nuclear power, continues to gain momentum. The theme we first laid out in December 2020 continues to broaden, with buildouts accelerating across both large-scale and small modular reactors, even as the growing risk of a massive uranium supply deficit emerges. Focusing on the latest North American reactor progress and announcements: 4/16/2026 - Canada - Bruce Power has signed...