Two Chinese Container Ships That Were Previously Turned Back By Iran, Now Allowed To Transit Hormuz Strait

Half Of US Data Centers Scheduled To Start In 2026, Will Be Canceled Or Delayed Just over two years ago, we first penned our views on "The Next AI Trade", which looked beyond the hyperscalers and the data centers supporting the AI revolution, and instead focused on the energy and logistical needs that would be so very critical in allowing the US to dominate China in the existential race to first reach Artificial General Intelligence (which many have dubbed the next nuclear arms race due to its profound civilizational implications)....

An Iranian official said that the IRGC would attack ships transiting the Strait of Hormuz without Tehran’s approval.  “Any failure to comply, deviation from the designated route, or disregard for the navigation protocols of the Islamic Republic of Iran in the Strait of Hormuz will be met with an immediate and forceful response from the […]

Cameco And Brookfield Positioned To Lead New Jersey's $24 Billion Nuclear Build Out New Jersey has launched a competitive procurement process for new nuclear capacity under the Power New Jersey Act signed last month. The framework targets at least 1,100 MW of electrical power (MWe) at pre-approved sites and carries an estimated $24 billion price tag.  Westinghouse's AP1000 reactor sits coincidentally at about ~1,200 MWe. State officials are emphasizing shovel-ready locations and lessons learned from earlier projects to accelerate deployment. Federal financing tools that can cover up to 80% of costs are...