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Uranium Supply Crunch Worsens Amid Kazakhstan’s Plan For Strategic Reserve
Uranium Supply Crunch Worsens Amid Kazakhstan’s Plan For Strategic Reserve
Drawing further attention to the global uranium supply-demand mismatch that we've been pounding the table on since 2020, Kazakhstan has outlined plans to accelerate exploration and create a strategic reserve for the nuclear fuel.
We've repeatedly emphasized that the US is not moving fast enough if it hopes to secure fuel for its reactor fleet…
US Is Rapidly Expanding Its Nuclear Supply Chain: It's Not Nearly Fast Enough https://t.co/gly9hVAKnr
— zerohedge (@zerohedge) February 19, 2026
More countries are likely to announce strategic uranium reserves...
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Japan's $36 Billion Bet On US Energy Dominance
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Authored by Irina Slav via OilPrice.com,
Japan has committed $36 billion as the first tranche of its $550-billion U.S. investment pledge under last year’s trade deal, including plans to build a 9.2 GW natural gas power plant in Ohio.
The remaining funds will support a synthetic diamond factory and the Texas GulfLink deepwater oil export terminal.
The massive gas plant reflects surging U.S. electricity demand — particularly from AI-driven data centers — with natural gas emerging as the preferred source of reliable baseload power.
Japan has...
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