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Cameco Sees As Many As 20 AP1000 Nuclear Reactors On The Horizon
Cameco Sees As Many As 20 AP1000 Nuclear Reactors On The Horizon
Cameco leadership recently made announcements during their 2026Q1 earnings call regarding an expectation that as many as 20 AP1000 reactors will be announced for construction with support from the Department of Commerce (DOC) and the Department of Energy (DOE).
Grant Isaac, the Chief Operating Officer and President of Cameco, provided some color on the call for the difference between the different department efforts and the stages of discussions under each.
We covered the announcement from the DOC at length last...
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Jun 23, 2026 / Tyler Durden
Average 2Y Auction Stops Through, Has Highest Yield Since Jan 2025
Average 2Y Auction Stops Through, Has Highest Yield Since Jan 2025
In the week's first coupon auction, moments ago the Treasury sold $69BN in 2Y notes at a high yield of 4.189%, up from 4.071% and the highest yield since January 2025; the auction also stopped through the When Issued 4.192% by 0.3bps, the biggest through since January.
The bid to cover was perfectly average at 2.643, unchanged from last month's 2.640 and right on top of the recent average of 2.61.
Internals were a bit on the weak side, with Indirects...
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Jun 24, 2026 / Dave DeCamp
US Central Command Launches Airstrike in Syria, Says ‘Senior ISIS Leader’ Killed
US Central Command on Wednesday said that its forces launched an airstrike in Syria on June 19 that it claimed killed a “senior ISIS leader,” an attack that came more than two months after the US completed a withdrawal from the country. CENTCOM identified the target as Ali Husayn al-‘Ulaywi and offered no other details […]
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Jul 26, 2026 / Kyle Anzalone
NYT: Trump Holds Off on Ordering Major Escalation in Iran War
US officials said that President Donald Trump decided to hold off on ordering an escalation in the war against Iran. Last week, The New York Post and Axios reported that President Donald Trump was closing in on a decision to authorize a major attack on Iran. It is unclear what the operation would involve, with […]
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