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Nuclear Buildout Accelerates With Goldman Now Including SMRs Into Forecast

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...
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Apr 21, 2026 / Tyler Durden
Data Centers Drove Half Of All Growth In US Electricity Use In 2025
Data Centers Drove Half Of All Growth In US Electricity Use In 2025 Global electricity demand rose by 3% in 2025, with growth nearly triple compared to the 1.3% increase in total energy consumption, as data centers and electric vehicles continued to push power use higher, the International Energy Agency (IEA) said in a report on Monday. Overall global energy demand growth slowed to 1.3% in 2025, slightly below the previous decade's average of 1.4% and significantly lower than in 2024, as global economic growth slowed and cooling demand in Asia was...
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Mar 7, 2026 / Tyler Durden
European Nationalists Rally Around Orbán Following Zelensky's "Outrageous" Remarks
European Nationalists Rally Around Orbán Following Zelensky's "Outrageous" Remarks Authored by Thomas Brooke via Remix News, Hungarian Foreign Minister Péter Szijjártó has condemned remarks by Ukrainian President Volodymyr Zelensky that Budapest says amounted to a threat against Prime Minister Viktor Orbán. Responding to comments made during a press briefing in Kyiv on Thursday, Szijjártó said the statement was “beyond every limit” and reflected what he described as “the kind of ‘culture’ coming from Kyiv.” “This is the man Brussels admires and the country they want to fast-track into the European Union,” Szijjártó said....
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Feb 20, 2026 / Tyler Durden
"We Saw It. We Passed": Blue Owl Fails To Secure Third Party Funding For $4 Billion Data Center
"We Saw It. We Passed": Blue Owl Fails To Secure Third Party Funding For $4 Billion Data Center As we discussed extensively yesterday, Blue Owl already has huge headaches with its software exposure, being forced to dump a substantial amount of its SaaS-linked loans (to related parties among others) as it gates retail investors in its private credit fund amid a tsunami of redemption requests. We now learn that the massive private credit asset manager is also facing major hardware challenges too.  According to Insider, Blue Owl - which is also...
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