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Uranium Gap Worsens: Nuclear News Roundup
Uranium Gap Worsens: Nuclear News Roundup
Goldman analyst Brian Lee reviews headlines across the nuclear industry for March (full note here).
New reactor progress and announcements
North America
4/16/2026 – Canada: Bruce Power has signed an MoU with SaskPower to share its experience in large-scale nuclear reactors, including project development and long-term operations, as Saskatchewan evaluates large reactor technologies alongside its SMR program. The agreement formalizes information-sharing and aligns provincial and federal nuclear strategies.
4/24/2026 – United States: Duke Energy's Robinson nuclear power plant has been cleared for extended operation to 80 years,...
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Jul 16, 2026 / Dave DeCamp
Katz Tells Hegseth That Israel Won’t Withdraw From Gaza, Syria, or Lebanon
Israeli Defense Minister Israel Katz told US Secretary of War Pete Hegseth in a call on Thursday that Israel won’t withdraw from Gaza, Syria, or Lebanon, according to a statement from the Israeli minister’s office. According to The Jerusalem Post, Katz “emphasized Israel’s determination to remain in security zones in Syria, Gaza, and Lebanon to […]
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May 22, 2026 / Tyler Durden
Pentagon Concedes That US Provided Most Of Israel's Missile Defense During Iran War
Pentagon Concedes That US Provided Most Of Israel's Missile Defense During Iran War
Via The Libertarian Institute
The US fired hundreds of its most advanced interceptors to protect Israel from Iranian missiles during the first five weeks of the war.
According to a Department of War assessment described to The Washington Post, the US used 200 Terminal High Altitude Area Defense (THAAD) interceptors and over 100 SM-3 and SM-6 missiles in defense of Israel.
Image source: DoD/Department of War
In comparison, Israel only used 100 Arrow interceptors and 90 David’s Sling missiles.
Speaking about the imbalance,...
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Apr 17, 2026 / Tyler Durden
Futures Storm Higher Into Record Territory On Now Daily Ceasefire Hopium
Futures Storm Higher Into Record Territory On Now Daily Ceasefire Hopium
Stocks are pushing higher again on the same old regurgitated news: namely speculation that a deal to end the war between the US and Iran is getting closer, the same exact "speculation" that has pushed the Nasdaq higher for what will now be 13 days in a row, and the same speculation that may keep pushing stocks even higher until the reality of no ceasefire sends risk plunging in a few days. For now however, it is sufficient to lift markets thanks...
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