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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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Mar 26, 2026 / Tyler Durden
Trump Delays Iran Attack Deadline By Another Ten Days
Trump Delays Iran Attack Deadline By Another Ten Days
Summary
Iran rejects US plan but says diplomacy continues (indirectly, apparently) - White House, Pentagon reviewing options for 'final blow' as Trump tells Iranians 'get serious' about talks. Hegseth: we'll "negotiate through bombs". Trump asserts Iran is begging for a deal. Trump extends energy destruction 'deadline' to 10 days - oil slides & almost immediately rebounds.
Trump touts "present" of several tankers allowed by Tehran through Strait, while at the same time warning Tehran of 'no turning back' if it doesn't negotiate. Cabinet meeting hails 'successes'...
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May 8, 2026 / Tyler Durden
Political Warfare? Advocacy Group With Ties To Lefty Unions Targets SpaceX IPO
Political Warfare? Advocacy Group With Ties To Lefty Unions Targets SpaceX IPO
The SOC Investment Group is a union-aligned shareholder advocacy organization formerly known as CtW Investment Group. It works with union-sponsored pension funds to mount pressure campaigns against public companies.
SOC's latest pressure campaign appears to target Elon Musk's SpaceX in an attempt to delay or derail the upcoming IPO.
The union-affiliated pension fund adviser, linked to the Service Employees International Union (SEIU) - a labor union that has supported the left-wing, billionaire-funded "No Kings" protest against President Trump...
... has asked...
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Jun 8, 2026 / Dave DeCamp
US Fighter Jet Strikes Oil Tanker Attempting To Reach Iran
US Central Command said on Monday that a US F/A-18 fighter jet fired on an oil tanker attempting to reach Iran as the US continues enforcing the blockade of Iranian ports by attacking civilian ships. “US Central Command (CENTCOM) disabled Palau-flagged M/T Marivex as it transited international waters in the Gulf of Oman toward Iran,” […]
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