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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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May 15, 2026 / Tyler Durden
BRICS Summit Can't Muster Joint Statement On Iran War Amid Deepening Division
BRICS Summit Can't Muster Joint Statement On Iran War Amid Deepening Division
Via The Cradle
The two-day meeting of BRICS foreign ministers in New Delhi ended on Friday without a joint statement due to "differing views" on the US-Israeli war against Iran and the current situation in West Asia, the Indian government said in a statement.
Representatives expressed "their respective national positions and shared a range of perspectives," the Indian statement read. The statement added that one member state had "reservations" about issues related to Gaza, as well as security in the Red Sea and...
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Mar 17, 2026 / Tyler Durden
$5 Diesel Means A 35% Jump In Prices For US Consumers
$5 Diesel Means A 35% Jump In Prices For US Consumers
While US gasoline prices have risen substantially since the start of the Iran war (although RBOB futures suggest there is much more upside should oil prices remain around $100), the average price of diesel has already soared above $5 per gallon in the US, the highest since 2022, and pushing up supply chain costs and setting the stage for broader inflation for consumers.
The price spike is increasing costs for farmers, truckers and construction firms.
With diesel at $5 per gallon,...
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Sep 14, 2026 / Tyler Durden
"Politically, There's No Viable Way Out Of This": Schiff Warns Of "Dangerous Feedback Loop"
"Politically, There's No Viable Way Out Of This": Schiff Warns Of "Dangerous Feedback Loop"
Authored by SchiffGold via SchiffGold,
On Thursday, Peter joined host Danny on CapitalCosm to unpack the deepening cracks in the US debt market and what they mean for the dollar, oil, and the political landscape heading into 2026. He walks through weak Treasury demand, the fragile yen carry trade, and why "growing our way out of debt" remains a fantasy, before turning to how inflation is set to reshape the midterms and why the next Fed chair...
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