Oil Experts To Spar On Iran Deal: Crude To $150 Or $50?

AI Demand, War, & Climate Pressure Push World Back To Nuclear Authored by Haley Zaremba via OilPrice.com, The US and Canada each announced plans this week to build ten new nuclear reactors, the biggest coordinated nuclear push in North America in decades. The moves come as the AI boom, the war in Iran, and broader geopolitical instability push energy security to the top of the policy agenda worldwide. China added 34 gigawatts of nuclear capacity over the past decade to the US's one plant, and is on track to overtake both the US...

To Build Golden Fleet Frigate Fast, Two Shipyards Are Needed Authored by Brent Sadler & Chase Ouellette via RealClearDefense, In 1798, while at war with France, an exasperated British Lord Nelson exclaimed, "Were I to die at this moment, 'want of frigates!' would be stamped on my heart." It's a perennial problem: Frigates formed the backbone of navies in Nelson's time and do so today as well, and there seldom seems to be enough. The U.S. Navy's ambitious Golden Fleet shipbuilding plan aims to fill a frigate gap but will require...

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...