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Goldman Highlights Global Nuclear Progress Across SMRs And The Fuel Chain March saw the submission of multiple construction permits for new reactors, while new designs like India's thorium reactor, obtained their first criticality. Microreactors in the US also progressed through DOE regulatory pathways as they approach a criticality deadline in July.  Last month also saw multiple headlines in the US across the nuclear fuel chain. Uranium pricing in the spot market was relatively flat after the significant pullback in February. GS updated their uranium supply demand model to account for some...

Germany's Big LNG Deal With Canada May Never Deliver A Single Cargo Authored by Andrew Topf via OilPrice.com, Germany has signed long-term LNG offtake agreements with Canada's Ksi Lisims project, seeking energy security and supply diversification amid heightened geopolitical risks. Despite the deals, Canadian LNG may never physically reach Germany due to geography, shipping economics, and the lack of Atlantic Coast export infrastructure. Instead, Germany could use LNG cargo swaps, sending Canadian gas to Asian buyers while receiving equivalent volumes from suppliers closer to Europe. The Iran war has made supplies of liquefied natural...

Hormuz Deal Shock: Iranian State Media Says US-Israeli Vessels Banned, Oil Surges Summary Iran parliament reviews draft Hormuz plan banning US- and Israel-linked vessels. Oil rises as proposed Strait restrictions raise supply concerns. Houthis intensify attacks on Saudi oil shipping in the Red Sea. Yemen fighting escalates amid reports of major casualties. Iran-Oman talks continue as US backs diplomatic solution, searches for offramp. US announces end of Iranian blockade by August 15, 2026? Yes 60% · No 40%View full market & trade on Polymarket Deal Details: US-Israeli vessels Banned from Hormuz (Fars) Iranian state media (Fars) has issued...