Iran’s Military Warns Continued Presence of US Aircraft Over Hormuz Strait ‘Threatens Regional Security’

Cantor: Almonty "Moving Seamlessly" Into Production As Korean Tungsten Mine Becomes Western Lifeline Cantor Fitzgerald metals and mining analyst Matthew O'Keefe provided clients on Tuesday with an update on Almonty Industries, citing a corporate update from CEO Lewis Black. The miner's crown jewel tungsten mine in South Korea has begun shipping concentrate as the West's answer to conflict-free tungsten supply comes online, playing into a bigger theme we've outlined called "owning the bottlenecks." O'Keefe says the Sangdong mine has begun shipping concentrate, is moving toward 24/7 operations, and has about 4.6...

The Nuclear Renaissance Disconnect: Utilities Plan Big While Stocks Lag The Nuclear Energy Institute's (NEI) newly released 2026 Future of Nuclear Power survey captured American nuclear energy ambitions across 21 utility companies covering 95 commercial reactors. Reactor owners find themselves planning new reactors to meet the AI-juiced electricity demand of the future, along with the added demand from increased domestic manufacturing and electrification. More than 97% of the units surveyed are considering or pursuing approval to operate for at least 80 years. It goes to highlight the long lifespan of reactor plants,...

Moscow Signs Military Partnership With Taliban In Full Circle Since CIA's Operation Cyclone Via The Cradle Russia and the Taliban-led government in Afghanistan have reached a military and technical cooperation agreement, Russian news outlet Interfax reported this week.  The deal was concluded during the International Security Forum held in Moscow. According to the report by Interfax’s correspondent, Taliban Defense Minister Mullah Mohammad Yaqoob held talks with Secretary of Russia's Security Council Sergei Shoigu on the sidelines of the event. Russian MoD, via X During the meeting, Yaqoob said that engagement with Russia is important for the...