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Nuclear Fuel Leader Centrus 'At A Discount' As Structural Uranium Enrichment Deficit Looms; Needham
Nuclear Fuel Leader Centrus 'At A Discount' As Structural Uranium Enrichment Deficit Looms; Needham
Needham analyst Carter Goman published a report on Centrus Energy (NYSE: LEU), reaffirming a Buy rating while cutting the price target to $264 from $314.
Recently trading around $171, the shares have lagged the broader markets year-to-date, presenting what Goman views as an attractive entry point for investors seeking exposure to the domestic enrichment leader.
Goman attributes the underperformance primarily to a “focus on capital expenditures for the planned Piketon capacity and normalized economics relative to established enrichment competitors...
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May 11, 2026 / Tyler Durden
India Rejects Russian LNG Under Sanctions
India Rejects Russian LNG Under Sanctions
India rejected Russia’s offer to sell it liquefied natural gas subject to US sanctions, despite a huge shortfall driven by Middle East tensions, leaving a tanker bound for India in limbo as talks continue on permitted cargoes, Reuters reports.
The stance highlights the fine balance the world’s third-biggest oil importer and consumer is seeking to strike between securing energy supplies and avoiding LNG cargoes on which the U.S. has placed sanctions, which are harder to disguise and carry greater compliance risk. It also underscores the limits...
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Apr 21, 2026 / Dave DeCamp
Israeli Soldier Says an IDF Commander Spat on the Bodies of Three Children He Killed in Gaza
A report published by the Israeli newspaper Haaretz on the “moral injuries” that IDF soldiers are dealing with includes several accounts of atrocities committed against Palestinians in Gaza, including one story about an IDF commander spitting on the bodies of children. The soldier, who went by the alias Yuval, said the incident occurred in southern Gaza near […]
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May 31, 2026 / Dave DeCamp
At Least Two Killed by Israeli Strike on Crowded Seaport Cafe in Gaza City
At least two Palestinians were killed on Sunday night when the Israeli military targeted a seaport cafe on the coast of Gaza as the IDF continues its constant violations of the US-backed ceasefire deal. Health officials told Reuters that at least 12 people were also wounded and that the cafe, west of Gaza City, was […]
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