Uranium

Strait of Hormuz Closure Drives US Critical Minerals Reshoring

📌 Key Takeaways The Strait of Hormuz handled about 20 million barrels per day in 2024, equal to roughly 20% of global petroleum liquids consumption,...

US critical minerals price floor system takes shape

📌 Key Takeaways US agencies say they’ve built a “sophisticated” critical minerals price floor system and are pitching it to allies to unlock private investment. The...

US to Buy up to 10 Nuclear Power Stations Using Japan Funds

📌 Key Takeaways The U.S. federal government is preparing to acquire and own up to 10 large nuclear reactors, financed via a US$550 billion investment...

Nuclear Power Will Dominate Dept of Energy Loan Funding

📌 Key Takeaways The Loan Programs Office (LPO) at the Department of Energy will channel its largest-ever financing allocation into nuclear power plants.  A recent landmark...

Canada Launches C$2 Billion Critical Minerals Sovereign Fund

📌 Key Takeaways Canada is establishing a C$2 billion (≈ US$1.4 billion) “Critical Minerals Sovereign Fund” over five years, aimed at equity stakes, loan guarantees...

Global Nuclear Energy Capacity to almost Triple by 2050

Global nuclear power could nearly triple by 2050. That’s the headline from the International Atomic Energy Agency’s latest projections, which now see installed capacity rising...

IAEA Triples Nuclear Energy Growth Projections

📌 Key Takeaways Global nuclear capacity stood at 377 GW across 417 reactors in 2024. By 2050, IAEA projects 561 GW (low case, +50%) to 992...

Global Uranium Shortfall Threatens Ambitious Nuclear Expansion, Industry Warns

Uranium demand is expected to surge nearly 30% by 2030 and more than double by 2040, driven by an unprecedented global buildout of nuclear...

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Diesel Squeeze Raises Stakes for Australian Mining

US diesel prices have hit a record US$6.51 a gallon, lawmakers are proposing export restrictions, and Australia has reported...

Copper Backwardation Tops US$500 as LME Supply Tightens

Copper advanced toward a record as competition for immediately available metal pushed a key London spread to its most...

Zinc Prices Rise as China Smelter Cuts Deepen Supply Squeeze

Zinc prices are being driven higher by a supply squeeze that has flipped the market from expected surplus to...

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Strait of Hormuz Closure Hits Energy and Mineral Markets

📌 Key Takeaways Around 20% of global oil and petroleum...

Rare Earth Shortages Worsen for US Aerospace Despite China-Trade Truce

📌 Key Takeaways US aerospace manufacturers report worsening rare earth...