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Part 2: The Structural Bull: Why this Uranium Cycle is Different
Supply, Demand, Multipolarity and a more boring Bull Market Ahead?
10 hrs ago
12
1
2
April 2026
Part 1: The Structural Bull: Why This Uranium Cycle Is Different
Part one of a two part series based on my interview with Grant Isaac President of CAMECO Corporation
Apr 30
54
9
7
X-Energy's Immodest IPO
What China's 50-year pebble bed reactor program can teach us about the valuation of the West's most recent publicly traded reactor company.
Apr 27
45
11
6
The Absolute Best Water Reactor
Whatever happened to the World’s fastest constructed reactor?
Apr 23
31
12
5
Arctic Baseload: Russia's Floating Nuclear Power Plant Dominance
The floating reactor barges that will power one of the world’s largest undeveloped copper deposits
Apr 13
43
2
5
Nuclear Reprocessing: The Gap Between Promise and Reality
Apr 9
60
11
10
LNG’s Weak Link
The Fuel That Flipped the Risk
Apr 7
123
7
8
China’s Eletrotech Stack Rests on a Coal Pile
The "green electrostate" thesis is less an empirical claim about China than a psychological response to the collapse of Western climate policy.
Apr 2
55
6
9
March 2026
Europe Forgot the Lesson the 1970s Oil Shocks Once Taught
The continent answered with reactors, pipeline diplomacy, and offshore drilling, then spent three decades neglecting and dismantling everything it had…
Mar 24
496
48
95
Small Modular Reactors have Combined Cycle Gas Turbine envy
Mar 22
66
36
7
Canada’s Most Undermarketed Industrial Asset Is Finally Getting Its Sales Pitch
AtkinsRéalis’ Joe St. Julian makes the case that Canada is closer to a fleet build than most people realize.
Mar 19
46
5
7
Taiwan's Unilateral Nuclear Energy Disarmament
Taiwan’s nuclear phaseout created a vulnerability that now sits directly on top of the Qatar Ras Laffan force majeure.
Mar 15
64
25
11
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