Finance
SMR Stocks Hammered
ENB Pub Note: Robert Bryce writes a fantastic article on the SMR stocks getting hammered on his Substack today. Looking at them from an investment perspective, you have to ask, How is the cash flow […]
Nuclear
Electrical Generation / Utilities
Can the U.S. Make Big Nuclear Reactors? How Can We Make Nuclear Profitable? How do Investors React?
In an era where artificial intelligence (AI) is reshaping industries, the U.S. government is stepping up to harness its potential for scientific advancements, including in the energy sector. On November 24, 2025, the White House […]
CO2 & GHG
Petrodollar: Dead or Just Wounded?
This is an important story that is evolving as we speak. Stu Turley wrote about this a year ago, and it is now evolving into a mix of how the global finance market is morphing […]
Coal
Rising Electricity Prices Started Long Before AI, and Should Not Be Politicized Incorrectly
In recent months, skyrocketing electricity bills have become a flashpoint in American households and political debates alike. With average U.S. residential prices climbing from around 13 cents per kilowatt-hour (kWh) in 2020 to 19 cents […]
Critical Minerals
The World’s First Thorium Molten Salt Reactor in China
In a groundbreaking advancement for nuclear energy, China has successfully achieved the world’s first thorium-to-uranium fuel conversion in an operational thorium-based molten salt reactor (TMSR). This milestone, announced on November 1, 2025, by the Shanghai […]
Coal
China Goes Nat Gas to Nuclear (N2N) – Robert Bryce
In a recent Substack post, energy analyst Robert Bryce delves into China’s evolving energy strategy under President Xi Jinping, challenging the dominant media narrative that portrays the country as a leader in “clean” renewables like […]
Climate Crisis
America Revives Three Mile Island With a $1B Loan
The Loan is a great thing for consumers and the United States It is interesting to see the backlash on the people not supporting the loan to get a nuclear reactor back online, when it […]
Electrical Generation / Utilities
$1 Billion Loan from the DOE to Restart Three Mile Island: A Boost for American Energy Security
In a landmark move to revitalize America’s nuclear energy sector, the U.S. Department of Energy (DOE) has finalized a $1 billion loan to Constellation Energy Generation, LLC, paving the way for the restart of the […]
Crude Oil News
Ukraine Claims Strike on Rosneft’s Refinery – We summarize 2025 Energy Strikes in the Ukraine – Russian War
In a bold escalation of its campaign against Russian energy assets, Ukraine’s military claimed responsibility for a drone strike on Rosneft’s Ryazan oil refinery, one of Russia’s largest facilities, on November 15, 2025. This attack […]
AI
The Oil and Gas Global Markets Financial Update with Josh Young, and Tracy Shuchart
This was a great live podcast with Tracy Shuchart, CEO/Founder & Chief Market Strategist with Hilltower Resource Advisors, and Josh Young, Portfolio Manager at Bison Interests. We have had 6,811 views on my X account […]