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30.04.26 - 01:00
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Barclays Maintains Bullish Stance On Nuclear (ZeroHedge)
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Barclays Maintains Bullish Stance On Nuclear
Barclays is out with a report on nuclear and how the industry is progressing from conviction to construction. The report highlights year-to-date regulatory developments, demand and execution signals and market pricing across the industry.
Last year, Barclays argued three core points regarding nuclear energy:
A nuclear renaissance is underway driven by energy security, decarbonization, and AI power demand
The nuclear fuel cycle is likely to be an upstream bottleneck that requires reshoring
As the theme matures, practical hurdles will take center stage, such as speed to power, labor, permitting, and unit economics
Given the run up in their broad global nuclear ecosystem index (BCGLNUCL +19%) this year, there is undoubtedly a continued interest in the nuclear theme. This also correlates with “a broad rotation from capital-light to capital-heavy (HALO) sectors”.
The market seems to be distinguishing between the themes within the nuclear renaissa...
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28.04.26 - 19:36
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Another shadow banking hit – but otherwise, Barclays looks fine (The Guardian)
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The bank shouldn't sound the all-clear, but two screw-ups doesn't mean the current credit cycle will end in tearsBarclays cuts back risky lending after £228m hit from UK mortgage firm MFSBarclays boss CS Venkatakrishnan, having seen the bank hit in the space of six months by two high-profile blow-ups in the world of shadow banking, is pledging to take more care. “We are constraining lending to certain structured finance counterparties who operate more vulnerable business models and cannot convince us of the quality and independence of their financial controls,” he said.There's an obvious response to that vow of greater vigilance: what were you doing previously? Wouldn't it have been a good idea in the first place not to lend to high-risk outfits with unconvincing financial controls – for example those with large mortgage exposures but small audit firms? There was, in other words, a sense in the chief executive's comments of stable doors being shut rather too late. Continue reading......
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