|
|
|
|
|
18.05.26 - 07:36
|
Why JSW Steel is Boosting Capacity (Bloomberg)
|
|
|
An infrastructure boom is driving significant demand for steel despite escalating geopolitical tensions and rising energy supply chain costs. Jayant Acharya, Joint MD and CEO of JSW Steel, the country's largest steel producer, joined Insight with Haslinda Amin to discuss the company's capital expenditure plans and the broader economic outlook. (Source: Bloomberg)...
|
|
|
18.05.26 - 07:24
|
Vulcan Energy′s Wedin on Business Strategy, Lithium (Bloomberg)
|
|
|
Francis Wedin, Executive Chair at Vulcan Energy Resources, discusses the company's business strategy and the impact from the price swings in the lithium market. He speaks with Shery Ahn and Haidi Stroud-Watts from the sidelines of the BNP Paribas Global Electric Vehicle and Mobility Conference in Hong Kong. (Source: Bloomberg)...
|
|
|
|
|
|
|
|
|
|
|
17.05.26 - 17:51
|
Uranium Transfer, Nuclear Limits: US Issues 5 Peace Ultimatums To Iran (ZeroHedge)
|
|
|
Uranium Transfer, Nuclear Limits: US Issues 5 Peace Ultimatums To Iran
According to a Sunday report from Iran's semi-official Fars news agency, the United States has laid down a firm, take-it-or-leave-it ultimatum to Tehran. Both sides are still trying to patiently wait out the Hormuz crisis, hoping to inflict more economic pain on the other until they blink.
At the top of the list, the US is demanding a near-total dismantling of Iran's atomic ambitions, "allowing only one Iranian nuclear facility to remain operational."
Anadolu Agency
The list includes direct rejections in response to Iran's own five conditions from a week ago, which President Trump said were "unacceptable" and "garbage".
For example the US is refusing to pay compensation for damage caused during strikes on Iranian territory - a 'maximalist' sticking point which Tehran had demanded previously.
Washington is also reportedly insists that 400 kilograms of enriched uranium be transferred from...
|
|
|
|
|
|
|
|
|
|
|
15.05.26 - 22:12
|
Uranium Gap Worsens: Nuclear News Roundup (ZeroHedge)
|
|
|
Uranium Gap Worsens: Nuclear News Roundup
Goldman analyst Brian Lee reviews headlines across the nuclear industry for March (full note here).
New reactor progress and announcements
North America
4/16/2026 – Canada: Bruce Power has signed an MoU with SaskPower to share its experience in large-scale nuclear reactors, including project development and long-term operations, as Saskatchewan evaluates large reactor technologies alongside its SMR program. The agreement formalizes information-sharing and aligns provincial and federal nuclear strategies.
4/24/2026 – United States: Duke Energy's Robinson nuclear power plant has been cleared for extended operation to 80 years, after the US Nuclear Regulatory Commission completed its fastest-ever subsequent license renewal review. The approval allows the 759 MW Robinson Unit 2 in South Carolina to operate until 2050, under new accelerated federal timelines.
4/29/2026 – United States: The US NRC has approved subsequent license renewals for St L...
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|