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05.03.26 - 18:36
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Bill Gates′ TerraPower darf ersten Atomreaktor bauen (Heise)
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TerraPower darf im US-Bundesstaat Wyoming sein erstes kommerzielles Kraftwerksprojekt umsetzen. Die US-Atomaufsichtsbehörde NRC erteilte die Baugenehmigung nach einem weniger als 18 Monate dauernden Prüfverfahren. Es ist die erste US-Genehmigung für den Bau eines kommerziellen Atomreaktors seit fast zehn Jahren...
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05.03.26 - 14:01
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Futs Jump On Reports About Iran′s Willingness To Give Up Uranium Stockpile (ZeroHedge)
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Futs Jump On Reports About Iran's Willingness To Give Up Uranium Stockpile
U.S. equity futures jumped around 4:00 a.m. ET after Bloomberg News reported that Iran had previously signaled a willingness to surrender its highly enriched uranium stockpiles in high-stakes negotiations, just before the U.S. launched Operation Epic Fury.
Although the Bloomberg story relates to last week's U.S.-Iran developments, the market is extremely sensitive to headlines - even old ones - and that was enough to send S&P 500 E-mini futures surging, erasing earlier losses and now flat. Nasdaq futures are also little changed.
Main U.S. equity futures indexes
Here's what Bloomberg reported:
Iran told the U.S. in recent nuclear negotiations that its stockpile of highly enriched uranium "is the result of our practical achievements and that we are ready to get rid of it, provided we get something good in return," the state-run Islamic Republic News Agency cited Deputy Foreign Minister Majid Takht-Ravanchi as...
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02.03.26 - 17:32
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Uran-Importe: Greenpeace blockiert Frachter in Frankreich (DPA-AFX)
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DÜNKIRCHEN (dpa-AFX) - Bei einer Aktion der Umweltschutzorganisation Greenpeace gegen französische Uran-Geschäfte mit Russland am Hafen von Dünkirchen sind vier Menschen in Polizeigewahrsam gekommen, darunter auch Deutsche. Die Betroffenen hätten sich ......
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26.02.26 - 17:48
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"Gold For Me Is A Savings Product": Rick Rule On Debt, Oil Cycles, & Uranium′s Political Reversal (ZeroHedge)
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"Gold For Me Is A Savings Product": Rick Rule On Debt, Oil Cycles, & Uranium's Political Reversal
Last night's discussion featuring Rick Rule, Bill Fleckenstein, and Erik Townsend covered the macro landscape from hard assets to energy markets and nuclear policy.
Below are highlights from Rule's remarks. (We recommend readers listen to Fleckenstein and Townsend's full comments in the complete debate, linked at the bottom.)
Gold: “I Have No Interest In Selling”
Rule made clear he views gold not as a trade, but as monetary insurance.
Nominal yields on Treasuries offer little protection if purchasing power continues to erode.
“Owning the U.S. 10-year Treasury getting paid 4.1%, 4.2% in a currency where I think the real deterioration of the purchasing power is limping along to some number more like eight doesn't make me feel comfortable.”
Rule pointed to structural fiscal imbalances, debt, deficits, and what he estimates at roughly $120 trillion in unfunded entitlement liabil...
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25.02.26 - 18:51
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On Gold, Oil, & Uranium (ZeroHedge)
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On Gold, Oil, & Uranium
Billionaire natural resources investor Rick Rule, legendary short-seller Bill Fleckenstein, and veteran oil trader Erik Townsend join ZeroHedge this evening at 7PM ET to give their outlooks on three key commodities sectors: Gold, Oil, and Uranium.
Gold and silver have, of course, exploded in price over the last 52 weeks with gold's price almost doubling and reaching a high of over $5500.
Silver's price more than tripled at one point and now sits ($87.50) just under 3X where it sat in February of last year ($32.93).
Given the fast and intense rise, Rule recently reduced his silver position though remains long mining stocks.
Time to Rotate into Oil?
Oil on the other hand is down YoY, making it perhaps the most attractive commodity due to it being relatively cheap.
Oil stocks are Rule's number one investment position due to what he says is decades of massive underinvestment, a thesis he will expand upon this evening.
Lastly, uranium mining stocks have seen a meteoric r...
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