(By Oil & Gas 360) – This week was a reminder that today’s energy market can change direction in a matter of hours. Escalating military action between the U.S. and Iran briefly sent crude prices sharply higher before economic concerns pulled them back lower. While oil remained volatile, the week’s bigger story centered on the industry’s continued investment in long-term
(By Oil & Gas 360) – The artificial intelligence revolution is creating an unexpected winner in the energy sector: uranium. For years, uranium and nuclear energy occupied a relatively niche corner of the investment landscape, supported primarily by utilities, governments, and a handful of long-term investors. Today, that picture is changing rapidly. The rise of artificial intelligence, hyperscale data centers, and
(By Oil & Gas 360) – The proposed sixty-day ceasefire between the United States and Iran with Pakistan as mediator has been greeted by energy markets with a sense of relief. Oil prices retreated from crisis levels, shipping companies began preparing for a gradual return to normal operations, and insurers started reassessing the elevated war-risk premiums that had accompanied weeks
(Oil Price) – Data centers are placing unprecedented strain on electric grids across the country and across the world as the rapid integration of artificial intelligence into virtually every market sector unleashes an energy monster that we are woefully unprepared to feed. Meeting projected demand growth in coming months and years will require creative solutions and cutting-edge energy innovation, but it will
(BOE Report) – Iran’s foreign ministry spokesperson said on Monday that conclusions have been reached on many topics discussed in a potential 14-point memorandum of understanding, but this does not mean a deal to end the Middle East war is imminent. The framework is focused on an end to the war and a U.S. naval blockade in exchange for Tehran
(Oil & Gas) By Greg Barnett, MBA – Small modular reactors have spent years trapped in a paradox: strategically essential, technologically validated, yet financially frozen. That freeze is now breaking. The combination of equity tax transferability, refundability, and long‑dated offtake demand from industrial and AI‑centered loads has transformed SMRs from policy aspirations into financeable assets. For investors and bankers,
(Oil Price) – India’s government on Friday approved the landmark Atomic Energy Bill, which would allow private companies to invest in its nuclear energy industry for the first time, as the country looks to boost its nuclear power capacity tenfold within two decades. The so-called SHANTI (Sustainable Harnessing of Advancement of Nuclear Energy for Transforming India) bill passed the federal government approval on
(Oil Price) – EDF, the French state-controlled utility, considers selling up to 100% in its U.S. renewable energy business, the power giant’s chief executive Bernard Fontana told Reuters on Wednesday. Fontana, who was previously CEO at nuclear engineering company Framatome, among other roles, became EDF’s chief executive officer in May this year. Fontana won the approval of the French Parliament to lead
(BOE Report) – Japan’s new prime minister Sanae Takaichi is expected to push for the accelerated revival of nuclear power to tackle inflation, a source of public discontent, with reactor restarts key to reducing costly fuel imports. Takaichi has appointed Ryosei Akazawa, who was Japan’s point person in its recent tariff deal with the U.S., as trade and industry minister
(Oil Price) – Just five years ago, no one could predict the surge in electricity demand that the United States is currently experiencing because of the proliferation of data centers as AI takes center stage in the tech industry. Many, however, predicted that nuclear is due for a renaissance—and it is getting it, in both conventional form and, in the future,
(Oil & Gas 360) – Publisher’s Note: You can view the EnerCom Denver—The Energy Investment Conference and the Energy Transition and Emerging Technology Series presenter replays for a limited time. Denver-based, Energy Fuels is a global critical mineral company poised to provide 10 of the 50 critical minerals the world needs for today’s technology and beyond. Utilizing a 45-year history
Thanks to you, EnerCom Denver – The Energy Investment Conference® continues its legacy as the longest-running energy investment conference, and we look forward to many more years together. This year’s 30th anniversary event was one of our best yet. Your participation, feedback, and continued support made it possible—and we’re grateful for the tremendous engagement from across the energy industry. EnerCom
