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Donald Trump · United StatesThe U.S. nuclear sector has been on a tear over the past couple of years, fueled by the global energy crisis, the clean energy revolution, and the AI boom, even as global electricity demand soars. Meanwhile, the uranium market is experiencing a structural supply deficit, creating potential challenges for nuclear operators. Unlike many commodities, uranium trading usually involves small volumes with specialized participants, making the nuclear fu…See the Story
Nuclear Stocks Sell Off After U.S. Army Launches Microreactor Program
60% Center coverage: 5 sources

China · ChinaWestern automotive and green energy executives who visit China are returning humbled — and even terrified. As The Telegraph reports, the executives are warning that the country’s heavily automated manufacturing industry could quickly leave Western nations behind, especially when it comes to electric vehicles. “We are in a global competition with China, and it’s not just EVs,” Ford CEO Jim Farley told The Verge last month. “And if we lose this, w…See the Story
Western Executives Shaken After Visiting China
Coverage: 2 sources
