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Several trends emerged in the energy markets in 2025 and are set to continue shaping the global oil, gas, and energy equities markets into 2026. Sure, there will be many wild cards in 2026, especially concerning geopolitics and tensions flaring up from the Caribbean to Yemen. These, while impossible to predict, will also impact global energy markets and investor sentiment. Of those trends that can be predicted, supply-demand balances in the oil and gas markets, and the challenges and opportunities facing Big Oil and other oil and gas firms,…
Rare earth elements (REEs) are the backbone of modern technology, from EV motors and wind turbines to smartphones and precision-guided systems. This map, via Visual Capitalist's Bruno Venditti, breaks down where the world’s known rare earth reserves are located in 2025, highlighting how concentrated they are across a handful of countries. The data for this visualization comes from the U.S. Geological Survey (USGS). The distribution is highly uneven. China alone holds nearly half of the global total, followed by Brazil’s…
We are seeing a violent collision between two worlds: the high-speed, iterative world of artificial intelligence and the slow, grinding, capital-intensive world of nuclear physics. Data from a survey of over 600 global investors reveals that 63% now view AI electricity demand as a "structural" shift in nuclear planning. This isn't a temporary spike or a speculative bubble. It is the physical footprint of every Large Language Model (LLM) query finally showing up on the global balance sheet. For years, the energy narrative was dominated by…
While Kazakhstan has big plans to develop its nuclear power capacity, the United States is helping Astana think small. The US government has agreed to help train Kazakh specialists in the operation of small modular nuclear reactors (SMRs), according to a statement issued December 22 by the US Embassy in Astana. The first phase of the cooperation deal involves the supply of an SMR simulator to Kazakhstan’s Institute of Nuclear Physics in Almaty. At the same time, a US energy company, Sargent & Lundy, will carry out a feasibility…
