EnCore Energy Enters Agreement To Sell A Subsidiary That Holds Multipe Uranium Projects In Exchange For 50,000,000 Non-Voting Preferred Shares Of Verdera, A 2% Net Proceeds Royalty On Uranium, 2% Net Smelter Returns Royalty On Other Minerals And $350K...

BenzingaMar 18 19:04

Rare earths, Nuclear Power, and Uranium mining stocks have generally fallen, and Trump stated that an agreement has been basically reached with Ukraine on mineral issues.

The USA previously proposed to establish a Fund controlled by the USA, as a form of repayment for American aid, with Ukraine paying 500 billion dollars from resource extraction revenues to the Fund. Zelensky opposed this, stating that American aid is less than 100 billion dollars, and later mentioned that the USA abandoned the aforementioned demand for 500 billion dollars. Trump stated on Monday that Zelensky would visit the USA this week or next week to sign an agreement. On Tuesday, reports indicated that Zelensky would travel to the USA this Friday.

wallstreetcnFeb 26 07:31

AI has become a "power-hungry monster"! U.S. regulatory institutions warn that some areas may face electrical utilities shortages as early as next year.

① The American Electric Power regulatory agency NERC warned on Tuesday that the North American power grid faces "serious reliability challenges" due to generation not keeping up with the increasing demand from AI; ② NERC found that the surge in electricity consumption in the next decade, along with the closure of coal-fired power plants, will put immense pressure on the power grids of the United States and Canada.

cls.cnDec 18, 2024 11:33

Canada is considering imposing export taxes on Commodities such as Uranium to respond to the trade war initiated by Trump.

① Canada is researching imposing taxes on exports to the USA in response to Trump's potential trade war, including Uranium, oil, and potash; ② The Canadian government may first implement retaliatory tariffs and export controls, reserving taxation as a last resort; ③ If the USA exempts only Energy products, this situation may also prompt Canada to impose export taxes.

cls.cnDec 13, 2024 04:46

AI is driving up the demand for Electrical Utilities! According to Morgan Stanley, the market has underestimated niche areas such as Fuel Cell Energy and Bitcoin mining sites.

Morgan Stanley believes that the reutilization of Fuel Cell Energy and Bitcoin mining sites will provide new Energy solutions for Datacenters. Technologies for Electrical Utilities transmission and grid enhancement are crucial for the efficient and safe electricity use of Datacenters, and it is recommended to pay attention to power generation facilities such as Nuclear Power located near Datacenters. Legislative proposals in Texas may promote the construction of Henry Hub Natural Gas power plants, and the new Trump administration will take measures to support the growth of AI infrastructure.

wallstreetcnDec 12, 2024 17:23

This Fastenal Analyst Begins Coverage On A Bullish Note; Here Are Top 5 Initiations For Monday

BenzingaOct 7, 2024 21:07