Investors tracking the nuclear renaissance have focused on reactor development, data center power demand, and geopolitical fuel security. Yet, one critical link in the nuclear fuel cycle - the ...

Nebius Group N.V. is rated a cautious Buy, reflecting strong AI infrastructure demand but significant execution and capital allocation challenges. NBIS's investment case hinges on rapid capacity ...

The cost of nuclear fuel has soared in the past two years as the uranium conversion and enrichment bottleneck – driven primarily by the Russian invasion of Ukraine – continues to impact supply chains.

A conversion deficit is building up in the lithium market that is part of the battery metals supply chain for electric vehicles and energy storage. Even if there is sufficient lithium raw material, ...

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