We provide insightful analysis of energy industry trends,
commodity markets and individual company developments.
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Energy Fuels: Stage remains set for sustained uranium rebound, paired with co.’s diversification strategy into rare earth critical minerals
December 30, 2025
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Bloom Energy: Customer momentum, improving visibility, encouraging signs of strategic positioning
December 14, 2025
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EOS Energy Enterprises: Flexible, Scaling, & Funded to Profitability
December 10, 2025
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Nuclear power getting boost from DOE loan office & ongoing SMR group traction
November 19, 2025
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FTAI Infrastructure: Value at a Crossroads
September 29, 2025
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