Browsing Tag
United States Department of Energy
13 posts
Trump ties Saudi nuclear deal to Israel recognition, putting landmark agreement in doubt
Trump has tied the Saudi nuclear agreement to Israel recognition. Read how enrichment concerns and Palestinian statehood could derail the deal.
Eos Energy secures Frontier Power USA capital, but dilution could reshape the investment case
Eos Energy raised $263m for Frontier Power USA, but weak rights demand, dilution and negative margins remain major tests for $EOSE.
HPE stock gained 3%, but its next test goes beyond the AI server rally
HPE shares joined a broader artificial intelligence infrastructure rally while a U.S. Department of Energy selection strengthened the company’s own supercomputing narrative.
Baker Hughes deepens Sabine Pass LNG role after Chart Industries acquisition
Baker Hughes’ Sabine Pass awards gain weight after Chart Industries, but Cheniere still faces FID, financing and federal approval tests before construction.
Oklo’s (NYSE: OKLO) Groves isotope reactor enters final pre-startup review after DOE safety approval
Oklo shares have fallen near a 52-week low despite a major Department of Energy approval, shifting attention from regulatory progress to startup execution.
Rivian (RIVN) falls 18% as $1.2bn share sale tests R2 funding case
Rivian fell 18% after pricing a 75m share sale at US$15.50. July results must prove R2 demand can outrun dilution and cash burn.
Centrus Energy ($LEU) signs $900m HALEU contract as U.S. nuclear fuel build-out accelerates
Centrus Energy has signed a $900 million HALEU contract, but fixed-price risks remain. Discover what the nuclear expansion means for LEU stock.
Why lithium price volatility is becoming the biggest threat to Western battery material projects
Lithium is strategic, but prices still swing like a commodity. Western projects now face the gap between policy ambition and bankable returns.
Can North America build a mine-to-battery lithium chain without relying on China?
North America has lithium ambition, but China still dominates processing. The real test is turning mines into battery-grade supply.
Oklo, NVIDIA and Los Alamos turn nuclear fuel validation into an AI infrastructure test case
AI needs power faster than grids can deliver. Oklo, NVIDIA and Los Alamos are testing whether nuclear fuel validation can close the gap.