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Category Archives: Articles & Blogs

Can Nuclear Energy Power Africa?

As countries around the world seek stable, abundant, and reliable baseload power, nuclear energy is becoming an increasingly appealing choice. While large and expensive conventional nuclear reactors (1GW per unit and larger) are not for every market. Small Modular Reactors, downscaled versions of conventional nuclear reactors capping out at 300 MW with lower startup and

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Time To Reinvent U.S. Critical Minerals Strategy

For the Trump administration, critical minerals are a global policy priority. President Donald J. Trump is trying to get China to relax bans on rare earth minerals desperately needed for American industries, including defense and tech. From Greenland to Ukraine, the U.S. is signaling interest and engagement, be it intent to acquire or a comprehensive energy and

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How The War With Iran Endangers U.S. Allies And Global Energy Security

More than 20 years in the making, the Iranian nuclear technology program may have finally hit a brick wall. The Iranian government may not survive the successive blows Israel’s Operation Rising Lion is now delivering. Regardless of the outcome, the implications for global energy and security in the Middle East will undoubtedly be historic. Read

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Renewable Energy Investors Receive Mixed Signals In The U.S.

The Trump Administration’s energy policies are shifting the investment priorities in American renewable energy, and not to its benefit. But the jury is still out whether the green transition can be stopped or reversed.  In the first quarter of 2025, approximately $8 billion in clean energy investments and 16 large-scale projects were cancelled – the highest

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Trump’s Tariff Pressure Can Stimulate U.S.–Asia Energy Cooperation

U.S. President Donald Trump’s Energy Dominance Council plans to host a liquified natural gas summit in Alaska on June 2, where it hopes to announce that Japan and South Korea have committed to the long-pursued Alaska LNG project to ease American gas shipments to Asia.  Since his return to the Oval Office, Trump has positioned hydrocarbons as

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Gloomy Days For Global Solar Power

The tariffs announced by the Trump Administration at the beginning of April have cast a shadow across international energy supply chains. The new policies were delayed for ninety days less than a week later, and the much-feared shortages and price hikes haven’t yet materialized. Nevertheless, the mood in the industry remains pessimistic. In May, the U.S.

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Will Kazakhstan’s Uranium Fuel An AI Boom In Central Asia?

Governments are seeking to leverage AI investment to accelerate societal and economic development and bootstrap to the next level of economic development. While some observers express concerns that the growth of AI could widen the gap between the developed world and emerging markets, it also provides an opportunity for energy-rich developing countries to technologically leapfrog. Few

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The Ukraine Mineral Deal Might Help The U.S. Break China’s Monopoly

The United States and Ukraine signed a long-awaited deal on April 30 to give the U.S. priority access to Ukrainian critical minerals and other natural resources. After months of acrimonious disputes and negotiations over a ceasefire/peace between Russia and Ukraine, U.S. Treasury Secretary Scott Bessent is now touting the agreement as a signal to Russia that “the

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Recep Tayyip Erdogan’s Crackdown In Turkey Throttles European Energy

Befitting its status as a country bridging Europe and Asia, the Turkish government’s massive crackdown on the country’s Republican People’s Party (CHP) opposition party and arrest of Ekrem Imamoğlu, mayor of Istanbul and leader of the CHP, has immediate implications for the entire region.  Recent events are raising alarm bells in Europe that Turkish chaos

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