Industry Report - Energy - The Outlook for Energy Stocks Keeps Getting Better

Energy stocks, as measured by the XLE Energy Index, have underperformed the overall market for many years but have started to show signs of a rebound. The XLE rose 10.7% in the June quarter versus an 8.4% rise in the S&P 500 Index. This marks the third consecutive quarter of outperformance and tracks the rise in oil prices that began last November. The chart below shows that the performance of energy stocks in comparison to the S&P Composite Index over the last twelve months. Read More >>

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Uranium Price Trends: Q3 2026 Review and Forecast

Uranium shook off its mid-year slump in the third quarter of the year, with the long-term price setting a record and equities posting double-digit monthly gains.The U3O8 spot price started the period at US$85.92 per pound and reached a Q3 high of US$90.49 on August 27. The energy fuel ended... Keep Reading...
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Google, Oracle Back US Nuclear Upgrades for Data Centers

Google and Oracle (NYSE:ORCL) are underwriting massive upgrades to legacy US nuclear plants to secure electricity for their expanding data centers, funneling billions of dollars into separate deals.Google, a holding company of Alphabet (NASDAQ:GOOGL), announced it had finalized a 20-year power... Keep Reading...
Mart Wolbert, nuclear reactors.

Mart Wolbert: Uranium at Key Point, US$150 Price is "Inevitable"

Mart Wolbert, analyst at Contrarian Codex, shares his key takeaways from the recent World Nuclear Symposium, also weighing in on the state of the uranium market today."I think all the fundamentals that we have seen over the past year, over the past two years — they're going to start to matter,"... Keep Reading...
Hand holding a magnifying glass over uranium on the periodic table.

Fluxnium Raises US$7 Million for Ocean Uranium as New Mexico Bans New Mining Leases

Seawater-extraction startup Fluxnium has raised US$7 million to advance its offshore uranium extraction technology, while New Mexico separately moves to ban new conventional uranium mining leases across state trust lands.Congruent Ventures, a climate-focused firm with more than US$1 billion... Keep Reading...

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