DOE’s interim final rule on the Energy Dominance Financing Program added one word to Title XVII — refining. Why that re-prices every modular refinery feasibility model in the U.S.
The One Word DOE Just Added to Title XVII That Changes the Math for U.S. Refining Read More »
CFS published five peer-reviewed papers behind ARC’s 400 MW design, days before DOE finalized its fusion roadmap. What’s proven — and what isn’t.
WTI fell 3% on the Iran–Israel halt agreement while diesel cracks held near $65. Here’s how to separate geopolitical premium from structural shortage.
The War Premium Just Left the Oil Price. The Diesel Shortage Didn’t. Read More »
Distillate cracks are at a four-year high. Jet fuel supply is at a 60-year low. Seven refinery closures rewrote US margins. Here is what comes next.
Hyperscalers have signed 45 GW of nuclear offtake. Nine-point-eight GW is on a real schedule. Only one project delivers electrons in 2027. Here is why.
HALEU is the load-bearing constraint under America’s next-generation reactor program. The US makes under 1 tonne a year and needs 40.
