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Energy

AI's Energy Hunger Sparks Nuclear Renaissance: SMR Race in 2026

AI data center electricity demand surged 75% in 2024, driving tech giants Google, Amazon, and Microsoft to sign historic nuclear SMR deals. This analysis examines whether small modular reactors can deliver 24/7 carbon-free power by 2030 or if the nuclear renaissance is overhyped.

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Critical Minerals as Geopolitical Leverage: China's Rare Earth Controls Reshape Supply Chains

China's 2025-2026 rare earth export controls triggered sixfold price spikes and exposed severe Western dependency....