The Vistra Nuclear Loan Turns Reactor Uprates Into a Finance Test
Federal credit, long term data center contracts and operating reactors could make nuclear uprates a repeatable finance product. The risk allocation will decide whether…
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Energy infrastructure resilience, supply risk and economic security.
Uniper’s State Exit Turns Energy Security Into a Valuation Test
Uniper’s state exit tests whether Berlin can recover taxpayer value, preserve energy security and fund a €5 billion transformation without a breakup.
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Russian Refinery Disruption Is Repricing Global Inflation
Repeated refinery outages are turning diesel into a transmission channel from physical disruption to freight costs, food prices and monetary policy.
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