Commodities Tracker: February 2026

2026-03-11 09:13:00 ET

Nuclear Energy and Uranium

Key Takeaway

Nvidia (NVDA) and the Idaho National Laboratory entered a partnership to accelerate nuclear R&D using AI, while the State of California pivoted away from its moratorium on new nuclear expansions. Internationally, Kazatomprom (NATKY) signed a uranium supply deal with India that amounts to nearly half the company's book value....

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