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EXPLAINED: 14 - The Real Truth

Stocks Slip Before the Open as Bond Yields Climb on Inflation Worries, U.S. Economic Data on Tap

March S&P 500 E-Mini futures (ESH26) are down -0.29%, and March Nasdaq 100 E-Mini futures (NQH26) are down -0.40% this morning as Treasury yields advanced for a fourth consecutive day amid worries that surging energy prices from the Middle East conflict could stoke inflation.

Barchart

Attacking Iran’s nuclear programme could drive it towards a bomb, experts warn

Fears US-Israeli onslaught could lead regime to push for bomb or embolden other groups to steal uranium stockpile

The Guardian - UK

Trump officials outline why they decided to bomb Iran

Iranian officials masked the true intent behind their stubborn insistence to enrich uranium, two administration officials said Tuesday.

Roll Call

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France arrests activists blocking ship over alleged Russia uranium links

Police arrested four Greenpeace activists on Monday for blocking a cargo ship in France that they alleged was transporting uranium from Russia for the country's nuclear power plants.

Radio France Internationale

Canada’s Carney signs uranium deal with Modi during historic India visit: ‘End of challenging period’

Canadian prime minister calls his visit to India ‘new era of partnership’

The Independent UK

France's nuclear 'renaissance' faces uncertainty amid uranium crunch

France’s new multi-annual energy plan doubles down on nuclear power, but questions over uranium supply amid Niger’s coup and China’s rise are threatening President Emmanuel Macron’s “nuclear renaissance".

Radio France Internationale

67,800-year-old hand stencil: The oldest dated rock art discovered in Indonesia

In a limestone cave on the Indonesian island of Sulawesi, a hand stencil has been dated to at least 67,800 years ago, making it the oldest known example of rock art currently identified anywhere in the world. The finding comes from uranium series analysis of mineral layers that formed over…

The Times of India

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IAEA flags Iran’s 60% uranium reserve — why the revelation matters

Iran has stored some of its most highly enriched uranium in an underground tunnel complex at its key Isfahan nuclear facility, the International Atomic Energy Agency disclosed in a confidential report, according to Reuters. The disclosure marks the first time the UN nuclear watchdog has publicly pinpointed the location of…

The Times of India

UN nuclear watchdog says it's unable to verify whether Iran has suspended all uranium enrichment

Iran has not allowed the United Nations nuclear watchdog to access nuclear facilities affected by the 12-day war in June, according to a confidential report by the U.N. nuclear watchdog circulated to member states and seen Friday by The Associated Press

The Independent UK

Trump is marching toward war with Iran. He hasn’t bothered to make clear why

The US spent months promoting a false case for the invasion of Iraq. This time, we’re in the dark about Washington’s goals

The Guardian - US

US-Iran nuclear talks end without a deal as threat of war grows

Mediators suggest talks will reconvene next week but no immediate evidence two sides any closer on uranium enrichment

The Guardian - UK

The Latest: Tense US-Iran talks in Geneva as Trump deploys warships and aircraft to the Middle East

Iran and the United States are holding a third round of nuclear talks in Geneva as Washington sends airships and warships to the Middle East to underscore the U.S. demand that Iran stop enriching uranium

The Independent UK

1 Stock to Buy Now as Experts Warn of a Looming Uranium Supply Crunch

As enriched uranium grows scarce and prices surge, this stock could fit well into a diversified energy portfolio.

Barchart

Iranian state TV says indirect nuclear talks with the US will resume after a break

Iranian state television reported Thursday that indirect talks with the United States will resume later in the day after both sides take a break

The Independent UK

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Euronews

US-Iran nuclear talks resume in Geneva amid missile and war threats

Trump has pushed to halt Iran's enrichment of uranium entirely, as well as address Tehran's ballistic missile programme and its support of militant groups in the region. Iran has maintained that the talks must remain focused only on nuclear issues.

MarketBeat

Radioactive Returns: Geopolitics and AI Fuel a Nuclear Supercycle

See why nuclear is back in focus: AI data centers need baseload power and geopolitics are reshaping supply chains. Vistra and Cameco offer two angles.

We Got This Covered

Donald Trump claimed he took care of Iran’s nukes, but now his envoy says they’re on the verge of a bomb. Make it make sense

Explain this, Mr. President!

The Times of India

Iran 'one week' from bomb-grade uranium? Protests flare again in Tehran - top developments

US envoy Steve Witkoff warns Iran could be a week from producing bomb-grade uranium, despite past strikes. Washington remains concerned about Tehran's nuclear ambitions, with US President Donald Trump demanding "zero enrichment" but reportedly considering limited, verifiable civilian enrichment. Domestic protests in Iran are also a factor in US policy.

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The Guardian - UK

Iran willing to dilute uranium stockpile as fresh protests erupt

Proposal will be at heart of offer to US as Trump considers whether to attack Iran

The Independent UK

Experts warn Saudi Arabia may have uranium enrichment under proposed deal with US

Saudi-US proposal comes amid Iran tensions

The Guardian - UK

Forget the Board of Peace, Trump may be closer than thought to attacking Iran

Tehran may claim it will not negotiate under duress, but that is precisely what it is being required to do

Tom’s Hardware

AI hyperscalers move to secure long-term uranium supply from mining companies — fuel required for nuclear plants to power future data centers

This deal will help AI hyperscalers secure the fuel they need for SMRs, avoiding getting hit by a shortage if demand spikes due to the massive power requirements of future data centers.

Barchart

Goldman Sachs Is Pounding the Table on This 1 Rare Earths Stock: New Price Target Implies 50% Upside

Analysts are becoming increasingly bullish on this rare earths stock that is already up over 300% in the past year.

The Independent UK

Iran’s supreme leader threatens to sink US aircraft carriers sent to the Middle East – as nuclear talks continue

Ayatollah issues warning as nuclear talks under way – but president says Tehran will never abandon its enriched uranium programme

MarketBeat

Up 135% in the Past Year, Can Cameco Continue Its Run?

After years of trailing the market, the energy sector is surging in 2026. A flight to safety and a nuclear revival, led by Cameco, have fueled the rally.

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