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The DOE just committed $17.5 billion to nuclear

Jul 8, 2026

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4 min read

The DOE just committed $17.5 billion to nuclear

Each partner has to put up $1 billion in equity before the government opens the vault.

The Capital Current
The Capital Current
Power hit $2,000/MWh on PJM last Thursday

Jul 7, 2026

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3 min read

Power hit $2,000/MWh on PJM last Thursday

The Western Hub benchmark settled at $1,222.75 — nearly triple last summer's peak.

The Capital Current
The Capital Current
Lukoil Deadline Keeps Energy Sanctions In Play

May 1, 2026

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2 min read

Lukoil Deadline Keeps Energy Sanctions In Play

Why oil assets are becoming a policy pressure point

The Capital Current
The Capital Current
Inflation Expectations Are Breaking Higher Again

Apr 30, 2026

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1 min read

Inflation Expectations Are Breaking Higher Again

The Feedback Loop Is Starting To Form

The Capital Current
The Capital Current
The Service Economy Is Slowing While Inflation Accelerates

Apr 29, 2026

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2 min read

The Service Economy Is Slowing While Inflation Accelerates

Growth And Price Pressures Are Moving In Opposite Directions

The Capital Current
The Capital Current
OPEC+ Is Signaling Control Over Supply Narrative

Apr 28, 2026

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2 min read

OPEC+ Is Signaling Control Over Supply Narrative

Production Policy Is Becoming Market Communication

The Capital Current
The Capital Current
Japan Is Being Pulled Into The Global Inflation Cycle

Apr 24, 2026

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2 min read

Japan Is Being Pulled Into The Global Inflation Cycle

A Policy Outlier Is Facing Convergence Pressure

The Capital Current
The Capital Current
Markets Are Starting To Price A Stagflation Style Environment

Apr 23, 2026

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1 min read

Markets Are Starting To Price A Stagflation Style Environment

Inflation Pressure And Slowing Growth Are Converging

The Capital Current
The Capital Current
Markets Are Tightening Financial Conditions Without Policy Moves

Apr 22, 2026

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2 min read

Markets Are Tightening Financial Conditions Without Policy Moves

The System Is Adjusting Before Policymakers Act

The Capital Current
The Capital Current
Markets Are Rebounding, But The Repricing Is Already Locked In

Apr 21, 2026

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2 min read

Markets Are Rebounding, But The Repricing Is Already Locked In

A Recovery In Prices Does Not Mean A Recovery In Conditions

The Capital Current
The Capital Current
Oil Is Driving A System Wide Market Repricing

Apr 17, 2026

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1 min read

Oil Is Driving A System Wide Market Repricing

Energy Is No Longer A Sector Story

The Capital Current
The Capital Current
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