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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
Europe’s Industrial Core Is Starting To Crack Under Energy Pressure

Apr 16, 2026

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2 min read

Europe’s Industrial Core Is Starting To Crack Under Energy Pressure

A Key Sector Is Revealing Broader Economic Strain

The Capital Current
The Capital Current
Europe’s Factory Strength Is Being Distorted By Supply Stress

Apr 15, 2026

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4 min read

Europe’s Factory Strength Is Being Distorted By Supply Stress

Headline Growth Is Masking Underlying Pressure

The Capital Current
The Capital Current
Global Manufacturing Is Starting To Absorb The Cost Of War

Apr 13, 2026

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4 min read

Global Manufacturing Is Starting To Absorb The Cost Of War

Production Systems Are Translating Conflict Into Costs

The Capital Current
The Capital Current
The Fed Is Framing Energy As A Slow Moving Inflation Risk

Apr 10, 2026

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4 min read

The Fed Is Framing Energy As A Slow Moving Inflation Risk

Policymakers Are Preparing For Persistence, Not Spikes

The Capital Current
The Capital Current
The Labor Market Is Holding, But Hiring Has Stalled

Apr 9, 2026

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4 min read

The Labor Market Is Holding, But Hiring Has Stalled

Stability Is Being Maintained Without Expansion

The Capital Current
The Capital Current
Markets Are Pricing Multiple Risks At The Same Time

Apr 8, 2026

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4 min read

Markets Are Pricing Multiple Risks At The Same Time

The Era Of Single Narrative Trading Is Fading

The Capital Current
The Capital Current
Equity Volatility Is Being Repriced Around Geopolitical Risk

Apr 7, 2026

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4 min read

Equity Volatility Is Being Repriced Around Geopolitical Risk

Markets Are Moving On Headlines, Not Fundamentals

The Capital Current
The Capital Current
Private Markets Are Starting To Redefine IPO Access

Apr 3, 2026

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4 min read

Private Markets Are Starting To Redefine IPO Access

Capital Formation Is Expanding Beyond Traditional Structures

The Capital Current
The Capital Current
Global Markets Are Losing Stability Across Asset Classes

Apr 2, 2026

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4 min read

Global Markets Are Losing Stability Across Asset Classes

Correlation Is Rising As Risk Repricing Spreads

The Capital Current
The Capital Current
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