US Companies Wary of Future Oil Shocks After Absorbing Past Impacts
U.S. companies, having previously absorbed the impact of oil price shocks, are now expressing uncertainty about their capacity to withstand similar economic pressures again.
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U.S. companies, having previously absorbed the impact of oil price shocks, are now expressing uncertainty about their capacity to withstand similar economic pressures again.
U.S. companies are reportedly leading globally in AI adoption, demonstrating widespread integration of artificial intelligence. However, a series of high-profile issues indicates they are also struggling with significant costs associated with AI implementation.
Five U.S. companies are slated to receive plutonium derived from dismantled U.S. nuclear warheads.
The Canada Revenue Agency is refunding $148 million to 30 U.S. companies after the government decided to halt the collection of its digital services tax, which had previously accumulated about $647 million.
LinkedIn has published its list of the top 10 U.S. companies offering the best opportunities for career growth in 2026.

A global natural gas shortage, exacerbated by the Iran war and Qatar's LNG being offline, has created a windfall for U.S. companies. These companies are now making new investments to capitalize on the increased demand.

The United States has lifted sanctions on Delcy Rodríguez, Venezuela’s acting leader, allowing her to conduct business with U.S. companies and potentially meet with President Trump, with the US Treasury Department confirming the removal of previously imposed restrictions.

North Korean operatives are reportedly infiltrating U.S. companies by securing remote technology jobs, funneling millions of dollars back to Pyongyang and potentially gaining access to sensitive information.

U.S. customs officials are reportedly rejecting attempts by companies to reclaim duties paid under tariffs imposed by the Trump administration that were later struck down by the Supreme Court.

As Demand Grows, US Nuclear Energy Industry Faces Looming Crunch In Reactor Fuel Supply Authored by John Haughey via The Epoch Times, The Department of Energy (DOE) has invested billions in incentivizing domestic production of enriched uranium for the commercial development of advanced nuclear reactors, including $2.7 billion issued last month to three companies to build centrifuges and processing plants necessary to produce fuel for reactor cores. Yet, a fuel crunch that could hobble President Donald Trump’s “nuclear renaissance” initiatives looms as soon as 2028, several experts warned during the two-day U.S. Nuclear Industry Council’s 13th annual Advanced Reactors Summit in Seattle that concluded Feb. 12. “If America wants to lead in advanced reactors, we have to do the nuclear fuel here. Make no mistake about that,” Centrus Energy Senior Vice President Patrick Brown told more than 400 nuclear industry professionals on Feb.12. “Unfortunately, we’re really building from zero.” Right now, he said, less than 1 percent of the nuclear fuel that the nation’s 94 commercial reactors annually consume is produced domestically, and that is exclusively dedicated to the Pentagon. The nation’s commercial nuclear energy industry is “completely reliant on foreign imports” of enriched uranium, he said, primarily from Kazakhstan and Canada. Those imports include up to 5 percent from Russia that won’t be available soon. In response to Russia’s invasion of Ukraine in 2022, Congress in 2023 banned U.S. companies from importing Russian uranium. That ban goes into effect on Jan. 1, 2028. Brown said with the global nuclear fuel market already constrained, domestic industry’s scramble to revive enrichment—a process American companies invented and once dominated—is now a race to have supply available to meet demand as new reactors come online. Because that demand—spurred by the president’s May 2025 executive orders to license 10 new reactors by 2030 and quadruple commercial nuclear energy output by 2050—is likely to outpace domestic fuel production until the early 2030s, he said a timing shortage will emerge in 2028. “That’s when we'll see that the problem is there’s not enough non-Russian supply” of enriched uranium to replace even the relatively small amount it now produces in a tight market where restrictions on one supplier impacts the entire market. “Fortunately,” Brown said, the industry and the Trump administration recognize there is an approaching gap between burgeoning demand and static supply, and has deemed restoring domestic capacity to enrich uranium a national security priority akin to “a second Manhattan Project.” The entrance of Urenco's uranium enrichment plant in Gronau, Germany. Urenco USA also operates a commercial enrichment plant in New Mexico and is among the few companies in the United States authorized to do so. Volker Hartmann/DDP/AFP via Getty Images Industry Must Respond The nation’s domestic nuclear fuel supply chain got a $2.7 billion boost when the Department of Energy on Jan. 5 issued awards to three domestic companies to enrich low-enriched uranium and high-assay low-enriched uranium. Securing $900 million awards each to build uranium enrichment plants are California-based General Matter in a former Paducah gaseous diffusion plant in western Kentucky, North Carolina-headquartered Orano Group’s Federal Services operation in Oak Ridge, Tennessee, and Maryland-based Centrus Energy’s uranium enrichment plant in Piketon, Ohio. Brown said unlike the array of demonstration projects the Department of Energy is sponsoring, such as the Energy Reactor Pilot Program that has 10 companies vying for federal funding if they can demonstrate functionality of their designs by July 4, 2026, enriching uranium is not a new process. “We’re not here to do science experiments, right?” he said. “We’re here to go big or go home. We’re not going home. The era of demonstration is over. We are moving onto large-scale commercial production.” Centrus is already licensed to produce low-enriched uranium and high-assay low-enriched uranium in its Ohio plant, he said. Its Technology and Manufacturing Center in Oak Ridge, Tennessee, is the only domestic manufacturer of centrifuges needed for the enrichment process. It’s ready to gradually scale-up production. “We have the site. We have the facility,” Brown said. “We have the room to expand” at the Piketon plant, which is demonstrating with 18 centrifuges what could be replicated by thousands. “Our technologies are proven and are actively producing [high-assay low-enriched uranium] today,” he said. The Department of Energy award is designed to induce a long-term “demand signal” for investors and utilities, he said, by assuring them there will be ample domestic supply of enriched uranium available should they incorporate nuclear power into their grid expansion plans. However, Brown said, the Piketon plant and other projects nationwide are not expected to reach peak production until the early 2030s, meaning there could be more demand than supply until production can catch up. While the Department of Energy funding is critical in seeding domestic capacity to be self-sufficient in producing nuclear fuels, how swiftly that can be achieved is now up to the industry itself, he said, encouraging operators to begin negotiating “off take” agreements with Centrus and others engaged in uranium enrichment so they can secure their fuel supply and processors can commit to ramping up with confirmed orders. “This is the chicken-and-the-egg problem that [the Department of Energy] was trying to solve. They said, ‘Build the capacity and the advanced reactor development will come while we’re building it,’” Brown said. “That’s the message. So we need firm contracts to proceed to build further. So let us know. We’re ready.” Tyler Durden Sun, 02/15/2026 - 14:00

High fuel prices and increasing trucking rates are prompting U.S. shippers to transition from road transport to slower, more cost-effective intermodal rail transit.
A small number of US companies now account for $30 trillion in market value, raising concerns about potential market instability if these valuations decline.

A former CIA colleague discusses how China's systematic espionage poses a significant threat to U.S. companies, with an estimated $600 billion stolen yearly, urging government action.
Micron has dramatically improved its standing among the top U.S. companies, moving from outside the top 100 at the start of last year to a much higher rank. This highlights a significant shift in its market fortunes.
Cheong Wa Dae has issued a denial regarding accusations of discrimination against U.S. companies concerning network usage fees, asserting fair treatment for all businesses.

The White House is showcasing U.S. manufacturers who are reportedly benefiting from tariffs, with the U.S. Trade Representative touring factories to highlight their success stories.
For the first time in over a year, shares of the largest U.S. companies are beginning to look like a good investment, according to market analysis.

Iran "will attack any energy infrastructure in the region which belongs to an American company or an American company is a shareholder," Foreign Minister Abbas Araghchi said.
US companies are finding it difficult to plan for future emissions reductions due to uncertainty surrounding potential climate policy changes, particularly in anticipation of a possible Trump administration.

Igor Sechin, the head of Russian oil company Rosneft, has claimed that American companies were the primary beneficiaries of the closure of the Strait of Hormuz. He suggested that the US may have miscalculated the consequences of such an event.

The Trump administration has cleared the way for U.S. companies to avoid at least $40 billion in taxes since early 2025 through schemes utilizing tax havens such as Malta, Bermuda, and Cyprus.

Following his interactions with Chinese President Xi Jinping, Donald Trump commented on a range of topics including trade deals, Iran's nuclear program, Taiwan arms sales, and the unlikely release of Hong Kong media mogul Jimmy Lai. He also reflected on the overall dynamic and potential for lifting sanctions related to Iranian oil.

An investment analysis suggests a strategy for buying UnitedHealth, one of the largest U.S. companies in a major sector that pays a respectable dividend, at a discount. Despite its size and dividend, one expert advises against buying the stock outright.
KOTRA has organized an event to foster partnerships between South Korean and U.S. companies in the future mobility sector.

A new report projects China's CATL as the most valuable power company globally by 2026, with U.S. companies dominating the overall top 10 list.
The online forum 4chan reportedly sent a "hamster-filled" reminder that U.S. companies are not bound by British speech regulations, highlighting differences in free speech laws.

The United States government could end up paying $165 billion of more in refunds for Trump's IEEPA tariffs that the Supreme Court ruled were illegal.
Emissions Planning Beyond Trump Tricky For U.S. Companies Following Climate Cuts WSJ