U.S. and Brent crude rose more than $1 intraday; WTI topped $73/bbl, up 1.39% on the day, Brent exceeded $77/bbl, up 1.59%.

After years of sluggish growth, BNEF says global nuclear capacity could reach 535 GW by 2036, a 44% increase and up from 372 GW reported last year. The report cites rising demand for zero‑carbon power driven by climate policy, stronger load growth from industrial users, accelerating household electrification and hyperscale data centers, and higher public acceptance prompting governments and utilities to reassess policies that previously constrained nuclear development.

Market sources: Japan is considering revising wording on monetary policy in its economic outlook report.