Thursday, September 10, 2026Vol. III · No. 253Subscribe
The Mining, Energy & Technology Wire
Cover Story · Analysis

Energy's Money Bets On Pipes, Not Barrels

OPEC just cut its demand forecast for a fifth straight month while Saudi exports hit a 13-year low. Capital isn't chasing growth anymore -- it's chasing the chokepoints.

Energy's Money Bets On Pipes, Not Barrels
PhotographOPEC just cut its demand forecast for a fifth straight month while Saudi exports hit a 13-year low. Capital isn't chasing growth anymore -- it's chasing the chokepoints.
Mining Press Roundup: Aya's Boumadine Doubles to $3.5 Billion as Morocco Emerges a Precious-Metals Powerhouse
Mining

Mining Press Roundup: Aya's Boumadine Doubles to $3.5 Billion as Morocco Emerges a Precious-Metals Powerhouse

Aya Gold & Silver's Boumadine project doubled in value overnight, Troilus tripled its Quebec copper-gold economics, Eldorado poured first concentrate at Skouries, and Rio Tinto cleared a landmark Aboriginal consent for Winu — a day when development-stage juniors stole the spotlight from the majors.

Editorial Team · Sep 10, 2026
Mining Press Roundup: Copper's Record Rally Hits a China-Sized Pothole as Ivanhoe and Marimaca Keep Drilling Bigger
Mining

Mining Press Roundup: Copper's Record Rally Hits a China-Sized Pothole as Ivanhoe and Marimaca Keep Drilling Bigger

Copper stalls just below record highs as China's imports slump even as mine supply tightens, while Troilus triples its project value, Ivanhoe grows its DRC discovery 30%, and Eldorado ships first concentrate from Skouries.

Editorial Team · Sep 9, 2026
Shopify Acquires Tailwind Labs, CSS Maker
Renewables

Shopify Acquires Tailwind Labs, CSS Maker

Shopify has acquired Tailwind Labs, bringing the world's most-installed CSS framework in-house nine months after AI tools gutted its revenue.

Editorial Team · Sep 9, 2026

From the Desk

Original Analysis · This Week
Markets

The AI That Guts SaaS Feeds Coding Tools

GPT-6 Astra's launch triggered a software stock rout and a €10 billion European merger — even as AI coding tools built on the same technology post record growth.

Stake & Paper Editorial TeamSep 9, 2026
Technology

AI's New Bottleneck: Power, Not Chips

Nvidia's chip shortage is easing, but the grid isn't keeping up. As GPU supply chains loosen, data center developers are drilling their own gas wells and states are slapping on new taxes to control an infrastructure race that has quietly become an energy problem.

Stake & Paper Editorial TeamSep 8, 2026
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Going Deeper

Markets & Commodities
How does ArcGIS Pro handle satellite and aerial imagery for resource mapping?
Mining

How does ArcGIS Pro handle satellite and aerial imagery for resource mapping?

ArcGIS Pro treats satellite and aerial photographs as raster data, using mosaic datasets, orthorectification, and raster functions to turn raw imagery into analysis-ready maps for energy and resource applications.

Editorial Team · Sep 7, 2026
Mining Press Roundup: ACG Metals Buys a Turkish Gold Feed as Brazil Makes Its Move on Critical Minerals
Mining

Mining Press Roundup: ACG Metals Buys a Turkish Gold Feed as Brazil Makes Its Move on Critical Minerals

ACG Metals locks up a new oxide gold feed to extend its Gediktepe mine's life while Brazil pushes new legislation to keep more mineral processing at home as global capital circles its critical minerals endowment.

Editorial Team · Sep 7, 2026
Oil, Copper Rally on Fear, Not Demand
Markets

Oil, Copper Rally on Fear, Not Demand

Energy and metals stocks are hitting highs built on scarcity, not growth — a Houthi drone over Jizan and a vanishing copper stockpile are doing more to move markets than any earnings report.

Editorial Team · Sep 7, 2026
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