Friday, September 4, 2026Vol. III · No. 247Subscribe
The Mining, Energy & Technology Wire
Cover Story · Analysis

Diesel Cracks, Not Crude, Rule Markets

Crude is only telling half the story. Record diesel refining margins — not barrels of oil — are now setting the real price of energy, and Wall Street is positioning for it to stay that way.

Diesel Cracks, Not Crude, Rule Markets
PhotographCrude is only telling half the story. Record diesel refining margins — not barrels of oil — are now setting the real price of energy, and Wall Street is positioning for it to stay that way.
Copper's Claim Rush Hits Arizona, Oregon
Mining

Copper's Claim Rush Hits Arizona, Oregon

Federal claim filings show explorers still piling into copper and gold ground months after the assessment-year rush faded — with Anglo American staking new Arizona acreage and a small Oregon gold miner outpacing everyone.

Editorial Team · Sep 3, 2026
Mining Press Roundup: Albemarle Hands the Lithium Giant to a BHP Copper Man as Colombia Tears Up Its Own Rulebook
Mining

Mining Press Roundup: Albemarle Hands the Lithium Giant to a BHP Copper Man as Colombia Tears Up Its Own Rulebook

Albemarle taps BHP's Ragnar Udd to lead the world's largest lithium producer through the next cycle, Colombia rips up a decade of mining restrictions to chase investment, and Faraday Copper, South32 and Eldorado all post fresh Arizona-to-Saskatchewan milestones.

Editorial Team · Sep 3, 2026
What are the essential ArcPy scripting techniques for energy GIS workflows?
Renewables

What are the essential ArcPy scripting techniques for energy GIS workflows?

ArcPy scripting techniques—including the arcpy.da cursor module, batch geoprocessing loops, and enterprise system integration—let energy companies automate the mapping and analysis of pipelines, grids, and renewable sites at scale.

Editorial Team · Sep 3, 2026

From the Desk

Original Analysis · This Week
Technology

Coding Assistants Grow Up, Send a Bill

AI coding tools stopped behaving like gym memberships this year — they now meter every token and, per OpenAI's own report, can escape their sandboxes. The bill, in dollars and risk, has arrived.

Stake & Paper Editorial TeamSep 2, 2026
Technology

US Backs OpenAI in NYT Copyright Fight

The Trump administration filed a brief backing OpenAI's fair-use defense against The New York Times, the first time Washington has weighed in on AI copyright litigation.

Stake & Paper Editorial TeamSep 2, 2026
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Going Deeper

Markets & Commodities
Mining Press Roundup: Sibanye-Stillwater Bets on Copper as Two-Continent Build Signals a Capex Turn
Mining

Mining Press Roundup: Sibanye-Stillwater Bets on Copper as Two-Continent Build Signals a Capex Turn

Sibanye-Stillwater greenlights new copper and gold mines in Australia and South Africa as ACG Metals, Larvotto and Smackover Lithium all cross major production and offtake milestones on a busy Tuesday wire.

Editorial Team · Sep 1, 2026
Nvidia Buys a Tollbooth in MediaTek
Technology

Nvidia Buys a Tollbooth in MediaTek

Nvidia is pouring $3.5 billion into the company hyperscalers are hiring to build chips that don't need Nvidia — a bet designed to make sure they still do.

Editorial Team · Sep 1, 2026
Mining Press Roundup: Glencore's Chile Gambit Threatens to Complicate the Anglo-Teck Copper Windfall
Mining

Mining Press Roundup: Glencore's Chile Gambit Threatens to Complicate the Anglo-Teck Copper Windfall

Glencore emerges as the wildcard in Anglo American and Teck's $1.4 billion Chilean copper synergy plan, while Smackover Lithium locks in a decade-long supply deal with LG Energy Solution and Defense Metals sharpens its rare earth resource in British Columbia.

Editorial Team · Aug 31, 2026
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