Official traffic through the Strait of Hormuz has collapsed to a handful of ships a day. A shadow fleet operating just outside it explains why oil prices haven't followed.
The Pentagon is writing nine-figure checks for magnets, scandium and battery metals even as China's own price for the same material falls — a bet that security is worth paying more for than the market thinks it's worth.
While traders obsess over Hormuz, BP just handed Abu Dhabi and Qatar their first stake in Venezuela — a slower, structural bet that could matter more than any tanker standoff.
This week in energy: Brent crude surged toward $100 a barrel as Hormuz attacks disrupted tanker traffic, Alaska's $50 billion LNG pipeline bill collapsed in the state legislature, and Boralex went private in a $6.5 billion Brookfield-led buyout. Key developments across oil, gas, renewables, and mining sectors.
NioCorp's upsized Elk Creek feasibility study anchors a critical-minerals-heavy news day that also brought a record copper squeeze, an Antofagasta profit beat clouded by Chile weather, and a fresh silver-buyback milestone from Pan American.
Elliott Management ratchets up its campaign against Australia's biggest gold miner while NioCorp unveils a $4 billion critical minerals project, Blue Moon expands into tungsten and antimony, and Sunrise Energy Metals eyes a US redomicile.
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Explore ChoraQuest services →Oil barely moved Tuesday, but energy stocks are flirting with overbought territory -- a sign the sector's rally has stopped waiting for crude to cooperate.
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Fortuna Mining locks up 60 km of Senegal's gold corridor from Barrick and IAMGOLD, while Sunrise Energy Metals eyes a US listing, Glencore joins the fight for Sherritt, and White Gold unveils a nearly C$2 billion Yukon study.
A grounded tanker's spreading oil slick threatens a protected whale sanctuary off Oman, laying bare the price of a Hormuz standoff still without an end date.
Barrick's stock sank even after Newmont agreed to pay $1.95 billion to settle their Nevada Gold Mines dispute, while White Gold's Yukon study, Largo's Brazilian byproduct pivot, and fresh Pentagon-backed critical minerals loans rounded out a busy Monday for the industry.
