Original analysis from the editorial team. Long-form reporting on the companies, capital, and policy decisions moving the energy sector.
Edited by the Stake & Paper Editorial Team — 197 pieces in the archive, updated daily.
Subscribe to AnalysisWith a critical deadline just days away, oil prices surge on ceasefire collapse fears while Kuwait declares force majeure and Golden Pass LNG nears its first export cargo.
After a brief moment of relief, crude prices surge again as the U.S. seizes an Iranian vessel and Tehran reasserts control over the critical shipping chokepoint, threatening to prolong one of history's worst energy supply disruptions.
Understanding Rare Earth Elements and its role in the energy industry.
Europe's supermajors are posting strong quarterly results driven by trading profits amid what analysts describe as the worst supply crisis in history, while hydropower emerges as an overlooked solution to energy security concerns.
Major European energy companies are posting strong trading profits amid what some describe as the worst supply crisis in history, while geopolitical tensions continue to roil global energy markets.
Blockchain enables peer-to-peer energy trading by creating transparent, automated transaction records that reduce intermediaries and increase settlement speed.
Rising investor demand is driving a surge in esoteric debt deals backed by oil cash flows, signaling a fundamental shift in how the energy sector finances operations.
Ceasefire talks and diplomatic overtures sent oil prices tumbling this week, but the underlying damage to Gulf energy infrastructure tells a grimmer story about recovery timelines.
Every unpatented mining claim across eleven western states. Due diligence, prospecting, and monitoring delivered as complete reports with publication-ready ArcGIS maps.
Iran declares the Strait of Hormuz 'completely open' during ceasefire, triggering sharp oil price declines and reshaping global energy trading dynamics.
Oil prices plummeted 10% this week following Iran's announcement that the Strait of Hormuz is fully open, while U.S. natural gas exports surge on LNG expansion and Mexico pipeline demand. Meanwhile, renewable energy projects advance globally and mining companies accelerate electrification initiatives.
Taiwan Semiconductor Manufacturing Company reports a 58% profit increase driven by artificial intelligence demand, even as public sentiment toward AI and data centers faces headwinds.
As artificial intelligence companies race toward public offerings, the infrastructure demands of data centers are forcing a reckoning with America's aging power grid—and public opinion is turning skeptical.
Renewable Energy Certificates are tradeable credits that represent the environmental benefits of renewable electricity generation, allowing companies to claim renewable energy use without directly purchasing power.
As Chinese battery exports surge 50% amid Middle East disruptions, Western governments confront a decades-long strategic failure in rare earth processing that left them dependent on Beijing.
SAGA Metals acquires Wolverine REE project while Turner Mining Group secures $150 million in financing, signaling accelerating investment in critical minerals infrastructure.
As Finland prepares to open the world's first permanent nuclear waste repository, the move reflects a broader global pivot toward nuclear energy amid AI-driven demand and climate pressures.
AI is transforming energy operations by automating complex tasks, predicting equipment failures, optimizing power distribution, and accelerating the transition to renewable sources.
Japan achieves record greenhouse gas reductions while renewable energy sectors grapple with rising contract prices and supply chain challenges in the first quarter of 2026.
Crude prices jumped more than 7% following the collapse of U.S.-Iran negotiations and threats to blockade the Strait of Hormuz, while OPEC cuts demand forecasts and global supply chains face fresh disruption.
Crude prices spike sharply following failed negotiations in Pakistan and President Trump's announcement of a blockade on the Strait of Hormuz, reversing recent gains from ceasefire optimism.
