Mining Press Roundup: USA Rare Earth Locks Down $1.6B in Federal Funding
USA Rare Earth finalizes CHIPS Act funding, Hycroft unveils $4.3B Nevada project economics, and copper supply concerns deepen as Goldman slashes forecasts.
Commodities, equities, and the deals reshaping the energy sector. Coverage of the capital flows, the earnings cycle, and the macro forces moving prices.
Edited by the Stake & Paper Editorial Team — 325 stories in the archive, updated daily.
Subscribe to MarketsEnergy and commodity markets are driven by a complex interplay of supply fundamentals, macroeconomic conditions, and geopolitical risk. Our markets coverage spans crude oil and natural gas futures, metals pricing, energy equities, and the ETFs that track the sector. From earnings season analysis and capital allocation trends to the macro forces moving benchmark prices, this section provides the financial lens on the industries we cover.
Beijing slashed imports by 4.5 million barrels per day since the Iran war began—and that's the only reason crude isn't at $120. Meanwhile, US inventories hit 2004 lows and Permian gas trades at minus $9.
USA Rare Earth finalizes CHIPS Act funding, Hycroft unveils $4.3B Nevada project economics, and copper supply concerns deepen as Goldman slashes forecasts.
U.S. refiners are chasing record jet fuel profits at gasoline's expense. Summer drivers may pay the price—literally.
GitHub Copilot paused new sign-ups in May while Cursor hit $2 billion ARR. The AI coding assistant market is no longer a monopoly—and the battle lines reveal who's winning the race to automate software development.
Anthropic filed for a near-trillion-dollar IPO days after its cybersecurity model rattled the White House. Now Washington is scrambling to write rules for an industry that just rewrote the threat landscape.
Every unpatented mining claim across all twelve BLM states. Leadfile audits, due diligence, site selection, regional prospecting, entity investigations, and AOI monitoring — delivered as complete report packages.
Broadcom's AI chip forecast missed by $1.2 billion and erased $270 billion in market value. The real story: memory shortages and Chinese circuit boards are reshaping who controls the AI hardware stack.
Energy companies are racing toward 50% autonomous operations by 2030, but the same AI driving efficiency gains is also supercharging fossil fuel extraction—and complicating the natural gas price outlook.
Data centers are driving a natural gas boom, but the same AI revolution may cap the price gains producers were counting on through unprecedented efficiency improvements.

Data centers are poised to consume 6 billion cubic feet of natural gas daily by 2030, yet Henry Hub prices keep falling. The AI boom is rewriting the rules of energy demand—just not the way bulls expected.

Traditional oil and gas explorers outpaced integrated majors while precious metals and clean energy names faced headwinds in uneven trading.

High-bandwidth memory is now the chokepoint for AI hardware, not chips. HBM shortages are driving DRAM prices up 80%, squeezing consumer electronics, and reshaping the economics of inference.

China controls 83% of global tungsten production, forcing Western nations into a scramble for alternative supplies as defense stockpiles run thin and prices surge 500%.

Three months into the largest oil supply disruption in history, prices haven't hit record highs. China's billion-barrel stockpile drawdown is buying time—but that cushion is running out.

Traditional integrated energy companies and exploration-focused names moved in opposite directions as investors reassessed positioning across the hydrocarbon value chain.

Microsoft unveiled seven proprietary AI models at Build 2026 to reduce OpenAI dependence, while Florida became the first state to sue OpenAI and Sam Altman personally. Markets are in 'greed mode,' Goldman's CEO warns, as trillion-dollar IPOs loom.

Cameco increases ownership of world-class uranium mine as nuclear demand surges, while Barrick weighs $30B African merger and activist Elliott targets Northern Star.

Anthropic filed for an IPO Monday at a near-trillion-dollar valuation. Microsoft counters at Build with a Copilot super app. The AI coding wars just went nuclear.

Ninety-four days after Iran closed the Strait of Hormuz, tanker traffic remains at 5% of normal levels—and refiners are printing money while the world burns through oil stockpiles at record speed.

Microsoft launched seven proprietary models to cut its OpenAI dependence. Florida sued Sam Altman personally. Anthropic filed for a near-trillion-dollar IPO. And Goldman Sachs called the market 'greed mode.'

Upstream exploration stocks outpaced integrated energy giants in Monday's session as sector leadership shifted decisively toward smaller producers.