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 — 139 stories in the archive, updated daily.
Subscribe to MarketsWith 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.
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.
Every unpatented mining claim across eleven western states. Due diligence, prospecting, and monitoring delivered as complete reports with publication-ready ArcGIS maps.
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.
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.
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.
Blockchain enables peer-to-peer energy trading by creating transparent, automated transaction records that reduce intermediaries and increase settlement speed.
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.
Oil prices hold near $100 per barrel while natural gas weakens as geopolitical tensions ease, but critical chokepoints remain disrupted.
The Iran conflict has upended oil markets and forced energy companies to reassess drilling strategies, while geopolitical uncertainty continues to ripple through global supply chains.
Fresh strikes on Saudi facilities and persistent Middle East tensions are pushing oil prices back toward $100, even as a fragile U.S.-Iran ceasefire raises questions about market stability.
Brent crude faces its worst weekly drop since 2022 following U.S.-Iran ceasefire talks, yet physical oil prices hit record highs as supply disruptions and geopolitical risks continue to roil global energy markets.
This week in energy: Oil prices surge amid Strait of Hormuz disruptions and Saudi supply concerns, while major subsea contracts reshape offshore development. Key developments across oil, gas, renewables, and mining sectors signal shifting market dynamics.
As oil markets stabilize following Iran ceasefire talks, a far more urgent supply crisis is unfolding in rare earth minerals—one with no backup suppliers and no strategic reserve.
As geopolitical tensions drive oil prices above $115 per barrel, the ripple effects are reshaping energy markets and exposing vulnerabilities in how the world powers itself.
As geopolitical tensions roil oil markets, critical mineral suppliers and mining operators are moving to secure domestic rare earth supplies and electrify logistics operations.
A potential closure of the Strait of Hormuz has triggered historic price swings and forced Saudi Arabia to charge unprecedented premiums for its crude, while negotiators race against a Trump administration deadline to prevent a full energy crisis.
Geopolitical tensions continue to reshape crude markets as the US-Israeli conflict with Iran pushes prices higher, while Iraq begins moving oil through the Strait of Hormuz under new exemptions.
A drone attack on Kuwait's oil infrastructure and escalating Middle East tensions are pushing energy markets toward a critical breaking point, with Brent crude at $114 and the Strait of Hormuz effectively closed.
OPEC+ signals output increases while regional attacks damage critical infrastructure, as the International Energy Agency warns of historic supply disruption.
Russian refineries face Ukrainian attacks while Middle Eastern facilities go offline, sending crude prices soaring 12% in a week driven by real supply disruptions rather than speculation.
Crude prices spike double digits following escalating geopolitical conflict, while production disruptions ripple across Russia, Nigeria, and the Middle East.
President Trump's escalating rhetoric toward Iran has sent oil prices surging, with near-term crude hitting record premiums as traders brace for prolonged supply disruptions at a critical global chokepoint.
Crude prices spike 12% in a week driven by supply disruptions and war risk, while diesel shortages threaten European motorists and airlines scramble to manage soaring fuel costs.
Oil prices surge past $111 as geopolitical tensions escalate and supply disruptions tighten markets, while renewable energy investments accelerate across North America and India. This week saw dramatic shifts in crude flows, battery manufacturing advances, and mining sector consolidation.
Oil prices have surged past $110 a barrel following renewed military threats, while supply disruptions at the Strait of Hormuz force countries worldwide to rethink energy infrastructure and imports.
Renewable energy capacity surges to nearly 50% of global electricity generation, while geopolitical turmoil forces countries to reconsider energy strategies and accelerate clean power investments.
Record wind output shields the UK from energy shocks while India and Vietnam pivot toward renewables amid supply disruptions from the Iran conflict.
Crude prices spike past $116 as geopolitical tensions escalate, while LNG supplies face unprecedented disruption and broader economic fallout mounts across global markets.
Crude prices spike on geopolitical tensions while LNG and refining capacity face unprecedented strain. Global energy markets brace for supply disruptions as Middle East conflict intensifies.
A major supply shock from Middle East conflict is reshaping energy markets, forcing oil drillers to pump the brakes despite triple-digit crude prices, while helium shortages threaten chipmakers and healthcare providers.
Despite crude trading above $100 per barrel, major oil producers are pumping the brakes on expansion plans, citing Middle East instability and investment uncertainty.
As the Iran conflict enters its second month, the cushioning systems that absorbed the initial supply shock have depleted, leaving global energy markets exposed to sustained price pressures and economic ripple effects.
The global oil market's ability to absorb shocks has fundamentally changed, while drilling activity stalls and supply disruptions ripple across multiple fronts.
Global oil prices surge past $104 as Iran closes the Strait of Hormuz, prompting governments to tap strategic reserves and traders to brace for potential $150 oil.
President Trump extended his pause on attacking Iranian energy infrastructure until April 6, but markets remain jittery over potential disruptions to global oil supplies and the possibility of crude reaching $200 per barrel.
This week in energy: Iran war uncertainty drives oil volatility and natural gas strength, while governments tap strategic reserves to manage supply disruptions. Meanwhile, renewable energy faces trade scrutiny and mining projects advance amid geopolitical challenges.
As artificial intelligence data centers consume unprecedented amounts of electricity, major tech companies are fundamentally rethinking their relationship with the traditional power grid—with major implications for energy infrastructure and markets.
As Middle East tensions drive gas prices higher across Europe, two countries are proving that renewable energy isn't a luxury—it's a hedge against volatility.
Escalating threats between the Trump administration and Iran are paralyzing oil and gas transactions while leaving energy prices elevated and uncertain.
Iranian strikes on Qatar's LNG facility trigger market turmoil, though oil prices retreat as Netanyahu signals potential end to conflict. The disruption exposes how vulnerable global energy systems remain to geopolitical shock.
This week in energy: Middle East conflict escalates with Iranian attacks on Kuwait refinery as oil markets whipsaw between war risk and emergency supply measures. Meanwhile, Germany's solar sector reports surging demand following military tensions, and mining companies advance major projects across lithium, copper, and rare earths.
The oil rig count is a leading indicator of future crude oil production that helps investors and analysts gauge market sentiment and anticipate supply changes.
The Middle East crisis has caused the biggest oil disruption in history, with LNG production halted, shipping routes closed, and governments scrambling to manage energy supply shocks across multiple continents.
Crude prices surge past $100 a barrel amid escalating Middle East conflict, forcing airlines to cut routes and prompting governments to reconsider domestic energy strategies.
This week in energy: RWE and Peak Energy deploy first sodium-ion battery in US grid, First Quantum divests Çayeli Mine in Türkiye, and Bahrain advances 100 MW solar project. Key developments across renewables, mining, and infrastructure sectors.
CATL's stock soars on AI-driven demand for energy storage, while global wind installations hit record highs and renewable energy policy faces new scrutiny.
Oil prices affect everything from gasoline costs to airline tickets, but few people understand how crude oil is actually priced. This guide explains Brent vs WTI, the role of futures markets, and what drives daily price movements.
Natural gas powers electricity generation, heats homes, and serves as industrial feedstock. This guide explains how gas is priced, the difference between pipeline and LNG markets, and what drives price volatility.
Carbon credits have become a multi-billion dollar market as companies seek to offset emissions. This guide explains how carbon markets work, the difference between compliance and voluntary markets, and why carbon credit quality matters.
U.S. solar market faces significant headwinds from policy changes, while global wind power reaches record installations and Chinese turbine suppliers dominate the sector.
Crude futures have broken through the $100 barrier amid escalating Middle East tensions, sending shockwaves through global markets and triggering concerns about prolonged supply disruptions.
QatarEnergy's force majeure declaration on LNG exports and the Strait of Hormuz shutdown are reshaping energy markets worldwide, with Europe facing renewed supply threats and Asia scrambling for alternatives.
This week in energy: France's electricity market hits negative prices for the first time in 2026 as battery storage gains traction, while critical minerals funding and renewable project financing accelerate across North America. Key developments span battery storage deployment, uranium project approvals, and continued wind capacity expansion.
Broadcom's custom AI chip business surges past expectations while geopolitical tensions upend energy markets, underscoring the infrastructure challenges of the AI era.
Major investment firms make massive play on electricity demand as geopolitical tensions reshape global energy markets
Crude prices surge past $80 following weekend military strikes on Iran, with traders already positioning for further disruption to global energy supplies.
From massive tech layoffs to rare earth supply chain battles, this week's energy and tech developments reveal how artificial intelligence is forcing corporate restructuring while traditional energy sectors navigate shifting geopolitical pressures and tax policy debates.
This week in energy: Oil prices decline as U.S.-Iran tensions ease, India plans major thermal coal import cuts, and renewable energy infrastructure advances with grid automation and hybrid storage breakthroughs. Key developments across oil, gas, renewables, and mining sectors.
Nvidia's blockbuster earnings forecast masks a growing crisis: the AI boom is straining electricity grids worldwide, creating shortages of gas turbines and forcing difficult choices between coal, natural gas, and renewable energy.
WTI and Brent are the two most widely used global oil benchmarks, differentiated by their geographic origin, production characteristics, and the markets they serve.
Crude oil prices reached their highest levels in six months this week, but traders remain divided on whether the market is properly pricing in geopolitical risks from ongoing US-Iran negotiations.
As Europe ramps up military investment, capital markets could shift in ways that ripple across the energy sector. Meanwhile, tech giants double down on AI infrastructure, and mining companies secure major backing.
Spanish energy giant Repsol secures US permits to triple Venezuelan oil production while geopolitical tensions push crude prices higher and reshape the global energy landscape.
This week in energy: Hungary taps strategic reserves after Russian pipeline halt, Shell advances Venezuela gas project following U.S. sanctions relief, and oil prices post first weekly gain since January amid Iran tensions. Key developments across oil, gas, renewables, and mining sectors.
Major mining companies are posting record profits as copper prices surge, driven by artificial intelligence infrastructure buildouts and broader industrial demand.
Oil futures are standardized contracts that allow traders to buy or sell oil at a predetermined price on a future date, enabling price discovery and risk management across the energy industry.
The AI boom is reshaping regional energy markets. The Great Lakes faces a 2-3% annual energy demand increase over the next decade as data centers proliferate, threatening both grid stability and freshwater resources.
Crude oil prices drift ahead of US-Iran nuclear talks while structural shifts reshape the global energy landscape, from UK production collapse to ADNOC's LNG expansion strategy.
The energy sector is outperforming the broader market despite oil price volatility, as geopolitical tensions and demand forecasts reshape investment strategies across oil, gas, and emerging energy infrastructure.
This week in energy: Long-duration energy storage gains momentum with a major California agreement, while regulatory shifts reshape the renewable energy landscape. Key developments across storage, solar, mining, and oil markets signal shifting industry dynamics.
A wave of new AI model releases sparked a 30% rally in Chinese AI stocks this week, while global energy infrastructure faces mounting pressure from data center expansion tied to artificial intelligence deployment.
As global superpowers race to secure critical minerals, Argentina's vast lithium and uranium reserves are becoming a double-edged sword for the nation's energy independence.
As artificial intelligence spending plans trigger market volatility, investors are rotating capital back into traditional energy stocks. Meanwhile, major tech companies are striking renewable energy deals to power their data center ambitions.
Crude oil prices retreated this week as concerns about U.S.-Iran conflict subsided, while Indian refiners make strategic moves away from Russian supplies in pursuit of trade deals.
Oil prices extended their decline this week as diplomatic developments and shifting market sentiment weighed on crude, prompting major producers to announce aggressive cost-cutting measures.
This week in energy: Solar patent disputes resolved, renewable grid stability tools emerge, and mining sector advances with critical minerals agreements. Key developments across renewables and mining sectors, with limited oil and gas market coverage.
Alphabet's record capital expenditure plans for AI infrastructure are setting new benchmarks for the industry, even as semiconductor designers face headwinds from memory shortages and shifting market expectations.
As artificial intelligence data centers strain electricity grids worldwide, energy markets are experiencing a seismic shift. From fuel cell companies riding a stock surge to warnings about LNG shortages, the AI boom is forcing a reckoning with how we power the future.
Devon's $58 billion acquisition of Coterra marks another wave of shale consolidation, but shareholder skepticism looms as oil prices tumble on easing U.S.-Iran tensions and warmer weather forecasts reshape the energy landscape.
Europe's biggest oil companies are preparing to slash shareholder payouts as crude prices weaken, while OPEC+ maintains output discipline despite geopolitical volatility.
Brent crude breaks through a key psychological barrier for the first time since July 2025, driven by Iran tensions and sweeping policy changes in Venezuela that could unlock billions in crude reserves.
This week in energy: Rio Tinto and Chalco acquire controlling stake in Brazilian aluminum producer; renewable energy capacity additions accelerate globally; rare earth recycling investment surges. Key developments across oil, gas, renewables, and mining sectors.
Semiconductor makers report record sales driven by AI demand, while energy stocks surge 11.2% year-to-date as oil prices stabilize and production recovers from winter disruptions.
A major European wind pact signals accelerating renewable investment, even as extreme weather sends natural gas prices to three-year highs and reveals the fragility of fossil fuel supply chains.
The International Energy Agency has revised its oil demand forecasts upward again, challenging the consensus view of oversupply, while LNG markets brace for a supply surge expected in 2026.
Oil prices swung sharply this week as President Trump's comments on Iran and Greenland created supply uncertainty, while Venezuela advances legislation that could reshape its oil sector with private company involvement.
This week in energy: Gold prices surge toward $5,000 per ounce amid monetary signals and safe-haven demand, while renewable energy projects advance globally from Greenland wind farms to UAE solar-plus-storage installations. Key developments across oil, gas, renewables, and mining sectors reflect shifting market dynamics.
Wall Street's enthusiasm for AI-driven utility growth is cooling as investors grapple with the reality of soaring power demands and rate hikes.
Oil prices stabilize as Iranian protests subside, while the Philippines scores a major natural gas find and Syria's political shift reshapes regional energy control.
The Trump administration's push to capitalize on Venezuela's oil reserves is reshaping energy markets, while oil majors defy price gravity and Russia's budget takes a painful hit.
This week in energy: Major mining expansions across gold, copper, and iron ore sectors; renewable energy breakthroughs in solar, sodium-ion batteries, and green hydrogen; and shifting geopolitical dynamics reshaping global commodity markets. Key developments span from North America to Asia-Pacific and Brazil.
BlackRock identifies energy and power providers as top AI investment opportunities, while UK data center planning hits record highs amid infrastructure scramble.
A federal judge's ruling allows Denmark's Orsted to resume a Rhode Island offshore wind project, offering a glimmer of hope for the renewable sector facing policy uncertainty.
Crude prices hold steady as investors weigh competing supply dynamics from Iran's potential disruptions against Venezuela's possible export resumption, while global upstream investment faces another year of decline.
Oil prices surge on supply concerns from Venezuela and Iran, while major energy companies and traders jockey for position in a rapidly shifting geopolitical landscape.
This week in energy: China's antitrust regulator halts a $7 billion polysilicon capacity reduction plan, while the country commissions its first GWh-scale supercapacitor energy storage project. Meanwhile, critical mineral development accelerates in North America and hydrogen faces a pivotal year ahead. Key developments across renewables, mining, and energy storage sectors.
The explosive growth of artificial intelligence is upending decades of energy investment priorities, forcing utilities and governments to rethink power infrastructure while creating new opportunities in gas and renewable energy sectors.
Copper prices are surging to unprecedented levels amid production disruptions and tariff concerns, signaling a broader shift in how markets view critical mineral supply chains.
A surge in energy storage deployment is reversing fortunes for the beaten-down lithium market, signaling renewed momentum for renewable energy infrastructure as 2026 unfolds.
Despite the dramatic capture of Venezuela's President Nicolás Maduro by U.S. forces, crude markets remain surprisingly calm as traders await tangible supply developments and OPEC+ reaffirms production discipline.
Oil markets opened 2026 with modest gains following their steepest annual decline since 2020, while a parallel energy crisis looms as AI data centers demand unprecedented power infrastructure.
This week in energy: Mining sector valuations surge past $2 trillion as gold and precious metals rally, while renewable energy capacity expands globally with major solar installations and battery innovations. Norway reaches 97% EV sales milestone as the energy transition accelerates.
Copper prices are surging to unprecedented levels while major mining ventures reshape the global critical minerals landscape. Here's what's driving the rally and what it means for energy markets.
January natural gas futures rally on the back of a large storage withdrawal, signaling potential supply tightness as the new year approaches.
Crude prices climbed in early Asian trading as military strikes in the Russia-Ukraine conflict dampened optimism over a potential peace deal, while Australia's Woodside locked in a major LNG supply agreement with Turkey.
As holiday logistics strain Europe's diesel supplies, the energy sector grapples with copper shortages that may not be real and a boom in alternative storage solutions beyond lithium-ion batteries.
This week in energy: Tesla removes 'sustainable' from its mission statement, Massachusetts awards 1.3 GW in energy storage contracts, and mining companies advance major projects across multiple continents. Key developments across renewables and mining sectors.
Nvidia's landmark acquisition of AI-chip startup Groq marks a turning point in semiconductor consolidation, while other data center infrastructure stocks dramatically outpace the chip giant in 2025 performance.
Copper prices have surged past $12,000 per ton for the first time, signaling a dramatic shift in global commodity markets as supply concerns and trade dynamics reshape the critical minerals landscape heading into 2026.
The Trump administration has halted major offshore wind initiatives, marking a significant policy shift for U.S. renewable energy development. The move comes as the clean energy sector navigates complex regulatory and market challenges.
Oil prices climbed as the Trump administration intensified its campaign against Venezuelan oil exports, seizing tankers and threatening broader blockades that could disrupt an $8 billion trade.
This week in energy: Major renewable energy investments announced across North America, critical minerals projects advancing, and significant policy developments affecting wind energy. Key developments span solar manufacturing expansion, battery storage deployment, and mining sector transformation.
Soaring copper prices and supply concerns have mining companies racing to secure critical minerals like lithium, cobalt, and rare earths.
Oil markets spiked this week as President Trump ordered a blockade on sanctioned Venezuelan oil tankers, while the AI-fueled chip shortage threatens to raise smartphone prices.
Copper prices are surging toward record highs as the global AI boom strains already tight supplies, with analysts warning of further volatility ahead.
Copper prices are soaring to new heights, fueled by surging AI demand and supply chain disruptions. But the chip shortage could mean higher smartphone prices for consumers.
Copper prices soar on AI demand, oil slips on Ukraine peace talks, and the U.S. halts a key tech trade deal with the UK.
Oil prices tumbled this week after a major refinery fire in Canada and OPEC's bearish demand outlook.
As OpenAI turns 10, the former nonprofit AI lab is at the center of a roughly $1.4 trillion bet on AI infrastructure, with founders Elon Musk and Sam Altman now rivals in the high-stakes market.
From the Caspian to the North Sea, the energy landscape is undergoing a dramatic transformation - and renewable technologies are at the heart of it all.
Oil markets jumped to two-week highs this week on expectations of a US interest rate cut and growing geopolitical tensions, while natural gas prices soared to three-year highs, setting the stage for a coal comeback.
Oil markets remain on edge as reports of potential progress in the Russia-Ukraine peace talks and a strengthening U.S. dollar put downward pressure on prices.
Nvidia's strong earnings initially boosted AI-related stocks, but broader market concerns soon wiped out those gains as tech shares slid.
Oil markets took a sharp turn this week as a key Russian export hub resumed operations, but the overall outlook remains uncertain amid global supply and demand dynamics.
Cisco's AI networking sales surge, but the industry faces a potential power crisis. Meanwhile, oil and gas markets remain volatile as supply and demand dynamics shift.
China's massive investments in domestic oil and gas production are shaking up global energy markets, as the world's largest importer ramps up self-sufficiency.
The energy industry is undergoing a rapid transformation driven by the rise of artificial intelligence. This post analyzes the latest developments and their market impact.
Emerging markets in South America are poised to drive the next wave of non-OPEC oil production growth, according to industry analysis. Meanwhile, geopolitical tensions and regulatory pressures are shaping the global energy landscape.
A deep dive into the latest trends shaping the global oil market, with a focus on the rising production from non-OPEC countries like Brazil, Guyana, and Argentina.
U.S. LNG developers have signed record-breaking export deals as Europe rushes to secure alternative gas supplies, while policy shifts and mining innovations are also shaping energy markets.
Recent energy reporting highlights key developments in markets, gas, mining. Analysis of 46 articles from authoritative sources reveals emerging trends shaping the industry.
Recent energy reporting highlights key developments in markets, mining, ai. Analysis of 149 articles from authoritative sources reveals emerging trends shaping the industry.
