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 — 394 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.
Twenty-six Meta employees filed a federal lawsuit alleging the company used AI systems to select workers for layoffs in ways that discriminated against those on medical leave or with disabilities.
Abasca Resources upgrades and expands its Loki graphite deposit in Saskatchewan while Genesis and Vault finalize Australia's third-largest gold merger and Elevate tightens control of Namibian uranium.
Monday's session delivered a mixed picture across energy markets, with traditional oil and gas equities advancing alongside base metal miners even as nuclear and battery metal names pulled back sharply.
SpaceX bought Cursor for $60 billion days after going public. GitHub Copilot commands 42% market share. And 140,000 tech workers lost their jobs this year—many to fund the AI tools meant to replace them.
Traditional energy equities declined Friday while select mining names and nuclear fuel stocks carved out gains in a session marked by sharp subsector divergence.
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.
Poland just fed its first offshore wind power into the grid. Germany rolled back its renewable heating mandate. And 2,000 GW of U.S. clean energy projects sit stuck in permitting limbo—enough capacity to power the entire country twice over.
This week in energy: Oil prices surged nearly 5% as renewed US-Iran hostilities threatened Strait of Hormuz supply, ADNOC ordered $900 million in LNG carriers, and Baker Hughes secured major contracts for Cheniere's Sabine Pass expansion. Key developments across oil, gas, renewables, and mining sectors.
Broad strength across energy sectors masked notable weakness in supermajors and precious metals, while exploration names and nuclear fuel producers led gains.
Ottawa commits $400M to Teck's germanium expansion while Genesis launches $3.9B bid for Vault, as copper miners trade at three-month highs and critical minerals take center stage.
Conventional energy equities posted strong gains while clean energy and mining sectors faced broad pressure in a session marked by pronounced sector rotation.
Nvidia's Blackwell GPUs are sold out through mid-2026, but the real constraint isn't silicon—it's the specialized memory chips that power them. The shortage is reshaping everything from laptop prices to national AI strategies.
Traditional energy names showed resilience while clean energy and uranium sectors faced pressure in the first trading day following the Independence Day holiday.
Saudi Arabia slashed crude prices to their lowest in four years while OPEC+ raised output targets—a paradox that reveals how the Iran war reshaped global oil markets even as the fighting winds down.
Federal judges have cleared five offshore wind farms to resume construction despite Trump's opposition, while Asia's biofuel boom and AI's power hunger reshape clean energy economics worldwide.
Data centers now account for half of all new U.S. electricity demand, clean power prices are surging, and utilities are writing billion-dollar checks to bypass the grid entirely. The AI boom has become an infrastructure crisis.
China mandates renewable consumption targets as Shell exits wind. The clean energy sector is splitting along geopolitical lines—and the consequences will reshape power markets for decades.
Brent crude trades at $75.20/bbl, up +0.51% today but down for a fourth straight week as Hormuz flows surge and Citigroup warns prices could sink to $60 by year-end.
This week in energy: Canada announces major West Coast oil pipeline project, crude prices fall to pre-conflict levels as Strait of Hormuz traffic recovers, and China implements mandatory solar manufacturing standards. Key developments across oil, gas, renewables, and critical minerals sectors.
Integrated oil giants moved in opposite directions while gold and silver extended gains, highlighting cross-currents in commodity markets as midyear trading commenced.
Traditional energy stocks showed contrasting performance while clean energy and battery technology names advanced amid sector rotation themes.
