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 — 425 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.
Wall Street spent a year betting AI coding agents would gut enterprise software. Then the developer-tools companies reported earnings, and the bet started looking wrong.
This week in energy: Iran war fallout sent VLCC tanker rates toward $650,000 a day, Venezuela began weighing an OPEC exit that would follow the UAE's, and Brent crude reclaimed $90 as gold notched its best month since January. Key developments across oil, gas, renewables, and mining sectors.
Copper smashed fresh records on tariff-driven supply fears while the UK government bankrolled a tungsten mine restart, South32 supersized its Chile reserves, and Agnico and Atomic Eagle both moved to lock down critical assets.
Iran blacklists 45 tankers as Washington preps an 'economic D-Day' — but the real story is a market that's bearish on crude and bullish on nearly everything else.
BLM filings show Anglo American quietly became the second-largest claim-staker in the U.S. this spring, planting flags across Arizona's copper belt just as the metal hits record prices.
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.
Bunker Hill Mining's all-stock takeover of Silver47 headlines a busy Friday of critical-minerals dealmaking, alongside fresh financing for Nicaragua's La India gold mine, a maiden tungsten resource in Idaho, and a gallium-germanium supply pact for Ramaco's Brook mine.
Canada moves to scrutinize a Chinese lithium buyout in Argentina, BHP's new CEO pours cold water on M&A speculation, and gold and copper dealmaking keeps rolling with OceanaGold's Australian entry and Korea's billion-dollar bet on Glencore.
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.
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.
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.
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.
Kinshasa banned raw copper and cobalt exports just as regulators opened a probe into radioactive contamination in the same supply chain — a collision that is already moving metal prices.
Oil prices retreat as Iran talks advance, but refining shortages keep gasoline and diesel stubbornly expensive—and Congo just banned cobalt exports.
Scout Discoveries Corp led all stakers with 607 new claims. The Staking Report tracks 3,996 new federal mining claims for April 2026, from BLM public records.
This week in energy: Iran's parliament advances a plan to restrict Hormuz shipping as ADNOC reports 15 vessel attacks, Libya targets 2 million bpd oil output by the early 2030s, and gold surges to a seven-week high after a shockingly weak US jobs report. Key developments across oil, gas, renewables, and mining sectors.
Natural gas prices are determined by the interaction of supply and demand in competitive markets, with prices set through trading at physical and virtual hubs, most notably at Henry Hub in Louisiana, which serves as the primary benchmark for North American natural gas.
Critical minerals developer 3 Proton Lithium announces what could be the largest tungsten deposit in the US, but a NASA land withdrawal blocks exploration across a key portion of the Nevada project as tungsten prices surge nearly 600% since early 2025.
Traditional producers, exploration stocks, metals miners, and clean energy names moved higher in tandem as the energy complex reversed recent fragmentation.
