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 — 418 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.
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.
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.
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.
Canada Nickel secures first mining approval under federal Impact Assessment Act, while Cameco's Westinghouse files for IPO and Perpetua launches antimony pilot plant with U.S. Army.
Weekly energy market recap covering oil, gas, renewables, and mining sectors.
Data centers are driving the first sustained rise in U.S. electricity demand in a decade, forcing utilities to rethink infrastructure, regulators to fast-track pipelines, and battery makers to chase a market that didn't exist three years ago.
The energy complex fractured along operational lines as independent explorers rallied against a backdrop of declining supermajors and continued weakness across renewable technology sectors.
The energy sector fractured along unexpected fault lines as integrated oil giants diverged sharply from a widespread selloff that engulfed exploration producers, uranium miners, and clean technology segments.
This week in energy: Oil prices surged past $100/barrel as dual blockades of the Strait of Hormuz and Red Sea tightened global supply, while solar power achieved a historic milestone in the US electricity mix. Key developments across oil, gas, renewables, and mining sectors.
The energy complex delivered a fragmented session as exploration producers and mining equities climbed while the broader sector benchmark retreated, highlighting renewed investor appetite for commodity leverage over integrated exposure.
