Mining
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.
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Energy Markets News and Analysis
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.
Markets TodayLive prices · cached 60s
S&P 500 (SPY)
$757.09
+0.4%
XLE (Energy)
$58.75
+0.1%
WTI Crude
$95.96
+5.3%
Henry Hub
$3.07
−8.1%
Copper
$4.12
+1.2%
Uranium (URA)
$50.28
−0.2%
Cover · Markets
China's Oil Diet Keeps Prices in Check
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.
This Week in Markets
Commodities · Equities · Macro
Markets
Planes Over Cars: The $5 Gasoline Trap
U.S. refiners are chasing record jet fuel profits at gasoline's expense. Summer drivers may pay the price—literally.
Markets
The Coding Wars Heat Up
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.
Technology
The Trillion-Dollar AI Race Hits Washington
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.
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Technology
When the Chips Are Down
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.
Oil & Gas
AI Cuts Drilling Time, But at What Cost?
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.
Oil & Gas
AI's Energy Paradox: Efficiency vs. Demand
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.
More in Markets
Full Archive · Date-Sorted
Oil & Gas
AI's Gas Guzzlers Defy Price Logic
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.
Renewables
Energy Equities Diverge as Upstream Names Lead Broad Session Volatility
Traditional oil and gas explorers outpaced integrated majors while precious metals and clean energy names faced headwinds in uneven trading.
Technology
The Memory Bottleneck Tightens
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.
Markets
The Tungsten Trap: China's 83% Grip
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%.
Markets
When the Worst Crisis Doesn't Spike Prices
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.
Oil & Gas
Energy Sector Fractures as Oil Majors Diverge Sharply from Explorers
Traditional integrated energy companies and exploration-focused names moved in opposite directions as investors reassessed positioning across the hydrocarbon value chain.
Markets
Microsoft Breaks From OpenAI. Florida Sues.
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.
Mining
Mining Press Roundup: Cameco Spends $115M to Boost Cigar Lake Uranium Stake
Cameco increases ownership of world-class uranium mine as nuclear demand surges, while Barrick weighs $30B African merger and activist Elliott targets Northern Star.
Technology
The $965 Billion Race to Your Terminal
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.
Oil & Gas
The Strait That Won't Reopen
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.
Technology
The Trillion-Dollar Week in AI
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.'
Oil & Gas
Energy Equities Diverge as Oil Majors Slide While Exploration Names Rally
Upstream exploration stocks outpaced integrated energy giants in Monday's session as sector leadership shifted decisively toward smaller producers.