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 — 467 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.
A record federal loan is financing a gas plant half a mile from a Google data-center site. Its owner says the plant is not for data centers, and Georgia regulators' own staff say much of the state's new generation rests on speculation.
Anglo American says technology companies are weighing equity stakes to lock in metals for data centres, while Antofagasta's softer outlook and a chip-stock rout pushed copper miners lower.
Trump says 'massive' exploration is about to begin in Greenland. Greenland's own mining official says otherwise, and the permits, the ice and the paperwork agree with him. Three small-cap stocks traded on the claim anyway.
The IEA says tight diesel supply will run well into 2027, even as the emergency stock releases meant to cap prices have slowed to a fraction of their spring pace. Its board now has to decide whether to open the taps again.
Paris is taking a near-controlling stake in a miner, Washington is building a stockpile and Brussels is fast-tracking permits. A strike at Chile's Centinela copper mine shows the limit of all three.
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.
ArcGIS Pro's latest release pushes AI into everyday geoprocessing just as oil, mining and federal programs lean harder on maps. The operators using it say the data has to be right first.
Britain set a wind record in September and power prices still climbed sharply. The gas shock shows the real bottlenecks are pricing rules, wires and storage, and the US is making one corner of this harder.
Drones, zoning boards and a skittish investor in Sydney are all saying no to data centers at once. The AI buildout's scarcest input is no longer silicon or megawatts but permission to keep the lights on.
Freight, storms and drained reserves now set the price of oil as much as the barrels do. A White House pledge of no strikes on Iran barely touches any of it.
This week in energy: Hurricane Isaias shut in most Gulf of Mexico output, Iran-war freight costs pushed tanker rates sharply higher, and Washington's trade moves began to reshape where equipment will come from.
A tariff is a tax collected at the border on imported goods, and on traded energy equipment such as solar panels it raises landed costs, pushes supply chains toward new countries, and shifts costs among importers, manufacturers and power buyers.
Copper and gold resource updates are posting big tonnage gains, but much of the growth comes from the price deck, not the drill bit. Read the grade and the footnote before the headline.
Discovery Mining's federal permits for Cordero lead a day of announcements that also covered a Nevada lithium study, a Mississippi nickel refinery, a Chilean copper expansion and a stalled British Columbia gold mill.
Europe's solar surge is wrecking midday prices in Spain and France. For battery owners, that is the point.
The Strait of Hormuz is the narrow waterway between Oman and Iran that links the Persian Gulf to the open ocean, and because most Gulf oil and LNG has no other way out, any interruption there moves energy prices worldwide.
Beijing's antitrust regulator is reportedly asking Anglo American for a steady supply of copper concentrate before it blesses the Teck merger. The ask exposes how short Chinese smelters are of feedstock.
The G7 promised 100 million barrels from emergency stocks, and diesel futures sagged. But the shortage sits in refineries from China to the Gulf, and a one-off drawdown does not repair a refinery.
Thursday's close showed the energy trade sorting itself by individual story, with producers, miners and clean-energy funds each telling a different tale.
This week in energy: Washington presses Europe to release diesel from strategic stocks, KGHM and South32 start the Sierra Gorda copper expansion in Chile, and UK electric-car sales climb as the ZEV mandate bites.
Gold and silver fell on the last trading day of the third quarter and took the big gold miners with them, while MP Materials rose 4.09% and the oil majors finished mixed.
