Traditional Oil Majors Drive Energy Sector Higher as Renewables and Mining Retreat
The energy complex split sharply as integrated oil producers rallied while uranium, lithium, and solar names fell back alongside precious metals.
Critical minerals, claims, commodities, and the operations reshaping the global supply chain. Coverage spans the majors, the juniors, and the geopolitical competition driving it all.
Edited by the Stake & Paper Editorial Team — 342 stories in the archive, updated daily.
Subscribe to MiningThe mining sector sits at the center of the global energy transition, supplying the critical minerals -- lithium, copper, cobalt, rare earths, and uranium -- that underpin electrification and grid-scale storage. Our coverage follows exploration activity, permitting timelines, commodity price swings, and the geopolitical competition for mineral supply chains. From major producers to junior explorers, this section tracks the operational and financial forces reshaping the industry.
A state-of-the-art AI data center can be built in nine months. A new mine takes 20 years. That gap is reshaping the global race for critical minerals—and Washington just bet $75 million that coal waste might close it.
The energy complex split sharply as integrated oil producers rallied while uranium, lithium, and solar names fell back alongside precious metals.
This week in energy: Oil prices surged over 11% as escalating U.S.-Iran hostilities disrupted Strait of Hormuz traffic, China imposed new consumption taxes on solar cells and batteries to curb overcapacity, and AI data center electricity demand emerged as a critical challenge for U.S. utilities. Key developments across oil, gas, renewables, and mining sectors.
Energy equities closed broadly lower across all subsectors Wednesday as precious metals diverged sharply from the session's risk-off tone.
From autonomous haul trucks to AI-powered flotation cells, the energy and mining sectors are deploying machine intelligence at scale—and the shift is rewriting operational economics faster than most predicted.
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.
Comprehensive ranking of lithium producers based on verified data from official sources. Updated annually.
Energy equities fell broadly as traditional oil and gas producers retreated while uranium miners and solar technology posted gains in a session marked by sharp subsector divergence.
A Chinese-backed copper mine in Pakistan threatens shutdown amid insurgent attacks, Chile's lithium flagship slips four years, and diesel costs bite Rio Tinto. The critical minerals race is colliding with ground-level reality.

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.

Western nations face a staggering investment gap to build critical minerals supply chains, even as lithium mines restart and copper smelters struggle to survive record-low processing fees.

Oil majors and exploration firms drove energy equities higher while uranium producers and renewable technology names faced broad selling pressure.

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.

Poland's first offshore wind farm started feeding electricity into the grid this week. Meanwhile, California fights Trump over $1.2 billion in cut funding, and China adds renewables faster than anyone—while burning more coal.

Washington bets $75 million on extracting rare earths from coal waste. Kinshasa squeezes cobalt exports. And Beijing locks down Namibia's uranium before the first barrel of oil flows.

Traditional energy equities declined Friday while select mining names and nuclear fuel stocks carved out gains in a session marked by sharp subsector divergence.

Mogotes Metals expands its Albor copper-gold discovery in Argentina's Vicuña district with 180 metres of near-surface mineralization, while BHP's looming Port Hedland strike pushes iron ore to its best weekly gain since May.

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.