Wednesday, July 29, 2026Vol. III · No. 210Subscribe
The Mining, Energy & Technology Wire
Section

Analysis

Original analysis from the editorial team. Long-form reporting on the companies, capital, and policy decisions moving the energy sector.

Edited by the Stake & Paper Editorial Team 828 pieces in the archive, updated daily.

Subscribe to Analysis
Latest · Cover Story

Copper Miners Defy Broad Energy Sector Selloff as Traditional Producers and Uranium Retreat in Tandem

Base metals producers carved out gains in an otherwise punishing session that saw integrated majors, exploration firms, and specialty energy metals decline together.

Stake & PaperJuly 29, 2026
India Wastes 8,133 GWh of Solar Power
Renewables

India Wastes 8,133 GWh of Solar Power

India curtailed enough solar power in Q2 to run 1.4 million homes—because its grid can't absorb what its panels produce. The bottleneck is global.

Editorial Team · Jul 29, 2026
Five Months to Deadline: Can U.S. Escape China?
Mining

Five Months to Deadline: Can U.S. Escape China?

Washington's January 2027 ban on Chinese critical minerals collides with a stark reality: American miners and processors aren't ready, while Chile's copper disruptions expose the fragility of global supply chains.

Editorial Team · Jul 28, 2026
Supermajors Break Ranks as Energy Complex Suffers Broad Decline Across Exploration and Specialty Metals
Mining

Supermajors Break Ranks as Energy Complex Suffers Broad Decline Across Exploration and Specialty Metals

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.

Editorial Team · Jul 28, 2026

From the Desk

Recent Original Analysis
Renewables

China Bets Big as BP Retreats

Beijing pours billions into renewables while Western majors sell solar assets and Brussels blinks on methane rules. The clean energy map is being redrawn.

Stake & Paper Editorial TeamJul 26, 2026
ClaimWatch

Mining claims intelligence — from query to report, in minutes.

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.

4.4M+
Claims Tracked
12
BLM States
7
Report Types
Request a Sample Report

The Archive

All Analysis · Date-Sorted
Uranium and Gold Miners Defy Broad Energy Sector Weakness in Selective Metals Rally
Mining

Uranium and Gold Miners Defy Broad Energy Sector Weakness in Selective Metals Rally

Nuclear fuel and precious metals equities carved out gains while traditional energy producers and clean technology shares retreated in a session marked by sharp subsector divergence.

Editorial Team · Jul 24, 2026
Weekly Energy Market Recap: Jul 17 - Jul 24, 2026
Renewables

Weekly Energy Market Recap: Jul 17 - Jul 24, 2026

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.

Editorial Team · Jul 24, 2026
Exploration and Mining Stocks Power Selective Energy Rally as Major Integrateds Diverge Sharply
Mining

Exploration and Mining Stocks Power Selective Energy Rally as Major Integrateds Diverge Sharply

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.

Editorial Team · Jul 23, 2026
How is AI automation transforming energy industry workflows?
Technology

How is AI automation transforming energy industry workflows?

AI automation is transforming energy industry workflows by replacing manual, reactive processes with autonomous, data-driven systems that optimize operations in real-time across generation, distribution, and maintenance.

Editorial Team · Jul 23, 2026
Energy Complex Surges in Rare Unified Rally as Metals and Renewables Join Traditional Producers
Renewables

Energy Complex Surges in Rare Unified Rally as Metals and Renewables Join Traditional Producers

The energy sector delivered a broadly synchronized advance Tuesday as oil majors, exploration producers, uranium miners, clean energy technologies, and precious metals all climbed in a departure from recent fragmented trading patterns.

Editorial Team · Jul 22, 2026
Mining

Fondaway Canyon Title Fight Names Fisk Family Estates; Canagold Bows Out

Court filings in the Fondaway Canyon claims dispute name three Nevada estates as holders of the contested ground, record one corporate defendant disclaiming its interest and leaving the case, and note the assigned judge's recusal.

Editorial Team · Jul 22, 2026
Solar and Storage Hit 91% of New US Grid
Renewables

Solar and Storage Hit 91% of New US Grid

Solar and battery storage captured 91% of new US grid capacity in Q1 2026, even as China's installations plunged 66% and wind developers face a permitting crisis that has sent PPA prices soaring.

Editorial Team · Jul 22, 2026
Conventional Oil and Gas Rally Sharply While Clean Energy and Uranium Retreat in Bifurcated Session
Renewables

Conventional Oil and Gas Rally Sharply While Clean Energy and Uranium Retreat in Bifurcated Session

Traditional hydrocarbon producers powered the energy sector higher Monday as renewable technology and nuclear fuel equities faced broad selling pressure, extending a pattern of divergence within the complex.

Editorial Team · Jul 21, 2026
Copper Rallies as Lithium Slips
Mining

Copper Rallies as Lithium Slips

China's copper imports hit a nine-month high while lithium prices slide, Zimbabwe opens a rail corridor for battery minerals, and the IEA warns that rare earth curbs could threaten $6.5 trillion in Western production.

Editorial Team · Jul 21, 2026
Mining Press Roundup: Nevada Gold Junior Sees $905M Value Jump as Majors Back Exploration
Mining

Mining Press Roundup: Nevada Gold Junior Sees $905M Value Jump as Majors Back Exploration

Getchell Gold's revised PEA boosts Fondaway Canyon to $905M after-tax NPV while Barrick backs BC explorer with $21M investment, signaling renewed appetite for North American gold-copper projects.

Editorial Team · Jul 21, 2026
Energy Sector Fractures as Exploration Producers and Clean Technology Decouple from Major Integrateds
Oil & Gas

Energy Sector Fractures as Exploration Producers and Clean Technology Decouple from Major Integrateds

The energy complex split sharply along operational lines as smaller producers and renewable technologies rallied while the sector's largest names retreated.

Editorial Team · Jul 20, 2026
How do autonomous vehicles and robots work in mining operations?
Mining

How do autonomous vehicles and robots work in mining operations?

Autonomous vehicles and robots in mining operations use GPS, LiDAR, radar, and cameras combined with fleet management systems to navigate mine sites, transport materials, drill, and perform other tasks without human operators.

Editorial Team · Jul 20, 2026

Complete Archive

Every Piece · Newest First
Stake & Paper AM

One morning brief. The whole energy sector.

Original analysis, the day's most important wire stories, and market data — delivered before your first cup of coffee. Free.