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 — 253 pieces in the archive, updated daily.
Subscribe to AnalysisUnderstanding AI Comparison and its role in the energy industry.
Mining M&A surged to $21.6 billion in Q1 2026 as strategic partnerships reshape critical mineral supply chains, while junior explorers deliver major resource updates in gold, copper, and rare earths.
Traditional energy stocks posted strong gains Thursday with exploration-focused names leading the charge, while uranium and solar assets faced selling pressure in a session that highlighted the sector's competing narratives.
Brent crude hit a four-year high above $126 per barrel as failed peace talks and a U.S. naval blockade keep the Strait of Hormuz effectively closed, while the UAE's departure from OPEC signals a major shift in global oil politics amid the worst supply disruption in decades.
The United Arab Emirates quit OPEC this week in a stunning blow to the oil cartel, while the Iran war's closure of the Strait of Hormuz continues to upend global energy markets. U.S. LNG exports surge as Asia and Europe scramble for alternative supplies.
The United Arab Emirates announced its departure from OPEC effective May 1, dealing a blow to the oil cartel as the Strait of Hormuz blockade drives crude prices toward $120 per barrel. Meanwhile, the U.S. became a net crude exporter for the first time since World War II as global buyers scramble for alternative supplies.
The United Arab Emirates quit OPEC after nearly 60 years, dealing a blow to the oil cartel as Middle East conflict keeps the Strait of Hormuz effectively closed and crude prices volatile. Oil retreated from four-year highs while U.S. LNG exports surge to fill global supply gaps.
Ore grade measures the concentration of valuable minerals or metals within rock, determining whether a deposit can be profitably mined and processed.
Every unpatented mining claim across eleven western states. Due diligence, prospecting, and monitoring delivered as complete reports with publication-ready ArcGIS maps.
Trident Resources reports exceptional high-grade gold intercepts at Contact Lake, while Critical Metals proposes $835M European Lithium acquisition and Neotech expands rare earth footprint in Ontario.
Brent crude topped $115 per barrel for the first time since 2022 as the UAE announced its departure from OPEC effective May 1, compounding supply pressures from the ongoing Strait of Hormuz blockade that has choked global oil flows for two months.
Brent crude topped $115 per barrel as the United Arab Emirates announced its departure from OPEC effective May 1, while the Strait of Hormuz remains effectively closed in the ninth week of the U.S.-Iran conflict. TotalEnergies raised its dividend after first-quarter profits jumped 29% on surging oil prices and trading gains.
Gold and silver suffered sharp declines Wednesday, pulling miners lower by up to 3.5%, while traditional energy stocks held relatively steady with mixed results across oil majors.
The United Arab Emirates announced its departure from OPEC effective May 1 as the first crude supertanker successfully transited the Strait of Hormuz in two months, signaling tentative progress in the world's worst energy crisis since the 1970s.
The United Arab Emirates is leaving OPEC effective May 1 as the Iran war disrupts global oil flows, while ADNOC plans tens of billions in U.S. gas investments and helium shortages threaten chip production worldwide.
Battery metals are the critical raw materials—primarily lithium, cobalt, nickel, manganese, and graphite—used to manufacture rechargeable lithium-ion batteries that power electric vehicles and store renewable energy.
Claude Code is an AI-powered agentic coding tool that runs in your terminal, reads your entire codebase, and autonomously executes multi-file code changes, tests, and deployments through natural language commands.
Understanding How are AI agents and autonomous systems evolving? and its role in the energy industry.
Barrick names leadership for North American spinout ahead of year-end IPO, while Endeavour backs Guyana explorer and Critical Metals consolidates Greenland rare earth project in $835M deal.
Rare earth producer MP Materials jumped over 8% Tuesday while Shell and BP led oil majors lower, highlighting a sharp divergence between traditional energy and critical minerals sectors.
Shell's $16.4 billion acquisition of ARC Resources marks the oil major's largest deal in years as energy companies scramble to secure production amid ongoing supply disruptions from the Iran conflict. Meanwhile, Goldman Sachs warns oil could hit $120 per barrel if the Strait of Hormuz crisis drags into summer.
