Mining
China Tightens Grip on Rare Earths
Beijing's export controls leave some critical minerals 'nearly unobtainable' for U.S. companies, even as Washington passes sweeping legislation to break China's stranglehold on supply chains.
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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 — 629 pieces in the archive, updated daily.
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Batteries Boom as Oil Shocks Bite
Rising energy bills and Hormuz disruptions are driving a global surge in home battery installations, while Shell exits wind and France doubles down on offshore power.
Mining
Eyes in the Sky Hunt for Lithium
Hyperspectral satellites now map mineral deposits from orbit with 80% cost savings over traditional methods—just as the energy transition makes finding battery metals more urgent than ever.
Technology
The $10 Billion Coding Assistant Shakeup
GitHub Copilot lost 16 points of market share in six months. An open-source upstart hit 7.5 million users. And Anthropic just shipped its most powerful model with a safety kill switch.
Technology
US Orders Anthropic to Ban Foreign Access to Fable, Mythos AI Models
The Commerce Department ordered Anthropic to suspend access to its most advanced AI models for all foreign nationals, forcing a worldwide shutdown just three days after launch.
From the Desk
Recent Original Analysis
Technology
The Grid Can't Keep Up With AI
Data centers will consume 565 terawatt-hours this year—and regulators face a June deadline to rewrite the rules on who pays for the infrastructure to deliver it.
Technology
The Memory Makers Take the Wheel
TSMC just raised 3nm chip prices 15% and HBM memory is sold out through 2027. The AI hardware race has a new chokepoint—and it's not the GPU.
Technology
US Orders Anthropic AI Model Ban
The Commerce Department forced Anthropic to disable its most advanced AI models worldwide just three days after launch, marking the first time Washington has pulled a commercial AI product offline.
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The Archive
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Renewables
Big Money Meets Big Obstacles
Shell plans to sell $1 billion in wind farms while France launches a 10 GW tender. The renewable sector is awash in capital—and drowning in regulatory delays, security concerns, and oil major retreats.
Technology
ChatGPT Hits 1B Users as AI Backlash Grows
OpenAI's chatbot became the fastest app ever to reach a billion monthly users in May — while public concern about AI's impact jumped to record highs.
Mining
Energy Equities Diverge as Oil & Gas Names Retreat While Uranium Powers Higher
Traditional energy stocks faced selling pressure while nuclear and battery metals outperformed in a session marked by sharp sector rotation.
Mining
Mining Press Roundup: Uranium Sector Heats Up as Energy Fuels, Elevate Hit Production Milestones
Energy Fuels reaches full-year uranium guidance by midyear while Elevate expands Namibian resources by 31%, as uranium market fundamentals strengthen heading into second half of 2026.
Oil & Gas
Oil Prices Swing on Iran Deal Rumors and Supply Shifts
Crude prices swung wildly this week as U.S.-Iran deal rumors collided with structural shifts in supply and demand—while traders, drillers, and diplomats all recalibrated their bets.
Technology
SpaceX Begins Public Trading After $75B IPO
Elon Musk's rocket and satellite company raised $75 billion in the largest IPO on record, valuing the business at $1.77 trillion as it pivots toward energy-intensive orbital data centers.
Renewables
Weekly Energy Market Recap: Jun 5 - Jun 12, 2026
This week in energy: Oil prices tumbled to two-month lows on Iran peace deal hopes while solar surpassed coal for the first time in U.S. electricity generation. Key developments across oil, gas, renewables, and mining sectors amid ongoing geopolitical volatility.
Oil & Gas
What is the Strategic Petroleum Reserve?
The Strategic Petroleum Reserve is the world's largest emergency crude oil stockpile, maintained by the U.S. government in underground salt caverns to protect the economy from major oil supply disruptions.
Oil & Gas
AI Agents Take the Wheel in Energy GIS
From Houston to Houston: energy companies are embedding autonomous AI agents into their geospatial workflows, turning months-long site selection into hours-long conversations and making 140,000 miles of pipeline queryable in plain English.
Oil & Gas
Energy Sector Diverges as Traditional Oil Names Retreat While Uranium Surges
Exploration and production equities faced selling pressure while nuclear and metals names attracted strong bidding in a session marked by sharp sectoral rotation.
Oil & Gas
How does oil refining work?
Oil refining transforms crude oil into usable products through a series of physical and chemical processes that separate, convert, and treat hydrocarbons based on their molecular properties.
Mining
Mining Press Roundup: Energy Fuels Hits Full-Year Uranium Target by Midyear
Energy Fuels reaches 2026 uranium production guidance six months early, while GoldMining unveils strong economics for Brazil gold project and rare earth partnerships accelerate.
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