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 — 909 pieces in the archive, updated daily.
Subscribe to AnalysisBLM filings show prospectors and majors alike still staking claims across the West at double last year's pace — a slow-motion tell for where the copper and gold rush actually lands.
Drone strikes shut the Petroline, Saudi Arabia's only route around the Strait of Hormuz, just as Houthi fighters seized the island guarding its Red Sea exit.
USA Rare Earth broke ground on a $1.2 billion South Carolina magnet plant just as copper's record rally unwound on tariff uncertainty, Glencore and Mercuria circled Venezuela's biggest aluminum smelter, and Talon Metals rewired its Tamarack processing plans.
From Saudi output at a three-decade low to a UAE AI campus buried underground, the same war is forcing energy and tech planners to rebuild around one variable: survivability.
This week in energy: drone strikes on Saudi Arabia's East-West pipeline sent oil surging past $100 a barrel, USA Rare Earth broke ground on a $1.2 billion South Carolina magnet facility, and a federal court blocked the Trump administration's order to keep a shuttered Michigan coal plant running. Key developments across oil, gas, renewables, and mining sectors.
OPEC just cut its demand forecast for a fifth straight month while Saudi exports hit a 13-year low. Capital isn't chasing growth anymore -- it's chasing the chokepoints.
Aya Gold & Silver's Boumadine project doubled in value overnight, Troilus tripled its Quebec copper-gold economics, Eldorado poured first concentrate at Skouries, and Rio Tinto cleared a landmark Aboriginal consent for Winu — a day when development-stage juniors stole the spotlight from the majors.
Copper stalls just below record highs as China's imports slump even as mine supply tightens, while Troilus triples its project value, Ivanhoe grows its DRC discovery 30%, and Eldorado ships first concentrate from Skouries.
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.
Shopify has acquired Tailwind Labs, bringing the world's most-installed CSS framework in-house nine months after AI tools gutted its revenue.
GPT-6 Astra's launch triggered a software stock rout and a €10 billion European merger — even as AI coding tools built on the same technology post record growth.
Nvidia's chip shortage is easing, but the grid isn't keeping up. As GPU supply chains loosen, data center developers are drilling their own gas wells and states are slapping on new taxes to control an infrastructure race that has quietly become an energy problem.
Rio Tinto snaps up Glencore and Mitsubishi's Aurukun bauxite project ahead of a Gove mine closure, while Ivanhoe's Makoko copper discovery grows another 30% and BHP teams up with KGHM to hunt for the world's next big copper deposit.
ArcGIS Pro treats satellite and aerial photographs as raster data, using mosaic datasets, orthorectification, and raster functions to turn raw imagery into analysis-ready maps for energy and resource applications.
ACG Metals locks up a new oxide gold feed to extend its Gediktepe mine's life while Brazil pushes new legislation to keep more mineral processing at home as global capital circles its critical minerals endowment.
Energy and metals stocks are hitting highs built on scarcity, not growth — a Houthi drone over Jizan and a vanishing copper stockpile are doing more to move markets than any earnings report.
The billionaire who brokered America's biggest oil deal in history was, until recently, the target of a federal money-laundering probe -- one U.S. prosecutors quietly shelved.
The U.S. struck three Iranian oil tankers and record gasoline prices greeted Labor Day drivers, but the barrels that actually calmed the market this year belonged to a buyer who simply stopped showing up.
Crude is only telling half the story. Record diesel refining margins — not barrels of oil — are now setting the real price of energy, and Wall Street is positioning for it to stay that way.
Baowu's interest in a stake of BHP's Jimblebar mine headlines a day that also saw South32 clear its last big US permitting hurdle, Ionic Rare Earths advance a $100 million Missouri magnet-recycling plant, and Vale shelve its base metals IPO under political pressure at home.
This week in energy: Brent crude approached $96 a barrel as renewed U.S.-Iran strikes kept the Strait of Hormuz on edge, U.S. diesel prices hit an all-time high, and Citadel emerged as a potential buyer of U.S. shale assets. Key developments across oil, gas, renewables, and mining sectors.
