Mining
Tuesday's Close Turns on Breadth, Bullion and the Oil Majors
Tuesday's settlement shows how participation across energy, metals and clean power compares with the headline moves in individual names.
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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 — 1026 pieces in the archive, updated daily.
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Energy's Maps Learn to Answer Questions
Pipeline and oil majors are wiring AI agents into their GIS platforms so anyone can ask a map a question. The drone data feeding those maps still waits on a federal rule, and the answers still need checking.
Mining
Copper's Real Squeeze Is Outside the US
American warehouses hold 70% of the world's visible copper, and the shortage is everywhere else. Freeport's quarter shows how far a price rally can outrun a miner's volume problems.
Mining
Mining Press Roundup: Glencore and CNGR Contract Centaurus' Jaguar Nickel Output and Back It With Equity
Glencore and CNGR have contracted Centaurus Metals' Jaguar nickel concentrate and put equity into the project, while Perpetua's tungsten award and Nova's final Alaska antimony permits show critical-minerals backing continuing.
Oil & Gas
Refiners Bank the Crack Spread Windfall
Valero, Phillips 66 and HF Sinclair booked refining margins that dwarf last year's, while crude itself stayed expensive. The profit is in the spread, and the spread depends on Hormuz.
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Mining
Australia Stacks Loans Behind Donald Mine
Canberra has conditionally lined up A$180 million for a Victorian rare earths project that feeds a US processing and magnet chain. The loans are conditional, and no one has yet decided to build the mine.
Mining
Dispersion Takes Over Monday's Session as Energy, Metals and Clean Power Pull Apart
Monday's close showed little sector-wide agreement, with individual names and sub-industries diverging sharply across oil, mining and renewables.
Mining
Mining Press Roundup: Australia Conditionally Backs Energy Fuels' Donald Rare Earths Project
Conditional Australian government loan approvals for Energy Fuels and Astron's Donald rare earths project lead a day of financing, drilling and leadership news across the mining press.
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Technology
EQT Bets Big on Range and Appalachia
EQT is paying in stock for Range Resources, wagering that data centers and LNG exports will reward scale in Appalachia. Gas prices are going the other way.
Mining
Governments Become Mineral Shareholders
Brasília, Brussels, Washington and the World Bank have all moved from writing rules for critical minerals to buying in. Lula's re-election means the country with vast rare earth reserves keeps its hand on the lever.
Mining
How is spatial analysis used in mineral exploration and mine planning?
Spatial analysis combines geological, geophysical and geochemical data in GIS and 3D models to rank where to drill, classify how confident a resource estimate is, and design the pit that mines it.
Mining
Mining Press Roundup: Strike Hits Teck's Highland Valley Copper as Anglo Merger Looms
A strike at Teck's Highland Valley Copper mine leads a day that also brought BHP and Codelco exploration funding, a uranium construction decision, a Yukon gold mine sale, and new studies from two Canadian developers.
Mining
Friday's Settlement Closes the Week With Oil, Metals and Clean Power Each Telling Its Own Story
The final session of the week gave traders a clear read on how energy producers, miners and renewable names are positioned heading into the weekend.
Oil & Gas
Hormuz Redraws the Map of Energy Trade
Qatar is shopping for American LNG, Washington is courting Russian diesel and Indonesia is keeping its gas at home. Prices stay high anyway.
Renewables
Korean Renewables Pass Coal, Grid Lags
South Korea's renewable fleet has edged past its coal fleet on paper. Whether it ever out-generates coal depends on transmission lines that take a decade to build.
Mining
Leaders and Laggards Define Thursday's Close Across Energy, Metals and Clean Power
Thursday's settlement is best read through its top and bottom performers, with oil, miners and renewables each telling a separate story.
Mining
Mining Press Roundup: Newmont's Red Chris Price Tag Tests Canada's Copper Funding Case
Newmont put a capital price on its Red Chris underground block cave, while New Found Gold, Boroo, Southern Copper and Aura Energy each moved a project closer to a funding decision.
Technology
Power, Not Chips, Now Gates the AI Build
Bloom Energy's record quarter shows what data center developers will pay to bring their own power. Loudoun County's refusal of Amazon shows why they have to.
Mining
Free Radar Makes the Model the Moat
NASA-ISRO's NISAR now gives away radar coverage of nearly all of Earth's land. The scarce asset in energy and mining geospatial is the authoritative model underneath.
Mining
Mining Press Roundup: Cornish Metals Puts the South Crofty Restart to a Shareholder Vote
Cornish Metals asks shareholders to back a deeply discounted equity raise for South Crofty, while rare earths, uranium, gold, lithium and quartz projects line up their own financing.
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