Traditional Energy Powers Sector Gains as Uranium and Clean Technology Retreat
Oil majors and exploration firms drove energy equities higher while uranium producers and renewable technology names faced broad selling pressure.
Crude and natural gas markets, OPEC decisions, drilling activity, LNG, refining, and the geopolitics shaping the petroleum industry.
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Comprehensive ranking of oil producing countries based on verified data from official sources. 2026 production significantly impacted by Middle East conflict and Strait of Hormuz disruptions.
Oil majors and exploration firms drove energy equities higher while uranium producers and renewable technology names faced broad selling pressure.
Monday's session delivered a mixed picture across energy markets, with traditional oil and gas equities advancing alongside base metal miners even as nuclear and battery metal names pulled back sharply.
Washington bets $75 million on extracting rare earths from coal waste. Kinshasa squeezes cobalt exports. And Beijing locks down Namibia's uranium before the first barrel of oil flows.
Tanker traffic through the Strait of Hormuz collapsed to 13 vessels Wednesday—down from 33 per day the week prior—as renewed U.S.-Iran fighting threatens the fragile peace deal signed three weeks ago.
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.
This week in energy: Oil prices surged nearly 5% as renewed US-Iran hostilities threatened Strait of Hormuz supply, ADNOC ordered $900 million in LNG carriers, and Baker Hughes secured major contracts for Cheniere's Sabine Pass expansion. Key developments across oil, gas, renewables, and mining sectors.
Broad strength across energy sectors masked notable weakness in supermajors and precious metals, while exploration names and nuclear fuel producers led gains.
Energy Transfer's AI agents now answer questions across 140,000 miles of pipeline without a single SQL query. GIS has stopped being a support function—and started running the business.

Conventional energy equities posted strong gains while clean energy and mining sectors faced broad pressure in a session marked by pronounced sector rotation.

The energy complex displayed sharp divergence as integrated oil majors split along geographic lines and uranium equities extended their rally.

Saudi Arabia slashed crude prices to their lowest in four years while OPEC+ raised output targets—a paradox that reveals how the Iran war reshaped global oil markets even as the fighting winds down.

Geospatial AI combines artificial intelligence with location-based data to help energy companies monitor infrastructure, optimize operations, and make faster decisions across oil, gas, and renewable energy sectors.

Chile's lithium giants target a 70% output jump while Zimbabwe forces miners to process locally. The critical minerals map is being redrawn—one refinery at a time.

China mandates renewable consumption targets as Shell exits wind. The clean energy sector is splitting along geopolitical lines—and the consequences will reshape power markets for decades.

Brent crude trades at $75.20/bbl, up +0.51% today but down for a fourth straight week as Hormuz flows surge and Citigroup warns prices could sink to $60 by year-end.

This week in energy: Canada announces major West Coast oil pipeline project, crude prices fall to pre-conflict levels as Strait of Hormuz traffic recovers, and China implements mandatory solar manufacturing standards. Key developments across oil, gas, renewables, and critical minerals sectors.

Integrated oil giants moved in opposite directions while gold and silver extended gains, highlighting cross-currents in commodity markets as midyear trading commenced.

Traditional energy stocks showed contrasting performance while clean energy and battery technology names advanced amid sector rotation themes.

Memory shortages stretch to 2028, gas turbine waitlists hit the 2030s, and Nvidia's Blackwell chips remain sold out—the AI boom is colliding with hard infrastructure limits.

Divergent performance across energy sectors highlighted Tuesday's session as exploration names advanced while integrated majors and the broader energy complex retreated.