Energy & Commodities
Oil, gas, metals and the energy transition driving inflation and markets.
Zimbabwe's Lithium Export Ban Faces Processing Hurdle as Only Plant Refuses Third-Party Ore
Zimbabwe's plan to ban lithium concentrate exports from January 2027 hits a snag as the country's only completed lithium sulphate plant says
RBC Cuts TotalEnergies Forecasts as Gas Trading Weakens Ahead of Q2 Results
RBC Capital Markets cut its earnings forecasts for TotalEnergies through 2028 after a weak second-quarter update. Gas trading cooled from a
Oil's Rebound Puts ECB Rate Hikes Back on the Table for Investors
Oil rebounded sharply this week, briefly topping $85 a barrel, as tensions in the Gulf raised supply fears. The jump pushed eurozone bond yi
Japan's Largest Power Generator JERA Explores US Stock Listing to Fund Global Growth
JERA, Japan's largest power generator, is exploring a US stock listing to fund its overseas expansion. The unlisted utility is assessing mar
Energy Stocks Climb Despite Oil and Gas Slip on Surprise Inventory Build
Energy stocks defied a drop in oil and natural gas prices Thursday, with the XLE fund rising 0.8%. A larger-than-expected build in US gas in
Standard Nuclear's NYSE Debut Falls Flat as Investors Demand Discount on Nuclear Risk
Standard Nuclear's shares fell in their NYSE debut, opening at $13.50 after a $15 IPO price. The weak start signals that investors remain ca
Hormuz Recovery Basket Shaken as Iran Tensions Flare Again
After a promising ceasefire, renewed US-Iran strikes have sent oil prices higher again. The Hormuz Recovery Basket is being revised as the o
Canada's Helium Reserves Attract Fresh Interest as Prices Rise
TD Economics says Canada's helium deposits are unusually rich, with concentrations up to 1% versus 0.1% globally. Saskatchewan aims to suppl
Energy IPOs Surge as AI Data Centers Drive Record Electricity Demand
Energy firms are cashing in on the AI boom by going public at a record pace. A single AI data center uses as much electricity as all homes i
Oil Tops $85 as Iran Signals Red Sea Chokepoint Could Be Closed
Brent crude climbed above $85 a barrel after Iran reportedly told Yemen's Houthis to be ready to close the Bab el-Mandeb strait. The move ra
Oil Prices Jump to $80+ but Energy Stocks Stay Flat: What Investors Missed
Oil prices climbed above $80 a barrel on Thursday, yet energy stocks barely budged. Baker Hughes completed its $13.6 billion acquisition of
AI's Power Hunger Drives Record Energy IPO Surge in First Half of Year
Energy companies raised $12.6 billion through IPOs in the first half of the year, the strongest start on record. The surge is driven by AI's