Energy & Commodities
Oil, gas, metals and the energy transition driving inflation and markets.
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
Galp's Moeve Downstream Merger Delayed to H2, Berenberg Holds Rating
Berenberg lifted its 2026 earnings forecast for Galp Energia but maintained a hold rating as the planned downstream merger with Spain's Moev
Oil Hits $84.50 as Traders Weigh Iran Conflict Risk Against Cooling US Inflation
Oil prices climbed to $84.50 a barrel as markets grapple with the risk of supply disruptions from the Iran conflict. Meanwhile, softer US in
TotalEnergies Warns of Sharply Lower LNG Earnings Despite Higher Q2 Profits on Iran War Oil Boost
TotalEnergies expects higher Q2 profits as Iran war tensions boost crude and refining margins. However, the company warns LNG trading earnin
Oil Prices Dip as Traders Weigh Real Risk of Strait of Hormuz Disruption
Oil prices turned lower after an early rise as markets weighed fresh US strikes on Iran and threats around the Strait of Hormuz. Brent slipp