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HomeMining

Mining

Big Oil Companies

Does OPEC+ Really Have Spare Capacity?

October 9, 2025 Andy Del Prado

Daily Standup Top Stories OPEC+ Has Come Close to Its Limit, Leaving Prices Open to Spike October 8, 2025 Clark Savage In the volatile world of global energy markets, OPEC+—the alliance of oil-producing nations led by […]

Critical Minerals

The United States Has Begun Receiving Shipments of Tungsten, Straight from Rwanda, Bypassing China

October 8, 2025 Clark Savage

In a significant step toward securing America’s supply chains and reducing reliance on foreign adversaries, the United States has received its first direct shipment of tungsten concentrate from Rwanda. This milestone, achieved through a partnership […]

Critical Minerals

President Trump Approves a 211-Mile Road to Alaska’s Ambler Mining District

October 7, 2025 Clark Savage

In a move poised to unlock vast mineral resources critical to America’s energy transition and national security, President Donald Trump has approved the construction of a 211-mile access road to Alaska’s remote Ambler Mining District. […]

Critical Minerals

Critical Metals Shares Surge After Reuters Report Says Washington Eyeing Stake

October 6, 2025 Clark Savage

In a dramatic turn of events that underscores the growing geopolitical importance of rare earth elements, shares of Critical Metals (NASDAQ: CRML) skyrocketed nearly 77% to $14.21 in premarket trading following a Reuters exclusive report. […]

Copper
Critical Minerals

AI Demand and Grid Upgrades Drive Fresh Copper Boom – What companies are potential good investments?

October 4, 2025 Clark Savage

Copper futures have risen above $10,500 a ton, reaching their highest point since May 2024, driven by investment trends, macroeconomic factors, and a worsening supply outlook. Recent supply disruptions, including a force majeure declaration at […]

Coal

Coal trade faces rare back-to-back decline

September 26, 2025 Stu Turley

AsiaDry CargoGreater China Global coal trade is forecast to shrink in 2025, the first drop since the covid-19 shock of 2020, with another fall expected in 2026. If confirmed, this would be the first consecutive […]

Coal

California Supreme Court Clears Path for Wyoming Coal Exports through Oakland Port – What do Investors think?

September 19, 2025 Clark Savage

In a landmark decision that could revitalize the struggling U.S. coal industry, the California Supreme Court has effectively greenlit the development of a bulk terminal in Oakland, paving the way for Wyoming coal to reach […]

Critical Minerals

New $5 Billion Fund to Bolster U.S. Mineral Security

September 17, 2025 Clark Savage

The U.S. is exploring a $5 billion mining investment fund, which would represent its largest direct involvement in securing critical minerals. This initiative aims to address concerns about mineral supply chains, given China’s dominance in […]

Climate Crisis

Texas Suit vs. Blackrock et al Could Undermine the Trump Energy Agenda – David Blackmon

September 2, 2025 Clark Savage

ENB Pub Note: This article is from the Substack of David Blackmon, and Michael and I will be covering it in tomorrow’s daily standup. We highly recommend following and subscribing to David Blackmon here: https://blackmon.substack.com/ […]

Critical Minerals

US Proposes Nearly $1 Billion in Funds for Critical Minerals, Materials

August 13, 2025 Clark Savage

In a significant push to bolster domestic supply chains and reduce reliance on foreign powers, particularly China, the Trump administration has proposed nearly $1 billion in funding for the development of critical minerals and materials. […]

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