Oil & Gas
Energy's Money Bets On Pipes, Not Barrels
OPEC just cut its demand forecast for a fifth straight month while Saudi exports hit a 13-year low. Capital isn't chasing growth anymore -- it's chasing the chokepoints.
The Mining, Energy & Technology Wire
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Cover Story · Analysis
Saudi Arabia's Last Oil Bypass Goes Dark
Drone strikes shut the Petroline, Saudi Arabia's only route around the Strait of Hormuz, just as Houthi fighters seized the island guarding its Red Sea exit.
PhotographDrone strikes shut the Petroline, Saudi Arabia's only route around the Strait of Hormuz, just as Houthi fighters seized the island guarding its Red Sea exit.
Mining
Mining Press Roundup: USA Rare Earth Breaks Ground on $1.2B Magnet Plant as Copper's Record Rally Crashes Into Tariff Limbo
USA Rare Earth broke ground on a $1.2 billion South Carolina magnet plant just as copper's record rally unwound on tariff uncertainty, Glencore and Mercuria circled Venezuela's biggest aluminum smelter, and Talon Metals rewired its Tamarack processing plans.
Oil & Gas
The Gulf War Redraws Oil, Ships and AI
From Saudi output at a three-decade low to a UAE AI campus buried underground, the same war is forcing energy and tech planners to rebuild around one variable: survivability.
Mining
Weekly Energy Market Recap: Sep 4 - Sep 11, 2026
This week in energy: drone strikes on Saudi Arabia's East-West pipeline sent oil surging past $100 a barrel, USA Rare Earth broke ground on a $1.2 billion South Carolina magnet facility, and a federal court blocked the Trump administration's order to keep a shuttered Michigan coal plant running. Key developments across oil, gas, renewables, and mining sectors.
From the Desk
Original Analysis · This Week
Mining
Mining Press Roundup: Aya's Boumadine Doubles to $3.5 Billion as Morocco Emerges a Precious-Metals Powerhouse
Aya Gold & Silver's Boumadine project doubled in value overnight, Troilus tripled its Quebec copper-gold economics, Eldorado poured first concentrate at Skouries, and Rio Tinto cleared a landmark Aboriginal consent for Winu — a day when development-stage juniors stole the spotlight from the majors.
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Mining
Mining Press Roundup: Copper's Record Rally Hits a China-Sized Pothole as Ivanhoe and Marimaca Keep Drilling Bigger
Copper stalls just below record highs as China's imports slump even as mine supply tightens, while Troilus triples its project value, Ivanhoe grows its DRC discovery 30%, and Eldorado ships first concentrate from Skouries.
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Markets & Commodities
Renewables
Shopify Acquires Tailwind Labs, CSS Maker
Shopify has acquired Tailwind Labs, bringing the world's most-installed CSS framework in-house nine months after AI tools gutted its revenue.
Markets
The AI That Guts SaaS Feeds Coding Tools
GPT-6 Astra's launch triggered a software stock rout and a €10 billion European merger — even as AI coding tools built on the same technology post record growth.
Technology
AI's New Bottleneck: Power, Not Chips
Nvidia's chip shortage is easing, but the grid isn't keeping up. As GPU supply chains loosen, data center developers are drilling their own gas wells and states are slapping on new taxes to control an infrastructure race that has quietly become an energy problem.