Thursday, October 29, 2026Vol. III · No. 302Subscribe
The Mining, Energy & Technology Wire
Cover Story · Analysis

Energy's Maps Learn to Answer Questions

Pipeline and oil majors are wiring AI agents into their GIS platforms so anyone can ask a map a question. The drone data feeding those maps still waits on a federal rule, and the answers still need checking.

Energy's Maps Learn to Answer Questions
PhotographPipeline and oil majors are wiring AI agents into their GIS platforms so anyone can ask a map a question. The drone data feeding those maps still waits on a federal rule, and the answers still need checking.
Copper's Real Squeeze Is Outside the US
Mining

Copper's Real Squeeze Is Outside the US

American warehouses hold 70% of the world's visible copper, and the shortage is everywhere else. Freeport's quarter shows how far a price rally can outrun a miner's volume problems.

Editorial Team · Oct 28, 2026
Mining Press Roundup: Glencore and CNGR Contract Centaurus' Jaguar Nickel Output and Back It With Equity
Mining

Mining Press Roundup: Glencore and CNGR Contract Centaurus' Jaguar Nickel Output and Back It With Equity

Glencore and CNGR have contracted Centaurus Metals' Jaguar nickel concentrate and put equity into the project, while Perpetua's tungsten award and Nova's final Alaska antimony permits show critical-minerals backing continuing.

Editorial Team · Oct 28, 2026
Refiners Bank the Crack Spread Windfall
Oil & Gas

Refiners Bank the Crack Spread Windfall

Valero, Phillips 66 and HF Sinclair booked refining margins that dwarf last year's, while crude itself stayed expensive. The profit is in the spread, and the spread depends on Hormuz.

Editorial Team · Oct 28, 2026

From the Desk

Original Analysis · This Week
Mining

Australia Stacks Loans Behind Donald Mine

Canberra has conditionally lined up A$180 million for a Victorian rare earths project that feeds a US processing and magnet chain. The loans are conditional, and no one has yet decided to build the mine.

Stake & Paper Editorial TeamOct 27, 2026
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Going Deeper

Markets & Commodities
Mining Press Roundup: Australia Conditionally Backs Energy Fuels' Donald Rare Earths Project
Mining

Mining Press Roundup: Australia Conditionally Backs Energy Fuels' Donald Rare Earths Project

Conditional Australian government loan approvals for Energy Fuels and Astron's Donald rare earths project lead a day of financing, drilling and leadership news across the mining press.

Editorial Team · Oct 27, 2026
EQT Bets Big on Range and Appalachia
Technology

EQT Bets Big on Range and Appalachia

EQT is paying in stock for Range Resources, wagering that data centers and LNG exports will reward scale in Appalachia. Gas prices are going the other way.

Editorial Team · Oct 26, 2026
Governments Become Mineral Shareholders
Mining

Governments Become Mineral Shareholders

Brasília, Brussels, Washington and the World Bank have all moved from writing rules for critical minerals to buying in. Lula's re-election means the country with vast rare earth reserves keeps its hand on the lever.

Editorial Team · Oct 26, 2026
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