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Energy

Energy

US Oil Exports Surge on Iran War Demand, But America Not A Limitless Swing Supplier

📌 Key Takeaways U.S. crude exports jumped to 5.2 million barrels per day in the week to April 10, the highest in seven months, as...
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Zinc

Zinc Prices Rise as China Smelter Cuts Deepen Supply Squeeze

Zinc prices are being driven higher by a supply squeeze that has flipped the market from expected surplus to...
Fusion

Fusion Investment Tops $1.6bn in 2026 as $73bn Supply Chain Race Builds

At least $1.6 billion of disclosed fusion investment, financing and public-market transactions has been announced in 2026, as investors,...
Copper

Copper Hits Record High as Supply Squeeze Meets AI Demand

Copper has hit another record high, with U.S. futures settling at $6.6495/lb, up 38% from a year ago. And...

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Cobalt

Strait of Hormuz Closure Drives US Critical Minerals Reshoring

📌 Key Takeaways The Strait of Hormuz handled about 20...
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Coal

US coal gets a war boost — but costs are choking the upside

Seaborne thermal coal prices jumped more than 25% in...
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