Tag:Donald Trump

EU Gas Storage Running Low as Hormuz Squeezes LNG

📌 Key Takeaways EU gas storage was 28.9% full on April 10, the lowest level for that date since 2021.   Europe may need to inject...

Strait of Hormuz Closure Drives US Critical Minerals Reshoring

📌 Key Takeaways The Strait of Hormuz handled about 20 million barrels per day in 2024, equal to roughly 20% of global petroleum liquids consumption,...

Strait of Hormuz Closure Hits Energy and Mineral Markets

📌 Key Takeaways Around 20% of global oil and petroleum product consumption and about 20% of global LNG trade moved through the Strait of Hormuz...

Trump Wants Tech Firms to Pay for Data Center Electricity

📌 Key Takeaways US data centers are becoming one of the fastest-growing sources of electricity demand, driven by AI and cloud computing. Donald Trump wants tech...

US Moves to Take Equity Stakes in More Critical Mineral Companies

📌 Key Takeaways The US government is preparing to acquire equity stakes in additional critical-minerals firms.  This move builds on recent fiscal support and funding rounds...

Nuclear Power Will Dominate Dept of Energy Loan Funding

📌 Key Takeaways The Loan Programs Office (LPO) at the Department of Energy will channel its largest-ever financing allocation into nuclear power plants.  A recent landmark...

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Diesel Squeeze Raises Stakes for Australian Mining

US diesel prices have hit a record US$6.51 a gallon, lawmakers are proposing export restrictions, and Australia has reported...
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Copper Backwardation Tops US$500 as LME Supply Tightens

Copper advanced toward a record as competition for immediately available metal pushed a key London spread to its most...

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...

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