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Natural Gas
Coal
US coal gets a war boost — but costs are choking the upside
Seaborne thermal coal prices jumped more than 25% in the first weeks after the Strait of Hormuz crisis, US coal consumption rose 10% in...
The Critical Edge
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April 22, 2026
Natural Gas
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...
The Critical Edge
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April 20, 2026
Geopolitics
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...
The Critical Edge
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March 18, 2026
Latest news
Zinc
July 1, 2026
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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Fusion
June 15, 2026
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
June 4, 2026
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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