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• The company's thesis hinges on scaling output and advancing development projects toward production.
While most commodity analysts are focused on the demand destruction risk of Federal Reserve tightening for industrial metals, Goldman Sachs has offered a compelling contrarian perspective: the US-Iran conflict and its geopolitical aftermath could actually accelerate structural copper demand through four distinct channels. The …
The signing of nuclear power capacity agreements by Meta, Amazon, and Microsoft represents a structural shift in uranium demand that few market participants fully anticipated as recently as 2023. Technology companies — not utilities or governments — are now among the most active buyers …
Saudi Aramco's resumption of crude oil loadings at the Ras Tanura export terminal — after a nearly four-month suspension — is one of the most significant positive supply developments in the global oil market since the US-Iran conflict began on February 28. Ras Tanura, …
The Strait of Hormuz is the world's most strategically critical energy chokepoint — a 21-mile-wide passage between the Omani coast and Iran through which approximately 20% of global daily oil supply and around 20% of total global LNG trade transits. At its narrowest navigable …
The US monthly non-farm payrolls report — expected later this week — has become the single most watched economic data release for commodity markets in the current environment, given its direct implications for the Federal Reserve's interest rate path and, by extension, the value …
Silver's monthly decline of over 20% in June 2026 — bringing prices to near $58 per ounce and the lowest level since December 2025 — represents one of the most severe single-month corrections for the precious metal since the COVID-19 market dislocation of March …
Israel's announcement of fresh strikes on Iran-backed Hezbollah infrastructure in southern Lebanon adds a significant new dimension to the Middle East geopolitical risk landscape that energy markets must price. While Lebanon is not a significant oil producer, Israeli-Hezbollah conflict has historically created risk premiums …
US dry natural gas production across the Lower 48 states averaged 109.7 billion cubic feet per day throughout June 2026, maintaining the stable output level that has characterised US natural gas supply since the high-price incentive environment of 2022–2023 prompted a sustained wave of …
The US-Iran peace talks scheduled for Tuesday in Doha, Qatar carry the potential to fundamentally reshape the global oil market narrative that has dominated energy investing since hostilities began on February 28. A genuine diplomatic framework — one that provides credible guarantees for Strait …
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