California's Drilling Frenzy Has Nothing to Do With Oil

Treasury's Scott Bessent expects energy prices to fall after the Iran conflict. We weigh what that would mean for oil revenue, mine costs and rates.

EIA's rooftop solar estimates test how much demand becomes utility sales, while its generation forecast leaves gas-fired output almost flat next year.

The Fed's September report shows a utility jump, a smaller factory gain and spare capacity. We trace what each signals for copper, energy and rates.

EIA reports a larger crude draw as imports fall and refiners process more oil. Producers gain a tighter supply backdrop, while fuel stocks diverge.

EIA reports a smaller gas injection as the national storage cushion narrows. We look at the split between producers and fuel buyers before winter.

Bowman sets out changes to bank supervision after SVB. For mining investors, earlier action could preserve credit or tighten a lender's terms.