The US military has begun bombing targets around the Libyan city of Sirte, which is controlled by militias associated with Islamic State. The Pentagon says this was the first strike of a new campaign that currently has “no endpoint.”
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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.
Oct 18, 2026 · 3 min read
EIA's rooftop solar estimates test how much demand becomes utility sales, while its generation forecast leaves gas-fired output almost flat next year.
Oct 16, 2026 · 3 min read
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.
Oct 16, 2026 · 2 min read
EIA reports a larger crude draw as imports fall and refiners process more oil. Producers gain a tighter supply backdrop, while fuel stocks diverge.
Oct 15, 2026 · 3 min read
EIA reports a smaller gas injection as the national storage cushion narrows. We look at the split between producers and fuel buyers before winter.
Oct 15, 2026 · 2 min read
Bowman sets out changes to bank supervision after SVB. For mining investors, earlier action could preserve credit or tighten a lender's terms.
Oct 15, 2026 · 2 min read