Investors Are Racing to Find America’s Next Rare Earth Winner
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The Pentagon’s investment in MP Materials marked the biggest U.S. intervention in the rare earth industry in decades. The deal established a domestic champion for one of the world’s most…
Energy
Low Gas Storage and Diesel Shortages Threaten Europe’s Winter Supply
Tightening global supply of oil and gas is putting Europe on course for a difficult winter this year due to the continent’s significant dependence on energy imports, despite energy transition…
Oil Prices Ignore the Warning Signs in Physical Markets
Oil price movements since the start of March this year have become the topic of dozens of discussions. Many have been puzzled by futures prices and why they haven’t gone…
Refined Fuels, Not Crude, Are Driving the Oil Market Crunch
Oil prices have just come off a fresh two-month high as the crude oil market has tumbled this week amid signals of de-escalation in the U.S.-Iran conflict. Despite the slump…
Jet Fuel Spike Blows a Hole in Airline Profit Forecasts
The fresh spike in jet fuel prices in July upended the profit guidance of U.S. airlines, whose management teams had to readjust earnings estimates for the year just days ahead…
What If the Most Valuable Part of an EV Isn’t the Car?
Rapid depreciation in China’s electric vehicle market is often portrayed as evidence that EVs are becoming disposable consumer electronics. Yet the opposite may prove true. While the vehicle loses value,…
The Next Fort Knox? Why the Army is Going All-In On Rare Earths
In 1937, the Army guarded the first shipments of a critical resource, U.S. gold, as it was transferred into Fort Knox. Nearly 90 years later, Washington faces a similar situation…
$100 Oil Puts Big Tech’s $725 Billion AI Bet at Risk
Crude oil prices are retreating after Brent hit $100 again last week as the United States and Iran took a break from hostilities over the weekend. Yet with the outcome…