COMMODITIES

Record Diesel Prices Are Spreading Through the U.S. Economy

The inflation problem hiding behind the gas pump Gasoline gets most of the attention when energy prices rise, but diesel touches far more of the physical economy. Trucks use it to move food and merchandise. Farmers burn it in tractors

Oil Above $100 Is Becoming More Than a Hormuz Story

The oil market just lost part of its escape route For months, the Strait of Hormuz has dominated the oil story. The assumption was that even with traffic constrained through the Persian Gulf, producers could adapt, reroute barrels and prevent

Washington Is Putting $450 Million Into The Tungsten Supply Chain

Washington isn’t just funding a tungsten mine The U.S. government is taking a much more aggressive approach to critical minerals. A new $450 million investment in Elmet Group will reach across nearly the entire tungsten supply chain, from mine development

The White House Is Backing Away From Copper Tariffs

Washington has run into the problem with using tariffs on something everyone needs Copper has spent months trading around the expectation that the U.S. Administration would eventually place tariffs on refined metal. Now that assumption is being questioned. The White

3 Critical Minerals Stocks for the Drone Warfare Boom

A cheap drone can destroy a million-dollar target. But it still needs the right materials to fly. Modern warfare has discovered an uncomfortable economic truth. A drone costing a few hundred or a few thousand dollars can destroy equipment worth

Aluminum Is Entering the AI Power Race

AI’s power problem is creating some unexpected opportunities A few years ago, connecting aluminum scrap with artificial intelligence would have sounded like a stretch. Today, it deserves a closer look. California startup Voya Energy has raised $35 million to develop

Pentagon Expands Hunt for U.S. Critical Minerals Projects

Washington isn’t just making another critical-minerals list The U.S. government has spent years talking about how dependent the country is on foreign critical minerals. Now it is asking companies to show it what they can build. The Defense Industrial Base