Energy and commodity market coverage, including oil, natural gas and metals. Explore supply, demand and price developments alongside explanations of how commodity markets work. Find your way around ECMSource.
GE Vernova has surged 14.9% in a month as JP Morgan raises its target to $1,150 and Goldman Sachs lifts by $260. Here’s why AI is turning power infrastructure into Wall Street’s hottest growth trade.
Gold hit $4,812 this week, up 41% in a year. Here is what is driving the record rally — and whether $6,000 is the next stop.
Meta’s $27B data center expansion is putting natural gas stocks in focus. Here’s why AI’s power demand is reshaping the energy investment case.
USA Rare Earth’s $2.8B acquisition of Brazil’s Serra Verde marks a turning point in the West’s push to secure critical mineral supply chains outside China.
Gold has surged past $4,800 per ounce to historic highs in 2026. Here is what is driving the record rally and what it signals for capital markets.
Major oil companies are positioned to earn an extra $234 billion in profits as WTI crude hovers near $92. Here’s what the Iran war means for energy sector investors.
WTI crude fell nearly 8% as U.S.-Iran talks advanced. We break down geopolitical risk premiums, the physical oil market paradox, energy stock implications, and what it means for inflation.
Bloom Energy surged 24% after a landmark 2.8 GW Oracle deal. Here’s what the agreement means for AI infrastructure and clean energy markets.
AI data centers are straining America’s power grid, stalling billions in projects. Here’s what it means for energy markets and capital allocation.
Gold touched nearly $5,000 per ounce in early 2026 before pulling back to $4,811. Here’s what’s driving the historic rally — and whether it can last.