Sectors
Green Energy Markets Weekly: The Oil Shock That Made the Clean Energy Argument for Us
Brent crude is trading at $96.42 this morning. That is up from $92.56 at the end of May, when oil posted its worst monthly performance since the COVID-19 pandemic, down almost 19% on ceasefire optimism that has not yet produced a signed deal. The ceasefire extension memorandum is on President Trump’s desk awaiting his signature…
Ivonescimab posted a 34% survival benefit at ASCO — the FDA decides in November
ASCO week closed with one result that changed the conversation about lung cancer. Ivonescimab cut the risk of death by 34% in squamous NSCLC. The data landed in a Plenary Session. It was published simultaneously in The Lancet. It was the first time in the 61-year history of ASCO that a China-originated drug has been…
StrikePoint Drills Best Hole at Hercules as GR Silver Hits Record Grades
Gold is sitting near $4,700 an ounce. Silver has been running between $73 and $83. The drill rigs are busy. Four junior mining companies published meaningful results this week across gold, silver, copper, and lithium — Nevada, Mexico, Argentina, and back to Nevada again. Two of the four produced the best results in their respective…
Half the Year’s Inflows Are Gone. Here Is Where the Money Went
Bitcoin closed Friday at $73,381. That is its lowest level of the week, its lowest since early May, and roughly 42% below the all-time high it set back in October. The week started soft and got softer. Ethereum broke through $2,000 on Friday for the first time in weeks, heading the wrong direction. Fear and…
Crypto Weekly: DMG Blockchain Targets Sovereign AI While Sol Strategies Expands
Canadian blockchain companies spent the last two years mining Bitcoin and staking Solana. Now they are repurposing that infrastructure for something else entirely. One is building cross-chain privacy routing on top of its validator network. One is converting its British Columbia mining facility into a government-grade AI data center. A third is quietly accumulating Bitcoin…
$106 Oil and the July 4 Deadline: The Clean Energy Signals That Matter This Week
Oil at $106 a barrel, global inventories drawing at a record pace, and a 21-mile-wide waterway holding the energy market hostage for the third straight month. The Strait of Hormuz closure did not create the clean energy investment thesis. It just made it impossible to argue against. The same week, the UAE confirmed its exit…
Green Energy Weekly: NeoVolta, T1 Energy and Greenbriar Post Cleantech Milestones
The domestic clean energy manufacturing push is not waiting for Washington to sort itself out. It is happening now, largely out of the headlines, driven by companies most investors have never looked at. This week three of them had news worth knowing about. Battery storage costs have fallen 93% since 2010. US operating storage capacity…
OpenAI API Price Hikes, Meta Layoffs, SAP Acquisition: The AI Week Unpacked
Google I/O ran Tuesday and Wednesday and the headlines were about Gemini models and smart glasses. The more important story landed Monday morning, before the keynote started. Blackstone committed $5 billion to a joint venture with Google to bring TPU compute-as-a-service to market, the first serious structural challenge to Nvidia’s grip on AI infrastructure in…
Trafigura’s $700M LME Withdrawal and What It Means for Junior Players
Gold spent the week stuck. Iran peace talks gave it brief bounces but nothing that held. The 10-year Treasury hit 4.6653% on May 19, its highest since January 2025, and rate hike odds for December firmed toward 40%. That combination kept a ceiling on bullion and pushed the junior gold miner index to its worst…
Biotech Weekly: Lung Cancer Data, Emerging Stock Drug Launch, Stroke Trial
Three biotech stories this week that most people missed. A clinical-stage oncology company posted Phase 2 lung cancer data that sent its stock up 16% and earned an ASCO podium. A under-the-radar stock with a real FDA-approved product secured national pharmacy coverage and launched a real-world evidence study. And a micro-cap developing a stroke drug…
