Michael Tighe

Copper and zinc smelters face an unprecedented margin squeeze that's prompting Glencore and Trafigura to consider throwing in the towel, writes @mburtonmetals https://t.co/CjG6SwhZZA via @markets

The world’s top consumer of copper can afford to exercise patience as cargoes of the red metal race for US shores, writes @cangsizhi. https://t.co/iT5iIVXI0o via @markets

AI's thirst for energy can be handled by the US grid without building a slew of power plants, a Duke University study says. The key is flexibility https://t.co/LbzLX1Hfzx via @markets

Vitol and Citadel’s recent billion-dollar purchases reflect the commodity trading industry’s push to own chunks of the energy value chain https://t.co/UvWpdgfF41 via @markets

California utilities want customers to pick up the check for replenishing a $21 billion fund that cushions companies against fire claims, writes @markchediak https://t.co/pDipjzjDhp via @markets

Even Trump's love for coal has to grapple with economic realities: The industry’s decline may be too far advanced for a turnaround. https://t.co/mDwVph4Mq9 via @markets

Trump's "drill, baby, drill" mantra may end up making US LNG exports less competitive, write @ruthcoverslng and @SStapczynski https://t.co/bvqlnuHigp via @markets

An all-Canadian panel at the CERAWeek conference turned into a venting session as news on tariffs broke from the White House. https://t.co/tFMcU0eHhD via @markets

The world eventually will ditch coal, but it looks like the dirtiest fossil fuel will regain popularity before that happens, writes @Will Wade https://t.co/oxXGePlSUW via @markets

Many oil majors are retreating from clean-power investments, but France's TotalEnergies is making money on the business, writes @FrancoisDeBeaup https://t.co/TbDAfJjLWP via @markets

OPEC+ can appease Trump’s call for cheaper oil without even trying, writes @oil_gs01 https://t.co/H1FZbidEmb via @markets

Yanking Chevron Corp.’s licenses in sanctioned Venezuela seems to be a fairly straightforward decision for President Trump. The reality is more complex, writes @CrowleyKev https://t.co/u0OwSdo8LI via @markets

President Trump says he wants no new wind farms. Yet he's set to oversee a record amount of new projects, writes @MathisWilliam https://t.co/aFSn7qUNHh via @markets

Saudi Arabia's quest to secure enough food means millions of chickens are hatching across its scorching deserts https://t.co/HhjlKQ6rkQ via @business

The dark fleet carrying Russian and Iranian crude is regrouping after US sanctions, meaning Donald Trump's window to act is closing fast, writes @soonweilun https://t.co/DmLl3tvNe2 via @markets

In a world that's rife with conflict, the market for insuring ships against acts of war is thriving https://t.co/hlpFqTEM62 via @business

Oil traders schmoozing in Miami Beach offered split opinions on what Donald Trump will do for the industry during his second term, write @MiaGindis and @Charleston_BB https://t.co/f3A8uEUMxg via @markets