Battery Metal Market Stabilizes as EV Goals Ease
Battery Metal Market Stabilizes As EV Targets Taper Understanding the Battery Metals Market in a Transitioning Global Landscape The battery metals market is currently undergoing significant shifts as the rapid growth expectations for electric vehicles (EVs) begin to stabilize. Particularly in China, where much of the EV demand stems from, these changes have created a […]
Russian Court Authorizes Seizure of Owner’s Stake in Gold Producer Uzhuralzoloto
A court in the Russian city of Chelyabinsk ruled on Friday that businessman Konstantin Strukov’s majority stake in gold producer Uzhuralzoloto (UGC) should be transferred to the state, UGC’s lawyer told Reuters, adding the company would now decide whether to appeal the decision. Last week, a Russian court said that Russia’s general prosecutor’s office had […]
How the CFO of Hewlett Packard Enterprise Leverages Agentic AI to Transform Finance and Daily Life
How Hewlett Packard Enterprise’s CFO uses agentic AI to shape finance and her daily life Good morning. Agentic AI is predicted to revolutionize the role of finance, with CFOs at the forefront of this transformation. I recently spoke with Marie Myers, EVP and CFO of Hewlett Packard Enterprise (HPE), to get her perspective on the […]
At 100 Years Old, Caterpillar’s Growth Focuses on Powering Data Centers
At 100 years old, Caterpillar’s growth is now led by powering data centers As the storied construction giant celebrates its centennial anniversary in 2025, Caterpillar’s growth has evolved to fit the economic zeitgeist—now much of its new business is focused on powering the data center boom. In fact, 2024 was the first year the “energy […]
Trump Delivers Scathing Threat to Canada in Unhinged Letter
Trump Takes a Blowtorch to Canada in Deranged Threat Letter President Donald Trump reignited America’s on-again, off-again trade war with Canada on Thursday in a catty letter to Prime Minister Mark Carney. Trump threatened to impose a 35 percent tariff on Canadian goods beginning Aug. 1 unless Canada decides to build or manufacture its products […]
Sunny Gold! Seabridge, US Gold, and Northern Peak Shine Bright…
Golden Sunday! Seabridge, US Gold, and Northern Peak… Greetings Investors! I’m winding down my Midyear macro / sector discussions. Previously, for those who missed them, we’ve had: –> Enterprise Group (TSE-E; OTCQB-ETOLF) President Des O’Kell and a look at Canada’s energy sector, as a MAJOR milestone for that country was reached: Canada’s first LNG exports […]
Federal Oil and Gas Leasing and Its Impact on Greenhouse Gas Emissions | American Enterprise Institute
Federal Oil and Gas Leasing and Greenhouse Gas Emissions | American Enterprise Institute In a recent paper, Brian C. Prest of Resources for the Future asks “How Much Would Expanding Federal Oil and Gas Leasing Increase Global Carbon Emissions?” I shunt aside here a critique of Prest’s methodological approaches. What is interesting is the utter absence in his analysis of […]