Why solar panels use less silver per watt: finer contacts, copper substitution and changes in cell technology, and how each affects solar silver demand.
How Ormat Plans to Commercialize Enhanced Geothermal
Ormat’s September 2026 investor day set EGS portfolio targets of 100 MW by 2030-31 and 1 GW by 2033-35 and a planned 280 MW Dixie Valley project, all outside its 2030 plan.
How El Niño Impacts the Copper Market
El Niño reaches copper supply through Chilean storms, Peruvian floods and Zambian drought. How the 2026 event is hitting listed producers, and what history shows.
The Rise of Prysmian Group: How Acquisitions Built an Energy Transition Leader
Prysmian acquisition history: how deals for Draka, General Cable, Encore Wire, Channell and ACSM shaped its cable and grid strategy.
Freeport-McMoRan’s Leach Initiative, Explained
How Freeport-McMoRan’s leach initiative aims to add 800 million pounds of copper a year by 2030 from old stockpiles, at low capital cost.
5 Factors Driving the Cobalt Market in 2026
From DRC export quotas to changing EV battery chemistries, five structural forces shaping cobalt prices and mining stocks.
India’s Electricity Boom: Why the IEA Forecasts 6.4% Annual Demand Growth and What It Means for Energy Transition Stocks
IEA forecasts India’s electricity demand will grow 6.4% annually through 2030, the fastest of any major economy, driven by 300 GW of renewables, a 24% solar PV CAGR, and the SHANTI bill opening civil nuclear to private investment.
The Copper-to-Aluminum Ratio: Implications for Investors
Understand how metal substitution works in practice. This explainer covers BHP’s updated 3.5-4x copper-aluminum ratio threshold, historical precedent from the 1970s crisis, and investment implications for both copper and aluminum stocks.
The Listed Companies Building Dogger Bank, The World’s Largest Offshore Wind Farm
A guide to 14 of the listed companies involved in the project, from the early geophysical surveys through to grid connection.
The Listed Companies Delivering the Massive SunZia Wind Project
A look at the listed companies involved in the SunZia Wind Farm and Transmission project, the largest clean energy infrastructure project in U.S. History.