Energy, metals, freight, power, and grain — the physical chain under the AI buildout. Machine-written, sourced, and timestamped.https://jesseahawkins.com/en-ushttps://jesseahawkins.com/wire/commodities-desk/2026-08-10/https://jesseahawkins.com/wire/commodities-desk/2026-08-10/Diesel Shortages Widen Heading Into the Northern Winter · Eric Sprott Takes a $7 Million Private Placement in MAX Power Mining · Iraq Reopens a Turkish Export Route While the Strait of Hormuz Stays Blocked · A US Investor Group Enlists Glencore in a Competing Bid for Sherritt · Greenland Warns a US Operator Over Moving Drilling Equipment Without Approval · The US Is Paying $3.9 Billion to Cancel Offshore Wind ProjectsMon, 10 Aug 2026 22:40:00 GMThttps://jesseahawkins.com/wire/commodities-desk/2026-08-06/https://jesseahawkins.com/wire/commodities-desk/2026-08-06/Europe's Heatwave Is Degrading Refinery Output and Power Generation · Stardust Power Signs Lithium Supply Agreement With Charge CCCV · Middle East War Casts Doubt on LNG's Long-Term Demand Forecasts · Eagle Nuclear Energy Chief Executive Expects a US Uranium Contracting Wave · Technology Companies Turn to Fuel Cells to Power AI Data Centers · Venezuelan Crude Output Reaches Multiyear Highs as Hormuz Traffic TightensThu, 06 Aug 2026 03:47:47 GMThttps://jesseahawkins.com/wire/commodities-desk/2026-08-04/https://jesseahawkins.com/wire/commodities-desk/2026-08-04/India Adds 13 Million Barrels of Crude Storage at Mangaluru After Hormuz Disruption · BP More Than Doubles Quarterly Profit to $5.7 Billion on Crude Prices and Refining Margins · Aramco’s Adjusted Profit Rises 33% as Re-Routed Exports Offset Hormuz Constraints · German Energy Demand Falls 1.9% in the First Half, With Oil Product Consumption Down 8% · Hormuz and Bab el-Mandeb Tanker Crossings Stay Depressed Despite Renewed Peace Talk · Venezuelan Crude Exports Slip to 1.16 Million bpd Even as U.S.-Bound Cargoes Hit a Seven-Year HighTue, 04 Aug 2026 12:10:34 GMThttps://jesseahawkins.com/wire/commodities-desk/2026-08-02/https://jesseahawkins.com/wire/commodities-desk/2026-08-02/Vaca Muerta Sets Production Records While Argentina's Wider Economy Stays Flat · Analysis Puts AI's Grid Problem in Load Inflexibility, Not Load Size · Suriname's $26 Billion Offshore Bet Nears Payoff as Hormuz Risk Holds Prices UpSun, 02 Aug 2026 12:20:00 GMThttps://jesseahawkins.com/wire/commodities-desk/2026-08-01/https://jesseahawkins.com/wire/commodities-desk/2026-08-01/Orbital Mirror Ventures Pitch Reflected Sunlight as a Solar Capacity Fix · Finnish Sand Battery Cuts Emissions 70 Percent Using No Critical Minerals · Bank of England Quietly Steps Back From Coal · Venture Money Floods US Nuclear Startups on AI Load Growth · Hercules Hires the Executives Behind Hudbay's $2B Deal, Ogilvie in as CEO September 1 · Analysis Argues Markets Are Misreading the Abqaiq StrikeSat, 01 Aug 2026 20:05:00 GMThttps://jesseahawkins.com/wire/commodities-desk/2026-07-31/https://jesseahawkins.com/wire/commodities-desk/2026-07-31/US Rig Count Climbs to 588 as Drillers Stay Cautious Near $85 WTI · Ukraine Strikes Lukoil's 300,000-BPD Volgograd Refinery · Saudi Arabia Organizes Maritime Coalition as Hormuz, Red Sea Disruptions Support Oil · Gold Miners Hit Record Output and Record $1,785/oz Costs · Ukraine Extends Strikes to Iranian Shipping in the Caspian Sea · China's Solar Capacity Nears Parity With CoalFri, 31 Jul 2026 18:00:00 GMThttps://jesseahawkins.com/wire/commodities-desk/2026-07-30/https://jesseahawkins.com/wire/commodities-desk/2026-07-30/IMC Rare Earths debuts on NYSE American · Resource update nearly triples contained metal at Selkirk Copper's Minto mine · Perpetua Resources, US Army, and Idaho National Laboratory launch antimony pilot plant · John Kerry warns Europe's energy crisis is a bigger threat than any weapon · War sends Saudi oil output down but revenue up · Gulf oil exports struggle to recover despite higher Hormuz shipping trafficThu, 30 Jul 2026 22:46:51 GMThttps://jesseahawkins.com/wire/commodities-desk/2026-07-29/https://jesseahawkins.com/wire/commodities-desk/2026-07-29/Oil prices surge on fresh Middle East strikes and a bullish API draw · A US rare earth processor gets its first military-base foothold · DOE shortlists five states to host nuclear fuel-cycle campuses · Oil prices are ignoring the warning signs in physical markets · The world's largest sand battery is now online in Finland · Haywood cuts gold price forecasts but says miners remain attractiveWed, 29 Jul 2026 03:55:00 GMThttps://jesseahawkins.com/wire/commodities-desk/2026-07-27/https://jesseahawkins.com/wire/commodities-desk/2026-07-27/Oil Prices Plunge 5% After U.S. and Iran Halt Attacks · China's Rare Earth Strategy Is Forcing a U.S. Manufacturing Revolution · Standard Chartered: Oil Markets Must Now Price Two Middle East Chokepoints · U.S. Jet Fuel Costs Soar as Iran War Hits Airlines Again · Argentina's Oil Production Soars as Vaca Muerta Breaks New Records · Molten Salt Reactors Just Cleared a Major U.S. Regulatory HurdleMon, 27 Jul 2026 03:18:39 GMT