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2026.07.28EnergyAs US-Iran war rages, who's risking the Strait of Hormuz?Though Iran continues to attack vessels as leverage in its war with the United States, data show that several shippers continue to transit the waterway.DW (English)↗2026.07.28EnergyGhana’s gold boom masks deep petroleum, governance risks -NRGI cautionsThe Natural Resource Governance Institute (NRGI) has warned that strong gold earnings underpinning Ghana’s improved fiscal outlook mask deep-seated petroleum sector and governance risks, urging the Government to implement sustainable reforms to safeguard long…Thechronicle.com.gh↗2026.07.28SteelOdisha tightens iron ore grade checks after alleged royalty underreporting, Bloomberg News reportsOdisha, India's largest iron ore-producing state, has stepped up quality-control inspections after authorities found instances of miners allegedly misrepresenting ore grades to reduce royalty payments, a move that could temporarily disrupt domestic supplies a…The Times of India↗2026.07.27EnergyThe U.S. Is Walking Into Iran’s Escalation Trap“I feel like a jackass caught in a Texas hailstorm -- I can’t run, I can’t hide and I can’t make it stop.” U.S. President Lyndon B. Johnson’s desperate comment to aide, Bill Moyers, came after a massive and sustained aerial bombing campaign in North Vietnam -…OilPrice.com↗2026.07.27SteelNucor Reports Results for the Second Quarter of 2026Second Quarter of 2026 Highlights Net earnings attributable to Nucor stockholders of $1.16 billion, or $5.04 per diluted share Adjusted net earnings attributable to Nucor stockholders of $1.11 billion, or $4.84 per diluted share Net sales of $10.40 billion Ne…PRNewswire↗2026.07.27EnergyGlobal Oil Prices Surge to $100 Per Barrel As War ContinuesThe global price per barrel of oil is approaching $100 per barrel again, as war rages in the Middle East. While renewed hostilities between the United States and Iran have again brought traffic through the Strait of Hormuz to a near halt, Houthi rebels have b…Shtfplan.com↗2026.07.27EnergyCan Japan Break Free From Middle East OilJapan is unlikely to end its heavy reliance on Middle East crude oil, even as geopolitical tensions expose the risks of depending on the region for more than 90% of its imports, leaving the country to pursue a gradual mix of diversification, electrification, …Newsonjapan.com↗2026.07.27Non-ferrousWhat If the Most Valuable Part of an EV Isn't the Car?Rapid depreciation in China's electric vehicle market is often portrayed as evidence that EVs are becoming disposable consumer electronics. Yet the opposite may prove true. While the vehicle loses value, the battery increasingly becomes a long-lived energy as…OilPrice.com↗2026.07.27SteelGenco Shipping & Trading Limited Issues Statement in Response to Expiration of Diana Shipping’s Tender OfferGenco Will Continue to Engage in Good Faith Discussions with Diana and Act in the Best Interests of Genco Shareholders Genco’s Board Continues to Review...GlobeNewswire↗2026.07.27EnergyOil Startup Backed by Ex-Goldman Commodity Chief Currie to IPOJeff Currie, the former Goldman Sachs Group Inc. commodities chief whose calls made him one of Wall Street’s best-known energy market strategists, is preparing to raise £50 million ($67 million) in a London stock market listing to build an oil producer in the…Financial Post↗
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