Energy

• U.S. plans critical mineral price floors with Mexico, EU and Japan - The Trump administration has put critical minerals at the heart of its trade and industrial policies in an effort to reduce dependence on China.
• Oil prices jump on report that plans for U.S.-Iran nuclear talks are collapsing - President Trump has threatened to launch military strikes on Iran if the Islamic Republic doesn't agree to a deal on its nuclear program.
• U.S. military shoots down Iranian drone that 'aggressively approached' aircraft carrier - The U.S. Central Command said the drone approached the USS Abraham Lincoln with "unclear intent."
• Rare earth stocks jump after Trump launches $12 billion critical minerals stockpile - The moves come shortly after President Donald Trump announced the establishment of a U.S. critical mineral reserve.
• Chevron earnings beat as production hits record with upside expected in Venezuela - The oil giant beat expectations despite a bearish market for crude, which logged its biggest annual price decline since 2020.
• Oil prices rise more than 2% as Trump weighs strikes on Iran - Multiple sources told Reuters that Trump is weighing targeted strikes on Iranian security forces and leaders to inspire protestors.
• Oil prices stable after Trump says a 'massive Armada is heading to Iran' - U.S. Central Command said Monday that the Abraham Lincoln Carrier Strike Group had arrived in the Middle East.
• Department of Energy to announce new efforts to boost nuclear fuel supply chain - The Department of Energy will announce an initiative to build out the nation's nuclear fuel supply chain as interest in the emissions-free power source grows.
• Big Tech’s AI data center push is spawning a new heat economy - AI’s energy problem may also be its solution, as cities are increasingly exploring opportunities to repurpose excess heat from data centers.
• USA Rare Earth shares jump 20% as Commerce Department takes equity stake - EnergyUSA Rare Earth shares jump 20% as Commerce Department takes equity stakePublished Mon, Jan 26 20267:11 AM ESTUpdated Moments AgoSpencer Kimball@spencekimb