Blacklight - Blacklight Research

First LightOct 8 PJM’s Nuclear Deals Strengthen Plant Economics Before Adding Power Gas & Power · 4 min read

First LightOct 7 Abu Dhabi Buys Into Food Security Through Brazil’s Export Gates Food & Agriculture · 3 min read

First LightOct 6 Oil Flows Recovering, But Supply Cushion Remains “Scarily Thin” Petroleum · 6 min read

First LightOct 5 Seawater Puts Philippine Coal Supply for 2027 at Risk Gas & Power · 4 min read

SaturnsOct 3 Saturns | October 3, 2026 Video

First LightOct 2 Foreign Buyers Support America’s Battery Recycling Buildout Metals · 3 min read

NuggetOct 2 A Renewed Slump in Investor Expectations for Crude Petroleum · 1 min read

NuggetOct 1 Warsh Connected Oil Cracks to UST 10Y; Oil Products Are Still Cheap Portfolio Strategy · 1 min read

First LightOct 1 U.S. Corn Enters Harvest With 173 Million Extra Bushels Food & Agriculture · 4 min read

NuggetSep 30 ICE Inches Forward on Compute Futures; Panama Complicates Copper Metals · 1 min read

The BlackbookSep 30 The Blackbook, September 30, 2026 12 min read

First LightSep 30 SABIC’s Urea Expansion Runs Through Hormuz Food & Agriculture · 3 min read

NuggetSep 29 DOE Makes a Second Attempt To Complete the Authorized SPR Release Petroleum · 1 min read

First LightSep 29 LNG Canada Strengthens the Pacific Bid for Canadian Gas Gas & Power · 3 min read

First LightSep 28 Dutch Zinc Capacity Is Squeezed Between Mines and the Grid Metals · 3 min read