September 9, 2026
Copper Is Moving. Investors Should Ask Why
Investors love the idea of being early. They just hate how uncomfortable it feels. Because early usually does not look obvious and can be a little too easy to ignore.
That may be the point here.
Copper recently surged 41% year over year as AI data centers are adding a new layer of demand. S&P Global forecasts global copper demand could climb from 28 million metric tons today to 42 million by 2040.
And still, one small North American copper story tied to this setup is trading under $1.
That does not make it safe, but it does make it interesting.
Because the market has a habit of ignoring small resource stories until there is a clear reason to pay attention. A major field season. More drilling. A stronger copper price.
Copper may already be waking up and this under-$1 name may still be early.
Chevron Is Pumping More Oil Than Ever. Its Carbon Business May Matter Just as Much.
Most investors follow Chevron for the barrels. Right now, there are more of them than ever. Net oil-equivalent production hit 4.07 million barrels per day in Q2 2026, up 20% year-over-year, while U.S. output set a new record at 2.077 million barrels per day. The company earned $12.1 billion, or $6.11 per diluted share, for the quarter. The stock is up roughly 28% year-to-date (through September 9, 2026). For most energy majors, that would be the whole story.
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At Chevron, it is not.
The less-discussed angle sits in Southeast Texas, where a regulatory change reset the economics of the company’s carbon-capture business. In November 2025, the EPA finalized Texas primacy for Class VI underground injection wells, with the rule effective December 15, 2025, handing primary enforcement authority to the Railroad Commission of Texas. Before that shift, companies seeking permits for deep CO2 storage wells in Texas faced federal queues that could run about 24 months or longer. That timeline made it nearly impossible to model project returns with confidence.
5 Little-Known Stocks Behind Today’s Defense Tech Shift
Behind the headlines, a major transformation is underway.
Modern warfare is being driven by AI, autonomous systems, and next generation technology. A handful of lesser known companies are helping power this shift.
This report uncovers five stocks quietly playing a critical role in the future of defense.
The Bayou Bend carbon storage hub, a joint venture spanning nearly 140,000 acres across Southeast Texas led by Chevron, Equinor, and TotalEnergies, has been building toward commercial-scale operations. With state permitting now in place, the path to a final investment decision shortens considerably. The 45Q tax credit, which offers up to $85 per metric ton for CO2 stored in saline formations, now pencils in a way it simply could not under multi-year federal review. And on August 14, 2026, Treasury and the IRS released Notice 2026-50, expanding and extending the safe harbor for the 45Q carbon capture tax credit, offering further certainty to project developers.
The technology side is equally active. Chevron has led major funding rounds for Svante ($318 million for solid sorbent filters), Carbon Clean ($150 million for modular capture units), and ION Clean Energy ($45 million for high-efficiency liquid amines). These are not passive bets. Svante’s solid sorbent-based capture technology is being piloted at engineering scale under natural gas flue gas conditions at Chevron’s Kern River oil field. The Eastridge project in California’s San Joaquin Valley is taking a similar approach, installing post-combustion carbon capture equipment to capture CO2 and store it deep underground.
On the production side, capital discipline is driving the efficiency gains. Chevron reached its $3 billion annual run-rate cost savings six months ahead of schedule, with Permian capital spending projected to improve 25% per barrel of oil equivalent versus last year, and total Permian spend expected below $3.5 billion.
Nuclear Energy’s Comeback Could Spark Before 2026
Global energy demand is surging and one overlooked power source is quietly returning to the spotlight. New policy support and supply constraints are setting the stage for a surprising shift in the energy markets.
The risk is real. Chevron’s flagship Gorgon CCS facility in Australia has been a cautionary example. The project has not hit its stated goal of capturing 80% of reservoir CO2 in any single year, demonstrating how difficult it is to execute large-scale carbon capture reliably. Bayou Bend has not yet reached FID, and the technology portfolio remains a long-dated bet.
But the setup has changed. Permian free cash flow funds the carbon build-out. Texas primacy accelerates the permitting clock. The 45Q safe harbor removes a key financing uncertainty. As 45Q credits become more streamlined, Chevron’s CCS investments could shift from cost centers to profit centers. For investors who think energy companies must eventually justify their carbon strategies in financial terms, Chevron is the one closest to doing exactly that.
