Recent headlines from the sources AlphaScala monitors. AlphaScala analysis is published in the main market section.
ET's double-digit DCF yield and 7% distribution point to strong coverage. The midstream read rests on NGL margins, Permian volumes, and growth capex sustainability.
Record maize output faces acreage decline as below-normal monsoon drives crop substitution. Reservoir buffer limits early damage; yields depend on August-September rainfall.
Green Plains held its 2026 annual meeting with no strategic updates. The stock now trades on corn crush spreads and policy risk. Watch for Q2 earnings in August.
Global oil rig count fell 27 units YoY to 1,734 in May, Baker Hughes data shows. A 19-rig MoM gain complicates the supply-tightening narrative. Next catalyst: June data.
Warm winter pressures propane volumes. Ferrellgas Q3 earnings test debt covenant. Blue Rhino and margin per gallon are the key offsets. Transcript due.
Conversation Michael Steinmann President, CEO & Director Well, right down to the second, good afternoon, everyone. As you know, I'm Swiss Canadian, so we hav...
Almonty Industries Inc. (ALM) shares fell 18.14%, losing $3.75 to $16.93 on Friday, after the company announced the pricing of an oversubscribed private offerin...
NewMarket's NEU stock pulled back after a 40% run. The next support test will separate consolidation from reversal in Basic Materials.
Energy Transfer's parabolic move and Cramer endorsement create a risk event. Alpha Score 62/100 warns of balanced risk-reward. Watch NGL exposure and debt leverage for a reversal.
Orla Mining resumes Camino Rojo operations after illegal blockade ends. 2026 gold guidance held. Mexico mining risk remains a structural factor for gold stocks.
Adani Enterprises and Vodafone Idea hit new 52-week highs with monthly gains up to 39%, even as the Sensex fell. What traders should watch for next.
Man Group PLC filed a Rule 8.3 disclosure confirming a 1%+ stake in AMG Critical Materials during a takeover period. The 28-day Code deadline accelerates the convergence trade. Full filing expected within days.
Propane retailer Ferrellgas net earnings fell 53% driven by $24.7M in legacy casualty settlements. Margin per gallon rose 2%, and the Class B unit conversion frees up cash.
Storage misses, early heat, and LNG exports above 18 bcf/d align for July natural gas. A close above $3.396 opens $3.62. The next two EIA reports will decide.
Drone attack forces Oman to halt Mina Al Fahal loading. OPEC holds demand view. Baker Hughes rig count due. Key risk: outage duration.
Hormuz disruption adds $2.5 million per LNG cargo in war risk premiums. Cheniere Energy's unhedged spot capacity captures the full spread. Next catalyst: QatarEnergy's June cargo allocation.
MCX gold futures fell ₹1,536 to ₹1,58,011 as international prices slid 0.58% on a stronger dollar and shifting Fed rate expectations. Next catalyst: US jobs data and RBI policy.
Friday's drop extends weekly losses as jobs data looms. The fading Middle East risk premium leaves metals exposed to the rate path. Next catalyst: nonfarm payrolls.
Goldman's Elo gives Spain 25.7% while Silver's PELE lands at 18.5%. The five-point spread on France reveals which modeling decision to trust ahead of $500M in prediction markets.
Emperor Energy advances the Judith-2 appraisal well off Victoria, targeting late Q1 2027. NOPSEMA EP submitted, Valaris rig talks ongoing, 166 BCF 2C resource at stake.
North Stawell Minerals drills 600-800m at Darlington to test high-grade gold shoot. Historic production at 18.2 g/t. Market cap $10.08M. Results in 4-8 weeks.
Spot gold fell 0.5% to $4,452.20, down 1.8% for the week. Rate-hike fears override stalled ceasefires. May NFP is the next catalyst.
Ur-Energy's June 4 slide deck offers rare mid-year visibility on Lost Creek uranium inventory and contracting pace. Here's how the sector reads the producer's supply strategy.
The ASX200 is on track to erase two weeks of gains as soft metals prices pressure mining stocks and the macro drag through a lumbering economy hits bank earnings outlook.
701x closed an oversubscribed $10M Series B from individual ranchers, not VCs, while hitting profitability. The model challenges agtech's venture dependency and signals a new path for precision livestock.
ASX futures point to a 0.2% gain. Megaport up on Citi's 40% target raise, Resolute warns Mali security threatens gold production. Copper up 10%, iron ore flat. Watch for gold supply risk.
USA Compression's RBC presentation reinforces the $800M EBITDA target and tight compression capacity. For midstream traders, the key metric is fleet utilization and contract renewal spreads.
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SOL shares are up 14.5% since start of 2025; NWL sits 7% off its 52-week high. The valuation gap between the two ASX stocks hinges on NAV discounts and FUA growth. March results and quarterly updates are the next catalysts.
Analyst reports on Berkshire, Lilly, and Walmart flag capital allocation, GLP-1 pricing risk, and e-commerce margin compression. Each creates a distinct 12-month thesis test.