Recent headlines from the sources AlphaScala monitors. AlphaScala analysis is published in the main market section.
China lithium prices rose in May 2026 on supply disruptions. Miner profits surged. The rally faces fragility from structural oversupply. Watch for policy intervention and new supply.
Centre launches OFS for up to 2% stake in Coal India at Rs 412 floor price. The supply event tests institutional demand and sets a key level. Subscription data will determine next move.
MAN Industries' Rs 3,500 crore order backlog offers 12-18 month visibility. Execution risk and steel costs could still cap margins. Q4 earnings will test the thesis.
Evion's due diligence confirms 14 samples up to 88.15% CaF₂, nearing acidspar quality. Next catalyst: drill targeting for the upcoming field season.
Citi sets $11 target on NextDecade with 30% implied upside. The stock's path depends on first gas at Rio Grande LNG in H2 2026 and Train 1 completion by H1 2027.
1 billion data points put Red Bicycle Coffee on Homebase's 2026 Best Places to Work list. Founder Luis Cortes, a former CMG executive, signals people-first culture works. Read more.
A Seeking Alpha analyst downgraded TRMD to Hold after a 25% rally. Further gains require record product tanker rates – a narrow path.
Northern Oil & Gas buys 25% Duvernay stake for C$350M, setting a valuation benchmark for the basin and signaling US capital inflow into Canadian oil plays.
Coal India declares 168 MT buffer covering 19 days of consumption. Seven critical plants face logistics risk as peak demand hits 270.82 GW.
Brent crude jumps 2% after US strikes on Iranian boats and missile sites. The Strait of Hormuz risk premium resets. Iran's response is the next catalyst.
S&P 500 record close at 7,473.47. Polymarket 91% bet on Tuesday open higher after Trump's Iran comments. Oil down 5%. Fed hike odds rise. Watch oil and Iran headlines.
An exempt principal trader disclosed dealing in Kore Potash shares via Form 8.5. The filing puts KP2 on M&A watchlists ahead of any Rule 2.7 announcement.
India's cumulative Rs 7.5/litre fuel hike since the Iran war pressures supply chains, household budgets, and OMC stocks. Next trigger: government excise duty call and CPI transport data.
ABS data shows 72% of Australian businesses hit by fuel availability. American Tungsten, Hawsons Iron, Lithium Energy each face different exposure levels. Here is the risk framework.
Fresh US strikes in Iran send crude higher, testing Nifty's hold above 24,000 on F&O expiry day. Key levels and confirmation triggers for traders.
Sensex dropped 250 points as US-Iran military strike raised oil supply fears. Traders now watch Tehran's response and Brent price action for next move.
Nexus Minerals returned 26.53 g/t gold from first RC holes at Clement prospect, with 22,000m resource definition campaign underway. Next assay batches will test grade continuity and multi-lode system.
Terrain Minerals adds 4 km of IP lines over three targets with historic gold intercepts up to 3.61 g/t. The survey targets repeat Lightning-style structures in the same corridor.
AGC Biologics will manufacture Teikoku Seiyaku's novel therapy rhMMP-7 using a two-continent strategy. The deal reduces supply chain risk but introduces tech transfer execution challenges between Heidelberg and Chiba.
20% truck capacity loss from diesel shortages forces freight rate increases, threatening food prices. Monsoon may ease pressure but not before small operators suffer.
Oil slides as Trump says U.S.-Iran talks 'proceeding nicely,' while U.S. strikes continue. Asia futures point higher on easing geopolitical risk.
CMB.TECH's Q1 2026 slide deck shows fleet utilization and TCE rates amid the Strait of Hormuz blockade. Compare cost inflation vs freight gains for the real earnings story.
IRPC's Q1 2026 earnings deck lands. No specific figures yet, but the release triggers a watch for refining margins, utilization rates, and petrochemical demand in Thailand.
Bond yields hit multi-year highs, capping oil near $100 and pressuring gold. NVDA earnings tomorrow will test if tech can hold up under higher rates.
B2Gold's tenth annual ESG report maintains a decade of zero fatalities. A higher injury rate from the Goose Mine build and a 30% emissions target add cost pressure for BTG holders.
WTI crude fell 7% after Trump signaled Strait of Hormuz reopening in 30 days. The decline unwinds the geopolitical risk premium, but execution risk remains.
US LNG exports hit a record in March as Middle East disruptions reshaped global flows. Cheniere Energy (Alpha Score 66) offers the cleanest exposure, while Venture Global and NextDecade carry execution risk.
The slide deck from Central Asia Metals plc (CAMLF) covers Kounrad production and dividend outlook, setting up a key decision point for copper investors ahead of the May 25 call.
Stock rose 4.29% to $0.73 on the appointment. Ryan Weston previously sold Carlisle to Alamos (Alpha Score 68). Assays from El Zanjon visible gold pending.
Yachtman Asset Management's Q1 letter highlights ConocoPhillips as a core hedge holding. COP's low-cost base and capital return offer a different risk profile than crude futures.