Recent headlines from the sources AlphaScala monitors. AlphaScala analysis is published in the main market section.
Petrobras agreed to buy a 50% stake in the Itaimbezinho block from Equinor, securing pre-salt exposure in the Campos Basin. The deal fits a $11 billion exploration budget.
The joint venture targets 3,000 metric tons of annual capacity by 2028, aiming to counter China's 90% grip on permanent magnet production.
Sinopec won a Social Responsibility Best Practice award at the 3rd Sino-European Corporate ESG Best Practice Conference in Frankfurt, citing green energy and low-carbon R&D.
Mining stocks led the FTSE 100's 1.1% gain on AI demand optimism and Middle East ceasefire hopes. Copper and gold prices rose. The next test: U.S. CPI on April 10.
Man Group PLC holds 3.5 million shares in AMG Critical Materials, a 1.1% stake disclosed under UK Takeover Code Rule 8.3. The filing shows no short positions. What it signals for AMG's takeover speculation.
Man Group sold 69,144 DCC ADRs at €58.06, trimming its energy-exposed position ahead of DCC's winter trading update. The filing could reflect waning conviction in commodity margins.
LONGUEUIL, Quebec, June 30, 2026 (GLOBE NEWSWIRE) -- Azimut Exploration Inc. ("Azimut” or the "Company”) (TSXV: AZM) (OTCQX: AZMTF) is pleased to provide an...
A Seeking Alpha contributor argues WMB's acquisition-driven growth is priced in, leaving little room for gains unless LNG exports accelerate. The analyst holds KMI and ENB instead.
Coal India plans ₹1,900 crore R&D by FY30 to boost mine productivity and cut emissions. NaCCER coordinates 19 projects; partnerships include Ergo Exergy, Ericsson, CSIRO for underground coal gasification and 5G.
Al Jouf Cement signs SAR 55.4m deal to supply cement to Syria via Maham Construction. The one-year contract targets reconstruction demand but carries geopolitical and payment risks.
India plans strategic crude and LPG reserves covering up to 30 days of demand, plus LNG storage after the Persian Gulf crisis. Gas storage is the biggest challenge.
Endeavour Mining continues its share buyback programme as gold stays above $2,400, signalling management sees the stock undervalued against strong cash flow.
Equinor repurchased 476,100 shares at NOK 312.89 each in the second tranche of its 2026 buy-back. The stake now totals 2.64% of capital.
The 2026 winners out of 290 nominations focused on culture and compliance to retain staff in a selective job market, the award body said.
The stock surged 10% on heavy volume Friday, extending gains to 70% since listing. The next catalyst is the quarterly earnings report and any update on the demerger timeline that underpins the value-unlock thesis.
Gold, silver prices dip in India: MCX gold futures fall 1.3% to ₹140,950, silver down 1.08%. Dollar strength and oil decline weigh. US-Iran talks, yen intervention key.
Crude oil futures slipped Tuesday after Iran denied plans for US-Iran talks in Doha. The Strait of Hormuz de-mining dispute keeps supply risk alive.
Brent crude has fallen 8% in a month. Indian fuel retailers haven't cut pump prices. The gap between import parity and retail is widening into a margin cushion for OMCs — and a political liability.
Celsius Resources sells 95% of its Namibia cobalt-copper project to Chinalco for US$15m cash. Proceeds earmarked for MCB project in the Philippines, pending arbitration resolution.
Lefroy Exploration started a scoping study for its Mt Martin gold project after a resource upgrade to 460,000 ounces and a $3.6 million capital raise. The study will assess development options.
First Silver Valley results expected by end-July; belt-scale model developed through BHP Xplor faces field tests across Harts Range and Davenport Province, co-funded by NT Geological Survey.
EXE trades at 13x earnings with net debt down to $2.5B. The Alpha Score of 41/100 flags momentum as the drag. A gas rally above $3.50 would change the math.
Gold fell as much as 2.2% Monday after the US and Iran agreed to stop attacks, with peace talks set for Doha. A yen slide to a 40-year low added dollar strength pressure, compounding the metal's decline from war-era highs.
A Seeking Alpha analysis argues ProPetro's gas-powered fleet and Permian infrastructure position it for the data center boom. The thesis is gaining traction, but the pivot is years from revenue. Earnings due early February.
Ed Wachenheim, Joel Greenblatt, Cliff Asness, Donald Yacktman, and Ray Dalio all bought AVTR in Q1. The stock fell 15% during the quarter. Debt and end-market risk remain.
Celsius Resources sells 95% of Opuwo cobalt-copper project to Chinalco for US$15M, freeing cash for arbitration and Philippines copper-gold development.
Shareholders who sold CHX between Feb 29 and Apr 1, 2024 may recover damages. Lead plaintiff deadline July 14, 2026. The case alleges ChampionX repurchased shares while withholding Schlumberger's buyout interest.
SRJ Technologies jumped 27% after its ACE unit signed an MoU with Nexxis for global robotics collaboration. The deal gives ACE early access to 3D mapping tech for energy inspections.
FEMSA reports Q2 earnings July 28. OXXO same-store sales, Coca-Cola FEMSA margins, and Spin's lending growth are the three numbers that matter most.
Gold hit a fresh record above $3,100 as China retaliated against US tariffs. Central-bank buying, not speculative flows, is driving the rally — and that changes the risk profile for traders.