Recent headlines from the sources AlphaScala monitors. AlphaScala analysis is published in the main market section.
MP Materials held its Q2 2026 earnings call Aug. 6, drawing analysts from 11 firms. The call is closely watched by investors tracking the rare earths supply chain.
Gold rises in Delhi, Mumbai; spot up 0.4% as weaker oil and Middle East hopes drive biggest weekly gain since January. Silver also firms.
The US will impose tariffs of up to 56% on solar imports from four Southeast Asian countries, raising costs for American buyers but not directly hitting Chinese manufacturers.
Gold traded sideways while core PCE rose above 2.5% in 2021-2022, a pattern that preceded the Fed's March 2022 rate hike. Three decades of data show the divergence has historically pointed to tightening ahead.
Rio Tinto's dividend yield sits at 3.67%, below its 5-year average of 6.80%, as falling payouts compress shareholder cash flow. Alpha Score: 62/100.
Brent holds near $83.45 after fresh Iran strikes off Hormuz. India keeps retail fuel unchanged since May 25. Strait reopening talks continue.
OceanaGold produced about 139,000 ounces in Q2, up 7% sequentially, while free cash flow stayed strong. The miner also returned capital to shareholders.
Energy Fuels held its Q2 2026 earnings call on Aug 6. CEO Ross Bhappu discussed operational progress and the uranium market outlook. Analysts from seven firms participated.
CF Industries reported Q2 2026 results August 6. CEO Chris Bohn, CFO Andrew Scribner, and CCO Bert Frost reviewed performance and discussed the outlook. Analysts from 12 firms joined the Q&A.
Front-month natural gas broke below $2.635, exposing the April low of $2.495. The bear flag measured move targets $2.595, with resistance at $2.79 and $2.82.
Vaalco Energy declared a $0.0625 quarterly dividend, its 19th consecutive payout. The Sept. 22 payment is set, but future dividends depend on oil prices and board approval.
Chemicals segment operating income quadrupled to $40.4M on higher volumes and lower raw material costs. Currency headwinds, a German tax audit charge and rising interest expense trimmed gains.
Mercer International reported Q2 Operating EBITDA of -$21M, a net loss of $76M, and is in discussions with bondholders on financing. The pulp producer took a $29M impairment and is pursuing $100M in cost savings.
Nutrien's Q2 2026 earnings call featured management caution on forward-looking assumptions. The fertilizer producer's Alpha Score of 48 suggests a mixed setup.
Natural gas slips after EIA's 33 Bcf build, above consensus; WTI tests $78, Brent $82.50 on Houthi attack risk. Supply fears mount with Iran-Oman deal awaited.
Motorists face a costly fall as refining capacity losses from Iran and Ukraine keep gasoline prices elevated even with U.S. crude near $76 a barrel.
Royalty revenue fell 8% as Permian drilling eased. Water services revenue rose 5% to $48.3 million. CEO sees signs of a plateau in the rig count. Alpha Score 54.
Cameco and Constellation Energy have fallen 31% and 35% from highs. Both offer different angles on nuclear demand from tech and governments.
SpaceX plans to secure 20 GW of power infrastructure by end of 2026, a target Melius Research calls a 'clear positive' for GE Vernova, Baker Hughes, and other suppliers.
Anchor investor bidding is set for Monday, Aug. 10, a day before the issue opens Aug. 11; retail bids start at 107 shares, ₹14,980 at the top of the band.
Natural gas slid to $2.642 ahead of the EIA storage report at 14:30 GMT. A 31 Bcf injection is expected; production near 111 Bcf keeps the surplus intact.
WTI crude rose 0.2% on Thursday, bouncing off $70 support. Brent approached $85, testing its 200-day moving average. Middle East headlines remain the key catalyst.
U.S. storage surplus widens, summer demand stays below average, and every rally fades. The September contract is stuck waiting for a catalyst that can shift the supply-demand math.
Balchem shares lagged despite 8% Q1 sales growth as Gulf war cost fears weighed. Conestoga holds conviction in niche market leadership. Q2 earnings will test margin resilience.
A Pentagon war game last July flagged high-purity aluminum as a vulnerability in U.S. defense supply chains. Seven months later, Iran drone strikes on UAE and Bahrain plants proved the risk, driving prices to four-year highs. America no longer produces the metal domestically.
CFO Andy O'Brien will replace CEO Ryan Lance in September as ConocoPhillips reports a $3.9 billion quarterly profit on Iran-war-driven oil prices.
Mongolian Mining sees H1 net profit of USD100-110M, reversing a USD19.9M loss, on higher coal volumes and prices. Interim results land in August.
Valeura Energy's Q2 cash flow tripled to US$154M as oil sales jumped 56% to US$105.8/bbl. The producer maintains 2026 guidance, eyes Wassana acceleration and a credit facility for M&A.
Natural gas holds above $2.64 support after EIA reports 2.5M barrel inventory build. WTI crude consolidates near $75. OPEC+ confirms September output increase. NFP data in focus.
Adavale Resources' latest assays at London-Victoria return 31m at 1.29 g/t gold from 16m below the pit floor, ahead of a Mineral Resource update this quarter.