Recent headlines from the sources AlphaScala monitors. AlphaScala analysis is published in the main market section.
Fresnillo doubled its interim dividend after record H1 results, with EBITDA more than doubling on higher metals prices. CEO Alvidréz sees silver averaging $76/oz in 2026.
Star Gold's Forest Service and BLM approvals at Longstreet clear the path for hydrology and leach pad design work as Chairman Lindsay Gorrill presents Aug. 6.
Strategic-mineral status for gold would simplify mining approvals through a single-window clearance, reducing India's import dependence. Household gold holdings of 31,000 tonnes could be monetised.
CRH stock slipped 7.17% in a month. Third Point's bull case turns on U.S. infrastructure demand and the downstream mix, with Alpha Score 50/100.
September natural gas futures fell 1.4% to $2.743. Rising production and a storage surplus offset a five-day high in LNG feedgas. Europe's storage deficit keeps a floor under prices.
India's Nifty falls 0.64% as RBI policy decision and new closing auction mechanism spook traders; LIC plunges 8.7% on government stake sale at steep discount. Crude rebound adds pressure.
Jonathan Gill, a 50-year mining veteran and Agnico Eagle director, joins NVRO Metals as technical advisor and director nominee. The AGM is set for Oct. 7.
A Seeking Alpha analyst downgraded Cabot Corp (CBT), citing limited upside through 2027-2028. The analyst holds a long position and sees weaker returns. The Alpha Score is 57.
The S&P/ASX 200 is within striking distance of its March 2022 record as easing oil costs and earnings optimism lift heavyweight sectors. Traders see a catch-up trade.
Aramco's Q2 profit hit $33.4B on war-driven prices. CEO says 12M b/d capacity is intact; east-west pipeline growth is in the works to counter Hormuz disruption.
A Seeking Alpha analyst sees no margin floor after margins slipped and licensing revenue stays uneven. The 15% drop did not change the valuation.
Crude oil futures climbed Tuesday as uncertainty over US-Iran talks persisted; ING analysts warned of room for renewed escalation. Brent up 1.3%.
The rupee gained 3 paise to 95.34 as the dollar index slipped below 100 and Brent crude stayed below $85. The RBI's MPC decision Wednesday is the next catalyst.
Rock sampling at ActivEX's North Queensland project returned 221g/t silver and 14.4g/t gold, setting up 2026-27 drilling at Comet and Tambo-Mountain Creek.
GreenX Metals (GRX) secures 1,600 sq km of new Greenland licences for gold and critical mineral tungsten, with field results due this quarter.
Peregrine Gold's final assays extend the Capricorn gold strike to 4 km, with a new parallel paleo gravel unit returning up to 0.45 g/t gold. Further testing is planned.
Third Point's Q2 letter reveals the AI momentum unwind that forced leveraged selling, sent semis down 30%, and reset positioning. The fund sees a more attractive risk/reward now.
South Korea's central bank will buy physical gold for the first time since 2013, starting with domestically produced bullion. The move diversifies reserves as gold prices have retreated from record highs.
Trump says Hormuz will reopen within a day. Tehran denies talks with the U.S. Saudi exports fall on shipping threats. Ukraine strikes on Russian oil infrastructure add supply risk.
KYN reports July NAV of $16.49, asset coverage ratio of 667% on debt. Midstream energy companies make up 95% of long-term holdings.
Cabot reported Q3 adjusted EPS of $1.67, tightened FY2026 guidance to $6.15-$6.45, and announced CEO Sean Keohane's retirement with Erica McLaughlin as successor.
TEN Ltd. declared a $0.578125 quarterly dividend on its Series E Preferred shares, payable Aug. 28. The tanker and LNG operator has 83 vessels and 4.75 million preferred shares outstanding.
Gold appears on broker platforms as XAUUSD with FX-style leverage, yet its volatility bursts and funding structure break the FX risk model, often in one session.
Trump demanded Chevron cut retail gas prices after the national average hit $4.10 a gallon. Fewer than 5% of U.S. stations are owned by majors, and crude's geopolitical risk premium tells the real story.
Hess Midstream's Q2 call drew analysts from Goldman Sachs and Citigroup. The focus was Bakken volumes and gas capture. The outlook sets the tone for the midstream sector.
ConocoPhillips shares fell in Q2 as the US-Iran peace deal reopened the Strait of Hormuz and removed the war risk premium, Diamond Hill Capital said. AlphaScore 59.
Nucor is up 87.83% in 52 weeks as trade policy cuts import competition. Diamond Hill credits pricing power and shipments. 59 hedge funds hold the stock.
Coal royalties are generating cash on record demand and falling supply, but NRP's soda ash JV consumed $39 million in the latest quarter. Greystone Capital calls the cash call a one-time event.
The CFTC fight over oil perpetual futures between Hyperliquid, Kalshi and incumbent exchanges like ICE and CME creates regulatory risk for commodity markets. Horizon Kinetics sees no existential threat but notes retail leverage and institutional hedging limits.
GRSE won a ₹1,032 crore ONGC order for four platform supply vessels with hybrid propulsion, a push into commercial shipbuilding beyond its core warship business.