Recent headlines from the sources AlphaScala monitors. AlphaScala analysis is published in the main market section.
Indonesia's B50 biodiesel mandate will require 15.2-16.3 million tons of crude palm oil this year, tightening export supply and supporting prices. The October deadline for full adoption is the next catalyst.
Salzgitter AG takes full control of Duisburg steel mill HKM, slashing 2,000 jobs and cutting CO2 by 90% with an electric arc furnace. Output drops to 2 million tonnes.
3,000 LPG cylinders swept into the Patalganga River after an HPCL plant wall collapsed in Raigad. Search teams are tracking the flow. The real risk is not the viral video — it is what the missing cylinders mean for local supply and safety.
India's food services market is set to hit $150 billion by FY31, with online delivery capturing 18% share. Organized brands are growing faster than the unorganized sector.
Indian steelmaker's crude steel production hit 6.59 mt in Q1 FY27. Excluding the BF3 impact, volumes would have grown 15%. The company targets 54.8 MTPA capacity in four years.
JHX shares are up 13.3% since 2025 while Reece trades 55.8% off its lows. Here's a framework for valuing these two ASX building stocks and what to watch next.
Valeura Energy posted record Q2 revenue of $259.8M on 22,300 bpd output and $105.80/bbl realised prices. Free cash flow is expected to hit roughly $100M, also a record.
RMX engages Durock Drilling to test antimony-gold targets after IP survey. Holes 100–150m deep with option to go to 300m. Surface samples up to 39.3% antimony. Analogy to Hillgrove deposit.
Borregaard reports Q2 2026 on July 16. The first full-quarter view after the ex-dividend tests lignin demand and specialty chemicals momentum.
GASCO appoints Eng. Fahad Salem Al-Matrafi, former CEO of Advanced Petrochemical, to its board. The move brings deep petrochemicals experience to the gas company.
Indian refiner BPCL bought 1 million barrels of US WTI crude for August arrival at a premium near $6 a barrel to Dated Brent, sources said. The deal shows Indian refiners continue to tap US supplies.
Crude oil's jump to $78.80 on West Asia tensions drove the rupee down 4 paise to 95.52. Equity gains and FII purchases of Rs 1,962 crore provided support.
Brent crude touched $79.15 after US strikes on Iran and Trump's declaration that the ceasefire was over. The prompt spread widened, signalling near-term supply tightness. Traders watch for escalation risks to Iranian exports and Gulf shipping.
Golden Deeps secures a diamond rig to test Tsumeb-type sulphide targets below the Gossan 1 corridor at Graceland, following high-grade copper, silver and germanium results from shallow drilling.
Adavale Resources secures EL9918 and EL9178, consolidating the Ashes prospect and London-Victoria corridor. High-grade surface samples up to 9.2 g/t gold extend strike. Walk-up drill targets defined.
Oil prices surged and the rupee slid after President Trump signaled the end of the Iran nuclear truce. Indian stocks fell, with fertiliser and pesticide stocks leading the decline.
KAL's 225-hole aircore program at Pinjin is underway after subcrop discovery matches the geological model. RC drilling at Lighthorse resumes. Assays from Kirgella Gift pending.
Midas Minerals’ infill drilling at the T-13 West zone reveals strong copper-silver grades and a zonation pattern that could guide further exploration at the Otavi project. Updated resource estimate due by end of 2026.
WD-40 reports Q3 earnings Thursday with consensus at $1.56 EPS and $172.8M revenue. The key number: gross margin above or below 52.5%.
Brent crude jumped 3% to $73 after Trump ended talks with Iran. The ASX 200 is set to open 0.3% lower. Energy stocks gain, but transport and retail face pressure from higher fuel costs.
North American Construction Group adds $135 million to backlog with a five-year oil sands services contract. The deal improves revenue visibility. Earnings remain tied to crude demand.
Hudbay Minerals (HBM) will report second-quarter results on July 29, with a conference call at 11 a.m. ET to discuss production from its three copper mines and growth projects.
SBM Offshore bought back €4.05M in shares last week, part of a €227M program. The buyback reduces float and supports EPS, with €100M in authorization still available.
Three drill rigs are turning at Kwanika, targeting 10,000 metres to upgrade resources ahead of a PEA. The Western Zone deep holes and Pit Zone shallow drilling aim to expand the copper-gold deposit and improve geological confidence.
Oil prices spiked after U.S.-Iran peace talks stalled. Micron fell into a bear market, down 20% from its high. The Fed's FOMC minutes are due Wednesday.
Russia banned diesel exports to prevent domestic shortages after Ukrainian drone attacks crippled refineries. The move tightens global supply already strained by the Iran conflict.
BofA cut 32 commodity price targets but kept uranium as its top conviction for 2026, citing supply deficits and growing nuclear demand. The bank sees spot uranium climbing toward $90 a pound.
ExxonMobil's Alpha Score sits at 53 as oil jumps after Trump ends Iran ceasefire. The risk event reshapes exposure for the energy giant's upstream assets, with diplomacy the key variable.
Solaris Resources' Warintza copper project in Ecuador carries a $4.7B NPV at $4.00/lb copper. The stock trades at a wide discount because the mining permit timeline is uncertain. A 2026 approval would trigger a re-rating; a court challenge would push the stock 40% lower.
Metalsource's 1,789 g/t AgEq intercept at Silver Hill joins OceanaGold's Haile drilling and Albemarle's Kings Mountain dewatering. Early-stage drill results and permitting timelines will decide whether the second gold rush has legs.