Recent headlines from the sources AlphaScala monitors. AlphaScala analysis is published in the main market section.
Pilbara Minerals tops most-viewed after FY27 outlook; 4DMedical shares climb on 23% revenue lift; Dateline Resources extends trading suspension. Liontown and BrainChip also draw investor debate.
First Quantum's net earnings surged to $136M, up from $18M, as copper output rose 10%. Intact's catastrophe losses topped expectations by $247M. CGI's backlog reached $31.8B.
Winter storms disrupted copper mines in Chile, adding to supply fears in a market already tight on tariffs and AI demand. Strategists now see another record high this year.
Meteoric Resources' Caldeira DFS confirms low capex, low opex, long life rare earth asset. Stock up 2.78% as CEO touts strategic importance.
Exxon Mobil and Chevron report Q2 earnings Friday after Brent crude surged to $126 on the Strait of Hormuz blockade. Refining margins hit $50-60, senators push windfall tax.
MCX gold futures trade near ₹144,010, silver near ₹219,730. Retail rates across Delhi, Mumbai, Kolkata see marginal decline. Trump urges tariffs on Iran; Saudi proposes naval coalition.
Ionic Rare Earths reviews its Makuutu project after China's 2025 export curbs pushed Western buyers to seek non-Chinese supply of heavy rare earths.
Emerita Resources filed a statement of claim over Lithium Ionic's Bandeira project. Lithium Ionic called the allegations unproven and said it will defend its ownership.
Cobalt Blue advances Kwinana refinery toward FID as offtake talks progress; cash runway ~3.5 quarters. BHCP pre-feasibility study underway, Halls Creek scoping study due Q4 2026.
Impact Minerals advances Lake Hope HPA pilot toward DFS as Silica Hill expands with a new high-grade gold–silver zone; cash A$2.08m.
Enterprise Products Partners (EPD) held its Q2 2026 earnings call on July 30. Co-CEOs Teague and Fowler led the call. Alpha Score 59/100 labels EPD Moderate.
CSN Inova offers 11% notes for its 6.75% 2028 bonds, requiring $910M in tenders. The high coupon signals stress; a step-down to 10.5% is possible if $200M is repaid.
Mithril Silver and Gold lifts Copalquin Indicated gold 196% to 343,000 oz and silver to 8.5M oz; two rigs drill district targets as resource moves toward mine planning.
Galan Lithium starts HMW ramp-up after producing first lithium chloride; 10,000t LCE brine inventory and A$35.5m cash support H2 2026 first sales target.
Wacker Chemie posted EUR 1.52 billion in Q2 sales as CEO Christian Hartel said subdued demand and geopolitical volatility pressured costs. The call drew analysts from JPMorgan and Barclays.
BHP workers at Port Hedland plan a 24-hour ship loading ban and work stoppage next week, threatening iron ore exports. ASX futures rise 1.2% on Microsoft's record rally.
Antero Resources held its Q2 2026 earnings call on July 30. CEO Michael Kennedy and CFO Brendan Krueger discussed financial and operating highlights. Analysts from JPMorgan, Goldman Sachs, and others participated in Q&A.
Eldorado Gold can buy back 13M shares, or 5% of float, under a renewed NCIB that starts Aug. 5. The buyback follows 7.7M shares repurchased at C$43.56 under the previous program, underscoring management's view that the stock undervalues Skouries and current production.
Eldorado Gold crushed first ore at its Skouries copper-gold project in Greece, keeping the operation on track for first concentrate in Q3 2026. The Vancouver-based miner also raised 2026 gold guidance after the McIlvenna Bay acquisition. Alpha Score 52.
Natural gas rallied to $2.78 after finding support at $2.64, setting up a test of the $2.86-$2.99 resistance zone. Traders said the move created a higher high and higher low.
Capstone Copper reported record Q2 adjusted EBITDA for the seventh consecutive quarter, with Mantoverde output strong. Full-year guidance reaffirmed as costs rose 9%.
NCS Multistage revenue rose to $38.4M in Q2, boosted by Repeat Precision and ResMetrics. Gross margin held at 34%. Merger with Weatherford on track for H2 2026.
A 9-3 Fed vote to hold rates, 30-year yields at 2007 highs, and gold's resilience against higher yields strengthen the case for a renewed advance, SaxoBank's Hansen says.
Taylor-Wharton built the cryogenic equipment for a 4.1K mobile hydrogen refueler trailer deployed at Tom's Truck Center in Santa Fe Springs, California, to support fuel cell truck fleets.
WTI crude slipped from $85.50 resistance, Brent reversed after new highs. Natural gas gained on smaller storage build. Market focus remains on Strait of Hormuz flows and escalation risk.
Martin Marietta beat Q2 estimates on higher aggregates volumes and prices, but margins narrowed on cost inflation. The CEO flagged pricing pressure in the Southeast and a slow housing recovery as headwinds for the second half.
GM Canada is targeting 2028 for its first eyes-off driving system in the Cadillac Escalade IQ. The Canadian Technical Centre's university partnerships are key to building the talent pipeline for software-defined vehicles.
Altius Minerals increased its ownership in Great Bay Renewables to 50% after a US$390M transaction with Apollo, and expanded its credit facility to C$350M led by Scotiabank and TD.
Mondi's H1 EBITDA fell to EUR 379 million. Lower prices and higher costs squeezed margins. Higher volumes and cost control offset some pressure, generating EUR 347 million in cash.
Aarti Industries Q1 EBITDA surged 79% YoY on product mix and forex gains, despite volume decline. CEO sees volume recovery in Q2 as expansion projects progress.