Recent headlines from the sources AlphaScala monitors. AlphaScala analysis is published in the main market section.
NFG's 54-year dividend streak covers the earnings miss, but Appalachian gas prices below $2.50 threaten 2026 coverage once hedges roll off.
With 80 mines blocking the Strait of Hormuz after the US-Iran ceasefire, retailers face weeks of higher logistics costs that may extend into holiday procurement budgets.
The ASX 200 nears 9000 and BHP hits a record high on U.S.-Iran peace deal hopes. HotCopper Wire hosts unpack the skepticism and the Strait of Hormuz wildcard.
India's state-run refiners have two months of crude cover and are in no rush to resume Middle East purchases, even with the Strait of Hormuz reopening.
Uranium developer Alligator Energy adds 12Mlb at Plumbush, secures crown lease for southern extension. CEO targets further MRE growth ahead of BFS in 2027.
Maiden Plumbush resource adds 12Mlb U3O8; BFS due mid-2027. Drilling program underway to upgrade resource ahead of feasibility study.
Brent crude slid near war-era lows before a geopolitical spat reminded markets the Iran deal is not set in stone. Full resumption of Hormuz oil flows is already priced in, analysts say. Anything less is a problem.
Alma Metals started a 25-30km infill drilling campaign at its Briggs copper project, aiming to upgrade the 932Mt resource and deliver a PFS by late 2027.
BHP shares fell 3% after the miner disclosed a $5 billion cost overrun on the Jansen stage 2 potash project, pushing total capex past $20 billion.
Central banks are pulling gold out of New York and London vaults at the fastest pace in years. France repatriated 129 tonnes. India moved substantial tonnage. The U.S. seizure of Russian assets in 2022 cracked the assumption that offshore gold was safe.
Spot gold is down 2% on the week as the dollar extends its best run since September. The Fed minutes left traders pricing zero rate cuts in 2025. Next test is Wednesday's CPI.
Trump weighs 15% copper tariff on imports. The CME-LME spread has widened to 10 cents per pound, reflecting trader expectations. A decision splits domestic miners from fabricators.
The lithium producer has surged as Chinese battery makers restock. Supply risks loom for the second half. The next catalyst is the quarterly production report.
First assays from a 106-hole campaign confirm mineralised shear-zone continuity and high-grade gold beyond the exploration target zone, putting Lodestar on track for a maiden MRE in 2026.
BMO's Carol Schleif says the Russell 2000 doubling the Russell 1000 year-to-date reveals a broader rally than the AI narrative suggests. Earnings season will test whether it holds.
Newmont (NEM) closed at $103.79, down 1.78%, as the dollar firmed. Alpha Score 71/100 calls it moderate. The Fed's September meeting is the next dollar catalyst.
HTEC's 700 bar heavy-duty station on Tsawwassen land enables 12 fuel cell trucks. Sunoco LP (SUN) is a key partner. The real test is fleet adoption and hydrogen cost.
Agnico Eagle paid $5M for a net profit interest royalty in Ontario and bought C$22.44M of Wallbridge shares. Bridgewater holds AEM. Alpha Score 58.
Entrée Resources elected Richard Williams to its board. The mining junior holds a carried interest in Oyu Tolgoi. Royal Gold and Rio Tinto control nearly 40% of shares.
General Magic had unlimited funding and failed. Pixar used tight constraints and thrived. The same principle applies to trading: limits force better decisions.
Scotts Miracle-Gro names VaynerMedia's Nick Miaritis as its first chief brand officer, a new role consolidating marketing and digital strategy under one executive as part of the SMG 2.0 lifestyle brand push.
Makkah Construction names three-member Audit Committee for 2026-2030 term, drawing on banking, regulatory, and investment experience from Al Subaei, Bariyan, and Al Fares.
Top banks plan to expand OTC gold trading to Singapore, adding an Asian hub alongside London and New York. The shift tightens spreads during Asian hours and gives central banks a closer venue for reserve trades.
WTI dropped to $74.52, Brent to $77.40 as supply disruption failed to materialize. Focus shifts to US jobs data and demand signals from China and the US.
Constellation spent $180M on two spring refueling outages. The next quarterly earnings will show if the maintenance hit the bottom line as planned. NUKZ's largest holding faces execution risk.
ProPetro’s $420M operating cash flow and 6x free cash flow multiple contrast with Expion360’s 62% revenue growth and widening losses. The choice between cash returns and a high-risk battery bet.
Greenland Mines kicked off an S-K 1300 program at Sarfartoq. Denarius upsized a Trafigura facility by US$7 million. Coeur joins the S&P MidCap 400. Congo faces July 31 worker-equity deadline.
Mayfair Gold's grade control drilling at Fenn-Gib confirmed the reserve model and found 37% more gold above 3.0 g/t than the PFS predicted, CEO Drew Anwyll said.
OPEC sees global oil demand reaching 124 million bpd by 2050, pushing peak demand further out. US shale supply likely peaked in 2025, the cartel said.
Kpler says no mass exodus yet; three Saudi VLCCs carrying 6M barrels cross Strait of Hormuz after U.S.-Iran deal. Five Iranian ships have also crossed the blockade since June 16.