Recent headlines from the sources AlphaScala monitors. AlphaScala analysis is published in the main market section.
Australian shares head for a 0.3% drop at open, with Brent crude crashing 10% and US tech weakness spilling over. Whitehaven, Iluka report; Evolution buys Carnaby.
Sarah Strunk, a Teck Resources director and ex-chair of Arizona Sonoran Copper, joins Entrée's board as Oyu Tolgoi underground output ramps. The appointment strengthens legal and M&A expertise.
Gold's divergence from global money supply is at historic extremes. With 30Y yields at 5.18% and Middle East conflict escalating, analysts see higher prices ahead.
Baker Hughes missed Q2 EBITDA estimates by 2% as a mix shift toward gas turbine equipment squeezed margins in the IET segment. LNG pipeline remains the strongest demand driver.
The $6.9B manager targets lower-middle market projects often overlooked by traditional lenders, focusing on underserved communities and sustainability.
Treasury warns oil market is more vulnerable with depleted reserves, Houthi attacks and Ukraine drone strikes. Fuel excise decision looms as inflation data due Wednesday, RBA hike in view.
Alliance Resource Partners reported Q2 2026 results and held a call with analysts. Management discussed the outlook for the rest of the year as coal markets face pressure.
Waste Connections plans a C$ senior notes offering to repay credit facility borrowings. The two-series deal is led by CIBC, Scotiabank and TD.
EMA GARP Fund calls Avino Silver 'crazy cheap' at $60 silver. Q1 EBITDA hit $20M, consensus 2026 EBITDA $80M. Trading at 12.5x. Read the full thesis.
Natural gas futures gapped lower Monday as Middle East tensions eased, with the market testing $2.75 support ahead of the September contract rollover. Supply levels remain high.
Uranium Royalty fell 3.2% to $2.68 even as spot uranium held near $64. Traders pointed to year-end rebalancing. The next catalyst is the January contract cycle.
The precious metals royalty company can draw up to US$50 million through National Bank of Canada, replacing higher-cost capital and positioning for larger deals.
Genvor’s antimicrobial peptides will be tested by USDA-ARS researchers against microbial threats in sugar beet production, storage, and processing.
Chandigarh University placed 2,605 MBA students from 300+ firms in 2025-26. The highest package hit ₹20.40 LPA. Industry-collaborated programs with IBM, AON, Moody's, and Adobe drove placements.
Indonesia Energy spudded its K-29 well at the Kruh Block in Sumatra, targeting 3,400 feet. The first of two planned wells in 2026, it follows months of site prep and regulatory approvals. President Ingriselli flagged logistical challenges in the remote area.
Indian stocks snapped a five-day losing streak as Brent crude tumbled 9.4% and West Asia tensions eased. The Sensex rose 776 points, the Nifty surged 228. Infosys gained, HDFC lagged. Analysts said the relief rally could extend if oil stays lower.
Man Group PLC disclosed a 1%+ interest in AMG Critical Materials N.V., according to a Rule 8.3 filing. The metals group is a key lithium and vanadium producer.
Stock futures rose Monday as crude oil dropped 7% on US-Iran peace hopes. The busiest week of the quarter features Big Tech earnings and a Fed decision.
Pilbara Minerals' FY24 revenue hit $1.25B, up 92% CAGR. Gross margin 42%, profit $257M. Low debt, but ROE 7.7% flags capital efficiency. What it means for lithium.
OPEC+ is set to decide on a 188K bpd supply increase. WTI crude tests $83 support after breaking below the 50-day EMA. Natural gas falls below long-term support at $2.827.
The ASX 200 rose 1% on Tuesday as oil's 4% decline on easing Middle East tensions lifted tech stocks and weighed on energy. Gold hit $4,105. WiseTech and Xero led tech; Woodside and Santos fell.
Encounter Resources defines a 1.2km copper-gold target at Elsa in WA after assays hit shallow mineralisation, with deeper drilling planned to test for a sulphide-rich system.
Indian bonds rallied Monday, with the benchmark yield falling 5 bps to 6.78%, after Brent crude slid below $93 on a US-Iran strike pause. The five-year swap rate dropped 11 bps.
Carnaby Resources surged 60% after Evolution Mining's $213M binding takeover bid. The deal signals mid-tier appetite for near-term copper-gold development assets.
Brent crude gapped to $85.50 after a weekend without US-Iran strikes. With Strait of Hormuz vessel traffic at 10% of normal, the selloff may be a bull trap rather than a genuine reversal.
Cauldron Energy mapped a previously unknown arm of the Manyingee South palaeochannel, widening the uranium target inventory at its Yanrey project in WA.
Join our daily newsletter At The Bell to receive exclusive market insights Inferred MRE of 677,000 tonnes at 2.5 g/t Resource contained within an optimised pi...
Oil fell 5% after a lull in Gulf fighting eased inflation fears. Markets rose ahead of Fed, BOE, and BOJ meetings. Mega-cap earnings and GDP data are on deck.
Indian equities set for positive open after Iran-US truce eases crude; Gift Nifty at 23,950. Nifty expiry Tuesday, FII shorts, and crude stability remain key catalysts.
BHP Group's Xplor program offers junior explorers US$500,000 in non-dilutive funding with no equity stake or board seat, a pitch that resonated at Noosa Mining Conference.