Recent headlines from the sources AlphaScala monitors. AlphaScala analysis is published in the main market section.
Brent crude fell from $100 a barrel as the US and UK plan a coalition to reopen the Strait of Hormuz. Indian pump prices have held steady since May, but analysts said sustained disruption could force OMCs to raise rates.
China's move to restart US-Iran talks erased a portion of crude's weekly advance. WTI settled at $81.34, down 1.2%. The United States Oil Fund (USO) fell 1.1%.
Southside Bancshares beat Q2 earnings estimates. Its $1.47B loan pipeline supports a 2026 mid-single-digit growth target. Net interest margin narrowed.
Conifex Timber secured bridge financing from its existing lender while government funding for the Mackenzie restart remains uncertain. Q2 earnings due Aug. 14.
Itafos reports Q2 earnings after the close Aug. 5, with a recorded management webcast on Aug. 7 covering results, the business outlook and analyst FAQs.
Newmont faces higher H2 costs, analyst warns. Alpha Score 66/100. Risk: margin compression if gold prices don't rise.
American Fusion received Texas certification for its Texatron fusion engine, clearing the way for testing at Texas Tech. The OTC developer now faces a long road to commercialisation.
Ovintiv's Q2 adjusted funds flow fell to $578 million as gas prices stayed weak. Production dropped to 546,000 boe/d. The company kept spending flat and trimmed its rig count earlier this year.
McChip replaced its CFO, corporate secretary, and four of five directors July 24. Carlo Rigillo and Grant Duthie join as the board shrinks to four. No reason was given.
Siam Cement reported Q2 earnings. Thammasak Sethaudom said the quarter showed continued momentum. Chemicals and cement segments were the focus.
India's DGFT imposed a minimum import price on suspension-grade PVC resin for six months, exempting export units, following anti-dumping complaints from domestic producers.
Natural gas slipped 0.93% as a 32 Bcf storage build halted short-covering at $2.991. Next catalyst: early August heat expanding east, traders said.
OPTT reported a $19.8M backlog, 12 months of delivery visibility, and a 34% gross margin. The reverse split proposal targets NYSE compliance.
Ovintiv's Q2 earnings beat estimates as the producer cut gas rigs to protect free cash flow. Oil output held steady. The debt overhang caps shareholder returns until leverage falls below 1x EBITDA.
Vivakor shares surged 45.75% on Friday after announcing two new crude oil marketing programs expected to generate $384 million in annualized commercial activity.
Monarch Cement's 40% rally has pushed its P/E to 14, above the historical 10-12 range. Insider selling and slowing cement shipments raise questions about the valuation.
WTI slipped from $90 and Brent from $100 on Friday as traders reduced positions ahead of the weekend. The Monday open could see a gap depending on Middle East headlines.
Australia, Japan, China and others reject U.S. forced-labour tariff hikes of 10% to 12.5%, calling them unjustified. Some exemptions soften the blow, but further duties may come this fall.
Hindustan Zinc's Q1 net profit rose 145% YoY to $578 million on record mined output of 268 KT and lowest-ever zinc cost of $851/t, reinforcing its low-cost position in the global zinc market.
US natural gas futures held their $2.80–$3.00 range for a second week, detached from a 50% rally in European benchmarks that has yet to trigger LNG-linked buying in the domestic contract.
Newmont reported Q2 record adjusted net income of $2.10 per share, adjusted EBITDA of $3.8 billion, and record free cash flow. Shares rose the next day.
Vivakor's physical crude marketing platform now exceeds $1.09 billion in annualized commercial activity, driven by two new recurring programs at Cushing and Midland terminals.
Iranian state media report explosions in Saudi Arabia; no confirmation from Saudi or US. Crude oil holds near $89 after touching $93.83 intraday.
Debt-free balance sheet with C$12.4M in working capital positions Heliostar Metals to advance its Ana Paula gold project in Mexico without dilution or financing risk.
Harley-Davidson reported Q2 2026 results on July 23. CEO Arthur Starrs and CFO Jonathan Root addressed analysts from Baird, Morgan Stanley, and others. The company cautioned on forward-looking risks.
CS PowerTech opened the first phase of its HJT solar cell plant in Jeffersonville, Indiana, with 6 GWp capacity and 1,200 jobs, strengthening U.S. solar supply chain.
FIIs sold Rs 2,999 crore; Brent crude eased 3.7% to $97 after topping $100. Infosys trimmed revenue guidance, adding to tech drag. Analysts see near-term pressure.
Man Group bought 1,000 shares at €16.64 each, according to a Takeover Panel filing. The disclosure comes as demand for critical metals like vanadium and lithium stays steady.
Oil above $100 and a tech selloff on AI cost fears pushed the ASX 200 down 0.8%. Energy names rose. US megacap earnings and local CPI data are next.
Infineum and Kangtai signed a distribution deal for Southern Asia on July 22, giving Infineum's distributors access to Kangtai's lubricant additives and specialty chemicals.