Recent headlines from the sources AlphaScala monitors. AlphaScala analysis is published in the main market section.
Dynagas LNG Partners (DLNG) declared a $0.5625 per unit cash distribution on its Series A Preferred Units, payable Aug. 12 to holders of record Aug. 5.
Dorchester Minerals paid $1.27/unit for Q2, with royalty receipts of $50.4M. A Midland County lease settlement boosted NPI income. The payout goes Aug. 13.
Aldebaran Resources and Centauri Minerals closed C$25.5M in subscription receipt financing for Centauri's spin-out, funding the Rio Grande gold-copper project in Argentina.
KMI reported adjusted EBITDA of $2.199B, a 12% YoY rise, and raised full-year guidance. Natural gas projects dominate the $9.6B backlog. A Western Gateway FID with Phillips 66 is due in two months.
Zevra Therapeutics added a Miplyffa patent to the FDA Orange Book, extending exclusivity to 2039. The NP-C drug, approved last September, now covers roughly 900 potential U.S. patients.
Cleveland-Cliffs reported Q2 EBITDA of $286M and guided Q3 to $575M. The steelmaker aims for sub-2.5x net leverage by next year. Read more.
Brent crude jumped 7% to $100.64 after Houthi tanker strikes. Wall Street fell 1%. The Fed's July 29 inflation reading may reflect higher gasoline costs.
Cleveland-Cliffs Q2 met estimates. Q3 guidance disappointed, sending shares lower. Steel prices and auto demand are weighing on the outlook.
Dow sees Q3 EBITDA at $1.62-1.78B, midpoint above consensus, as packaging margins improve. Middle East instability and weak European construction remain risk factors the company did not quantify.
A conflict in the Caspian has shut in production of a gas type with no quick substitute. EQT and peers may see price support but face demand uncertainty.
Gold opens at $4,074.60, down 1.9%, as inflation fears and Iran war tensions pull the metal in opposite directions. Houthi attacks on Saudi tankers add safe-haven bid.
CEMEX Q2 EBITDA of $1.1B missed consensus as US cement volumes slipped 2%. The company cut full-year guidance on higher European energy costs and Latin American currency headwinds.
Teck Resources published its Q2 2026 earnings presentation on July 23. The slide deck covers quarterly financial and operational results for the diversified miner.
Net profit fell 7% to €1.03B, missing consensus. Record Upstream production of 620k boe/d provided a partial offset. CEO says IPO of Renovables is ready; the company is waiting for market conditions.
Sappi shareholders are voting on a 50/50 JV with UPM for graphic paper assets in Europe, the UK and the US. The deal needs approval as a Category 1 transaction.
A long-positioned Seeking Alpha contributor argues IAMGOLD's past dependence on a single West African mine and its debt load no longer define the company. The stock is Unscored on AlphaScala.
RELX scores 41 and WTKWY scores 35 on AlphaScala's system, both Mixed. The neutral ratings mean the easy gains are priced in. Q3 filings in October could shift the outlook.
UPM-Kymmene Q2 sales fell 8% to €2.33B, missing estimates, as European paper demand and biofuels dragged. CEO says H2 should improve on cost cuts and seasonality.
Aeris Resources presented at the Noosa Mining Conference, outlining copper and gold production targets and near-mine exploration programs across its Australian operations.
Brent crude hit $100 after Houthi attacks on Saudi tankers. U.S. energy stocks rose with Exxon, Chevron up 1.6-1.7%. UBS sees slower Middle East recovery keeping oil tight.
Natural gas futures test the $3 mark as the 50-day EMA holds, with Middle East tensions and European demand propping up prices despite a seasonally weak period.
Halliburton fell sharply after a Q2 beat as activity fears from renewed fighting offset the earnings surprise. Alpha Score 49 reflects mixed sentiment.
Medpace Holdings scores 52 on AlphaScala's model, a mixed reading that signals no strong directional bias. Watch for a move above 60 or below 40 for a clearer signal.
Occidental Petroleum shares are up 40% YTD as Reddit's 'very bullish' 88 sentiment clashes with analyst downgrades from Stephens, HSBC, and Jefferies.
Rio2 filed an updated technical report for its Condestable copper-gold-silver mine, supporting June's resource update. It also published its annual ESG report.
Dow Q2 beat on EPS by a penny as polyethylene volumes rose 6%, but margins narrowed to 18.2% on weak pricing across silicones and acrylics. The company cut its capex forecast to $2.5B and trimmed costs through European plant consolidations.
The ECB held its benchmark rate at 2.25% as volatile oil prices from the Iran conflict complicate the inflation outlook. Analysts see a possible hike in September.
Silver miners are turning away orders from India, China and the Middle East. Futures fell 4% as margin calls swept commodities after Brent crude surged above $98 a barrel.
Midland Exploration has started a 1,500-metre drilling program on the Lewis gold project in Quebec. Barrick Gold can earn up to a 70% stake under a 2022 option deal.
Sensex drops 363 points, Nifty dips 126 as Brent crude rises 4.5% to $98.32 on West Asia tensions. FIIs sell ₹819 crore. Analysts flag inflation risks.