Recent headlines from the sources AlphaScala monitors. AlphaScala analysis is published in the main market section.
Cenovus Energy will publish Q2 2026 results on July 29, followed by a conference call at 9 a.m. MT. Pre-registration is required for all analysts.
Natural gas rose to $2.92 after holding key support. A breakout above $2.93 would confirm a bullish reversal, with targets at $2.98 and $3.13. Traders watch for a sustained move.
Southern Copper posted record EBITDA and net income in Q2 2026. The miner targets 1.06M tons of copper by 2029 as Tia Maria reaches 42% completion. Alpha Score 64/100.
AbraSilver Resource Corp. placed 3.06M shares at C$14.70 to raise C$45M for its Diablillos silver-gold project. The bought deal closes July 29 with an over-allotment option for additional C$5M.
DHT Holdings will release second-quarter 2026 results after the close on Aug. 5. The tanker company's Alpha Score is 75, signaling a strong outlook.
Southern Copper posted record Q2 sales, EBITDA and net income. CFO Raul Jacob cited operating excellence. No specific figures or guidance were given on the call.
Kinder Morgan posted record Q2 net income of $867M, up 21%, as it placed $660M in projects into service. Full-year guidance beat budget by 5%+ on EBITDA. Dividend up 2%.
EQT guided 2026 production roughly 90 Bcfe higher and cut capex to $1.8-2.0B. Southgate spending shifts to 2026, pushing the pipeline in-service timeline deeper into H2 next year.
NovaGold jumps 10% to $6.20 after publishing M&A slide deck for Donlin Gold. The 39M-ounce Alaskan project remains without a construction decision timeline.
SSAB Q2 operating profit fell to SEK 2.1B from SEK 3.4B a year ago, as steel prices dropped 11% per tonne. The Swedish producer sees no demand recovery before 2027.
Newmont reports Q2 after the close July 23. Wall Street expects EPS of $1.98. Buy ratings dominate, with a $55 average target. The $6B buyback program and gold's rally are key to the quarter.
Gold and silver miners swept Toronto's top gainers Thursday as spot gold pushed above $2,400. Minco Silver gained 10%, Montage Gold 10.3%, Silver Tiger 10.3% and China Gold 9.5%.
Dow (DOW) reports Q2 earnings July 24. Consensus calls for EPS of $0.72, up from $0.56 a year ago, on $10.5B revenue. Morgan Stanley downgraded the stock in May on demand concerns.
City Different's Q2 letter blames the U.S.-Iran ceasefire for Tidewater's 7% slide, but says the offshore vessel supply-demand outlook remains favorable.
Davidson Kempner revealed a 1.38% holding in DCC plc and purchased 3,000 shares at €56 each, per a regulatory filing.
Passage Research cut Phillips 66 to sell, calling the stock near a peak after a 62% YTD run. The note argues the rally drivers are priced in, with risks from softer demand and margin compression.
Brent crude pushed above $94 a barrel on Wednesday, extending gains. The Middle East conflict shows no signs of easing. The Strait of Hormuz closure tightens supply, with the $100 level in sight.
Arabian Cement's Bahrain arm sells 7.3M Ready Mix shares for SAR 50.3M, buys Qatrana Cement shares for SAR 33.1M, and swaps the rest for more Qatrana stock.
YANSAB's H1 2026 dividend carries a 5% withholding tax for foreign holders unless they file an exemption within five days of the eligibility date.
Norsk Hydro released its Q2 2026 earnings presentation Wednesday. The slides detail aluminum production, cost pressures, and renewable energy output. Investors eye margin trends ahead of the call.
Fusion Fuel's $15M acquisition of Royal Uranium adds 19 royalty interests. Two-thirds of the $30.4M valuation is tied to one uranium project with no production.
Swedish steelmaker SSAB posted a 4% revenue rise to SEK 31.2 billion in Q2, but operating profit slid 8% as weaker steel prices offset higher shipments. The CEO cited subdued European demand, with special steels outperforming commodity plate.
EQT and Expand show Mixed Alpha Scores of 45 and 41, while Talen scores 32 Weak. The natural gas market faces a risk of supply oversupply through 2026 before a potential demand-driven price move in 2027.
Sensex tumbled 715 points as Brent crude jumped 4.68% to $95.27. Infosys, ICICI Bank led losses. FIIs bought ₹1,650 crore. AlphaScala: UL 58, IBN 57, INFY 57.
Distillate Capital's U.S. FSV strategy returned 2.24% YTD, trailing the S&P 500 and Russell 1000 Value, as AI-driven market swings pushed valuations higher, the firm said.
Acuity Trading integrates its market intelligence suite into Bullwaves' platform, giving traders sentiment, event analysis and trade ideas inside the interface. The deal follows Acuity's pattern recognition launch and MarketReader investment.
Saudi Kayan's Q2 net loss rose 35.5% to SAR 672.8M on higher costs and supply chain issues. Accumulated losses reached SAR 7.19B, 47.9% of capital.
Geopolitical strikes, a CPC terminal halt, and falling Saudi exports tighten oil supply. Brent above $92 eyes $98 resistance. Natural gas sideways near $2.88. WTI breaks trend, support at $83.48.
Revenues dropped 46% to SAR 2 billion as supply chain disruptions and unsold inventory drove a SAR 807 million H1 loss. Impairment charges and maintenance costs added pressure.
Norsk Hydro CEO Eivind Kallevik reported strong Q2 results driven by operational performance, while the Middle East situation continues to affect the company's border picture.