Recent headlines from the sources AlphaScala monitors. AlphaScala analysis is published in the main market section.
Man Group disclosed a 3.9% stake in AMG Critical Materials ahead of the June 12 AGM, signaling hedge fund interest in the lithium and vanadium supply chain.
Akzo Nobel missed Q2 Ebitda estimates as decorative paint volumes slid 4% in Europe. The paintmaker held full-year guidance near €1.5-1.6 billion despite margin compression from higher raw material costs.
Mongolian Mining released Q2 2026 operational data for its coking coal mines and the Bayan Khundii gold mine. The company cautioned the figures are unaudited and subject to market and regulatory risks.
St George Mining aims for first ferroniobium production by 2029 at its Araxá project in Brazil, Executive Chairman John Prineas said. A feasibility study is due in H2 2027.
The uranium miner guided FY27 production of 4.1-5.2M lbs, the low end 15% below consensus. The Langer Heinrich ramp-up is complete, but the pace of throughput gains remains the open question for the stock.
Multiple tankers carrying Saudi crude to India and China turned back in the Red Sea after Houthi threats, raising supply risks for Asia's biggest buyers.
Copper hits 1-month high, gold rebounds 1%. BHP +2.9%, Rio +2.5%. Oil above $92 after Trump Iran comments. Labour data in focus ahead of RBA meeting.
Daicel Corp. launched four DURACON POM grades with 30% post-consumer recycled content, targeting automotive and industrial applications.
India's 20% ethanol blending mandate saves billions in crude imports but older car owners face repair costs and a consumer court ruling against Maruti Suzuki.
Crude's rise above $92 on Houthi threats and US-Iran tensions pushed the rupee to 96.36. The RBI is smoothing the move without blocking it, traders said.
Four priority targets defined from airborne geophysics at Cinnamon property adjacent to Pilot Mountain. CEO calls Ophir target particularly compelling.
Cerrado Gold trades at a discount to peers, a recent analysis noted. Debt and working capital strain limit upside. A production ramp or financing deal could unlock value.
Brent crude jumped to $92 a barrel, the highest in five weeks, after fresh US-Iran attacks. Indian shares open lower. OMCs and airlines face margin pressure, while ONGC benefits. FPIs bought ₹1,650 crore.
TG Metals and Medallion Metals signed a non-binding deal to process ~60,000t of gold stockpiles from TG's Van Uden project, splitting profit equally after costs.
Pilot tests at the Rincon project concentrated brine 4-6x, with up to 83% water recovery. The results support the DFS for the 12ktpa lithium operation.
Horizon Gold's DFS puts a $1.31b pre-tax NPV on Gum Creek, targeting first gold in H2 2028 with 98,000ozpa average output over the first five years.
Record steel shipments and a reaffirmed $650M-$700M EBITDA target. Aluminum mill exit 2026 at 90% capacity. Q3 demand supported by nonresidential construction.
Nasdaq's 1.3% jump lifts the ASX above 8,800. Brent crude nears $100 as Trump warns on Iran. IREN's $2.8B AI deal.
Steel Dynamics held its Q2 2026 earnings call with CEO Mark Millett and CFO Theresa Wagler. The Alpha Score of 49 reflects a mixed outlook as steel pricing and demand remain under watch.
Gold held above $4,000 as dip-buying and a weaker dollar drove a 1.3% gain. Silver outperformed. The Fed rate-cut outlook and central bank demand added support.
TOP Financial issued 360.5 million shares after warrant holders exercised on a cashless basis, diluting existing shareholders by 145% with no cash proceeds.
WTI crude rallied 26.7% in 13 days to $85.84, testing resistance at the 50-day moving average. A close above $85.45 confirms the trend; failure opens support at $79.23.
Natural gas consolidates near $2.82 support; rally above $2.93 could reach $3.13. Breakdown below $2.80 risks $2.74, says analyst.
CrossAmerica Partners LP maintained its $0.5250 per unit quarterly distribution. The wholesale fuel distributor reports Q2 earnings Aug. 5 and holds a conference call Aug. 6.
Houthis target Saudi vessels in Bab el-Mandeb, threatening a route that now carries over 70% of Saudi crude. Insurance costs rise as trade disruption fears grow.
Range Resources reports Q2 adjusted earnings of $186M, beating estimates, with realized price of $3.53/mcfe. The company sees rising natural gas demand requiring more Appalachia supply and has $1.4B left in its buyback plan.
IBC Advanced Alloys CEO Mark Smith presents at the Precious Metals and Critical Minerals Virtual Investor Conference on July 23. The copper alloys maker will field live questions on its defense and tech strategy.
Smart Sand's Q1 volumes rose 13% to 910K tons. WTI above $80 and geopolitical tensions boosted drilling. Revenue $47.2M. Cash $13.5M, no debt. Management sees Q2 growth.
Chile's main highway severed, mining disrupted as drought-busting rain triggers mudslides, killing 10. Fruit exporters face new risk if storms return, agronomist warns.
Amaroq appoints Sigurbjorn Thorkelsson as chairman, adds three independent directors as it prepares to uplist to London Stock Exchange's main market.