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Market Analysis/Live Feed

Live Market News Feed

Recent headlines from the sources AlphaScala monitors. AlphaScala analysis is published in the main market section.

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Commodities 2026-07-21 20:24 UTCmanilatimes.net

IBC CEO Mark Smith Presents at Critical Minerals Conference

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.

Commodities 2026-07-21 20:04 UTCseekingalpha.com

Smart Sand Volumes Rise 13%; Oil Tensions Support Drilling

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.

Commodities 2026-07-21 19:15 UTClivemint.com

Deadly Chilean Storm Floods Arid Regions, Blocks Copper Highway

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.

Commodities 2026-07-21 18:59 UTCmanilatimes.net

Amaroq Overhauls Board Ahead of London Stock Exchange Move

Amaroq appoints Sigurbjorn Thorkelsson as chairman, adds three independent directors as it prepares to uplist to London Stock Exchange's main market.

Commodities 2026-07-21 18:40 UTCFXEmpire

Brent Tests $91; Strait of Hormuz Risk Premium Widens on Iran Strikes

Brent crude touched $91 Monday after U.S.-Iran strikes escalated. Houthis announced a maritime blockade on Saudi Arabia. The EIA report due Wednesday could test the disruption premium.

Commodities 2026-07-21 17:34 UTCfinance.yahoo.com

GLD vs GDX: Choosing a Gold ETF for the 2026 Rally

GLD tracks physical bullion with lower volatility; GDX leverages mining stocks. Compare fees, returns, and tax rules for the gold rally.

Commodities 2026-07-21 17:18 UTCseekingalpha.com

Accenture at 25-Year Low P/E, Oakmark Says Sell-Off Is Wrong

Oakmark Equity and Income Fund says the market is wrong to price Accenture for AI disruption. Shares trade at the lowest P/E in 25 years and below 10x free cash flow.

Commodities 2026-07-21 17:08 UTCseekingalpha.com

Delek Logistics: Midstream Affiliate Faces Parent Pivot Risk

Delek Logistics' midstream income depends on parent DK's refining strategy. With DK exiting the deep-value play, DKL's stability rests on fee contracts and distribution coverage.

Commodities 2026-07-21 15:48 UTCrttnews.com

Vivakor Shares Surge 282% on Recurring Crude Oil Deal Execution

Vivakor shares surged 282% after announcing four recurring crude oil purchase and sale deals through its Vivakor Supply & Trading unit, with counterparty details undisclosed.

Commodities 2026-07-21 15:31 UTClivemint.com

Strait of Hormuz shipping drops to four vessels as Houthis threaten Saudi blockade

Only four commodity vessels crossed the Strait of Hormuz Monday as Houthi threats against Saudi-linked ships and US-Iran clashes escalate, Kpler data shows. No VLCCs or LNG tankers were visible.

Commodities 2026-07-21 14:45 UTCseekingalpha.com

LyondellBasell: Iran Conflict Poses Supply Risk, Alpha Score 55

The Iran conflict threatens feedstock supplies for LyondellBasell (LYB). Alpha Score 55 (Moderate) reflects the balance between disruption risk and potential price upside. De-escalation reduces the threat; Hormuz disruption worsens it.

Commodities 2026-07-21 14:26 UTCseekingalpha.com

Kinder Morgan Earnings: Q2 Growth, Debt and the Natural Gas Bet

Kinder Morgan Q2 earnings due Wednesday. EPS seen up 9% to $0.25. The $32 billion debt load and moderate Alpha Score 61/100 keep the risk profile in focus.

Commodities 2026-07-21 14:10 UTCseekingalpha.com

HighPeak Energy Targets Debt Reduction as Oil Prices Rally

HighPeak Energy is using the crude rally to cut debt and strengthen its balance sheet, a strategy that mirrors a wider sector trend toward capital discipline.

Commodities 2026-07-21 13:56 UTCmanilatimes.net

Secondary Market Blueprint for Tokenised Private Credit on Avalanche

The transaction, structured by Ocean RWA Finance with Symphony Digital Assets and Alpha Jaguar Capital, uses cryptographic verification on Avalanche to let institutions review and transfer private credit positions without exposing confidential documents.

Commodities 2026-07-21 13:30 UTCzacks.com

Energy Transfer (ET): Why Analyst Optimism Meets a Moderate Score

Energy Transfer's buy rating clashes with a Moderate Alpha Score of 62. Record highs on 20% EBITDA growth and a $25B backlog support the bull case. The gap signals caution.

Commodities 2026-07-21 13:05 UTCseekingalpha.com

Transocean downgraded to Hold as Valaris deal math awaits test

Transocean contracts newbuild drillships at $375K/day, down from $450K a year ago. The Valaris deal has yet to show cost savings. August earnings will test the thesis.

Commodities 2026-07-21 12:53 UTCseekingalpha.com

Boliden Output Falls on Grade Drop; Copper Price Weighs on Earnings

Boliden's Q2 copper output dropped 12% as Aitik ore grades fell to 0.18% copper. Revenue slipped 3% to SEK 17.6 billion on lower metal prices. The CEO expects a more normal grade profile in H2.

Commodities 2026-07-21 12:25 UTCseekingalpha.com

Northern Oil and Gas: Non-Operator Model, Hedging Cap Upside

Northern Oil and Gas's non-operator model and heavy hedging limit returns when oil prices rise. The analyst rates NOG a hold, citing frequent dilution and upside caps.

Commodities 2026-07-21 12:16 UTCthehindubusinessline.com

Nifty's Narrowest Band in 3 Weeks as HDB, INFY Weigh

Nifty slips for second day as crude near $90, geopolitics weigh. HDFC Bank, Infosys drag. Broader market holds firm with Midcap, Smallcap indices in the green.

Commodities 2026-07-21 12:15 UTCmanilatimes.net

SABIC Eyes 30-50% Stake in Rongsheng New Materials Project

SABIC's potential investment in the Jintang project would combine Rongsheng's integrated refining with SABIC's specialty materials, targeting high-performance resins and biodegradable plastics.

Commodities 2026-07-21 11:08 UTCmanilatimes.net

Barrick Takes 9.9% Stake in Kingfisher Metals, Highway 37 Project

Barrick invests C$20.9M for 9.9% of Kingfisher, gaining rights to the Highway 37 project in BC. The deal includes a two-year lockup and a technical committee.

Commodities 2026-07-21 11:06 UTCmanilatimes.net

ScottsMiracle-Gro's GroForward 2030: New Responsibility Goals

ScottsMiracle-Gro's 2026 corporate responsibility report outlines GroForward 2030 goals, building on $3.3B in sales and a shift toward science-based sustainability targets.

Commodities 2026-07-21 09:37 UTCthehindubusinessline.com

IIL launches GRANUVIA insecticide for brown plant hopper in paddy

IIL launches GRANUVIA, a Corteva-developed insecticide for brown plant hopper in paddy, offering up to 60 days of control from a single application amid rising pest pressure across India.

Commodities 2026-07-21 09:37 UTCfinancefeeds.com

Scope Prime Raises Gold Position Limits to $150M with Dynamic Margin

Scope Prime raised gold NOP limits to $150M and introduced a dynamic margin model that blends rates across position layers. The new framework also lifts FX caps to $125M with tiered leverage.

Commodities 2026-07-21 08:46 UTCfinance.yahoo.com

Brent Holds Near $90; Iran Risk Offsets Canada Tariff Exemption

Oil prices slipped Tuesday but held near $90. The White House exempted Canadian crude from new tariffs. US-Iran hostilities sustained the risk premium with no supply cuts priced in.

Commodities 2026-07-21 07:44 UTCbusinessnews.com.au

Aussie shares trim losses, gold bounces on truce hopes

Australia's S&P/ASX 200 ended flat after trimming early losses. Oil eased on US-Iran truce hopes, while gold bounced. The session paused the recent risk-off shift.

Commodities 2026-07-21 07:34 UTCmanilatimes.net

Rongsheng-SABIC Deal: A $10B+ New Materials Bet on China

Rongsheng Petrochemical and SABIC signed a deal for the Jintang New Materials Project, with SABIC taking 30-50% equity. The partnership targets high-performance resins and specialty polyesters for China's new energy and electronics supply chains.

Commodities 2026-07-21 07:34 UTCmanilatimes.net

SABIC to Take Up to 50% Stake in Rongsheng Petrochemical Unit

SABIC is evaluating a 30-50% stake in Rongsheng Petrochemical's new materials unit, bringing specialty materials expertise to the world's largest refining-petrochemical complex.

Commodities 2026-07-21 07:23 UTCthehindubusinessline.com

BlueStone swings to ₹5.96 crore profit despite gold duty hike

BlueStone Jewellery swung to a net profit of ₹5.96 crore in Q1. Sales rose 49%. The CEO said the result came despite a jump in gold import duty to 15%.

Commodities 2026-07-21 06:28 UTCthehindubusinessline.com

South West Pinnacle Exploration jumps 8% after Q1 profit quadruples

South West Pinnacle Exploration surged 8.4% after Q1 profit jumped 287% to ₹93 million. The order book hit an all-time high of ₹761 crore, providing revenue visibility through the current fiscal year.

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