Recent headlines from the sources AlphaScala monitors. AlphaScala analysis is published in the main market section.
BIYA rose 6.2% in thin premarket trade, followed by GVH, ADVB, and SDOT. No news drove the moves.
Cadillac Mines priced 50.2M shares at C$6.90, with Agnico Eagle taking C$60M in a private placement. The C$415M IPO includes a treasury piece and a secondary sale by existing shareholders.
Defense Metals CEO Mark Tory will present at the Precious Metals & Critical Minerals Virtual Investor Conference on July 22, pitching the company's Wicheeda rare earth project in British Columbia. The deposit is one of the most advanced undeveloped rare earth projects in North America, with a 2025 pre-feasibility study showing economic potential. The presentation comes as Western governments seek alternatives to Chinese supply chains.
USA Rare Earth CEO Barbara Humpton to retire Oct. 1; Thras Moraitis, CEO of Serra Verde, to succeed as merger integration nears. Michael Blitzer becomes executive chairman.
Scorpio Tankers reports Q2 earnings July 30. The 74-vessel fleet, averaging 10.1 years, faces rate pressure from six new MR builds and the wider orderbook.
Azimut Exploration raises C$7M via flow-through and hard-dollar shares for Quebec gold and base-metal projects. Agnico Eagle and Centerra hold stakes.
SGB holders see 34-44% annual returns despite gold's correction. Tax exemption now limited to initial subscribers who hold to maturity. Gold ETFs emerge as alternative.
Copper holds above $6 support, while uranium and lithium break key technical levels, pointing to further downside, analyst says.
Cerrado Gold paid $31.34M to cancel Sprott streaming agreements on its Argentina mine and Portugal project, freeing up full gold production revenue. Cash, shares, and deferred notes funded the buyback.
Godrej Agrovet opened a ₹300 crore integrated oil palm complex in Telangana, aiming to expand plantation area to 30,000 hectares by 2030 and boost domestic edible oil output.
Man Group PLC disclosed a 1.02% interest in AMG Critical Materials, with purchases and sales around £17.50. The filing reveals hedge fund positioning in the critical materials sector, with matching short positions.
Trump reimposed the Iran naval blockade July 14, disrupting Strait of Hormuz oil flows. Crude at $79/bbl, with Chevron and Exxon benefiting. Analysts see $80 floor if blockade continues.
Chinese LNG imports fell 8.9 million tonnes to 69.77 million tonnes in 2025; India dropped 1.5 million tonnes. The IGU report cites mild demand, rising domestic output and Russian pipeline supply as factors.
Sensex tumbles 718 points as HDFC Bank and Axis Bank lead a banking rout. Nifty breaks 24,200 support. Crude oil spikes above $83 on Iran strikes. Technical levels and options positioning point to a weak near-term bias.
Ryanair's profit fell 34% to €593m as jet fuel costs more than doubled after Middle East strikes, forcing fare cuts. Strait of Hormuz traffic halted, Brent above $90. Full-year results 'highly sensitive'.
Li-FT Power appoints a former Newmont and Rio Tinto operations executive as COO, names a new EVP for partnerships, and grants equity incentives as it moves deeper into lithium development.
Reliance shares rose 1.5% on record Q1 profit and EBITDA. Oil-to-chemicals and telecom drove growth, but the prior-year one-time gain skews the comparison. The next quarter will test underlying momentum.
WTI crude holds near $84 as only 4 ships pass the Strait of Hormuz on Sunday, down from 17. OPEC+ flags a possible output pause while cutting its 2026 demand forecast.
The RealClearMarkets editorial calls the 2035 ban a burden on consumers and energy reliability, urging the next governor to roll it back.
Brent crude broke $90 after two tankers were disabled in the Strait of Hormuz. ING analysts warn of unchecked escalation. Tight inventories add risk.
Equinor bought 451,747 shares at NOK 351.97 each for employee incentive plans, part of a NOK 1.97 billion buy-back programme running through Jan. 2027.
Equinor bought 273,159 shares at NOK 345.04 apiece to close the second tranche of its 2026 buy-back. Holdings now total 0.60% of share capital including the savings plan.
Reliance shares barely moved after record Q1 EBITDA of ₹54,067 crore as retail investment pressure offset gains. Brokerages remain bullish, with re-rating hinging on Jio listing and new energy, analysts said.
A top silver miner told Nomi Prins it cannot keep up with physical demand from India, China, Saudi Arabia and Kuwait. Every ounce is spoken for before processing.
Aurelia Metals closed fiscal 2026 with Hera mine output rising 16% quarter-on-quarter and all-in costs falling 7%, while Peak mine output slipped on planned stope transitions. Cash stood at A$91 million with no debt drawn.
HDFC Bank slid 4.6% after a margin miss in Q1 results, dragging Sensex 0.6% lower. Brent crude crossed $90 on US-Iran ceasefire fears. Bank Nifty support at 58,000.
Household demand for whey protein is rising in India as the supplement enters cooking and baking. But import costs and domestic supply constraints squeeze margins for brands that bet on volume growth without locking in raw material prices.
Hamelin Gold surged 45% on high-grade drill results. EQ Resources climbed 32% after Andrew Forrest bought a 16.8% stake. Boresight jumped 25% on a new Alabama facility.
PLS trades at 10.8x sales, half its five-year average. Lithium prices reset after the 2022-2023 boom. The next quarterly report provides the data.
Janus Electric (ASX: JNS) secured $45 million in conditional contracts to convert 67 diesel trucks to electric for four California fleet operators near the Port of LA.