Recent headlines from the sources AlphaScala monitors. AlphaScala analysis is published in the main market section.
The U.S. regional benchmark fell 8% as the White House moved to lower tariffs on Canadian aluminum. Analysts say flows may not fully return.
Gold futures rose 1.67% to $4,647.70 as Treasury buybacks and the $40 trillion U.S. debt milestone drove yields down and the dollar weaker. Analysts expect $5,400 within 12 months.
India's soybean oil imports could hit a record 6.2 lakh tonnes in August, driven by competitive prices and sunflower oil disruptions, SEA President Sanjeev Asthana said.
Newcore Gold appoints Ben Collins VP Projects, promotes Mal Karwowska to SVP. Company grants 2.17M options at $0.33, advances Enchi Gold Project in Ghana with 80,000m drill program.
Fraser Hartley, a partner at Nexa Legal LLP, joins the TSXV-listed natural resource company's board as an independent director effective Aug. 21.
Bunker Hill acquires Silver47 in all-stock deal worth $163M. Combined company plans to ramp Idaho mine while exploring Alaska, Nevada, New Mexico assets.
Alkane Resources declared a maiden 2.0cps fully franked dividend and a $50M buy-back after record FY26. The moves signal confidence in cash generation and balance sheet strength.
The Mandalay merger and a A$5,664/oz gold price drove a 590% profit surge. Alkane declared its maiden dividend and reiterated FY27 guidance of 163-177 koz at A$2,900-3,200 AISC.
Congress demands E20 policy review as sugar jumps to ₹67/kg, citing 2.5M tonne sugarcane diversion to ethanol. Party says policy raises food costs, damages vehicles.
A former chair’s lawsuit against Lindian Resources has stalled in WA’s Supreme Court after the miner missed a filing deadline, prolonging a dispute that tests boardroom governance in the junior mining sector.
Citigroup warns West Texas could see rotating outages as soon as next summer, as oil producers and data centers push electricity demand to record levels.
Cameco's Q2 showed uranium realised price at $93.13/lb, yet earnings fell due to Westinghouse. With a 167x PE, the stock's fate hinges on the reactor business.
BHP dividend yield of 3.36% is below its 5-year average of 6.86%. Xero price-sales ratio of 9.25x is half its 5-year median of 18.65x. Both trade at discounts to their own history.
A ₹28,000 crore debt sale tests demand after hawkish RBI minutes and a crude spike pushed yields to a two-month high. Traders see sufficient auction bids.
Akeso received Chinese regulatory clearance to start a Phase I trial of AK157D1, a B7-H3-targeting ADC in advanced solid tumors, and plans combination studies with its bispecific antibodies ivonescimab and cadonilimab.
The US DoE awarded $500M to seven critical mineral projects. Lilac Solutions got $100M to scale its DLE technology in Utah, with direct implications for Lake Resources' Kachi project in Argentina.
Crude falls despite US threat of 'toughest sanctions' on Iran. Bessent says maximum pressure avoids military conflict, removing war premium from oil prices.
BHP copper overtakes iron ore; Rio Tinto boosts productivity spend. CSL, AGL, and mining giants shift focus to critical minerals. Sector performance reflects the repositioning.
Wet table trials on tungsten and antimony material at the Nevada refinery target APT expansion and antimony flake restart by September quarter 2026.
India's sugar prices are rising as the ethanol blending push strains cane supplies. The government capped stockpiles and is considering imports for the first time in a decade. Mint's Editorial Board says the programme needs a review.
ICL Group stock fell 18% since our cautious call. Potash margin pressure hit Q2 EBITDA. The Indian contract in October is the next catalyst. Alpha Score 33 on YARIY.
Perenti sells BTP to Cratus-backed Beetle for $100M, booking a $64M non-cash loss. The $80M upfront cash will fund recent contract wins at Bellevue Gold and Fourmile.
Seven high-priority IP drill targets at Smokebush, including the strongest anomaly yet on the Monza structure. RC drilling planned after the maiden Lightning resource estimate in July.
Elon Musk sees a $250 trillion humanoid robot market by 2040. One under-owned company with supercheap AI tech could be the key to that revolution.
Brent crude hit US$93 as US pressure on Iran tightened supply. Wall Street fell to two-week lows. ASX set for soft open with unemployment rising to 4.5%.
Pilbara Minerals trades at 12.42x sales, well below its five-year average of 20.35x. Revenue has grown as the lithium market expands with EV production and renewable energy storage.
Methanex Corp. refinanced a $291 million Natgasoline joint venture bond, pushing out mandatory amortization payments and freeing cash flow for higher-cost debt repayment.
Osisko Gold cut its $450M Appian loan interest by 50bp on the first draw and 25bp on the second, after Appian confirmed technical conditions from Lowhee drilling were satisfied.
Thor Explorations CEO Segun Lawson said the Senegal Douta project is in final FID stages, with construction targeted within months. Gold production at Segilola remains on track at 75,000–85,000 oz.
The Calgary clean-tech company closed a $35M all-equity round led by Rice Investment Group to build its first used motor oil recycling plant in Alberta, targeting 2028 commercial production.