Recent headlines from the sources AlphaScala monitors. AlphaScala analysis is published in the main market section.
Natural gas hovers near $2.90 support, pressured by ample supplies and lackluster summer demand. A break below could target $2.50; storage report due Thursday highlights the next catalyst.
OTC shell NGCG signed a letter of intent to combine with Ghana gold miner Narawa, which is using 4% of its land. CEO Jacob DiMartino called the deal an opportunity to create long-term value.
Rio Tinto's Q2 iron ore shipments rose 2% to 80.3M tonnes, in line with estimates. The stock's 9.5x forward earnings and 5.5% yield support a neutral view until iron ore prices find a catalyst.
Rio Tinto and Mongolia cut the interest rate on Oyu Tolgoi's shareholder loan. The mine targets 500,000 tonnes of copper a year by 2028. RIO yields 4.26%.
Petrobras capped gas price volatility in August with a new floor-ceiling mechanism. A Pemex MoU targets Gulf drilling. Renaissance Technologies counts PBR as a top dividend stock.
Non-OPEC supply growth from the U.S., Brazil and Guyana is set to outpace demand, the IEA said. Brent crude fell 2% to near $72.
India's soybean sowing lags 8% behind last year's pace, tightening supply expectations for the 2026 harvest and supporting domestic prices ahead of the government's first production estimate in September.
ReconAfrica produced natural gas to surface at its Kavango West 1X well in Namibia, the first onshore flow in the country. The company now moves to test the Huttenberg formation with 76 net metres of pay.
BSF Capital's Amir Riad sees a strong pipeline of listing-ready companies driving a pickup in Saudi IPO activity by H2 2026, after a slower period on Tadawul.
Indian benchmarks Sensex and Nifty closed flat on Thursday as geopolitical uncertainties, fluctuating oil prices, and profit-taking offset IT gains. Brent crude fell 0.39%.
Nifty flat at 24,072 as crude above $85 and rupee weakness offset IT gains. Broader indices fell. Earnings from Reliance, JSW Steel due Friday.
The IMF says the oil market's cushion from the Hormuz closure is spent. Inventories are near operational minimums, leaving the system vulnerable to the next shock.
Azimut and KGHM begin a $3.4M, 5,000m drilling campaign at the Kukamas nickel-PGE project in Quebec, targeting expansion of the high-grade Perseus Zone.
Man Group PLC filed a Form 8.3 disclosure under the Takeover Code, revealing a 1%+ stake in AMG Critical Materials N.V. The filing covers interests and positions
Bunker Hill Mining restarts Idaho's historic silver-zinc-lead mine after 45 years, appoints new CFO and GC, and earns an 'A' Digbee ESG grade. Production timeline remains open.
SGB 2019-20 Series II redemption at ₹14,199 per gram yields up to 318% gain. New tax rule erases exemption for early exit after five years.
The Fed's Beige Book showed seven districts reporting growth and cooling labor markets. Contacts flagged fuel costs and tariff uncertainty as risks ahead of the May rate decision.
Borregaard reported Q2 EBITDA of NOK 515M, broadly flat from a year earlier. An impairment on its Alginor investment masked operational progress, with BioMaterials hitting record production.
Mangalore Refinery swung to ₹915 crore Q1 profit from ₹272 crore loss, revenue doubled to ₹41,609 crore on higher crude throughput; SAF certification also achieved.
SingWealth Holdings launches PFP Capital in Hong Kong, an SFC-licensed asset manager led by veteran fund manager Wendy Zhang, targeting professional investors with global equity strategies.
Instamart and HPCL launch on-demand LPG cylinder delivery in Bengaluru. Customers can order HP Navya composite or 5 kg metal cylinders without an existing connection.
Kenmare Resources lowered its 2026 ilmenite guidance to roughly 800,000 tonnes after WCP A commissioning delays. Shipments hit 555,600 tonnes in H1, keeping the full-year target of 1.1m tonnes in reach.
Vault Minerals and Genesis Minerals agree to merge, creating a Kalgoorlie gold producer with 2M+ oz reserves. Australia-India uranium deal signed after decade of talks.
ICICI Lombard shares fell 15% in their worst session since March 2020 after Q3 net profit dropped 43% to ₹371 crore, missing estimates. Motor and health claims drove underwriting losses to ₹1,042 crore.
Borregaard's core profit slipped to NOK 515 million despite record specialty cellulose output. Adjusted EPS of NOK 2.35 strips out a NOK 337 million Alginor impairment and ground-work charges. The BioSolutions unit lagged on energy costs.
Lunnon Metals mined 62,000t ore at 1.73g/t for 3,473oz gold in June at Lady Herial. St Ives paid $12M under the ore purchase deal. Free cash flow is tracking within 7% of the feasibility study.
Odyssey Gold's new Shackle discovery returned 3m at 16.1g/t gold; Bollard shoots extended with 15m at 3.9g/t. MRE update and Stage 1 development underway.
India raised diesel export tax to ₹15.5/litre and jet fuel to ₹14.5/litre, while cutting gasoline levy. The changes could curb exports from one of Asia's top fuel suppliers as US-Iran tensions tighten oil markets.
Nifty futures slip 0.2%, Brent near $87 on Strait of Hormuz fears. India's $15bn annual import bill at risk if crude stays above $85. Kotak cuts oil marketing earnings 4-7%.
Anson Resources filed for 17 Utah mineral blocks to expand its Green River lithium resource without drilling. CEO Bruce Richardson said the OBA lease application targets a JORC upgrade by Q3 2026.