Recent headlines from the sources AlphaScala monitors. AlphaScala analysis is published in the main market section.
Steel pipe supplier Tenaris S.A. pays a dividend that holds through cycles. The yield moves with crude prices and drilling rig counts, making TS a commodity infrastructure play.
Swiggy’s quick-commerce platform, Instamart has partnered with Hindustan Petroleum Corporation Limited (HPCL) to launch India’s first on-demand LPG cylinder...
A viral pet training trick using aluminum foil has no material impact on the metal's demand or prices, with global foil production exceeding 5 million tonnes annually.
Chhattisgarh court remanded Ebix chairman Vikas Garg to ED custody for 10 days in a Rs 4,000-crore money laundering case tied to the Mahadev betting app.
NevGold defined a maiden resource at Limousine Butte in Nevada: 77,700t antimony, 1.38Moz gold. The US seeks to reduce reliance on China for antimony.
Heartland Advisors added IFF in Q2, citing a 12.2x EBITDA multiple vs Givaudan's 19.1x and a new buyback. The specialty chemical firm is restructuring for higher margins.
Aker BP's Q2 net income fell to $1.2B, missing estimates, as output dropped to 405K boe/d and costs rose to $9.80/bbl. Full-year guidance held at 390K-410K boe/d.
Refining stocks surged over 80% as the 3-2-1 crack spread nearly tripled to $59 a barrel, far outpacing crude's decline. Marathon, Valero, and Phillips 66 lead the rally.
Alpha Score 55 flags moderate risk for SM Energy as crude and natural gas price weakness challenges operational strength. The next quarterly report will show the impact on cash flow.
Mizuho cut Chemours (CC) price target to $25 from $30, citing oil's impact on natural gas cost advantage. BMO reiterated Buy at $26. Stock trades 11% below lowest Wall Street target.
Phillips 66 CEO Mark Lashier said 90-100M barrels of crude are stuck in the Strait of Hormuz, with storage tanks full. The disruption will keep refining margins volatile, even as the company cuts costs.
Groww's Q1 profit hit ₹735 crore, up 94% YoY, as revenue rose 66%. The platform now leads retail commodity derivatives with 28.6% market share, displacing Angel One. SIP inflows grew 32%, double the industry rate.
Drilling at BRE's Monte Alto project returned 1.3m at 10.9% TREO, including 58,249 ppm yttrium and 4,623 ppm dysprosium-terbium. The results confirm district-scale potential.
PureCycle, Mitsui, and RM TOHCELLO partner to bring recycled polypropylene into BOPP film for flexible packaging. Trials completed, commercial deal targeted for 2027.
Gevo expects 2026 adjusted EBITDA to more than double from prior estimates, driven by carbon credits, higher ethanol output, and cost cuts. The CEO said the carbon strategy is delivering.
Osisko Development Corp. has changed its name to Osisko Gold Group Inc. after shareholder approval. Shares will trade under OGG on NYSE and TSXV from July 20.
Constellium SE signed a 10-year solar PPA to power its German extrusion plants, covering over 25% of combined electricity needs and avoiding 3,500 metric tons of CO2 annually.
The producer price index dropped 0.3% in June, well below expectations. Core PPI rose 0.2%, also softer than forecast, signaling easing inflation.
ClearBridge warns record margin debt and $1 trillion daily 0DTE options make the market overdue for a correction. Extreme valuations leave no margin for error, the firm says.
Instamart has started delivering HPCL LPG cylinders on demand in Bengaluru. No prior gas connection needed. The pilot covers one area but opens a new distribution channel for lightweight composite cylinders.
Archrock will report Q2 earnings before the Aug. 5 open, followed by an 8:30 a.m. ET call. The Houston compressor-services firm benefits from steady U.S. gas production near 103 Bcf/d.
Bunker Hill drilling hits up to 27.1 oz/ton silver, 35.7% lead, 15.7% zinc, doubling Cate-8 target to 2.08M oz AgEq. Resource estimate due by end-2026.
Goliath Resources expands Bonanza and Golden Gate zones at Surebet gold discovery in B.C.'s Golden Triangle, with visible gold in 6 of 10 new holes and a fully funded 50,000-meter drill program underway.
Cerrado Gold reported lower AISC and higher EBITDA for H1, holding full-year guidance. The BFS delay and cash flow quality are the next catalysts.
Jefferies and UBS cut Wheaton Precious Metals targets to $177 and $150, citing gold's retreat and diesel cost pressure. Alpha Score 68. Q2 earnings due in August.
RBC and BofA cut Kinross Gold price targets ahead of Q2, citing lower gold prices and rising costs. Alpha Score 79/100 rates it Strong.
US crude inventories fell 564,000 barrels last week, less than the 1.2 million barrel decline analysts expected. Gasoline and distillate supplies also dropped.
HDFC Bank scores 45/100 on AlphaScala, a Mixed label. Infosys and Prudential each score 57, both Moderate. See the full stock profiles.
Permian Basin Royalty Trust pays a 10% yield, but the cash flow is entirely tied to oil prices with no hedging. At $60 WTI, the yield would fall to 6%. Depletion risk adds another layer.
Rio Tinto shipped 85.3M tonnes from Pilbara in Q2, up 7% YoY and ahead of forecasts. The miner faces $180M in extra diesel costs. Can it hold guidance?