Recent headlines from the sources AlphaScala monitors. AlphaScala analysis is published in the main market section.
Nifty tests 24,540-24,560 resistance after bank stocks and lower crude drive a 170-point rally. A close above 24,560 opens 24,760. Failure at resistance puts 24,140 in play.
Pilbara Minerals missed spodumene production guidance by 5% in Q4. The miss challenges the consensus view of relentless Australian supply growth. Next quarter's results in October will be key.
Nomura says the 10-15% drop in grid-equipment stocks overshot fundamentals. Hitachi Energy, GE Vernova, Siemens rose 5-6%. Order backlogs and grid spending remain intact.
Santos leads energy sector higher as Brent holds $72. Vault Minerals jumps 13% on $5.6bn bid. Gold producer Greatland beats guidance. Commodity stocks dominate.
Vedanta's Oil & Gas, Iron & Steel, and Power subsidiaries fell up to 8% after Q1 business updates, while Aluminium rose. The moves offer early clues for the company’s planned de-merger.
Brent crude fell 2.1% to $71.80 after Iran signaled nuclear talks and US inventories built. The drop cushioned import-heavy Asian bourses; semiconductor stocks pulled back 1.5%.
NewPeak Metals confirms a large-scale gold-zinc-silver system at Las Opeñas with 663m at 0.41 g/t AuEq; assays from five more holes due in 3-6 weeks will test for higher-grade zones.
Retail car sales in India rose 28.6% in June, with CNG and alternative-fuel vehicles claiming a record 40.35% share as the Iran war pushed up fuel prices. The shift could slow India's gasoline demand growth as the fleet turns over.
Iltani returns 1m at 1,390 g/t AgEq at Orient West; high-grade veins support open-pittable resource upgrade as drilling continues.
Iran is in talks with Japanese refiners to resume oil sales under a U.S. sanctions waiver expiring August 21. Buyers want a longer exemption and insurance protections after Strait of Hormuz incidents.
Gift Nifty points to a 25-point slip at open. Analysts cite easing US-Iran tensions, returning FPI flows, and the start of Q1 earnings season from July 9 as key drivers.
Sasol trades at 3x earnings with a decade of margin compression from 53.87% to 40.67%. Ethylene glut and debt limit upside until full-year results.
Rio Tinto's Alpha Score of 62/100 flags a Moderate rating as iron ore demand softens and copper provides a partial offset. The next catalyst is August earnings.
Barton Gold delivers assays up to 15.8 g/t gold at Tunkillia, infilling high-value pit zones. The results support a resource upgrade and pre-feasibility study.
Diamond drilling at Yandal's Arrakis discovery confirms high-grade gold continuity, open at depth. Exploration target coming in July.
GasHub completed an LNG storage and regasification plant at Rolls-Royce's Seletar Campus, cutting fuel deliveries and transport emissions. The contract adds to 13 active LNG clients, building recurring revenue for parent H2G.
ADX Energy encountered gas-filled sands at its HOCH-1 well in Upper Austria. Wireline logging on 7 May 2026 will determine if the discovery can become commercial.
India's BEE proposes voluntary star labels for batteries in solar projects and grid storage, with separate ratings for lead-acid and lithium-ion chemistries.
Genesis Minerals lobbed a $5.6B all-scrip bid for Vault Minerals, topping the Regis Resources merger by 13%. Vault's board is reviewing the offer.
Talga Group signed an LOI with Mitsubishi Chemical to supply Talnode anodes for HEV batteries, targeting a definitive deal by December 2026. The company recently began commercial deliveries to Nyobolt.
First Graphene's MOU with Sixth Element targets China's 2.3 billion metric tonne cement market. The deal could lead to local manufacturing after 500 tonnes sold.
Cheniere Partners raised $2B in notes for LNG capacity, with the 2036 tranche oversubscribed 3x. The 5.35% coupon signals strong demand from hedge funds for midstream income.
Freedom Broker initiated AngloGold Ashanti with a Buy and $114 target. The bullish call meets a 2026 Ghana contractor deadline that could pressure costs.
Seven OPEC+ countries agreed to add 188,000 bpd in August as Brent slips below $72. The increase is modest relative to 3.5 million bpd still offline after the Strait of Hormuz closure. Offer volumes this week will test demand.
Galiano Gold amended its equity incentive plan following ISS suggestions. Shareholders vote June 24 on revised terms that cap dilution.
Kosmos Energy completed the sale of its Equatorial Guinea interests to Panoro Energy for $127 million, exiting the country and using proceeds to cut debt.
A handwritten ledger kept by CMRL's ex-CFO shows ₹182 crore in payments ordered by the MD. The ED is probing whether the money was laundered.
A Delek US Holdings insider sold 4,909 shares after a year of strong gains. The filing did not indicate a reason, but the insider retains a significant position.
Gold's first-half surge and reversal leave it testing the $4,000–$4,200 range. Central-bank buying and sticky inflation support the bull case. The fall hinges on the Fed's next move.
JPMorgan cut its Q4 gold forecast to $2,250/oz from $2,350 as Fed rate-cut bets fade. Options market had already signaled caution.