Recent headlines from the sources AlphaScala monitors. AlphaScala analysis is published in the main market section.
Barclays cut Dominion's price target to $69 ahead of the $66.8B NextEra merger. The 12- to 18-month approval timeline faces antitrust and regulatory hurdles.
Al Yamamah Steel will inject SAR 75.6M into its rebar subsidiary for a Phase II factory expansion, reducing its ownership from 72.5% to 51%.
Gold closed above $4,000 at $4,089.80 after cooler US inflation data. Silver hit $59.15. Indian 24-karat gold topped ₹1,44,000. The next test: Friday's PCE print.
Andhra Pradesh leases 45 acres to SAF One India for a ₹1,835 crore sustainable aviation fuel plant. The 30-year deal signals state support for India's blending mandates.
Vale's first AI-driven Model Plant in Itabira automates 7,300 instruments and 400 variables. The 11.2 million-ton facility is a test bed for safer, more efficient iron ore processing across global operations.
BHP Group warned it will book a $2.3 billion charge at its Jansen Stage 2 potash project in Canada, the third cost overrun. Total investment now $6.9 billion, first production pushed to 2031. The repeated misses raise questions about project execution as BHP pursues copper and potash diversification.
CEO Barbosa flagged Borborema construction and MSG upgrades as cash-flow drivers. The stock's 15% drop this year suggests the market is pricing execution risk ahead of Q2 results.
Gold Fields' Windfall gold project clears a major permitting hurdle in Quebec; the 306,000 oz/year mine targets first production by late 2025.
Chevron CFO says gasoline prices will fall after Middle East tensions ease. Refining lags slow pass-through. Next EIA report will show if stocks are building.
NovaGold Resources (NG) published its Q2 2026 earnings presentation. The stock trades at $6.36, up 3.41%. No Alpha Score is available. The deck covers Donlin Gold project updates.
Enbridge's 5.1% dividend and 31-year raise signal stable income. Alpha Score 58 flags moderate risk. Readthrough for midstream pipeline sector.
Energy Transfer expands the Nederland NGL terminal by 240,000 bpd of ethane capacity, targeting 2026 completion and growing Gulf Coast export infrastructure.
Scotiabank raised Vale's price target to $19 from $18, keeping a Sector Perform rating. The iron ore giant's low-volatility profile and Alpha Score of 49/100 suggest a balanced risk-reward.
The NMDC-CMDC board approved large-diameter drilling at the Baloda-Belmundi Diamond Block. The data will support a feasibility study for a potential new mine in Chhattisgarh.
COP's Alpha Score 40/100 signals mixed fundamentals. Oil at $70 still supports a reserve-build thesis. Traders should watch for sustained crude bids above $70.
MP Materials reported over $250M in rare-earth revenue and supplies GM. TMC has no production and burns cash. The better bet is the stock with actual sales. Here's the breakdown.
Lithium prices are rebounding on surging energy storage demand, giving Albemarle a new growth catalyst. Here's how the storage boom shifts the supply-demand balance for the lithium sector.
Average yield near 10% masks credit risk. Oil's slide pressures energy-heavy portfolios. Which CEFs are exposed and what move confirms the stress.
Hudbay Minerals priced $52M in 4.50% municipal bonds for its Copper World project in Arizona. The tax-exempt financing reduces capital costs before production begins.
Gold eases to $2,329 as dollar firms ahead of Friday's nonfarm payrolls. A hot number would test $2,300 support; a miss could revive rate-cut bets.
Baker Hughes reported a seven-rig increase to 440 U.S. oil rigs, the largest weekly gain since March. The slow climb suggests steady but not dramatic supply growth. Here is what it means for crude prices and the next catalyst to watch.
Gold rose 1.6% to $4,089.80, snapping a four-week losing streak after US inflation data eased rate hike fears. Check India gold rates for 27 June.
SK Hynix filed confidentially for a U.S. IPO as AI memory demand outstrips supply. The deal could rank among the largest tech IPOs of the decade.
APA (APA) upgraded to Buy at Roth Capital, with oil seen nearing a floor. The E&P readthrough: valuations are attractive, but the $75 oil call is the variable to watch.
Gold rose 0.4% to $2,335 as the dollar slipped, but the metal is still on track for a fourth straight weekly loss. Traders now see a 65% chance of a September Fed rate cut.
Jura Energy spudded the Maru-3 development well in Pakistan's Guddu Block, targeting the Pirkoh Limestone. The 942m well adds incremental supply to a country with declining domestic gas output.
Attempted copper theft from an Energex substation cut power to 13,000 customers. The incident is one of nearly 1,000 cable theft attempts in Queensland in 12 months, as high copper prices drive theft.
Western Uranium & Vanadium shareholders approved a three-year rights plan renewal and re-elected four directors at the June 26 AGM. The plan limits hostile stake-building as uranium policy shifts.
Mark Twain's quote on fooling people applies directly to commodity trading, where traders resist admitting they were wrong, prolonging losses and missing new trends.
DRDGOLD analyst day slides show tailings retreatment strategy, cost pressures from electricity and labor, and gold price near $2,400. Stock page tracks filings.