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Market Analysis/Live Feed

Live Market News Feed

Recent headlines from the sources AlphaScala monitors. AlphaScala analysis is published in the main market section.

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Commodities 2026-05-14 02:53 UTCmichaelwest.com.au

Coles Court Loss Sends Ripples Through ASX Consumer Stocks

Coles shares dropped after a court ruling on dodgy discounts, while BHP extended its record run. The ASX is on a five-session losing streak as tech and energy also stumble.

Commodities 2026-05-14 02:44 UTCthemarketherald.com.au

Everest Metals Defines 260,780 oz Gold Resource, Drilling Risk Ahead

Everest Metals' Revere project holds 260,780 oz gold at 0.54 g/t, with >40% indicated. Upcoming aircore drilling tests extensions; resource growth or disappointment will drive the $29M stock.

Commodities 2026-05-14 02:36 UTCseekingalpha.com

Wheaton Q1 Beat: Record Revenue, Antamina Deal Bolsters Bull Case

Wheaton Q1 revenue topped estimates as high gold/silver prices boosted its streaming model. The new Antamina stream adds high-margin growth, though gold’s dip tests near-term sentiment.

Commodities 2026-05-14 02:20 UTCseekingalpha.com

Surge Energy AGM Sets Stage for Light Oil Q2 Outlook

Production guidance from the May 13 AGM, if released, ripples through Alberta-listed light oil peers. Next hard data: June's Western Canadian Select differential settlement.

Commodities 2026-05-14 01:20 UTCseekingalpha.com

Orezone Q1: Bomboré 10% Above Nameplate, Casa Berardi Closes

Bomboré hard rock expansion hit 10% above nameplate in four months. Quebec acquisition adds Tier 1 anchor. Next catalyst: first consolidated quarter.

Commodities 2026-05-14 01:18 UTCmanilatimes.net

Euro Sun Adds Apollo CEO Wachsberg to Board, Tapping Consumer Goods

Delivering a 2.5x return at Apollo Beauty, Charles Wachsberg joins Euro Sun's board. The move could unlock supply-chain capital for Europe's second-largest copper-gold deposit.

Commodities 2026-05-14 01:12 UTClivemint.com

India Sugar Export Ban Until 2026 Sends White Sugar Futures Up 3%

India banned sugar exports through Sept 2026, removing 1.59M tons of approved quota from global supply. White sugar futures jumped 3% as traders scramble for Brazilian and Thai cargoes.

Commodities 2026-05-14 01:07 UTCseekingalpha.com

Ampol Call Deck Sets Up Fuel Demand Test for CTXAY

Ampol's slideshow may detail fuel volumes and Lytton refinery throughput, offering a real-time pulse on Australian diesel demand. Next: official product inventory data.

Commodities 2026-05-14 01:02 UTCseekingalpha.com

JPTXF Q4 2026 Earnings Deck: Capex, Output, and Oil Price Signals

Japan Petroleum Exploration's Q4 2026 slide deck is now available, offering the first detailed look at full-year production, reserve updates, and spending plans. The presentation sets up the next catalyst: management's guidance for the coming fiscal year.

Commodities 2026-05-14 00:19 UTCsmallcaps.com.au

Enegex (ENX) Starts Gogo RC Drilling; Tougbe AC Hits 4m at 6.2 g/t

Permit extended to 2027, $14.3m cash funds accelerated drilling; Gogo RC results due next month will test three targets along the Bonoubana trend.

Commodities 2026-05-14 00:17 UTCmanilatimes.net

Freehold Royalties 95.54% Say-on-Pay Vote Signals Sector Confidence

Freehold Royalties shareholders approved executive compensation with 95.54% support, signaling governance alignment and removing an overhang for royalty stocks.

Commodities 2026-05-13 23:54 UTCmanilatimes.net

Mitrade's Trumponomics Ebook Maps ASX, Brent, AUD Lockstep Moves

Mitrade's ebook frames the problem: policy shocks now travel faster and hit more assets at once. Which correlations hold when the next shock lands?

Commodities 2026-05-13 23:33 UTCseekingalpha.com

Kenmare (KMRPF) Investor Forum Sharpens Granular Output Focus

The Proactive One2One presentation reinforces Kenmare’s shift to product-level production targets, setting up the next quarterly update as a key test for the OTC-traded stock.

Commodities 2026-05-13 23:27 UTCseekingalpha.com

Orla Mining Q1 Deck: Camino Rojo Margin, Cerro Quema Permit

The Q1 2026 presentation for Orla Mining resets the investment case for a single-asset gold producer. Camino Rojo's cost run-rate and Cerro Quema's permitting timeline are the two numbers that matter most.

Commodities 2026-05-13 23:11 UTCseekingalpha.com

Koppers Q1 2026 Deck Out: Carbon Black, Utility Poles in Focus (KOP)

The slide deck provides the first detailed look at segment performance after a year of restructuring. Investors will scrutinize carbon black margins and utility pole backlog.

Commodities 2026-05-13 22:40 UTCseekingalpha.com

Lightwave Logic Q1 Call Keeps Focus on Polymer Commercialization

CEO Yves LeMaitre hosted the Q1 2026 call with no immediate revenue catalyst; the pre-revenue materials company's Alpha Score is unscored. Next marker: licensing deal or first product revenue.

Commodities 2026-05-13 22:00 UTCseekingalpha.com

Rupert Resources Q1 Loss of $2.84M Resets Financing Clock

The $2.84M comprehensive loss for Q1 2026 underscores the pre-revenue explorer's cash burn. The next catalyst is the full financial filing, which will reveal the cash balance and any post-quarter financing activity.

Commodities 2026-05-13 21:30 UTCseekingalpha.com

Peyto Exploration Q1 Call Lands Amid Western Canada Gas Squeeze

Peyto Exploration’s Q1 2026 call tests the Deep Basin producer’s ability to manage AECO basis blowouts and capital returns. The forward outlook hinges on summer injection demand and the LNG Canada ramp.

Commodities 2026-05-13 21:16 UTCseekingalpha.com

Paramount Resources (PRMRF): 100,000 BOED Target Is a Binary Event

A cash pile above C$600 million funds the final leg of a production ramp to 100,000 BOED. Missing the milestone could force a sharp equity repricing.

Commodities 2026-05-13 20:57 UTCseekingalpha.com

Energy Transfer Debt Leverage Deep Dive Raises Risk Watch

A new deep-dive analysis on Energy Transfer's debt leverage and return on capital puts the midstream operator's financial structure under scrutiny. Alpha Score 62/100.

Commodities 2026-05-13 20:24 UTCseekingalpha.com

Hawkins Revenue Beats by $10.6M, EPS Misses by a Penny

Revenue fell 9.3% Y/Y to $265.9M. Q4 operating cash flow of $37.7M signals strong cash conversion. The penny EPS miss keeps margin questions alive as chemical prices normalize.

Commodities 2026-05-13 20:17 UTCmanilatimes.net

Teekay Tankers Adds $1 Special Dividend as Q1 Results Are Filed

Teekay Tankers announced a $1.00 special dividend alongside its regular $0.25 quarterly payout, signaling robust cash generation as it files Q1 results.

Commodities 2026-05-13 20:17 UTCmanilatimes.net

Teekay Corp. Declares $1 Special Dividend, Q1 Update Filed

Teekay Corp. declared a $1 per share special dividend, payable June 2, after filing its Q1 update. The payout reflects strong tanker cash flows.

Commodities 2026-05-13 20:08 UTCargaam.com

US Crude Stocks Drop 4.3M Barrels, Topping 2.3M Forecast

EIA reports a 4.3M barrel crude draw, third straight weekly decline, exceeding the 2.3M forecast. IEA warns summer demand, Mideast risks could tighten supply.

Commodities 2026-05-13 19:43 UTCinsidermonkey.com

Icahn Trims IFF Stake 10% Before Q1 Beat; Volume Recovery Broadens

Icahn Capital trimmed its IFF stake to 4.2M shares in Q4 2025, then IFF beat EPS by 15% with volume growth in all four segments. The Food Ingredients sale is the next catalyst.

Commodities 2026-05-13 19:31 UTCseekingalpha.com

$ALS:CA Annual Meeting Opens with Royalty Portfolio in Focus

The May 13 meeting arrives as Altius's diversified royalty book—spanning copper, potash, iron ore—tests streaming structures. Capital return policy and chair remarks are the early trade.

Commodities 2026-05-13 19:00 UTCseekingalpha.com

Mountain Province Q1 Call Opens with No Pre-Release; Dividend in Focus

The May 13 call is the first update since rough diamond markets absorbed pressure from lab-grown supply and soft Chinese demand. Investors will parse every sentence on carat recovery, realized pricing, and cost control.

Commodities 2026-05-13 18:40 UTCseekingalpha.com

Evolution Petroleum Q3 Call Tests Dividend After $8.9M Loss

Evolution Petroleum's fiscal Q3 call arrives after an $8.9M loss raised dividend sustainability questions. Production and cash flow updates will determine whether the $0.12 payout holds.

Commodities 2026-05-13 18:04 UTCseekingalpha.com

South32 Deck: Alumina, Aluminum, Manganese Readthrough

South32's May 13 deck presents cost, volume, and demand readthroughs for alumina, aluminum, and manganese–key decisions for base metals positioning.

Commodities 2026-05-13 17:50 UTCseekingalpha.com

ALS:CA Q1 Transcript Lands; Iron Ore, Potash Revenue Scrutiny Begins

The May 13 call transcript for ALS:CA gives the first text-based clues on how IOC iron ore and Nutrien potash royalty tonnes held up. The full MD&A filing remains the next concrete catalyst.

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