Recent headlines from the sources AlphaScala monitors. AlphaScala analysis is published in the main market section.
Pilbara Minerals trades 513.1% above its 52-week low while Goodman Group is down 0.2% in 2025. The April batch of lithium demand data will test whether the rally has further to run.
Brent crude spikes on Iran tensions, DroneShield plunges 15% after ASIC probe, and CSL extends losses ahead of Federal Budget. Copper record lifts BHP.
Naphtha prices surge as Iran war disrupts supply, raising ink costs for Japan's Calbee. The snack maker faces a margin squeeze that may force price hikes.
K92 Mining’s Q1 2026 call transcript is out after the May 11 close. With gold elevated, the Kainantu grade story and Stage 3 expansion timeline now face a sharper market test. Here’s what the transcript must deliver to hold the premium.
The board reset puts a new chairman atop the Saudi conglomerate and creates a nomination committee, a move that often precedes a review of board skills and executive pay.
Arabian Pipes Co. signed a deal to supply OCTG to KAC Trading in Kuwait, underscoring Gulf demand for oilfield tubulars amid regional upstream spending.
The royalty reduction directly lifts ONGC's net realization per barrel, and CLSA sees it as a big boost. The move opens a readthrough to other Indian upstream producers.
The Arkansas DLE developer’s quarterly update lands with spot lithium prices pressuring project economics and investors scrutinizing DLE cost curves.
New Found Gold's 9.51 g/t over 19.85m at Keats West supports resource upgrade, lifting Newfoundland camp and peers Equinox Gold, Wheaton Precious Metals.
Silver surged 7% past $85 on Monday, resetting the chart. The breakout is real in price terms, yet survival as a trend depends on the next daily close and physical market confirmation.
The 137,700oz resource includes a 66,200oz open-pit Indicated starter pit. Scoping studies and a processing deal are the next catalysts for Verity Resources.
Oil rallied after the US-Iran ceasefire hit a stalemate, testing a multi-week range top. A close above would confirm a breakout; failure risks a reversal.
India eliminates royalty for initial years on deepwater oil and gas fields, aiming to boost domestic output. The shift could accelerate upstream investment and alter the country's import trajectory.
Field crews are mapping a 5km trend 4km north of the Mavis Lake resource. The two-week program aims to define drill targets that could transform the project into a multi-deposit district.
Turaco Gold drills 28m at 2.17 g/t gold at Afema as the June 2026 PFS approaches. Resource stands at 4.65 Moz after a 1.5 Moz increase in 12 months. The study will define whether the project can be built.
Simon raised 2026 FFO guidance to $13.10–$13.25 after Q1 NOI and redevelopment yields hit 9%. Buyback and dividend hike reinforce capital return.
The latest SPR release adds barrels near the peak of summer driving demand, yet the crude-to-gasoline transmission is clogged by refinery bottlenecks. The next EIA inventory report will show whether the barrels are adding to commercial stocks.
Brent crude rose to $104.51 after Trump called Iran's counterproposal 'garbage.' Trump-Xi talks this week could determine if supply risks escalate further.
Earnings missed by 20.46% while revenue beat by 4.26% for the March 2026 quarter. The divergence points to cost pressures that could weigh on ITRG shares until the next production update.
Almonty Industries posted a 33.33% earnings beat and 19.90% revenue surprise in Q1. The beat suggests supply tightness is translating to financial outperformance.
Chemanol's shares remain suspended as the methanol producer works to complete the overdue 2025 audit before filing Q1 results. The company expects to publish within 20 trading sessions.
The OTC-traded shares hinge on the Gonneville project’s environmental approvals. A Q&A update on permitting could move the thinly traded stock; no transcript leaves the timeline uncertain.
The Q1 2026 earnings call presentation for CrossAmerica Partners (CAPL) is now public. Fuel volume, margin per gallon, and distribution coverage will determine whether the steady $0.5250 payout holds.
Full-year dividend set at JPY 115 per share, buyback completed, and base profit up JPY 172 billion over three years. CEO hints at largest-ever plan.
The May 8 transcript sets up a check on European industrial demand and input costs. Traders can screen for feedstock guidance and volume tone before analyst notes land.
The US cattle herd is at a 75-year low. Trump's orders suspend tariff-rate quotas, while a gas tax holiday faces 25% odds of passing Congress.
Q3 FY2026 consensus at $0.02; with oil prices improved, the real question is whether EPM’s free cash flow covers its quarterly payout.
James Hardie is down 6.6% since January, while Reece trades 32.4% above its 52-week low. The housing cycle and commodity input costs define the next move.
The rejection keeps 1.5M b/d of Iranian crude off the market, sending WTI to its highest since 2025. Next test: EIA inventory data Wednesday and a potential $100 breakout.
Aurubis's Q2 transcript is out. Treatment charges, European wire rod orders, and recycling margins will set the near-term copper supply-demand narrative.