Recent headlines from the sources AlphaScala monitors. AlphaScala analysis is published in the main market section.
Third touch of falling channel's upper boundary at $3.30 confirms bearish structure. Support zone at $3.02–$3.05 holds the key; failure opens path to $2.91.
Hudbay Minerals priced $52M in Arizona municipal bonds at 4.50% for its Copper World project, closing June 24. The financing supports eligible expenditures at the Pima County site.
Brad Monaco, former CFO of Parkland Corp., joins Freehold Royalties as chief financial officer. He brings buy-side and upstream energy experience to the royalty company.
US crude inventories fell 8.3M barrels in the week ended June 12, the eighth straight weekly draw, the EIA said. The decline was more than double the 3.5M barrel consensus estimate.
Devon Energy near support after correction from March highs. Earnings resilient despite sub-$80 oil. Alpha Score 47/100. CEO speaks at J.P. Morgan conference.
Lynas Rare Earths produced 3,470 tonnes of REO in Q1, missing its 3,600-3,900 guidance. Revenue fell 20% as NdPr prices softened. The Kalgoorlie ramp remains the key variable for H2 output.
SBM Offshore updated its buyback transactions for June 11-17 under the EUR227M repurchase program. The weekly filing is a routine disclosure under EU rules.
Cramer flagged SLB's upcoming analyst meeting as crucial for international oil production outlook. With 70% revenue outside North America, SLB's commentary on rig counts and pricing moves the sector. Alpha Score 52.
Cheniere Energy priced $1.75B in 5.875% senior notes due 2037 to fund Corpus Christi Stage 3 expansion and refinance debt. The deal landed the same week Raymond James swapped out Energy Transfer for LNG in its top-picks list.
BofA raised ONEOK's price target to $96 on May 27. The stock closed at $98 the day before, reflecting a 24% YTD rally. Further upside depends on execution, not multiple expansion.
Uranium Energy Corp (UEC) CEO Amir Adnani cited quarterly milestones, reinforcing the nuclear fuel cycle storyline. What the quarter means for sector peers and supply bottlenecks.
Pierre Brondeau spoke at the Materials of the Future Conference on June 17. No slides or transcript were released, leaving the strategic review and debt reduction timeline unclear. The next catalyst is Q2 earnings in late July.
Torex Gold CEO Richard Howes says Media Luna ramp-up is on schedule with costs falling to $900/oz. Free cash flow hit $95M in Q1.
Corteva executives said the EU is implementing gene-editing approval for crops, a decade-long catalyst for seed research. The shift opens Europe to new seed varieties and supports Corteva's R&D pipeline.
GeoPark's Colombian assets face regulatory risk from the May 29 election, while its Vaca Muerta ramp carries execution and balance-sheet pressure. The stock's 3.8x EBITDA discount to peers reflects the dual uncertainty.
NGS acquires Flatrock Compression at 6.2x EBITDA, adding scale in gas compression. The deal is accretive. Integration risk remains.
A 0.52% short position in DCC plc was disclosed under Rule 8.3 of the Irish Takeover Panel, covering ordinary shares only. No derivatives or other securities were listed.
US Mint sold zero Silver Eagles in May. COMEX vaults filled. The analyst says it's not a glut, it's a downstream effect of macro and delivery cycles. The structural deficit remains.
Man Group disclosed a 1% stake in AMG Critical Materials via a Takeover Code filing. The hedge fund manager's position triggers Rule 8.3 disclosure requirements.
1911 Gold raised its bought deal to $31M, funding the True North gold project restart. The offering includes flow-through units and warrants, diluting existing holders.
Copper developer Lundin Mining updated investors on Los Helados and the Vicuna JV at its June 17 analyst day. The slide deck left the stock flat.
The IEA expects global oil supply to rise 8 million bpd in 2027 as Gulf exports recover, outpacing demand growth of 2 million bpd and creating a surplus that could refill strategic reserves.
SCOR backs CRC's Carbon TerraVault, the first EPA Class VI carbon storage project in California. CTV I started injecting CO2 in May 2026, targeting 1.6M tonnes/year.
Delta is retrofitting 240 Boeing 737NGs with VCT finlets to cut drag and fuel burn. The move reduces jet fuel demand and lowers DAL's operating costs. Here's the commodity angle.
The ASX 200 hit a two-month high as oil pulled back on ceasefire hopes. Banks and airlines led while energy lagged. Wednesday's CPI is the next test for the rotation.
B2Gold's say-on-pay resolution passed with 71.3% support at the June 4 AGM. The omnibus plan amendment got 82.6% approval. The next production update is expected with Q2 results in July.
Altaris acquires Simulations Plus for $375M in cash, taking the drug-simulation software firm private. The deal closes in Q4 2026, pending shareholder and regulatory approval.
Bridgewater Associates added to its Agnico Eagle stake in Q1. The gold miner's record production, $200 cost advantage over peers, and $2,350 gold create a setup worth watching.
Albemarle kept its dividend flat while most lithium miners cut. The stock's 20% pullback from January highs tests the valuation. The balance sheet provides cover.
The Newport Beach company will design and install LNG fueling systems for a pharmaceutical plant and a power plant, expanding its infrastructure business into a new market.