SPDR S&P Mtls & Mng

Northern Mutual Wealth Management Increases Stake in Reliance Inc. by 4,419.6% in Q4

Wall Street Zen Upgrades US Rare Earths to Sell, Target Price Divergence Evident

US Plans Deep-Sea Mining in Cook Islands to Reduce Dependence on China for Critical Minerals

Roth MKM Analyst De Silva Maintains Buy Rating on USA Rare Earth with $30 Price Target

USA Rare Earth released FY2026 Q1 earnings on May 13 After-Market EST, actual revenue USD 5.698 M (forecast USD 3.629 M), actual EPS USD -0.4524 (forecast USD -0.254)

Newmont Mining's Q1 2026 Free Cash Flow Hits Record High of $3.1 Billion

Nucor Shares Reach New High and Announce Share Repurchase Program

USA Rare Earth Updates Risks of Merger with SVRE

US Rare Earth Company Receives $14.2 Million Grant from Texas Semiconductor Fund

Freeport-McMoRan Confirms Full Production Resumption of Grasberg Mine by Late 2027

Indonesia lowers nickel ore royalty fee; polysilicon production decreases; palm oil production increases; food commodity prices rise; coke prices increase; iron ore inventories decline; coal prices rise

Freeport-McMoRan Reports Q1 2026 Financial Data

Nucor's Executive VP Bradley Ford Sold 2,240 Shares of Company Stock

Nucor EVP Allen C. Behr Sells Company Stocks

Zacks Research Upgrades Reliance's EPS Estimate

Reliance to shut units for 3-4 weeks of maintenance

USA Rare Earth to Release FY2026 Q1 Earnings on May 13 After-Market EST, Forecast Revenue USD 3.629 M, EPS USD -0.254

Nucor EVP Noah C. Hanners Sells Shares

FIFA Faces Broadcast Rights Negotiation Crisis for Upcoming World Cup

Newmont Executive David Thornton Sells Shares

AMPLITECH GROUP INC. COM USD0.001 (S/R 18/07/2026)

AMPLITECH GROUP INC. USD0.001 S/R 20/11/26 SER B

Wellgistics Health

Huachen AI Parking Management Tech

GeoVax Labs

Sunshine Biopharma

AIM ImmunoTech

Virax Biolabs

NextNRG

GCT Semiconductor

PICK

The Department of Defense (DoD) and MP Materials have established a $110/kg price floor for NdPr oxide supplies under their July contract, ensuring minimum pricing for MP's deliveries. MP Materials operates the Mountain Pass rare-earth mine in California, playing a significant role in U.S. rare-earth supply and government critical-minerals initiatives.

TradingView

MP Materials

Defiance Daily Target 2X Long MP ETF

ISHRS MSCI Glb Slct Met & Mining

Leverage Shares 2X Long MP Daily ETF

Invesco DB TR Base Metals ETF

Key facts: DoD and MP set $110/kg NdPr floor; MP runs Mountain Pass

REMX

159608

US Critical Materials Corp and Bayan Mining and Minerals Ltd have signed a non-binding MoU to evaluate rare-earth processing technologies from USCM's Sheep Creek Project in Montana. This collaboration aims to accelerate a US-based rare-earth processing pathway, enhancing national security and supporting AI technology advancements. The project will assess the applicability of Bayan's processing technologies and may lead to establishing a US-based pilot facility. USCM is also considering an investment in Bayan, subject to agreements and regulatory approvals.

SemiConductor

VanEck Rare Earth/Strategic Metals ETF

GF CSI Rare Metals Theme ETF

Balkan Mining and Minerals Ltd

US Critical Materials and  Bayan Mining and Minerals sign MoU

TMCWW

SETM

EART

The US is exploring deep-sea mining to reduce reliance on China for critical minerals essential for AI and clean energy. American Ocean Minerals aims to extract polymetallic nodules in the Cook Islands, which could provide a long-term mineral supply. However, challenges such as global moratoriums, biodiversity concerns, and the absence of mining approvals may hinder progress.

TMC the Metals - CW25

TMC the Metals

Sprott Energy Transition Materials ETF

Global X Rare Earth & Critical MatrlsETF

US eyes deep-sea mining to counter China's mineral dominance

Alpha Metallurgical Resources, Inc. reported Q1 2026 revenue of $524.99 million and a net loss of $11.03 million, showing improvement year-over-year. The company completed a $1.20 billion buyback of 7 million shares, emphasizing its commitment to returning capital to shareholders despite losses. Analysts project $3.1 billion in revenue and $584.3 million in earnings by 2029, but risks from weak steel demand and met coal prices persist. The stock's fair value is estimated at $194.50, indicating an 8% upside from current levels.

Simplywall

Alpha Metallurgical Resources

VanEck Steel ETF

Should Alpha Metallurgical Resources’ (AMR) Massive Buyback and Narrower Loss Shift Its Capital Allocation Narrative?

USARW

USAR

USA Rare Earth (USAR) has received an upgrade from Cantor Fitzgerald, with analysts raising the 12-month price target to $35 due to accelerating production, a transformative acquisition, and strong U.S. government support. The company is set to enhance its magnet manufacturing capacity and expects significant revenue growth, with projections for 2026 and 2027 rising substantially. A $1.6 billion funding agreement under the CHIPS Program is a key driver for the valuation upgrade. However, risks remain, including execution challenges and supply chain security beyond 2027.

benzinga_article

USA Rare Earth - CW300313

USA Rare Earth

Bank of Montreal

USA Rare Earth Gets An Upgrade As Government Redefines Sector Risk

SCCO

Southern Copper (NYSE:SCCO) has delivered an annualized return of 21.47% over the past 5 years, outperforming the market by 8.79%. With a current market cap of $158.86 billion, a $1000 investment in SCCO five years ago would now be worth $2,584.43, highlighting the significant impact of compounded returns on investment growth.

Southern Copper

$1000 Invested In Southern Copper 5 Years Ago Would Be Worth This Much Today

TMC Metals (NASDAQ:TMC) reported a net loss of $20.6 million in Q1 2026, consistent with the previous year, while maintaining strong liquidity with $164 million cash on hand. The company signed a production agreement with Allseas for a commercial polymetallic nodule collection system, reflecting confidence in regulatory progress. NOAA confirmed TMC's application for the TMC USA Project is compliant, moving towards a commercial recovery permit expected in Q1 2027. TMC is also advancing feasibility studies for a processing facility in Texas to support the American offshore minerals industry.

Full Transcript: TMC Metals Q1 2026 Earnings Call

Itafos Inc., listed on TSX-V as IFOS and OTCQX as ITFS, based in Houston, shared on May 14, 2026, that it has amended its sulfuric acid supply contract with Rio Tinto, emphasizing its ongoing partnership with Kennecott, a U.S. copper producer. This contract is vital for Itafos' phosphate product manufacturing at its Conda, Idaho plant. This amendment signifies a significant step in securing the necessary resources, underscoring the company's commitment to long-term sustainability and growth.

Unusual Whales

Rio Tinto Limited

Rio Tinto

Rio Tinto plc

Rio Tinto Group

Itafos and Rio Tinto Amend Sulfuric Acid Contract to Further Support American Farming

VALE

Yesterday, global mining giant Vale SA triggered a golden cross signal above the zero axis of the daily MACD, with a single-day trading volume of approximately $716 million, and the capital inflow intensity was relatively prominent among commodity-related stocks. The establishment of bullish signals suggests that the buying power is regrouping, and signs of stock price stabilization and warming from previous adjustments are becoming clearer. As one of the largest iron ore producers in the world, Vale SA's stock price trend is highly correlated with commodity prices and the global manufacturing sector's prosperity. The current technical signals are worth close attention from resource sector investors. On the news front, copper prices continued to approach historical highs yesterday, and overall, bulk metals are in a strong cycle. U.S. PPI data surged beyond expectations, with rising raw material and energy prices being significant drivers, reflecting an increasing pricing power in the upstream of the global supply chain. The Brazil ETF (EWZ) fell 3.82% yesterday, indicating overall pressure on the Brazilian market, but Vale SA, as a highly internationalized resource giant, tends to follow global commodity prices rather than local market sentiment in Brazil. The China Large Cap ETF (FXI) rose 2.49%, and the China Overseas Internet ETF (KWEB) rose 4.94%, indicating that the warming expectations of Chinese demand provide positive support for iron ore prices. Additionally, the Emerging Markets ETF (EEM) rose 2.11% simultaneously, showing that global capital's preference for emerging market resource stocks is heating up

Technical Forecast

Vale SA

iShares MSCI Brazil

iShares China Large Cap

Krne Csi China Internet

iShares MSCI Em

Pre-market trend | Vale SA (VALE) 5/13 Resource stocks see capital inflow, bulls gather strength for a breakout?

601702

601677

600219

CENX

02600

Citigroup analysts predict aluminum prices could reach $4,000 a ton within three months due to significant supply shocks, with the LME aluminum cash bid price recently hitting $3,635. The Middle East disruptions and reduced operations at smelters have tightened supply, while demand remains high, particularly from China. Analysts foresee a 2.7-million ton reduction in supply this year, leading to potential inventory drawdowns if consumption exceeds production.

Dow Jones

Huafon Aluminium

Mtalco

Alcoa

NANSHAN ALUMINIUM

Century Aluminum

CHALCO

Citigroup

CITIGROUP INC 6.250 NON CUM SER II PFD WI

Aluminum could hit $4,000 a ton amid most bullish set-up in over 50 years

$SPDR S&amp;P Mtls &amp; Mng(XME.US) and $VanEck Semiconductor ETF(SMH.US) names moving off the openSource: Sunrise Trader

VanEck Semiconductor ETF

Summary of the whole article: Pls exercise caution. Unlike you can profit through continuously monitoring the wild swings, basically everything is at heightened risk. At the top of everyone's heads: How much more ICM and hypersonic missiles are Iran still keeping before they finally unleash, all at once, a death blow to every US aircraft carrier and defeat the US?

China Universal CSI Oil & Gas Resources ETF

iShares MSCI Global Gold Miners

Guotai CSI Oil & Gas Industry ETF

EFUND GOLD MI-U

iShares US Oil & Gas Expl & Prod

ChinaAMC Gold ETF

Kinross Gold

Sprott GLD Miners Etf

ISHRS S&P Glb Engy

Newmont

Us Brent Oil

EFUND GOLD MI ETF

SD-GOLD

SD GOLD

iShares Gold Trust

Agnico Eagle Mines

SPDR O&G Ex & Prd

VanEck Oil Services ETF

Sprott JR Gold Miners ETF

EFUND GOLD MI-R

Direxion Daily Gold Miners Bull 2X

SPDR Gold Shares

ChinaAMC CSI SH-SZ-HK Gold Industry Equity ETF

ZHONGJIN GOLD

Roundhill Gold Miners Weeklypay ETF

Direxion Daily Jr Gold Miners Bull 2X

SPDR O&G Equip

VanEck Gold Miners ETF

iShares US Oil Equip & Svcs

VG Energy

YieldMax Gold Miners Opt Inc Strgy ETF

Gold.com

Zijin Mining

ZIJIN MINING

ChinaAMC CSI Petrochemical Industry ETF

VanEck Oil Refiners ETF

Global markets are experiencing volatility due to the ongoing Iran crisis, with oil prices fluctuating and stock markets declining. Analysts suggest caution for investors considering buying the dip, citing macroeconomic conditions like oil shocks and inflation. Some recommend focusing on blue-chip stocks and sector rotation, while others highlight potential opportunities in Asia, particularly Singapore. Gold is viewed as a safe-haven asset, with expectations of price increases amid geopolitical tensions. Overall, the situation remains uncertain, and investors are advised to navigate carefully.

- Global markets are experiencing increased volatility due to military actions and soaring oil prices, with Brent crude surpassing $100 per barrel.  
- Analysts suggest investors approach the fluctuating market cautiously, with differing opinions on whether to buy low, while some sectors may benefit from increased demand amidst the ongoing conflict.  
- Gold remains an attractive asset for hedging; however, its performance is expected to be limited by a strengthening dollar and rising U.S. Treasury yields.

Businesstimes News

Should investors ‘buy the dip’? How to invest as volatility rises amid Iran crisis

Silver strike price of 125. It is now 75.

Silvercrest Metals

Global X Silver Miner

GLOBAL X Gold Explorers

Abrdn Silver ETF Trust

VanEck Junior Gold Miners ETF

iShares Silver Tr

Abrdn Gold ETF Trust

Invesco Db Precious Metals ETF

On Thursday, spot gold fell by 4.1% at one point, while silver plummeted by 11%. Amid renewed concerns about whether massive AI investments can truly be implemented on a large scale, U.S. tech stocks experienced a significant decline. Analysts stated that metal prices suddenly dropped under suspected algorithmic trading sell-offs, forcing some investors to exit positions in commodities, including gold and silver, to obtain liquidity

- On Thursday, U.S. stocks fell significantly, leading traders to sell precious metals to cover losses, causing sharp declines in gold, silver, and copper prices.  
- Concerns about the feasibility of large AI investments coincided with the drop in tech stocks, prompting investors to liquidate positions in commodities for liquidity, with some funds moving to U.S. Treasury bonds for safety.  
- Analysts suggest that despite the sharp decline, driven partly by profit-taking following prior gains, factors supporting a recovery in gold prices remain, with projections for gold potentially reaching $6,000 to $6,300 per ounce by year-end.

Wallstreetcn

Gold and silver plummeted on Thursday, triggered by algorithmic trading sell-offs due to a sharp decline in U.S. stocks?