SPDR S&P Mtls & Mng

Gabelli Funds LLC Increases Stake in Freeport-McMoRan

ZTE Resources Sells Alcoa Shares for Approximately HKD 2.66 Billion in Gain

Peabody Coal CEO attends mining conference in Venezuela

HL Option Volume Increase and Silver Price Volatility

Jefferies Reiterates Bullish Outlook on Freeport-McMoRan

Uranium Energy to Release FY2026 Q2 Earnings on March 10 Pre-Market EST, Forecast Revenue USD 0, EPS USD -0.05

EnviroGold Global Ltd. Completes Second Stage of Hecla Mining Tailings Testing Project

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Sanford C. Bernstein Upgrades Newmont's Stock Rating and Raises Price Target

Steel Dynamics Inc. Reports 24% Revenue Drop and 23% Net Income Decline in FY2025

Freeport-McMoRan Submits Revised 8-K/A to Extend Indonesian Mining Rights

Alco reports 2025 fiscal year sales up 7.9%, net income of $1.1 billion

Freeport-McMoRan's 2026 EPS Forecast Raised to $2.98

FactSet: Newmont's Target Price Downgraded by 3.6%

Freeport-McMoRan Executives Sell Company Stocks

Newmont to Invest Approximately $800 Million in the Cerro Negro Mine in Argentina

Alcoa Presents 2025 Financial Forecast and 2026 Industry Outlook

Peabody Energy Introduces Business Growth and Future Plans at Conference

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Macquarie and UBS Maintain Buy Rating on Newmont Corporation

Peraso

QUARTZSEA ACQUISITION CORP ORD USD0.0001 (18/02/2030) (S/R)

Decent

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Day One Biopharmaceuticals

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Aptera Motors - B

PICK

Black Swift Group LLC has invested approximately $1.59 million in Freeport-McMoRan Inc. by purchasing 40,500 shares in the third quarter. Other institutional investors have also adjusted their holdings in the company. Freeport-McMoRan's stock has seen a decline of 5.4%, with recent insider sales totaling over $37 million. The company reported earnings of $0.47 per share, exceeding expectations, and has announced a quarterly dividend of $0.075 per share, reflecting a 0.5% yield.

Market Beat

Invesco DB TR Base Metals ETF

Freeport Mcmoran

ISHRS MSCI Glb Slct Met & Mining

Global X Silver Miner

Black Swift Group LLC Invests $1.59 Million in Freeport-McMoRan Inc. $FCX

The escalating crisis in West Asia is expected to significantly impact the global steel industry, including India, due to rising fuel and freight costs. Analysts from BigMint Research report that crude oil prices have surged from $70 to $90 per barrel, with freight costs increasing by nearly 40%. This situation is likely to lead to sustained input cost inflation across coal, scrap, and ore, affecting steel prices and margins. If the market cannot absorb these costs, steel demand may decline.

Business Standard

VanEck Steel ETF

Tensions in West Asia to impact Indian, other steel markets: BigMint

REMX

.SPX

In 2026, the global critical mineral supply chain faces challenges, with China's dominance in metals such as rare earths exposing strategic weaknesses in the West. The United States plans to intervene in the supply of 60 critical minerals, and export bans from resource countries affect the global lithium supply chain, driving mining nationalism. Despite geopolitical risks not triggering a sell-off in mining stocks, the S&P 500 returned 8%, and the U.S. mining sector (XME) rose 48%. Zimbabwe has suspended unprocessed lithium ore exports, impacting the global lithium supply, with an expected production share of 12% in 2026. Mining nationalism exacerbates supply chain uncertainty and increases price volatility

Stheadline

Global X Lithium & Battery Tech

VanEck Rare Earth/Strategic Metals ETF

S&P 500

Do mining ETFs count as HALO trading? | Jiuli Sheng

GBTC

600547

RING

Oil futures rose by 4% to about $92 per barrel amid the ongoing Iran conflict. Gold and silver contracts also gained, with gold up 1.5% and silver up 2.2%, the latter seeing a trading volume of $150 million in 24 hours. Bitcoin futures led trading on the platform with a daily volume surpassing $2.8 billion, while Bitcoin's price stabilized around $68,000.

CoinLive

Grayscale Bitcoin Trust BTC - ETF

Kinross Gold

SD-GOLD

Bitwise Bitcoin ETF

EFUND GOLD MI-U

United States Oil Fund LP

EFUND GOLD MI-R

Franklin Bitcoin ETF

iShares US Oil & Gas Expl & Prod

iShares MSCI Global Gold Miners

Direxion Daily Gold Miners Bear 2X

WisdomTree Bitcoin Fund

Sprott GLD Miners Etf

Us Gbl GLD & Met

Leverage Shares 2X Long COIN Daily ETF

Fidelity Wise Origin Bitcoin Fund - ETF

VanEck Bitcoin ETF

iShares Bitcoin Trust ETF

Abrdn Precious Metals Basket ETF Trust

iShares Gold Trust

Sprott PHYs Silver

Invesco Db Precious Metals ETF

SPDR O&G Ex & Prd

VanEck Oil Services ETF

YieldMax Gold Miners Opt Inc Strgy ETF

Pro Ultr Silver

Valkyrie Bitcoin Miners ETF

GLOBAL X Gold Explorers

Roundhill Gold Miners Weeklypay ETF

Sprott JR Gold Miners ETF

Abrdn Silver ETF Trust

Grayscale Bitcoin Adopters ETF

iShares Silver Tr

ProShares Bitcoin Strategy ETF

SPDR Gold Shares

EFUND GOLD MI ETF

GraniteShares 2x Long MARA Daily ETF

ARK 21Shares Bitcoin ETF

VanEck Gold Miners ETF

Direxion Daily Crypto Industry Bull2XETF

ChinaAMC CSI SH-SZ-HK Gold Industry Equity ETF

ChinaAMC Gold ETF

Sprott Active Gold & Silver Miners ETF

iShares MSCI Global Silver Miners

ARK 21Shares Active Bitcoin Ethereum Strategy ETF

Abrdn Gold ETF Trust

Oil Futures Rise Amid Iran Conflict, Bitcoin Futures Lead Trading Volume

AMLI

Lithium Americas (TSX:LAC) confirmed that Phase 1 construction at its Thacker Pass project is on track for completion by the end of 2025, with planned capital expenditures of US$1.3b to US$1.6b in 2026. The company is preparing for operational readiness in 2026 and 2027, focusing on staffing and commissioning. Investors should monitor the project's timeline, funding strategies, and execution risks, especially given the company's limited revenue and past shareholder dilution. Recent analyst upgrades reflect positive earnings expectations, but the capital-intensive nature of the project raises concerns about financing and balance sheet pressure.

Simplywall

Lithium Americas

American Lithium

Lithium Americas Details Thacker Pass Timeline Capex And Execution Risks

Neo Ivy Capital Management has acquired a new position in Cleveland-Cliffs Inc. (NYSE:CLF), purchasing 115,416 shares valued at approximately $1.4 million. Other institutional investors have also increased their stakes in the company. Cleveland-Cliffs' stock has seen fluctuations, currently priced at $9.83, with a market cap of $5.61 billion. The company reported a quarterly revenue of $4.31 billion, slightly below analyst expectations. Insider trading activity includes significant share sales by COO and CEO. Analysts have mixed ratings on the stock, with price targets ranging from $9.42 to $15.00.

Cleveland Cliffs

Neo Ivy Capital Management Takes Position in Cleveland-Cliffs Inc. $CLF

SLVR

VZLA

Vizsla Silver Corp. (NYSEAMERICAN:VZLA) has received a consensus rating of "Moderate Buy" from six brokerages. Three analysts rated it as a hold and three as a buy, with an average 1-year target price of $7.00. Recent ratings include a downgrade from Canadian Imperial Bank of Commerce and a reaffirmation from Raymond James Financial. Institutional investors hold 22.46% of the stock, which opened at $4.00, with a 12-month range of $1.69 to $7.19. The company focuses on high-grade silver projects in Mexico, particularly the Panuco Project.

Sprott Silver Mnrs & Physical Silver ETF

Vizsla Silver

Mag Silver

Silvercorp Met

Vizsla Silver Corp. (NYSEAMERICAN:VZLA) Given Average Rating of "Moderate Buy" by Analysts

SCCO

ICOP

CPER

COPP

COPX

Super Copper Raises $9.75 Million to Advance Chilean Copper Projects

Tip Ranks

Southern Copper

iShares Copper and Metals Mining ETF

United States Copper Index

Sprott Copper Miners ETF

Global X Copper Miners

Super Copper Raises $9.75 Million to Advance Chilean Copper Projects

600489

BITF

BTDR

Gold and silver lead trading as Binance’s TradFi perpetual futures surpass $130B, driving global crypto adoption.source:

ZHONGJIN GOLD

Bitfarms Canada

Bitdeer Tech

Coinbase

Circle

Grayscale Ethereum Staking ETF

Hunan Silver

Mara

Gold.com

Grayscale Bitcoin Mini Trust ETF

Bit Digital

Zijin Mining

Riot Platforms

SILVERGATE CAPITAL CORPORATION

Hut 8 Mining

Galaxy Digital

Silvercrest Metals

BTCS

Newmont

Bitwise Ethereum ETF

GraniteShares 2x Long COIN Daily ETF

Proshares Ether Strategy ETF

VALUEGOLD ETF

IShares Ethereum Trust ETF

Siren ETF Trust Siren Nasdaq NexGen Economy ETF

Franklin Ethereum ETF

Fidelity Ethereum Fund

Amplify Transform Data Sharing ETF

Invesco Galaxy Bitcoin ETF

Pro Ultr GLD

Bitwise Solana Staking ETF

Leverage Shares 2X Long CRCL Daily ETF

Defiance Daily Target 2X Long RIOT ETF

Invesco Galaxy Ethereum ETF

Valkyrie Bitcoin and Ether Strategy ETF

Grayscale Solana Staking ETF

Grayscale Ethereum Mini Staking ETF

VanEck Ethereum ETF

TradFi Perpetual Futures Gain Traction on Crypto Exchanges

The Materials sector in the S&P 500 has seen 73% of companies mention 'tariffs' during Q4 earnings calls, the highest frequency among sectors. This trend, highlighted by FactSet, indicates a significant focus on tariffs, which may affect business operations and financial outcomes. The discussions reflect ongoing concerns regarding trade policies and their implications for the industry.

Spdr Material

Materials Sector Leads in Tariff Mentions During Q4 Earnings Calls

Producers of metals, grains, and raw materials experienced significant declines due to concerns over a potential stagflationary period linked to Middle East tensions. The SPDR Select Sector Materials ETF dropped 2%, reducing its year-to-date gains to 8%. Additionally, shares of Corning fell sharply following negative comments from Broadcom's CEO regarding the transition from copper to fiber in data center networking.

marketscreener

Materials Down on Stagflation Fears - Materials Roundup

CRML

Critical Metals Corp. Ends GEM Financing Deal and Issues New Shares in March 2026 Agreement

Critical Metals

Critical Metals Corp. Ends GEM Financing Deal and Issues New Shares in March 2026 Agreement

STLD

Nucor Corp. (NUE) shares fell 1.95% to $168.75 on a challenging trading day, marking its fourth consecutive loss. The stock is 14.29% below its 52-week high of $196.90. Despite the decline, Nucor outperformed competitors like Steel Dynamics Inc. (STLD), which dropped 4.41%, and Reliance Inc. (RS), down 2.14%. Trading volume was 1.5 million, below the 50-day average of 1.8 million.

Dow Jones

Steel Dynamics

Nucor

Nucor Corp. Stock Outperforms Competitors Despite Losses On The Day

GDXJ

Freeport-McMoRan Inc. (FCX) shares fell 5.27% to $59.36 on Friday, marking its second consecutive day of losses amid a broader market decline, with the S&P 500 down 1.33%. The stock is now 14.90% below its 52-week high of $69.75. In contrast, competitor Newmont Corp. (NEM) saw a slight increase of 0.17% to $116.29. Trading volume for FCX was 25.9 million, surpassing its 50-day average of 20.3 million.

- Freeport-McMoRan Inc. (FCX) shares dropped 5.27% to $59.36 during a poor trading session where the S&P 500 fell 1.33%.  
- This marked the stock's second consecutive day of losses, now 14.90% below its 52-week high of $69.75 from February 25th.  
- Notably, the trading volume of 25.9 million surpassed the 50-day average of 20.3 million, while competitor Newmont Corp. (NEM) saw a slight increase of 0.17%.

SPDR S&P Mtls & Mng(XME.US)

Black Swift Group LLC Invests $1.59 Million in Freeport-McMoRan Inc. $FCX

Tensions in West Asia to impact Indian, other steel markets: BigMint

Do mining ETFs count as HALO trading? | Jiuli Sheng

Oil Futures Rise Amid Iran Conflict, Bitcoin Futures Lead Trading Volume

Lithium Americas Details Thacker Pass Timeline Capex And Execution Risks