SPDR S&P Mtls & Mng

Nucor CEO Leon J. Topalian Sells 52,000 Shares for $11.85 Million

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

InMed Pharmaceuticals

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

Amesite

CN Energy

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

NextNRG

Meiwu Tech

Generation Income Properties

MetaVia

OceanPal

GOLD

GDXJ

RING

Gold.com (GOLD) filed a shelf registration statement for the resale of up to 3.37 million shares by TPM, a subsidiary of Tether Global Investments Fund. The shares were issued under a securities purchase agreement, and Gold.com will not receive any proceeds from the sale. Current price is $39.47, down $0.19 or 0.48%.

Fidelity

Gold.com

VanEck Junior Gold Miners ETF

VanEck Gold Miners ETF

iShares MSCI Global Gold Miners

Gold.com Files Resale Registration for 3.37 Million Shares

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?

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