Commodities catalysts

Commodities catalysts and events, newest first.

DateCardAvg 5d

2026-10-19Micron long-term deals cover 35% of sales through 2030MU
2026-10-19Mowi record harvest volumes support protein supply backdropMHGVY
2026-10-18High diesel prices tied to Strait of Hormuz disruption lift refinersCVX EPD ET MPC
2026-10-18Morgan Stanley flags a 32 GW U.S. data-center power shortageAMZN META MSFT
2026-10-15Nuclear ETF NLR Lags Clean Energy Index ICLN by 32.8% Over 12-Month PeriodICLN NLR
2026-10-13Albemarle Falls 2.73% to $98.51 Despite Forecasted Q3 EPS SurgeALB
2026-10-13Ecopetrol Advances 1.71% to $17.23 on 61% Projected Profit ExpansionEC USO+0.31%
2026-10-13Ecopetrol Gains 1.71% as Q3 Consensus Forecasts 30.6% Top-Line Expansion to $9.75BEC
2026-10-13Energy Majors COP and BP Outperform as Q3 EPS Growth ReboundsBP COP USO+0.31%
2026-10-13Upstream Energy Producers Advance Counter to Market Dips as COP and BP GainBP COP
2026-10-13Albemarle Falls 13.8% in One Month as Rank Downgrade Tempers Q3 EPS OutlookALB
2026-10-12Pulsar Helium Agrees to $85.5M Equipment Deal With Baker Hughes SubsidiaryBKR
2026-10-09Star Bulk Carriers Gains 2.69% as Analysts Model 375% Q3 Net Profit GrowthBDI SBLK-6.43%
2026-10-09Parex Resources Produces 83,259 boe/d in Q3 and Reaffirms H2 Production GuidancePAEXY
2026-10-09Parex Reports Q3 Output of 83,259 boe/d and Confirms H2 Volume GuidancePAEXY
2026-10-08Southern Copper Resists Basic Materials Weakness Ahead of $4.36B Revenue TargetXLB
2026-10-07Eramet Applies for Argentina RIGI Scheme for Lithium and Restarts Weda BayERMAY
2026-10-07Precious and Battery Metals Diverge as Albemarle and Pan American Silver ReboundALB PAAS
2026-10-07Eramet Restarts Weda Bay Nickel Mine and Seeks Argentina Lithium Expansion Under RIGIERMAY
2026-10-07Eramet Applies for Argentina RIGI Lithium Expansion, Resumes Weda Bay NickelERMAY
2026-10-05Copper Supply Faces Structural Deficit on Data Center Power UpgradesMSFT
2026-10-05AI data centers and grid upgrades drive physical copper supply deficitsCOPX
2026-10-05Utility demand forecasts show 60% power growth through 2045 on AI and EV loadsAEP VPU VST
2026-10-05Chevron Leverages Balance Sheet for High-Risk Upstream ExplorationCVX
2026-10-05Power Grid Load Projected to Surge 60% Through 2045 on AI and EV ExpansionAEP VST
2026-10-04Cameco Retraces to $85 from $134 Peak Amid Ongoing AI Nuclear Baseload BuildoutCCJ
2026-10-04Data Center Load Expands as Applied Digital Reaches 250MW Critical IT CapacityAPLD COPX
2026-10-04Copper gains 36% over 12 months as AI data center demand threatens 2028 supply deficitCOPX FCX
2026-10-04Copper Up 36% in 12 Months as AI Datacenters and Grid Projects Face Supply DeficitsCOPX FCX
2026-10-04Uranium Equities Rebound as AI Data Center Demand Drives SMR BacklogsCCJ GEV+0.13%
2026-10-04Copper Advances 36% Over 12 Months as AI Data Center Buildout Strains Grid SupplyFCX GLD+1.17%
2026-10-04Copper Advances 36% Over 12 Months Amid Data Center and Grid ExpansionCOPX
2026-10-04Small Modular Nuclear Backlogs Expand as Applied Digital Activates 150MW Critical LoadAPLD CCJ
2026-10-04Copper Supply Faces Structural Deficits by 2028 on AI Data Centers and Grid UpgradesCOPX FCX
2026-10-04Cameco Consolidates Near $85 as Long-Term Uranium Contracting Aligns With Power DemandCCJ
2026-10-04Copper Prices Gain 36% Over 12 Months as AI Data Center and Grid Demand Strain Mine SupplyCOPX FCX
2026-10-04AI Data Centers and Grid Upgrades Drive Physical Copper Demand PressuresCOPX CPER FCX+1.75%
2026-10-04AI Infrastructure and Grid Upgrades Drive Copper Prices Up 36% Over Past YearCOPX FCX
2026-10-04Cameco Retraces to $85 as Long-Term AI Data Center Nuclear Power Demand BuildsCCJ
2026-10-03S&P Global Predicts Multi-Decade Copper Surge on AI Power Grid DemandCOPX FCX
2026-10-03Copper Up 36% Over 12 Months as AI Data Center Electrification AcceleratesFCX PWR+4.34%
2026-10-03Kinder Morgan Projects 20% Annual EPS Expansion on Gas Midstream DemandKMI
2026-10-02Sigma Lithium Drops 11.3% in Session Extending 26.8% Monthly SlideSGML
2026-10-02Sigma Lithium falls 11.3% to extend monthly decline to 26.9% on battery metal headwindsLIT SGML+1.89%
2026-10-01Albemarle Extends Monthly Loss to 20.6% on Persistent Battery Material Price WeaknessALB
2026-10-01Newmont Tracks $6.06B Q3 Revenue Consensus Ahead of Mining ResultsGLD NEM-1.08%
2026-10-01Phillips 66 Gains 1.21% to $255.31 on Refining and Midstream ResiliencePSX
2026-10-01HudBay Minerals Slips 1.22% Ahead of Projected 122% Q3 Revenue SurgeHBM
2026-10-01Albemarle Extends Monthly Loss to 20.6% at $105.78 Ahead of Q3 ResultsALB
2026-10-01Albemarle Declines to $105.78, Deepening One-Month Drop to 20.6%ALB

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