Commodities catalysts

Commodities catalysts and events, newest first.

DateCardAvg 5d

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 falls 11.3% to extend monthly decline to 26.9% on battery metal headwindsLIT SGML+1.89%
2026-10-02Sigma Lithium Drops 11.3% in Session Extending 26.8% Monthly SlideSGML
2026-10-01Albemarle Extends Monthly Loss to 20.6% on Persistent Battery Material Price WeaknessALB
2026-10-01HudBay Minerals Slips 1.22% Ahead of Projected 122% Q3 Revenue SurgeHBM
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
2026-10-01Albemarle 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
2026-10-01Albemarle drops 20.6% over past month as specialty chemicals lag materialsALB
2026-10-01Newmont targets $6.06B Q3 revenue with 12.28% EPS growth amid gold betaNEM
2026-10-01Newmont Q3 Consensus Targets $6.06B Revenue and 12.3% YoY EPS GrowthNEM
2026-09-27Midstream Energy Yields Reach 5.8% on Sustained Pipeline Volume ThroughputEPD-1.55%
2026-09-27US Electricity Demand Forecast to Rise 60% by 2045 Driven by AI and EV LoadCCJ CEG
2026-09-27US Power Demand Projected to Rise 60% by 2045 Amid Hyperscaler Infrastructure BuildCCJ CEG
2026-09-27Long-Term US Electricity Demand Forecast to Rise 60% on Data Center LoadCCJ CEG UNG-5.93%
2026-09-26U.S. Grid Demand Projected to Grow 60% by 2045 Amid Nuclear Generation FocusCCJ CEG
2026-09-24Elmet Group Invests $125M in Masan High-Tech Materials to Secure Tungsten SupplyELMT
2026-09-24Elmet Group Invests $124.75M for 4.99% Stake in Masan High-Tech MaterialsCPER ELMT-0.49%
2026-09-23New Era Signs 20-Year 200 MW Power Agreement with Vistra Unit LuminantNUAI VST
2026-09-22Oil ETFs USO and BNO Surge Over 100% YTD on Futures Backwardation and Geopolitical RiskUSO-0.51%
2026-09-22Crude ETFs Gain Over 100% YTD on Futures Backwardation and Mideast RiskUSO-0.51%
2026-09-22Crude oil ETFs up over 100% YTD on persistent futures backwardation and supply riskBNO USO+0.47%
2026-09-22Oil ETFs Gain Over 100% Year-to-Date on Middle East Disruption and BackwardationSPY USO-0.85%
2026-09-22Oil ETFs Surge Over 100% YTD on Middle East Supply Risk and BackwardationUSO-0.51%
2026-09-22Crude ETFs Gain Over 100% YTD Driven by Middle East Backwardation Roll YieldBNO CPER-1.09%
2026-09-19ExxonMobil targets 65% upstream production from advantaged assets by 2030SPY+1.27%
2026-09-19ExxonMobil Targets 65% Advantaged Upstream Production by 2030COP-3.44%
2026-09-19ExxonMobil targets 65% upstream production from advantaged assets by 2030XOM-1.80%
2026-09-19ExxonMobil Targets 65% Advantaged Upstream Production by 2030USO-3.57%
2026-09-18Mining and construction equipment sector gains 59.7% on energy transition demandCAT CPER+0.94%
2026-09-18Magnolia Oil & Gas projects 64.3% earnings growth as upstream cash margins expandMGY USO-3.57%
2026-09-18MP Materials narrows Q2 operating loss to $32M as NdPr rare earth revenue jumps 89%UUUU
2026-09-17Constellation and Vistra Expand AI Power Exposures Across Nuclear and Gas CapacityCEG VST
2026-09-17AI Electricity Demand Diverges Between CEG Nuclear and VST Gas FleetsCEG VST
2026-09-16Valaris jumps 8.6% as surging crude prices lift offshore drilling outlookBORR VAL+1.57%
2026-09-16Energy Producers Rally as Elevated Oil Prices Counteract Broader Market SelloffCVX USO-4.70%
2026-09-15Generation Mining completes $340M project financing for Marathon Copper-Palladium mineGLNCY WPM
2026-09-15NuScale Power Advances 6 GW Nuclear Agreement with TVA and ENTRA1 EnergySMR
2026-09-14DRAM and NAND Spot Prices Reach Record Highs Heading Into Micron Q4 EarningsMU+12.98%
2026-09-13Domestic Rare-Earth Producers Diverge Between Light and Heavy Element CapacityMP
2026-09-12Greenland Mines Completes 104.8-Ton Bulk Sampling at Skaergaard ProjectGRML
2026-09-12Crude breaks above $100 as Brent hits $107.63 and WTI reaches $102.48SPY USO-0.52%
2026-09-12Crude Oil Surpasses $100 as Brent Jumps 6.34% to $107.63 on Inflation ConcernsOXY-4.26%
2026-09-12Occidental targets $10B debt level to eliminate $740M in annual interest expenseOXY USO-2.48%
2026-09-12Greenland Mines completes 104.8t bulk sampling at Skaergaard PGM-gold projectGRML
2026-09-12Crude jumps above $100 as Brent reaches $107.63 and WTI hits $102.48MSFT NVDA+1.82%
2026-09-12Agnico Eagle gains 9.05% in month ahead of Q3 EPS projected up 13.43% YoYAEM GLD+0.60%
2026-09-12Crude surges over 6% above $100 as Brent hits $107.63 on inflation and rate fearsNVDA QQQ+1.37%

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