With LME cash copper at a record $14,822, Freeport-McMoRan’s lag is the opportunity worth sizing today.
Category: Top News
Trump Opens Farm Diesel to Highway Use. Here’s What It Means for Refiners and Truckers.
The executive order defers the 24.4-cent federal excise tax through December 31, but the fine print limits how much prices…
Three Catalysts Will Define Markets This Week
ISM services Monday, Fed minutes Wednesday, and PepsiCo Thursday tighten the October decision window into five days.
Anglo American and Teck Face a New Kind of Merger Tax
Beijing's copper supply demand rewrites the rules for every large mining deal still to come.
Toyota Is Taking Market Share While GM and Ford Hand It Away
September US sales jumped 8.4%, hybrids are 58% of the mix, and earnings are five weeks away.
Transformer Lead Times Are 3 Years. The Winners Have Contracts.
GE Vernova, Eaton, and Siemens Energy are locking in supply. Backlog math is the tell.
Conagra’s $0.28 Quarter Arrives as Confidence Hits a 12-Year Low
CAG reports before the open today, with high freight costs and a demand backdrop packaged food hasn’t faced since 2014.
Eaton Paid €810M for Factory Slots. That May Be the Point.
The COL Group deal is not about Italian switchgear. It is about who controls delivery slots when lead times run…
Xi Left Washington With a Truce Extension. Monday’s Trade Paper Is the Real Test.
Agriculture and tariff-exposed importers are braced for upbeat text. Rare earths and Iran could complicate the read.
Alphabet, Amazon, and Meta Are Spending Buybacks on Data Centers
When big index holdings lose spare cash, buybacks and dividends are at risk.