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Rare Earths Stock Pops on Goldman, China Trade Deals
Schaeffers Investment Research· 2025-10-31 14:43
Group 1 - Ramaco Resources Inc (NASDAQ:METC) is experiencing a rebound, currently up 3.7% at $30.74 following a deal with Goldman Sachs to establish a national critical minerals stockpile [1] - The stock is recovering from a significant pullback from its October 15 record high of $57.80, and is now addressing a 6% quarterly deficit [2] - The stock's 14-day Relative Strength Index (RSI) is at 30, indicating it is in "oversold" territory and suggesting a potential short-term rebound [2] Group 2 - Short interest in Ramaco Resources has increased by 6% in the most recent reporting period, representing nearly 15.8% of the stock's total available float, which would take approximately two days for short sellers to cover [3] - The company tends to outperform options traders' volatility expectations, as indicated by a Schaeffer's Volatility Scorecard (SVS) of 76 out of 100 [3]
CHAR Tech Invited to Join the Canadian Iron & Steel Energy Research Association (CISERA)
Globenewswire· 2025-10-29 12:00
Core Insights - CHAR Technologies Ltd. has been invited to join the Canadian Iron & Steel Energy Research Association (CISERA) for the 2025–2026 term, marking it as the first biocarbon producer in the organization [1][2] - CISERA focuses on advancing net zero and decarbonized iron and steelmaking, with notable members including ArcelorMittal Dofasco GP and Stelco Inc. [2] - CHAR Tech will contribute its expertise in high-temperature pyrolysis and renewable biocarbon production to support the development of alternative reductants and renewable fuels for commercial steel operations [3][4] Company Involvement - The participation in CISERA aligns with the company's mission to accelerate industrial decarbonization through scalable solutions, enhancing collaboration with key players in the iron and steel sector [4] - Through this involvement, CHAR Tech aims to strengthen connections across the iron and steel value chain, promoting renewable biocarbon as a key element in sustainable production [4] About CISERA - CISERA is a not-for-profit organization established in 1965, supporting research and development for Canada's steel and metallurgical coal producers, with a goal of achieving net-zero emissions in steel production by 2050 [5] - The majority of CISERA-sponsored research is conducted at the Metallurgical Fuels Laboratory, which is equipped for advanced modeling and pilot-scale investigations [6] About CHAR Technologies - CHAR Technologies utilizes high-temperature pyrolysis technology to process unmerchantable wood and organic waste, generating renewable natural gas or green hydrogen and a solid biocarbon that serves as a carbon-neutral alternative to metallurgical coal [6][7] - The company's technology aligns with the global green energy transition by diverting waste from landfills and producing sustainable clean energy for heavy industry decarbonization [7]
Sustainable startup Electra inks deals with Meta, others to scale low-carbon iron
Yahoo Finance· 2025-10-21 13:00
Group 1 - Meta has entered into an agreement to purchase environmental attribute credits from Electra, marking a first for the company [3][7] - The agreement aligns with Meta's goal to achieve net-zero emissions across its supply chain by 2030 [3] - Electra is set to build a 130,000 square foot demonstration facility in Colorado, supported by a $50 million grant from Breakthrough Energy Ventures, expected to be operational by mid-2026 [6][7] Group 2 - Electra's technology utilizes a low-temperature process to produce low-carbon iron, compatible with renewable energy sources [5] - The facility will have the capacity to produce up to 500 tons of low-carbon iron annually, with contracts already in place for various steel applications [7] - Electra has secured advance purchase agreements for its iron product from Nucor and Toyota Tsusho [7]
Steel Stock Melting Up After Earnings, Rare Earth Hints
Schaeffers Investment Research· 2025-10-20 14:52
Core Insights - Cleveland-Cliffs Inc (NYSE:CLF) stock has seen a significant increase, rising 18.1% to $15.70, with a peak at $16.30, marking a 14-month high [1] - The company reported an adjusted third-quarter loss of 45 cents per share, which is better than the analysts' estimate of a 48 cents loss [1] - Despite revenue falling short of projections, capital expenditures were lower than expected, and demand remained strong due to tariffs from the Trump administration [2] Financial Performance - The stock has more than tripled from its five-year low of $5.63 on May 30, and is currently 65.5% higher in 2025 [2] - The company hinted at potential exploration into rare earth deposits through two mining assets [2] Market Dynamics - A short squeeze may support the stock's upward momentum, with short interest at 5.1% and 71.3 million shares sold short, accounting for 14.7% of the total float [3] - Analyst ratings show that eight out of twelve analysts maintain "hold" or worse ratings, with a 12-month consensus price target of $11.59, indicating a 26% discount to the current price [3] Options Activity - Options traders are actively buying calls, with over 72,000 contracts traded, five times the average intraday volume, and nearly triple the number of puts [4] - The November 15 call is the most popular, with new positions also being opened at the 17.50-strike [4]