Is inflation on the rise once more? It's hard to know the true inflation landscape with both a change in Federal data reporting and the government shutdown. Still, last month produced a concerning combination of soft jobs data and stubborn inflation. This past week, the New York Federal Reserve pointed out rising short- term inflation as well as an increase in one-year horizon inflation. All of these factors may speak to the case for inflation-sensitive natural resources that historically benefit from risin ...

Let's bring in BHP CEO Mike Henry. BHP is the largest mining company in the world and a leading producer of copper uh copper, iron ore, and metallurgical coal. Copper has recently hit its highest level since late July and is an essential element in AI data centers, EVs, and more.And Mike, thanks for joining us. >> Thank you for having me. >> Uh let's start, I guess, with with copper.I mean, the price acts like, you know, this is a demand driven story and might last for a little while. obviously a lot of iss ...

Key Takeaways Mosaic closed the $111M sale of its inactive Patos de Minas phosphate mine to Fosfatados Centro.The deal enables Mosaic to redeploy capital into higher-return phosphate and potash operations.Fosfatados Centro assumes all site liabilities as it plans to restart domestic phosphate production. The Mosaic Company(MOS) has closed its deal with Fosfatados Centro SPE Ltda. for the sale of the idled Patos de Minas phosphate mining unit in Brazil. Under the terms of the final agreement, Fosfatados Cent ...

Core Viewpoint - Mosaic Company is a leading player in the global fertilizer industry, focusing on phosphate and potash production to meet the increasing agricultural demand [1] Group 1: Stock Performance and Market Position - UBS has set a price target of $44 for Mosaic Company, indicating a potential price increase of about 26.34% from its trading price of $34.83 [2][6] - The company's stock has surged by 40.5% year-to-date, outperforming the Zacks Fertilizers industry's gain of 24.4% [2][6] - Currently, Mosaic is trading at $35.04, with a market capitalization of approximately $11.12 billion and a trading volume of 855,903 shares [5] Group 2: Strategic Initiatives and Growth Prospects - Mosaic is implementing strategic cost-cutting measures aimed at achieving $250 million in savings by 2026, which is expected to enhance profitability [3][6] - Analysts have increased earnings estimates for 2025 by 13.2%, reflecting confidence in Mosaic's future performance and growth prospects [4]

2.1 billion cubic meters (brine volume) grading from 71.6 to 216.3 parts per million lithium (1.7Million Tonnes Lithium Carbonate Equivalent "LCE" high case)****; 2.1 billion cubic meters (brine volume) grading from 3,656 to 4,741 parts per million bromine (9.1 Mt Bromine high case); Existing Potash Exploration Target of 0.6-1.0 billion tonnes ("Bt") of sylvanite grading from 12% to 18% potassium oxide based on elog (eK2O=19% and 29% potassium chloride based on elog (eKCl) ***. VANCOUVER, BC / ACCESS Newswi ...

Key Takeaways Mosaic gains from strong fertilizer demand, favorable farm economics and rising phosphate and potash prices. MOS targets $250M in cost savings by 2026, with $150M already achieved through structural improvements.New projects boost capacity, while strong cash flow supports debt cuts, dividends and share buybacks.The Mosaic Company (MOS) is benefiting from favorable demand for phosphate and potash, high-return investments, and actions to improve its cost structure, further supported by an uptick ...

Core Points - American Critical Minerals Corp. has confirmed the renewal of its 100% interest in 11 State of Utah Mineral and Minerals Salt Leases, covering approximately 7,050 acres [1] - The company also holds 1,094 Federal Lithium Brine Claims (BLM Placer Claims) [1]

Company Overview - The Mosaic Company is headquartered in Tampa, Florida, and specializes in phosphate and potash products, serving fields and industries with fertilizers, animal feed ingredients, and specialty nutrients [1] - With a market capitalization of approximately $11.4 billion, Mosaic is classified as a "large-cap" company, indicating size, stability, and extensive reach [2] Stock Performance - Currently, Mosaic's stock trades about 6% below its 52-week high of $38.23, reached in July, with a modest increase of 1.1% over the past three months [3] - Over the last 52 weeks, Mosaic's stock has appreciated by 40.4%, and year-to-date, it has risen by 46.2%, outperforming the VanEck Agribusiness ETF (MOO), which has gained 14.4% this year [4] Technical Analysis - Since mid-August, Mosaic's stock had been trading below its 50-day and 200-day moving averages, indicating a bearish trend; however, it has recently regained ground, trading above both averages of $33.93 and $30.45, suggesting a bullish trend [5] Earnings Report - On August 6, Mosaic's shares fell approximately 13.3% following disappointing Q2 fiscal 2025 earnings, where revenue grew 6.7% year-over-year to $3 billion but fell short of the expected $3.13 billion; adjusted EPS decreased by 5.6% to $0.51, below the anticipated $0.67 [6] Future Outlook - Despite recent setbacks, Mosaic's management has adjusted its outlook positively, with phosphate production guidance for 2025 set at 6.9-7.2 million tons and potash output increased to 9.3-9.5 million tons [7] - For Q3, phosphate prices are projected to be between $700-$720 per ton, which is expected to enhance revenue and improve investor sentiment, indicating a potential recovery in performance [8]

Group 1 - Intrepid Potash (IPI) shares increased by 8.4% to close at $31.14, contrasting with a 4.2% loss over the past four weeks, indicating strong trading volume [1] - The rally in IPI's stock reflects positive market fundamentals for potash and robust demand for its products, particularly the specialty fertilizer Trio, with a 25% increase in potash sales volumes to 69,000 tons in Q2 [2] - The company is projected to report quarterly earnings of $0.13 per share, representing a year-over-year increase of 192.9%, while revenues are expected to be $45.75 million, down 7.6% from the previous year [3] Group 2 - The consensus EPS estimate for IPI has remained stable over the last 30 days, suggesting that stock price movements may not sustain without earnings estimate revisions [4] - IPI holds a Zacks Rank of 1 (Strong Buy), indicating strong market confidence, while another industry player, Nutrien (NTR), saw a 4.7% increase in its stock price, but has returned -3.7% over the past month [5] - Nutrien's EPS estimate has decreased by 0.7% to $0.92, reflecting a year-over-year change of 135.9%, and it currently holds a Zacks Rank of 3 (Hold) [6]

LEWISVILLE, Ark., Sept. 24, 2025 (GLOBE NEWSWIRE) -- Smackover Lithium, a Joint Venture (“JV”) between Standard Lithium Ltd. (“Standard Lithium” or the “Company”) (TSXV: SLI) (NYSE.A: SLI) and Equinor (“Equinor”) (OSE: EQNR) (NYSE: EQNR), announced today a maiden inferred resource for its Franklin Project (the “Project”) in the northeast region of Texas, USA. This report for the JV’s first project in the East Texas region of the Smackover highlights the size and quality of its brine position. It contains th ...