BHP has held on to coal for too long, writes @davidfickling. The business may now be on borrowed time (via @opinion) https://t.co/abey3GrESy ...

Core Concept - The article discusses investment strategies focusing on identifying companies with strong potential for growth while avoiding those likely to decline, particularly in the context of the basic materials sector and the impact of the AI revolution. Group 1: Investment Strategies - The concept of avoiding poorly rated companies can lead to better investment returns, as evidenced by the performance of S&P 500 companies rated by Moody's in 2020 [3][10]. - Eric Fry's presentation emphasizes the importance of selecting stocks that are expected to rise while avoiding those that are likely to fall, particularly in an era characterized by rapid changes in the market [4][31]. Group 2: Basic Materials Sector Analysis - Tronox Holdings PLC (TROX) is highlighted as a key player in the titanium dioxide market, which is cyclical and dependent on demand from industries like automotive and construction [7][8]. - Despite current low trading prices for Tronox shares, there is optimism for recovery due to ongoing demand for titanium dioxide, supported by recent insider buying [9][12][13]. - The article contrasts Tronox with Alliance Resource Partners LP (ARLP), which is facing challenges due to high extraction costs in the coal industry and declining earnings [22][25][29]. Group 3: Market Trends and Future Outlook - The demand for lithium-ion batteries is expected to rise significantly due to advancements in AI technology and the shift from traditional energy sources [18][21]. - Albemarle Corp. is positioned to benefit from this trend, with a strong balance sheet and low-cost assets, while ARLP is likely to struggle against cheaper competitors and market dynamics [21][30].

Market Trends - Global coal demand is projected to reach a new record in 2025 [1] - This increase occurs despite a reduction in coal consumption from China, the world's largest consumer [1]

Company Overview - GCC, S.A.B. de C.V. is a leading supplier and producer of cement, concrete, aggregates, coal, and construction-related services in the United States and Mexico [4] - The company has an annual cement production capacity of 6 million metric tons and was founded in 1941 [4] - GCC's shares are listed on the Mexican Stock Exchange under the ticker symbol GCC* [4] Upcoming Earnings Call - GCC will host a conference call to review its second quarter 2025 earnings results on July 23, 2025, at 11:00 a.m. (ET) [1] - Earnings results for the quarter ended June 30, 2025, will be released on July 22, 2025, after market close [1] Conference Call Details - The call will be hosted by Enrique Escalante, CEO, and Maik Strecker, CFO [2] - Access to the call can be made by dialing +1 (877) 407 0789 or +1 (201) 689 8562 for international calls, with conference ID 13750648 [2] Webcast and Replay Information - A replay of the webcast will be available on the same day at 2:00 p.m. (ET) until July 30, 2025, at 11:59 p.m. (ET) [3] - The replay can be accessed through a provided link or by dialing +1 (844) 512 2921 or +1 (412) 317 6671 for international calls, with replay PIN 13750648 [3]