Materials

Intrepid Potash’s 2Q17 price realizations for its Potash segment were significantly better compared to 2Q16.

On August 8, China released its trade data for July. The country’s exports in dollar terms rose 7.2% compared to July 2016 while imports rose 11%.

The correlation coefficient between the West Texas Intermediate (or WTI) crude oil price and Schlumberger’s (SLB) stock price between August 4, 2016, and August 4, 2017, is 0.62.

Chemours (CC) reported its 2Q17 earnings on August 2, 2017, after the markets closed. The company’s management held a conference call on August 3, 2017.

In 2Q17, GWR’s North American revenues were $315.7 million, a 3.6% rise from $304.6 million in the same quarter last year.

Cliffs Natural Resources (CLF) downgraded its EBITDA and net earnings guidance for 2017 due to weaker-than-expected YTD averages of US HRC and seaborne iron ore prices.

During its 2Q17 earnings call, Freeport-McMoRan (FCX) lowered its 2017 copper production guidance to 3.7 billion pounds.

The 2Q17 earnings season for US-based steel companies is now over. Cliffs Natural Resources (CLF) released its 2Q17 results on July 27, 2017, before the market opened.

PotashCorp’s (POT) phosphate segment contributed almost a fourth of overall sales for 2Q17. Sales were driven by shipments and price realizations.

The gold-silver spread measures the price of one ounce of gold in relation to silver.

Dow Chemical’s (DOW) Consumer Solutions segment is the fourth largest segment in terms of revenue.

Dow Chemical’s (DOW) Agricultural Sciences segment accounted for 11.8% of DOW’s total revenue as compared to 13.2% in 2Q16.

US iron ore (or USIO) is the main driver for Cliffs Natural Resources’ (CLF) top and bottom lines. The top line, in turn, is driven by volumes and realized prices.

Wall Street analysts expect gross income of $396 million in 3Q17, which will deliver a gross margin of 37% on 3Q17 sales estimates of $1.06 billion.

Cliffs Natural Resources (CLF) released its 2Q17 results on July 27, 2017, before the market opened. Here’s what you need to know.

On March 31, 2017, APD was left with $485.3 million from its share repurchase program.

Royal Gold’s correlation fell from a three-year correlation of ~0.75 and a year-to-date correlation of ~0.72 with gold.

Chinese steel production has been hitting one record after another. This renewed vigor in the Chinese steel industry is due to higher steel prices.

H.B. Fuller had a quiet week with a meager gain of 0.1% for the week ending July 21, 2017. The stock closed at $51.50.

July 20, 2017, was an up day for the euro, which put downward pressure on the US dollar as represented by the U.S. Dollar Index (or DXY).

In this article, we’ll look at some important technical indicators for Coeur Mining (CDE), Barrick Gold (ABX), Buenaventura (BVN), and AngloGold Ashanti (AU).

It’s important for investors to keep track of China’s iron ore import data because they provide a clue regarding the demand patterns for imported iron ore among Chinese mills and traders.

PPG Industries’ Performance Coatings segment is its largest revenue contributor. The segment’s contribution to PPG’s overall revenue fell from 61.8% in 2Q16 to 60.5% in 2Q17.

Rio Tinto (RIO) released its operational update for 1H17 on July 18, 2017. Rio’s iron ore shipments fell 6% year-over-year (or YoY) to 77.7 million tons in 2Q17.

Since China’s automobile industry is the second-largest consumer of steel after the real estate sector, it’s important to track its developments.

While iron ore prices have rebounded recently, analysts are still skeptical about the long term. Morgan Stanley has reduced its iron ore price forecast for 3Q17 by 23% to $50 per ton.

DuPont’s earnings per share estimates for 2Q17 As of July 19, 2017, analysts expected DuPont (DDD) to post operating EPS (earnings per share) of $1.29, an increase of 4.0% YoY (year-over-year). In 2Q16, DuPont reported operating EPS of $1.24. The forecast increase in DuPont’s operating EPS is expected to be driven by improved SG&A (selling, general, […]

The current levels of ammonia prices at several locations are below their comparative levels last year.

WestRock (WRK) reported fiscal 3Q16 net sales of $3.6 billion, a rise of 44.0% compared to net sales of $2.5 billion in fiscal 3Q15.

Producers in China mainly use coal as an input material to produce nitrogen fertilizers, especially urea. China is impacted by price movements in coal.

Monsanto’s business is the best fit for Bayer’s Crop Science segment—it contributes ~22% of Bayer’s revenue. The segment is similar to Monsanto’s business.

Corn prices on September 12 were 1.6% higher at $3.30 per bushel compared to $3.20 per bushel in August 2016.

For the week ending September 9, average weekly anthracite coal prices in China fell 4.2% to $81.1 per metric ton—compared to the previous week.

The precious metals price correction that happened on September 2, 2016, extended to September 6. How did equities and funds respond?

The Goodyear Tire & Rubber Company (GT) has a market cap of $8.2 billion. It rose by 4.8% to close at $31.16 per share on September 6, 2016.

NWL fell by 0.20% to close at $53.57 per share during the fifth week of August, with weekly, monthly, and YTD price movements of -0.20%, 0.90%, and 23.1%.

Harley-Davidson rose by 0.36% to close at $52.89 per share on September 1, 2016. Its weekly, monthly, and YTD price movements were -0.66%, 2.4%, and 18.5%.

The global nitrogen fertilizer capacity is abundant, allowing it to fulfill the current market requirements. This has put pressure on nitrogen prices, which fell significantly over the past year.

Billionaire investor George Soros, who said in April 2016 that gold was the only asset that could outperform in the current market environment, is now getting out of gold.

BHP Billiton’s (BHP) (BBL) unit costs declined by 16% in fiscal 2016, supported by increased capital efficiency. This helped BHP generate strong free cash flow.