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Rahul Jain

Rahul Jain
Materials| Industrials |Commodities

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bullishCopper
19 Jun 2025 10:13

Copper Crunch Deepens: China’s Inventory Collapse Reshapes Global Market

​Chinese copper inventories hit 15-year lows, signaling tight market conditions and driving bullish sentiment in the global copper supply chain.

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19 Jun 2025 09:39

Samsung Heavy (010140) Ends $3.5B Zvezda Deal; Arbitration On, Order Book Unaffected

​SHI terminates $3.54B Russian contracts due to non-performance, pursues arbitration in Singapore to retain advances and seek damages. Minimal...

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19 Jun 2025 00:12

Nippon Steel (5401) – $14.2B U.S. Steel Bet Targets Growth, Faces U.S. Market Maturity Risks

​Nippon Steel acquires U.S. Steel for $14.2 billion, expanding global footprint and diversifying earnings beyond Japan. Challenges ahead with U.S....

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bullishCentrus Energy
18 Jun 2025 20:03

Centrus Energy (LEU): Rebuilding America’s Enrichment Capability with HALEU Tailwinds

​Centrus has seen significant revenue growth due to increased demand for SWU and U.S. enrichment contracts, positioning them well for future growth...

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bullishCameco Corp
18 Jun 2025 16:01

Cameco (TSX: CCO) – Strong Earnings, Westinghouse Expansion, Long-Term Tailwinds in Nuclear Cycle

​Cameco's strong earnings rebound driven by higher uranium prices and strategic growth initiatives, offering long-term potential despite near-term...

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