Articles by Rebecca Torres
BP Stock Surges 5% on Oil Rally, But Valuation Leaves Little Room for Error
BP shares rose 5% last week as Brent crude climbed 6.39% to $94.39. Strong Q2 cash flow aided debt reduction, but the stock now trades near analyst targets, leaving limited upside.
Silver Surge Lifts Pan American's Spread Past $51/Oz
Silver's rally to $68.92 pushed Pan American Silver's spread over all-in sustaining costs above $51/oz, signaling strong operating leverage.
Gold's Rebound Boosts OceanaGold Philippines' Didipio Margin Past $3,460/oz
Gold's rebound to a near three-month high widened OceanaGold Philippines' Didipio margin to over $3,460/oz, with Q2 profit doubling and output set to rise.
Gold Rally Holds as Rate Pressures Persist; Miners Outperform
Gold retains most of its 4% surge as Treasury buybacks support; mining stocks outperform, but rate and oil headwinds persist.
Gold Miners Outperform Bullion as Prices Near $4,500
Gold nears $4,500 as mining stocks rally over 9%, doubling bullion gains. ETF inflows and falling yields support the precious metal.
Loonie Hits 2½-Month Peak; Tariff Truce Leaves Risk Skewed
The Canadian dollar climbed to its strongest level since June 2, buoyed by a temporary U.S. tariff suspension, yet a 1.4-to-1 downside risk skew persists as trade talks remain uncertain.
Chevron Edges Higher as Brent Steadies at $91; Analysts See Modest Upside
Chevron (CVX) gained 0.8% to $204.32 as Brent held at $91, but analysts see only 5.7% upside as crude lags Q2 average.
Hormuz Flow Collapse Fuels 2.7% Brent Surge; Risk Premium Could Hit 22%
Brent crude surged 2.65% to $90.87 as Hormuz vessel traffic collapsed 84% over the weekend. Analysts warn a geopolitical premium of up to 22% could persist if no deal is reached.
Cemex Stock Gains on Peso Strength, Currency Tailwind Seen at 8%
Cemex (NYSE:CX) benefits as the peso approaches 17 per dollar, an 8% currency translation gain vs. guidance. Q2 EBITDA rose 24%, free cash flow tripled.
Valero Stock Rally Stalls as Diesel Margins Hit Record $93.84
Diesel margins hit a record $93.84, boosting Valero's earnings, but the stock rally may be overextended as it trades above most price targets.

