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The Markets Desk — Week 45 · Wed 4 Nov 2026
Beats / 95 priced constituents

Critical materials

An equal-weight index of the priced names on this beat, rebuilt every Friday from the constituents that were actually in it.

202.2+0.7%base 100 · to 2026-10-30

This week

What happened

Events on Critical materials
DateWhat happened
2 Nov 2026Form 4 cluster: eight Southern Copper directors receive 400 shares eachEight directors each received 400 shares under the Directors' Stock Award Plan on 30 Oct 2026, 3,200 in total. No sales.filing · SEC Form 4 · 2 Nov 2026
2 Nov 20266-K: US$100m five-year convertible bond offeringExhibit 99.1 headline: Sigma Lithium announces a US$100 million 5-year inaugural convertible bond offering.filing · SEC 6-K · 2 Nov 2026
2 Nov 20266-K: Q3 2026 earnings preview, 32% gross marginExhibit 99.1 headline: Sigma Lithium previews 3Q26 earnings, citing extended debt maturity, 32% gross margins and CIF costs of US$518/t.filing · SEC 6-K · 2 Nov 2026
2 Nov 20266-K: October 2026 exchange announcements furnishedFurnishes 13 exhibits dated 1-29 Oct 2026, including the 23 Oct $1.9bn Kangwinan bauxite project release and the 29 Oct $1.4bn Argentina lithium projects release.filing · SEC 6-K · 2 Nov 2026
2 Nov 20266-K: Q3 2026 separate-basis earningsSeparate-basis Q3 2026: revenue KRW 9.96tn (Q2: 9.42tn), operating profit KRW 0.46tn (Q2: 0.27tn), profit KRW 0.01tn (Q2: 0.06tn). Review not finalised.filing · SEC 6-K · 2 Nov 2026
2 Nov 20266-K: Q3 2026 consolidated earningsConsolidated Q3 2026 (K-IFRS, unaudited): revenue KRW 19.14tn, operating profit KRW 0.94tn, profit attributable to owners KRW 0.24tn; Q2 2026 revenue KRW 19.26tn, operating profit KRW 0.82tn.filing · SEC 6-K · 2 Nov 2026
30 Oct 20266-K: 3Q26 IFRS interim financial statementsThree months to 30 Sep 2026: net operating revenue US$10,599m; net income attributable US$1,255m. Nine months: revenue US$30,355m; attributable net income US$4,523m. Total assets US$88,440m.filing · SEC 6-K · 30 Oct 2026
30 Oct 20266-K: 3Q26 Brazilian GAAP interim statements (R$)Three months to 30 Sep 2026 (R$ million): net operating revenue 54,462 (2025: 56,701); net income attributable 6,436 (2025: 14,617). Nine-month attributable net income 23,236.filing · SEC 6-K · 30 Oct 2026
30 Oct 20266-K: 3Q26 results, Proforma EBITDA US$3.5bn3Q26: net operating revenues US$10,599m (3Q25: 10,420); Proforma EBITDA US$3,508m (3Q25: 4,399); net income attributable US$1,255m (3Q25: 2,685); recurring FCF US$1,373m; expanded net debt US$16,413m.filing · SEC 6-K · 30 Oct 2026
30 Oct 2026Form 4s: 7 directors each acquire 400 shares under Directors' Stock Award Plan7 directors filed Form 4s for 30 Oct 2026, each reporting an acquisition of 400 common shares under the Directors' Stock Award Plan; 2,800 shares in total.filing · SEC Form 4 · 30 Oct 2026
30 Oct 2026SC 13G: Vanguard Portfolio Management reports 5.04% stakeVanguard Portfolio Management reports 13,325,566 shares, 5.04% of class; sole dispositive power 13,325,566; sole voting 36,012. Event date 30 Sep 2026.filing · SEC SC 13G · 30 Oct 2026
30 Oct 20266-K: Material change report filed on SEDAR+The 6-K states that on 30 Oct 2026 Hudbay filed a Material Change Report on SEDAR+ (Exhibit 99.1).filing · SEC 6-K · 30 Oct 2026
30 Oct 20266-K: ASX Quarterly Activities / Appendix 4C Cash Flow ReportExhibit 99.1 is the ASX announcement Quarterly Activities/Appendix 4C Cash Flow Report dated 30 Oct 2026.filing · SEC 6-K · 30 Oct 2026
30 Oct 20266-K: Press Release 26-25-TR dated 28 Oct 2026Exhibits 99.1 and 99.2 are listed as Press Release 26-25-TR dated October 28, 2026.filing · SEC 6-K · 30 Oct 2026
29 Oct 202610-Q: Q3 2026, sales $3,704mSales $3,704m for Q3 2026 vs $2,995m Q3 2025; net income attributable to Alcoa $483m; diluted EPS $1.81 vs $0.88.filing · SEC 10-Q · 29 Oct 2026
29 Oct 20268-K Item 8.01: first new centrifuge shipped from Oak RidgePress release 29 Oct 2026: first new centrifuge for the uranium enrichment expansion completed and shipped from its Oak Ridge, Tennessee plant.filing · SEC 8-K · 29 Oct 2026
28 Oct 20266-K: European Lithium option scheme considerationOption Scheme consideration 0.0353158621 new Critical Metals shares per European Lithium option; schemes effective 27 Oct 2026; record date 29 Oct, implementation 5 Nov, Nasdaq trading expected 6 Nov 2026.filing · SEC 6-K · 28 Oct 2026
28 Oct 20268-K: Tronox appoints Yasser Al-Daajani to boardBoard approved appointment of Yasser Al-Daajani as director effective 27 Oct 2026, nominated by Cristal International Holdings B.V. under the 2019 Shareholders Agreement. Annual cash retainer $100,000.filing · SEC 8-K · 28 Oct 2026
27 Oct 20266-K: ioneer quarterly activities report to 30 Sep 2026, cash US$54.55 millionCash of US$54.55 million at 30 Sep 2026; strategic partnering process now expected to conclude in Q4; pre-feasibility study for a boron carbide plant at Tooele Army Depot completed.filing · SEC 6-K · 27 Oct 2026
27 Oct 20266-K: Lithium Argentina repurchases $200 million of 2027 convertible notesRepurchased $200 million principal of notes due Jan 2027 for about $198 million cash; about $59 million principal remains outstanding.filing · SEC 6-K · 27 Oct 2026

Dated ahead

Dated catalysts ahead
DateCompanyPeriodFirmness
2026-11-04MP Materials MP2026-Q3expected
2026-11-04Perpetua Resources PPTA2026-Q3expected
2026-11-04Tronox Holdings TROX2026-Q3confirmed
2026-11-04Ivanhoe Electric IE2026-Q3expected
2026-11-04Lundin Mining LUN.TO2026-Q3confirmed
2026-11-04Taseko Mines TGB2026-Q3expected
2026-11-04Royal Gold RGLD2026-Q3confirmed
2026-11-05Centrus Energy LEU2026-Q3expected
2026-11-05Materion MTRN2026-Q4expected
2026-11-05Wheaton Precious Metals WPM2026-Q3expected
2026-11-06Century Aluminum CENX2026-Q3expected
2026-11-06Royal Gold RGLD2026-Q3expected
2026-11-06Tronox Holdings TROX2026-Q3expected
2026-11-06Centrus Energy LEU2026-Q3expected
2026-11-07Westwater Resources WWR2026-Q3expected
2026-11-09Ivanhoe Electric IE2026-Q3expected
2026-11-09MP Materials MP2026-Q3expected
2026-11-10Ero Copper ERO2026-Q3expected
2026-11-11USA Rare Earth USAR2026-Q3expected
2026-11-11United States Antimony UAMY2026-Q3expected