Bunge Global (BG) stock outlook 2026. A deep look at the world's largest oilseed crusher, the Viterra merger that adds grain-handling scale, crush-margin cyclicality, renewable diesel and SAF feedstock demand, and why this low-multiple cyclical trades the way it does.
AEM (Agnico Eagle Mines) 2026 stock outlook. A deep look at Tier-1 safe jurisdictions in Canada, Australia and Finland, low all-in sustaining cost discipline, a strong balance sheet with a growing dividend and buyback, gold-price torque, plus reserve-replacement and cost-inflation risk versus Newmont and Barrick.
Namhae Chemical (025860) 2026 stock analysis: Korea's leading fertilizer maker inside the NH Nonghyup farm co-op group, imported ammonia, urea and phosphate feedstock spreads, government fertilizer subsidies, grain-price demand cycle, and why this Korea-listed defensive name carries hidden commodity and currency exposure.
CLF (Cleveland-Cliffs) stock outlook for 2026. A qualitative deep dive into America's largest flat-rolled steel producer and biggest auto supplier: vertical integration into iron ore, the tariff and Section 232 and USMCA demand tailwinds, weighed against a debt-heavy balance sheet, steel-spread cyclicality, and integration risk.
Freeport-McMoRan (FCX) 2026 analysis: Grasberg operating rights extension, copper super-cycle thesis driven by EVs and AI data center infrastructure, gold byproduct leverage, variable dividend policy, and portfolio positioning for US commodity investors.
Newmont (NEM) is the world's largest gold miner by market cap, with a five-continent portfolio and a disciplined AISC framework. This analysis covers the bull and bear thesis, portfolio positioning, tax treatment in Roth and 401k accounts, and what to watch in the next 10-Q.