Sublime

Today, we announced the progression of plans to develop the first new primary aluminium production plant in the United States of America since 1980. Construction of EGA’s American primary aluminium plant is expected to begin after a feasibility study and by the end of 2026, with first hot metal by the end of the decade. The plant will be located in... See more

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Less familiar to Western analysts is Idemitsu Kosan, but it is a significant player in the Japanese petrochemical sector. It operates four major refineries and three integrated chemical complexes in the country and generated more than $60 billion in revenue in the past twelve months.

Good news for Globalstar, Apple agreed to loan $252M (~77% of Globalstar's Gen-3 constellation manufacturing costs) up front. That's less stress on MDA and Rocket Lab. No one wants to build satellites for customers that can't pay for them. https://t.co/Hp7e4XctA3... See more

Berkshire Hathaway Portfolio holdings as of June 30, 2021 https://t.co/CPX48b5btf

Eaton Call Highlights: -Data Center & AI Infra Growth: Eaton is experiencing explosive growth in data centers with +50% revenue growth and +55% order growth in Q2; the company estimates it's significantly outpacing the market (growing at ~50% vs market growth in low 30s), indicating market share gains; partnerships with... See more

Cargill, the largest privately owned company in America, reported net income of $3.57 bn in its 2025 fiscal year, up ~44% from FY2024. Cargill paid its billionaire family owners a record ~$1.46 bn in dividends — in what appears an acceleration of payouts from historical norm. https://t.co/plYGa8fqu9