Traders eye a possible bottom in gold futures as prices drift toward the $4,000 per‑ounce threshold. The most‑active contract sits at $4,125.80, edging close to a year‑low set earlier this month and down 23% from the January peak of $5,354.80. Spartan Capital’s Peter Cardillo links the slide to rising yields and looming rate hikes, noting that a stable rally could confirm a bear‑market floor.

Jefferies warns that Yara International may postpone its final investment decision, now penciled for the first half of 2026, as project costs climb and policy signals stay murky. The firm retains a strong nitrogen‑fertiliser pedigree and a diversified asset base, but analysts trimmed the rating to hold and cut the price target to 470 kroner from 610, leaving shares down 1.6% at 426 kroner.

Alpha Value analysts say BASF’s self‑help measures soothe short‑term concerns, yet the timing of its China expansion feels mistimed. The Zhanjiang Verbund project, meant to echo Nanjing’s profitability, underpins the German group’s long‑run growth plan, but weak utilisation across the sector signals an early recovery. Without a firmer Chinese demand rebound, 2030 targets remain conditional, and the stock slipped 2.1% to €48.15.