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TSX Closer: Index Falls 1.6% as Base Metals, Financials Drag; Oil Rises on US-Iran Tensions

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The S&P/TSX Composite Index closed sharply lower on Wednesday as weakness in base metal and financial stocks outweighed gains in healthcare and energy, while investors monitored renewed US-Iran tensions and rising oil prices.

The index closed down 584.18 points, or 1.6%, at 35,751.43. The base metal sector led decliners, down 2.7%, followed by financial and utilities that closed down 1.9% and 0.6%, respectively. Shares in healthcare and energy closed up 1.3% and 0.5%, respectively.

The Battery Metals Index, which includes companies listed both on the TSX and TSX Venture Exchange, jumped 4.8%.

In commodities, West Texas Intermediate (WTI) and Brent crude rose as renewed US-Iran tensions revived concerns over Middle East oil supplies, after Iran signaled it was not prepared to back down and said the Strait of Hormuz would remain closed until its conditions were met.

November WTI crude oil contract settled up $1.64, or 1.8%, at $92.16 per barrel, while November Brent oil was last seen up $4.17, or 4.2%, at $103.42 per barrel.

Meanwhile, December Comex gold futures dropped 1.3%, or $56.90, to $4,319.50 per ounce at last look.

In currencies, the US dollar edged up 0.2% against the Canadian dollar to 1.4098 at last look.

"The loonie's weakness, however, is largely a function of the [US] dollar's strength," wrote Corpay Chief Market Strategist Karl Schamotta in a note.

Tax reforms, investment incentives and efforts to expand exports to the European Union could support growth over time, though their impact is likely to be gradual, according to Corpay.

In economics news, Canada's July retail sales were expected to be broadly in line with the advance estimate, which showed a 0.8% monthly decline from June, and would end a six-month streak of gains, said RBC Economics.

The underlying pullback was likely more pronounced after accounting for higher gasoline prices, with preliminary industry data pointing to a significant decline in vehicle sales in July, wrote RBC in a note. Statistics Canada is set to release July and preliminary August retail sales on Thursday at 8:30 a.m. ET.

Additionally, employment in the Canadian auto sector and related industries grew by 0.5% in June compared with the previous year, totaling 616,700 jobs, according to DesRosiers Automotive Consultants in a Wednesday note.

The data showed varied results across segments, with auto dealerships and automotive repair and maintenance, which account for nearly half of all auto workers, each experiencing employment growth of 1.6% and 2.5%, respectively, it added.

What else is happening in Mining & Metals?

Mining & Metals

PMET Completes Phase 2 Caesium Testwork Program at Shaakichiuwaanaan Project

PMET Resources (PMET.TO) after trade Tuesday reported results from a phase 2 bench-scale test program conducted by Koch Technology Solutions on pollucite concentrate from its Shaakichiuwaanaan Project, which hosts a major caesium resource.The company said it is exploring ways to go beyond producing pollucite concentrate by converting it into "value-added" caesium chemicals through partnerships with chemical specialists.Koch's proprietary process could provide a potential pathway to extract caesium and produce marketable chemical products, helping PMET capture more value from its resource, the company added."Follow-up testwork program is now being designed and is anticipated to be expanded to include a complete bench-scale proof-of-concept with production of marketable samples," the company said.PMET shares closed up 5.9% at CA$4.69 on the Toronto Stock Exchange.

$PMET.TO
Mining & Metals

Xanadu Appoints Tara Deakin as Chief People Officer

Xanadu (XNDU.TO) has appointed Tara Deakin as chief people officer, the company said after trade on Tuesday.Deakin was most recently chief people officer and executive vice president at Spin Master (TOY.TO). She takes over from Rebecca Laramee, who will continue as senior vice president of human resources of the company, a statement said.Shares in the software-solutions and quantum computing company closed down 21.2% to CA$8.16 on the Toronto Stock Exchange.

$XNDU.TO
Mining & Metals

Tourmaline to Sell CA$287.5 Million of Topaz Shares, Raises Quarterly Dividend 5%

Tourmaline Oil (TOU.TO) and Topaz Energy (TPZ.TO) said Tuesday that Tourmaline agreed to sell 10 million common shares of Topaz on a bought-deal basis at CA$28.75 per share for gross proceeds of about CA$287.5 million.The offering includes an option for the purchase of up to an additional 15% of the shares sold to cover over-allotments and for market stabilization.Topaz will not receive any proceeds from the offering.Tourmaline currently owns about 19.9 million Topaz shares, representing approximately 12.9% of the company's outstanding shares. Following the offering, Tourmaline will hold about 9.9 million Topaz shares, representing approximately 6.4% of Topaz, or 5.4% if the over-allotment option is exercised in full.Tourmaline intends to use the net proceeds to repurchase its common shares under the normal course issuer bid. Its board has also approved an increase in the quarterly base dividend effective in the fourth quarter of 2026 from CA$0.50/share to CA$0.525/share, representing a 5% increase from the current base dividend of CA$0.50/share.

$TOU.TO$TPZ.TO