Morgan Stanley and UBS Boost Outlook for MP Materials and Albemarle
Morgan Stanley upgrades MP Materials on U.S. rare earth supply needs, while UBS boosts Albemarle expecting a lithium deficit in 2026.
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US Strikes Trade & Critical Minerals Deals with Southeast Asia Amid China Tensions
Trump signs trade agreements with Malaysia, Thailand, Vietnam, and Cambodia to reduce tariffs, diversify rare earth supplies, and address trade imbalances as China tightens export controls.
Trump Administration Seeks Stake in Lithium Americas
The U.S. government wants up to 10% ownership in Lithium Americas' Thacker Pass mine, vital for U.S. electric vehicle (EV) batteries. This demand is tied to a $2.26B loan and aims to boost domestic supply to cut reliance on China.
China's Lithium Mine Halt Jolts Market
Discover how CATL's lithium mine suspension in Yichun, Jiangxi, due to an expired license, impacted global lithium prices and miner stocks, signaling China's move against overcapacity. CATL expects minimal impact, and the mine accounts for 3-6% of global output.