US Moves to Boost Critical Minerals Security With New Equity Stakes
The US government plans to take more equity stakes in critical minerals companies to reduce reliance on China and strengthen national security supply chains.
The US government plans to take more equity stakes in critical minerals companies to reduce reliance on China and strengthen national security supply chains.
Goldman Sachs upgrades MP Materials to Buy with a $77 target, while Canaccord raises Lithium Americas to Hold. Analysts cite stronger market outlooks and strategic advantages.
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.
JPMorgan downgrades Lithium Americas to Underweight with $5 target, citing overvaluation despite government investment. Stock faces 47% potential decline.
The US government approved Alaska’s Ambler Road and took a 10% stake in Trilogy Metals to secure critical domestic minerals, causing Trilogy shares to surge.
Shares of Critical Metals Corp. skyrocketed following reports the US Administration might take an equity stake, but a White House official confirms Washington is not actively considering the deal.