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 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.
Barrick Explores IPO for North American Gold Assets
Barrick Mining Corporation announces plans to evaluate an IPO of its North American gold operations, including Nevada Gold Mines and Pueblo Viejo, while maintaining majority control.
Barrick Mining Resolves Mali Dispute, Regains Control of Gold Complex
Barrick Mining reaches settlement with Mali government, ending disputes over Loulo-Gounkoto gold mines. All charges dropped, employees released, operational control restored.
BMO Capital Upgrades MP Materials: Attractive Entry Point Despite Rare Earth Pullback
BMO Capital upgrades MP Materials to Outperform, citing strategic importance and an appealing valuation despite lower rare earth prices.
Analyst Upgrades Boost Outlook for Rare Earths and Lithium Stocks
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.