JPMorgan Downgrades Alcoa Stock to Underweight
JPMorgan lowers its rating on Alcoa to Underweight, raises the price target to $50, and explains why aluminum looks less attractive than copper right now.
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Critical Metals Stock Surges on Greenland Facility Approval
Critical Metals jumps 12% after approving construction of Arctic storage facility in Greenland for its Tanbreez rare earth project, valued at $3 billion NPV.
Energy Fuels Beats 2025 Uranium Goals, Secures New Contracts
Energy Fuels (UUUU) surpasses uranium production goals for 2025, mining over 1.6M pounds while expanding into rare earth elements and securing long-term contracts through 2032.
Nucor and Steel Dynamics Warn of Weaker Q4 Earnings
Nucor and Steel Dynamics expect fourth-quarter earnings to miss Wall Street estimates due to seasonal demand, lower steel prices, and maintenance outages.
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.
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.