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.
/ 14 items
#MP↓
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.
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.
China Plans New Rare Earth Export Licenses, But Full Easing Unlikely
China is creating a new rare earth licensing system to simplify exports, but full removal of restrictions remains uncertain, industry insiders say.
MP Materials Reports Q3 Loss After Halting China Sales, Eyes Q4 Profitability
MP Materials posts wider Q3 2025 loss after stopping China sales to meet U.S. government requirements. Company expects profit return in Q4 with Pentagon agreements.