Global X Rare Earth & Critical MatrlsETF

Scotiabank and others raise Southern Copper price targets while maintaining underperform ratings

FactSet Raises Albemarle's 2026 EPS Estimate to $11.56

Mexican Group Records Remarkable Operations Due to Increased Mining Demand and Metal Price Increases

Freeport-McMoRan Confirms Full Production Resumption of Grasberg Mine by Late 2027

Argus Raises Albemarle's Target Price to $230

RBC Raises Albemarle's Target Price to $253

Indonesia lowers nickel ore royalty fee; polysilicon production decreases; palm oil production increases; food commodity prices rise; coke prices increase; iron ore inventories decline; coal prices rise

Freeport-McMoRan Reports Q1 2026 Financial Data

Albemarle Plans to Offset Cost Increases Through Rate Cuts and Price Hikes

Albemarle Initiates Permit Application for Direct Lithium Extraction Plant in Chile

Albemarle Reports Strong Q1 Earnings as Lithium Prices Rebound

Albemarle released FY2026 Q1 earnings on May 6 After-Market EST, actual revenue USD 1.429 B (forecast USD 1.317 B), actual EPS USD 2.34 (forecast USD 1.08)

Mizuho Analyst Maintains Hold Rating on Albemarle

Albemarle Reports First Quarter Earnings

G7 Trade Ministers to Discuss Ensuring Security of Critical Mineral Supply Chains

Southern Copper Reports Record Q1 Net Income, Outlines Future Growth Plans

US Bancorp DE Increases Stake in Southern Copper

Morgan Stanley Downgrades Freeport-McMoRan Stock Rating

Horizon Investments LLC Reduces Holdings in Albemarle Corporation

CFRA Maintains Hold Rating and Lowers Price Target for Southern Copper

InMed Pharmaceuticals

AMPLITECH GROUP INC. USD0.001 S/R 20/11/26 SER B

Amesite

CN Energy

AMPLITECH GROUP INC. COM USD0.001 (S/R 18/07/2026)

NextNRG

Meiwu Tech

Generation Income Properties

MetaVia

OceanPal

EART

REMX

REXC

PICK

Defense firms are urging the Trump Administration to delay a 2027 ban on procuring Chinese rare earth magnets for military contracts. The ban, affecting essential components for various technologies, is part of broader efforts to reduce U.S. reliance on China for critical minerals. The Pentagon has not yet commented on the situation, which highlights concerns over supply chain visibility and risks.

benzinga_article

VanEck Rare Earth/Strategic Metals ETF

Sprott Rare Earths Ex-China ETF

ISHRS MSCI Glb Slct Met & Mining

Pentagon Suppliers Push Trump Administration To Postpone China Rare Earth Crackdown: Report

TMCWW

SETM

The US is exploring deep-sea mining to reduce reliance on China for critical minerals essential for AI and clean energy. American Ocean Minerals aims to extract polymetallic nodules in the Cook Islands, which could provide a long-term mineral supply. However, challenges such as global moratoriums, biodiversity concerns, and the absence of mining approvals may hinder progress.

TMC the Metals - CW25

TMC the Metals

SPDR S&P Mtls & Mng

Sprott Energy Transition Materials ETF

Invesco DB TR Base Metals ETF

US eyes deep-sea mining to counter China's mineral dominance

159608

China and the U.S. are considering extending a truce on rare earth export curbs during an upcoming leaders’ summit. Despite this, Chinese exports of heavy rare earths remain down by 50% since April 2025, impacting global supply and prices. The U.S. and its allies, including Japan and Germany, are facing significant shortages and soaring prices, with some materials increasing four- to five-fold. The situation is exacerbated by China's selective licensing of exports, which affects defense and advanced technology sectors. Discussions on this issue will be a key agenda item at the summit.

Fidelity

GF CSI Rare Metals Theme ETF

Boeing

Thomson Reuters

Boeing Company

Trump, Xi to weigh rare earth truce extension, but China's curbs still bite

159881

Western Nations Accelerate $12B Critical Mineral Initiatives as Global Export Restrictions Reach Record Highs | NB Stock News

StockTitan

Yinhua CSI Non-ferrous Metal ETF

Guotai CSI Non-ferrous Metal ETF

Guotai CSI Non-Ferrous Metal Kuangye Theme ETF

Global X Lithium & Battery Tech

ChinaAMC CSI Subdivision Non-ferrous Metal Sub-Industry ETF

Penghua Guozheng Non-ferrous Metal Industry ETF

Hwabao WP CSI Non-ferrous Metal ETF

China Southern CSI SWS Non-Ferrous Metal ETF

Western Nations Accelerate $12B Critical Mineral Initiatives as Global Export Restrictions Reach Record Highs | NB Stock News

USAR

USARW

00769

The Economic Playbook Behind China's Rare Earth Market Success | MP Stock News

USA Rare Earth

USA Rare Earth - CW300313

CHINA RAREEARTH

CNRE

ZGXT

MP Materials

Defiance Daily Target 2X Long MP ETF

Harvest CSI Rare Earth Industry ETF

Leverage Shares 2X Long MP Daily ETF

The Economic Playbook Behind China's Rare Earth Market Success | MP Stock News

ANTO

Bank of America warns that the expansion of AI data centers is triggering a full-chain crisis across power, water resources, and critical metals, one that markets have yet to fully price in. By 2030, annual electricity consumption by data centers is projected to exceed Japan's total usage, while water consumption will equal New York City's entire annual drinking water supply. Meanwhile, copper, aluminum, and metals such as gallium and germanium face structural shortages and soaring prices. The true bottleneck lies not in cost but in the mismatch between 'deliverability' and construction cycles, as AI competition extends from computing power to a revaluation of energy and resource infrastructure

- The expansion of AI data centers is triggering significant resource impacts across electricity, water, and critical metals, which the market has not adequately priced.  
- As of now, over 11,200 data centers exist globally, with AI-specific computing power tripling in the last 18 months, and projected capacities reaching 200 GW by 2030, demanding approximately $7 trillion in investment.  
- This surge in data center infrastructure is reshaping global power systems and causing urgent concerns about water consumption and metal supply chains, revealing a need for better planning and technological adaptations to meet future demands.

Wallstreetcn

Rio Tinto Limited

Antofagasta plc

Hudbay Minerals

Southern Copper

Rio Tinto plc

Rio Tinto

ERO Copper

BCI Minerals Ltd

BHP Group Plc

Teck Resources B

Freeport Mcmoran

 BHP Group Ltd

JCCL

USCF Sustainable Battery Metals Strategy Fund ETF

L&G ROBO Global Robotics and Automation UCITS ETF USD Class A

ARK Autonomous Tech & Robotics ETF

Invesco Water Res

Sprott Copper Miners ETF

Invesco S&P Global Water Index ETF

United States Copper Index

First Trust Water

ROBO Global Robotics

Global X Copper Miners

VanEck Robotics ETF

Global X Robotics & Artificial

Invesco Global Water

Sprott Junior Copper Miners ETF

Mirae Asset Global Investments Co., Ltd.

Global X Clean Water ETF

iShares Copper and Metals Mining ETF

Bank of America

Meta Platforms

Alphabet

Alphabet - C

Amazon

Microsoft

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH INT NON CUM PFD QQ

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '5'

BANK OF AMERICA CORPORATION 7.25% NON-CUM PERP CONV PFD SER L

BANK OF AMERICA CORPORATION 5.875%NON CUM DEP SHS REP1/1000TH SER HH

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '2'

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BANK OF AMERICA CORPORATION INCOME CAPITAL OBLIG NTS DUE 15/12/2066

BANK OF AMERICA CORPORATION 4.375% DP SH RP 1/1000TH IN NON CU PF NN

BANK OF AMERICA CORPORATION DEP SH REP 1/1200TH PRF SER 1 USD25

BANK OF AMERICA CORPORATION 5.375%DEP SHS REP 1/1000TH NON CUM SR KK

BANK OF AMERICA CORPORATION 6%NON CUM DEP SHS EACH REP 1/1000 SER GG

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200 PFD SER 4 USD25

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH NON CUM PFD SER SS

BANK OF AMERICA CORPORATION 4.125%DEP SH REP 1/1000 PFD SER PP USD25

Bank of America Corp

5 Trillion Dollar Opportunity! AI Consumes Not Just Power: Water and Metals Face Critical Shortages

02824

518850

G7 finance chiefs warned that the Middle East war poses risks to global growth and inflation, signaling readiness to act on energy shocks and diversify critical minerals supply chains. They emphasized the urgent need to limit economic fallout from the conflict, with central banks prepared to respond to prevent energy price increases from affecting core inflation. The group also discussed maintaining free transit through the Strait of Hormuz to stabilize energy markets and focused on reducing dependence on China for rare earths and critical minerals. Overall, the G7 aims for coordinated action to mitigate inflation risks and support Ukraine's economy.

- The G7 finance ministers warned that the Middle East conflict could negatively impact global economic growth and intensify inflation, emphasizing the need for coordinated responses.  
- They committed to addressing energy shocks and diversifying critical mineral supply chains to reduce dependence on China while ensuring the free flow of shipping through the Strait of Hormuz.  
- Ongoing discussions during the IMF and World Bank spring meetings underscored urgency in mitigating long-term economic damage and maintaining support for Ukraine amidst geopolitical tensions.

Investinglive

EFUND GOLD MI ETF

ChinaAMC Gold ETF

VanEck Gold Miners ETF

SPDR Gold Shares

G7 warns on war’s economic risks, signals action on inflation, supply chains

CRMLW

FMTL

CRML

The demand for rare earth elements (REEs) is surging across energy, defense, and technology sectors, with market value projected to rise from $4 billion in 2024 to over $6 billion by 2030. REEs are crucial for electric vehicles, renewable energy, and advanced technology due to their unique properties. The U.S. market is growing faster as efforts to build domestic supply chains increase. However, the supply chain is heavily influenced by China, posing risks. Apex Critical Metals Corp. reports promising drill results at its Rift Rare Earth Project, indicating significant mineralization and potential for high-value neodymium-praseodymium zones.

prnewswire

CRITICAL METALS CORPORATION C/WTS 27/02/2029 (TO PUR COM)

First Trust Indxx Critical Metals ETF

Critical Metals

08:30 ETStrategic Demand for Rare Earth Elements Intensifies Across Energy, Defense and Technology Sectors

Outlook on the Rare Earth Industry: An Epic Leap from "Traditional Bulk Commodities" to "Strategic Metal Value"

华尔街见闻资讯

Outlook on the Rare Earth Industry: An Epic Leap from "Traditional Bulk Commodities" to "Strategic Metal Value"

CRIT

Metals Creek Resources Corp. announced positive assay results from its option partner Lomiko Metals Inc. regarding the Yellow Fox Critical Metals/REE Property in Newfoundland. The results from the Phase II soil sampling program revealed highly elevated levels of Dysprosium and Terbium, essential for high-performance magnets. The findings indicate a potential HREE enriched system with strong ratios of Heavy Rare Earth Elements to Light Rare Earth Elements. The exploration potential is supported by a specialized geological environment, suggesting significant opportunities for rare earth mineral extraction.

Optica Rare Earth & Critical Materials ETF

Metals Creeks' Option Partner Lomiko Continues to Expand on Newly Discovered REE Anomalies at the Yellow Fox Critical Metals/REE Property Located in Central Newfoundland | MCREF Stock News

Global X Rare Earth & Critical MatrlsETF(EART.US)

Pentagon Suppliers Push Trump Administration To Postpone China Rare Earth Crackdown: Report

US eyes deep-sea mining to counter China's mineral dominance

Trump, Xi to weigh rare earth truce extension, but China's curbs still bite

Western Nations Accelerate $12B Critical Mineral Initiatives as Global Export Restrictions Reach Record Highs | NB Stock News

The Economic Playbook Behind China's Rare Earth Market Success | MP Stock News