VanEck Rare Earth/Strategic Metals ETF

Sociedad Quimica Y Minera to Release FY2026 Q1 Earnings on May 26 After-Market EST, Forecast Revenue USD 1.707 B, EPS USD 1.5802

Ganfeng Lithium Secures Orders Through H1 2027, Capacity Fully Booked, Plans 50% Output Increase Next Year

Baillie Gifford sells 2.6 million shares of Ganfeng Lithium for approx 201 million HKD

US Sets $110/kg Price Floor for NdPr Oxides to Secure MP Materials Delivery

FactSet Raises Albemarle's 2026 EPS Estimate to $11.56

Baillie Gifford Reduces Holding in Ganfeng Lithium by 2.4971 million Shares

MP Materials Reports Strong Q1 2026 Earnings

MP Materials Reports Q1 2026 Earnings, Anticipates Rare Earth Price Increase

Argus Raises Albemarle's Target Price to $230

RBC Raises Albemarle's Target Price to $253

MP Materials Revenue Growth and Increased Demand for Rare Earth Magnets

MP Materials CFO Sells $1.5 Million in Stock

MP Materials Corp Stock Target Price Raised to $78.92

UBS Raises Lithium Price Forecast by 18% for 2026

MP Materials warns of significant price drop in heavy rare earth materials

Ganfeng Lithium Achieves Full Production, Chinese Enterprises Succeed in Global Lithium Resource Industry

MP Materials released FY2026 Q1 earnings on May 7 After-Market EST, actual revenue USD 132.92 M (forecast USD 75.46 M), actual EPS USD -0.0447 (forecast USD -0.035)

MP Materials expects Q2 rare earth prices at $90 per kg and begins heavy rare earth separation loop debugging

MP Materials Announces First Quarter Financial Report

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

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

002460

01772

China’s Ganfeng Lithium has secured orders through the first half of 2027, driven by rising demand for energy storage systems (ESS) and investments in artificial intelligence data centres (AIDCs). President Wang Xiaoshen noted that production capacity is fully booked, with plans to increase output by 50% next year. The surge in ESS demand is attributed to energy price fluctuations and the growth of AIDCs. Ganfeng's lithium-ion batteries are crucial for stabilizing electricity networks, and the company anticipates significant growth from AIDCs in the future.

SCMP

Ganfeng Lithium

GANFENGLITHIUM

CATL

BYD COMPANY

CATL HK SDR 30to1

BYD HK SDR 10to1

BYD Company

BYD Company Limited

BYD COMPANY-R

AI|China’s Ganfeng secures orders amid surge in demand for energy storage, AI boom

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PICC GROUP(01339) rose 7.41%, with a trading turnover 822.3 Million HKD, and a year-to-date fell 16.3%. CMSC(06099) rose 6.48%, with a trading turnover 275.5 Million HKD, and a year-to-date rose 6%. KNOWLEDGE ATLAS(02513) fell 9.41%, with a trading turnover 1.2 Billion HKD, and a year-to-date rose 786.4%. MINIMAX-W(00100) fell 7.19%, with a trading turnover 612.5 Million HKD, and a year-to-date rose 350%.

Top Gainers&Losers

PICC GROUP

CMSC

TME-SW

CNOOC

CRRC

KNOWLEDGE ATLAS

MINIMAX-W

SIGENERGY

HUAQIN

Top 5 HK Stock Gainers/Losers (>100B) (5.19)

USAR

US rare earth miners, including MP Materials and USA Rare Earth, are facing significant declines due to falling global commodity prices, geopolitical shifts, and supply-side risks. Stocks are down over 10% amid speculation of a potential US-China rare earth agreement. Additionally, insider selling and a global risk-off sentiment are contributing to the downturn. Despite these challenges, experts believe the structural foundation for domestic rare earth companies remains strong, supported by long-term contracts and agreements.

Invezz

MP Materials

USA Rare Earth

Apple

General Motors

USA Rare Earth - CW300313

Why are Trump's rare earth stocks crashing today?

SOXL

Major indexes fell as Micron Technology impacted the tech sector, with the Nasdaq down 128 points. President Trump threatened Iran over a peace deal, affecting market sentiment. Li Auto's stock dropped 10.1% after a poor response to its SUV update, while Roblox Corp rose 9.6%. MP Materials Corp fell 8.5%, marking its seventh drop in eight sessions, despite being up 11% year-to-date.

- Micron Technology's recent downturn impacted the tech sector, causing notable losses in the Nasdaq Composite, Dow Jones Industrial Average, and S&P 500 Index.  
- President Trump’s comments on Iran's negotiations have contributed to market volatility, with West Texas Intermediate crude prices rising above $105 per barrel.  
- Notable stock movements include Li Auto down 10.1%, Roblox Corp up 9.6%, and MP Materials down 8.5%, reflecting a mixed performance among major companies.

Schaeffers

Li Auto

Micron Tech

Roblox

Direxion Daily MU Bull 2X Shares

GraniteShares 2x Long MU Daily ETF

iShares Semiconductor ETF

First Trust Nasdaq Food & Semicon

T-Rex 2X Long RBLX Daily Target ETF

Invesco PHLX Semiconductor ETF

ISHRS S&P Glb It

Direxion Semicon Bull 3X

Invesco Semiconductors ETF

SPDR S&P Semicon

VanEck Semiconductor ETF

NASDAQ Composite Index

Dow Jones Industrial Average

S&P 500

Nextera Energy

LI AUTO-W

NEXTERA ENERGY CAPITAL HLDGS INC 5.65%JNR SUBORD DEB 01/03/2079 SER N

NEXTERA ENERGY CAPITAL HLDGS INC 6.5% BDS 15/04/86 USD1000

Nextera Energy Partners LP

NEXTERA ENERGY INC 6.926% CORPORATE UNITS 01/09/2025

NEXTERA ENERGY INC CORP UNIT 01/11/2029

NEXTERA ENERGY CAPITAL HLDGS INC 6.5% BDS 01/06/85 USD25

NEXTERA ENERGY INC CORP UNIT 01/06/2027

NEXTERA ENERGY INC CORP UNIT

Major Indexes Backpedal as Micron Drags Tech Sector

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

Global X Rare Earth & Critical MatrlsETF

Sprott Rare Earths Ex-China ETF

ISHRS MSCI Glb Slct Met & Mining

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

The Department of Defense (DoD) and MP Materials have established a $110/kg price floor for NdPr oxide supplies under their July contract, ensuring minimum pricing for MP's deliveries. MP Materials operates the Mountain Pass rare-earth mine in California, playing a significant role in U.S. rare-earth supply and government critical-minerals initiatives.

TradingView

Defiance Daily Target 2X Long MP ETF

SPDR S&P Mtls & Mng

Leverage Shares 2X Long MP Daily ETF

Invesco DB TR Base Metals ETF

Key facts: DoD and MP set $110/kg NdPr floor; MP runs Mountain Pass

China will purchase at least $17 billion in U.S. agricultural products annually from 2026 to 2028, in addition to prior soybean agreements for 2025. The deal includes measures for rare earth export control removal, semiconductor cooperation, and reciprocal tariff cuts, with further negotiations needed to finalize timelines and product specifics.

US and China agree on $17B farm goods purchases and broader trade steps

159608

China has agreed to address U.S. concerns over shortages of specialty rare earths due to export controls, according to the White House. Despite previous agreements, China's restrictions on exports of critical minerals like yttrium and scandium remain tight. The U.S. seeks to resolve supply chain issues related to these materials, essential for defense and technology sectors.

fidelity

GF CSI Rare Metals Theme ETF

China has agreed to address US concerns over rare earth shortages, says White House

Albemarle Corporation reported Q1 2026 results with sales of $1.43 billion and net income of $319 million, affirming a $0.405 quarterly dividend and filing a $679 million common stock shelf for ESOP. Analysts are optimistic about Albemarle's earnings outlook despite concerns over high valuation and costs from the Kemerton shutdown. The company projects $6.9 billion in revenue and $1.1 billion in earnings by 2028, requiring significant annual growth. The stock's fair value is estimated at $172.62, indicating a potential downside.

Simplywall

Albemarle

NVIDIA

Microsoft

NVIDIA Corporation

Albemarle’s (ALB) ESOP Stock Shelf and Dividend: Quiet Clues About Its Lithium Strategy?

US Critical Materials Corp and Bayan Mining and Minerals Ltd have signed a non-binding MoU to evaluate rare-earth processing technologies from USCM's Sheep Creek Project in Montana. This collaboration aims to accelerate a US-based rare-earth processing pathway, enhancing national security and supporting AI technology advancements. The project will assess the applicability of Bayan's processing technologies and may lead to establishing a US-based pilot facility. USCM is also considering an investment in Bayan, subject to agreements and regulatory approvals.

SemiConductor

Balkan Mining and Minerals Ltd

US Critical Materials and  Bayan Mining and Minerals sign MoU

VanEck Rare Earth/Strategic Metals ETF(REMX.US)