津巴布韦矿业部长表示，只有在矿商遵守政府要求的情况下，禁令才会解除。去年，该国曾表示将于 2027年禁止锂精矿出口，这是促使外国矿业公司在当地发展精炼业务努力的一部分。 智通财经APP获悉，周三，锂矿概念股走强，Sigma Lithium(SGML.US)大涨超32%，美国雅保(ALB.US) 涨超8%，Lithium Americas(LAC.US)涨超3%。消息面上，津巴布韦已暂停出口锂精矿和原矿，此举旨 在推动矿业公司在该国建立加工业务。津巴布韦矿业部长周三表示，该出口禁令立即生效，直至另行通 知。根据官方数据，津巴布韦拥有非洲最大的锂储量之一，也是全球主要生产国之一，估计资源量为 1.26亿吨。 ...

GREENWICH, Conn., Feb. 24, 2026 (GLOBE NEWSWIRE) -- Gabelli Funds will host its 17th Annual Specialty Chemicals Symposium in Midtown Manhattan, New York City on Thursday, March 19, 2026. The event will feature discussions with leading companies and organizations across the specialty chemicals ecosystem, with an emphasis on industry dynamics, current trends, and business fundamentals, as well as Specialty Chemicals investing. Attendees will also have the opportunity to participate in one-on-one meetings with ...

Construction underway at Thacker Pass. Credit: Lithium Americas.Lithium Americas (TSX, NYSE: LAC) says it is targeting a capital spend of between $1.3 billion and $1.6 billion for Phase 1 of its Thacker Pass project in Nevada this year. A majority of that capex will be used on project construction, with an estimated cost of $1.2-$1.5 billion.Construction of Phase 1 is progressing, with detailed engineering design at 93% completion and procurement at 60% by the end of 2025, the Vancouver-based lithium develo ...

Group 1 - The U.S. government has shifted towards direct equity investments in strategic private companies to bolster national security and reduce reliance on foreign supply chains, particularly from China [1][2] - This approach has been compared to an informal "American sovereign wealth fund," leading to significant stakes in publicly traded firms, which may present compelling investment opportunities [1][2] - The focus of these investments includes sectors vital to defense, AI, electric vehicles, and energy independence, with all identified companies rated Buy by top Wall Street firms [1] Group 2 - Cameco Corp. is a leading uranium supplier with a small dividend and a significant deal with the U.S. Commerce Department to finance $80 billion in nuclear plant construction [1] - Intel Corp. has seen a government acquisition of a 10% stake through an $8.9 billion investment, positioning it as a major player in the semiconductor industry [1] - L3Harris Technologies Inc. received a $1 billion investment from the Pentagon to expand missile production, with a reliable dividend and a focus on national security technology solutions [2] - Lithium Americas Corp. is developing the Thacker Pass lithium project, which is considered a potential major investment opportunity due to its sought-after product [2] - MP Materials Corp. operates the only rare earth mine in the U.S. and secured a $400 million investment from the Department of Defense to enhance domestic production [2] - Trilogy Metals Inc. holds a 50% interest in the Upper Kobuk Mineral Projects in Alaska, with a government stake that could increase investor interest [2]

Core Viewpoint - Lithium prices remain significantly below the historical highs reached in 2023, but have been rising in recent months due to supply disruptions in China and strong demand, with further increases expected [1] Price Trends - Lithium spodumene and lithium hydroxide prices have increased by approximately 35% year-to-date, with spodumene prices more than doubling since late June and lithium hydroxide prices increasing by over 100% [1] Supply Chain Issues - China's lithium supply continues to be adversely affected by environmental inspections and permit suspensions, contributing to the price increases [1] - The demand for lithium is bolstered by cathode material producers replenishing inventory ahead of the Lunar New Year holiday [1] Demand Outlook - The demand outlook for lithium remains optimistic, with energy storage systems performing better than expected [1] Related Stocks - Relevant U.S. stocks in the lithium sector include Albemarle (ALB.US), Sociedad Química y Minera de Chile (SQM.US), Lithium Americas (LAC.US), Lithium Argentina (LAR.US), Sigma Lithium (SGML.US), and Standard Lithium (SLI.US) [1]

Core Viewpoint - Lithium Americas Corp. (NYSE:LAC) is highlighted as a promising investment opportunity in the materials sector, particularly following its recent agreements with the U.S. Department of Energy and General Motors [1]. Group 1: Agreements and Financial Instruments - On January 30, Lithium Americas Corp. issued the DOE a warrant to purchase up to 18,268,687 common shares, which accounts for 5% of the company's outstanding shares [2]. - The joint venture with General Motors also issued a warrant for Non-Voting Units representing a 5% economic interest in the joint venture, both of which are exercisable for ten years and include anti-dilution adjustments [2]. - A registration rights agreement requires Lithium Americas to register the common shares that can be issued upon the exercise of these warrants [3]. Group 2: Company Overview - Lithium Americas Corp. is focused on the development, construction, and operation of lithium deposits and chemical processing facilities in the United States and Canada [4].

Group 1 - Lithium Americas Corp. (NYSE:LAC) operates lithium deposits and processing facilities, with its main project located at Thacker Pass [2] - Jim Cramer expressed skepticism about investing in LAC, labeling it as too speculative and recommending Albemarle (ALB) as a safer alternative [1][2] - There is acknowledgment of LAC's potential as an investment, but certain AI stocks are considered to offer greater upside potential with less downside risk [3]

Core Insights - The Trump administration has decided to abandon plans to guarantee a minimum price for U.S. critical minerals projects due to potential lack of congressional funding and market pricing complexities [1] - This policy shift will influence future deals but does not affect the previously agreed price floor for MP Materials set last July [3] Industry Developments - The administration's renewed focus on domestic critical minerals includes a recent investment of $1.6 billion in USA Rare Earth Inc., aimed at reducing reliance on China for key rare earth elements [4] - MP Materials announced a public-private partnership with the U.S. Department of War, involving a $400 million investment in preferred shares and $1 billion in financing for a new U.S. magnet plant [5] - American Resources Corp. is building a fully domestic rare earth magnet supply chain with a $1.4 billion deal to produce 10,000 metric tons annually [6]

Group 1 - China Aluminum International (02068) saw a mid-day increase of over 2.4% after announcing a joint venture to undertake a new electrolytic aluminum project with an annual capacity of 394,000 tons, with the first phase set at 294,000 tons [1] - CGN Mining (01164) rose over 8.3% following the submission of a preliminary prospectus for a trust that plans to issue up to $2 billion in transferable, non-redeemable trust shares over 25 months, with annual uranium procurement not exceeding 9 million pounds [1] - China Shengmu Organic Milk (01432) increased nearly 6% after a joint announcement regarding a potential conditional cash offer to acquire all issued shares of the company [1] Group 2 - Yijun Group Holdings (02442) surged over 18%, with a cumulative increase of nearly 500% since its resumption of trading in December, following the sale of shares by its controlling shareholder [2] - China Rare Earth Holdings (03788) rose over 10%, reaching a historical high of 5.49 HKD, after announcing the termination of its gold spin-off plan to focus on gold business [2] - Laopuqin Gold (06181) increased over 7.3% as consumer demand is expected to rise during the upcoming Spring Festival, driven by higher gold prices and anticipated price increases [2] Group 3 - Oil stocks continued to rise, with CNOOC (02883) up 4.19%, Sinopec (00386) up 2.54%, and PetroChina (00857) up 3.68%, amid escalating geopolitical tensions in Iran and Cuba [3] - Changfei Optical Fiber (06869) saw a rise of over 15.4% due to significant price increases and supply tightness in the G.652.D optical fiber market, with major manufacturers unable to meet their own orders [3] Group 4 - Nanshan Aluminum International (02610) increased over 2.6% after announcing plans to start construction on a 250,000-ton electrolytic aluminum project in 2026, with an investment of $437 million [4] - Xindong Company (02400) saw a slight increase of 0.43% as its mobile game "Xindong Town" surpassed 10 million downloads, indicating strong user growth [4] Group 5 - EquipmentShare.com (EQPT.US) debuted on the US stock market with an IPO price of $24.5, closing up 32.9% on its first day [5] - The solar energy sector saw initial gains, with JinkoSolar (JKS.US) up 9.03% and Canadian Solar (CSIQ.US) up 4.57%, following discussions at the Davos Forum [5] - Silver-related stocks experienced gains, with First Majestic Silver (AG.US) rising 5.04% as spot silver prices surpassed $100 [5] Group 6 - Lithium mining stocks mostly rose, with Sigma Lithium (SGML.US) up 17.54% after announcing additional sales of high-purity lithium powder [6] - Bank stocks declined, with Goldman Sachs (GS.US) down 3.75% amid legal issues involving President Trump and JPMorgan [6] - Redwire (RDW.US) increased by 4.51% following comments from Elon Musk about SpaceX's plans for reusable rocket technology [6] Group 7 - Semiconductor stocks showed strength, with AMD (AMD.US) up 2.35% and Nvidia (NVDA.US) up 1.53%, as Nvidia's CEO visited China to discuss future plans [7] - Ericsson (ERIC.US) rose 8.87% after reporting strong fourth-quarter earnings, with adjusted EBITA reaching 12.7 billion SEK, a 24% increase year-over-year [8] - Intel (INTC.US) fell 17.03% due to disappointing performance outlooks and manufacturing issues [8]

Core Viewpoint - The US government is set to acquire a 10% stake in USA Rare Earth (USAR) as part of a $1.6 billion investment to support the development of a domestic mine-to-magnet supply chain [1][2]. Investment Details - The agreement includes the acquisition of 16.1 million shares and warrants for an additional 17.6 million shares at a price of $17.17 per share, representing a nearly 25% discount to USAR's closing price of $22.71 [2]. - Additionally, the US government will provide $1.3 billion in debt financing from a facility established under the CHIPS and Science Act [2]. Company Developments - USAR is developing a rare earth mine in Sierra Blanca, Texas, expected to begin production in late 2028, specifically rich in "heavy" rare earths like dysprosium [7][8]. - The Round Top deposit is projected to produce 2,213 tonnes of rare earth elements over a 20-year lifespan, with over 1,900 tonnes being "heavy" REEs [8]. Industry Context - This investment is part of a broader initiative by the US government to strengthen the critical minerals supply chain, following similar deals with other companies in the sector [5][6]. - The Round Top project will support a US-based mine-to-magnet value chain, which includes a magnet manufacturing plant in Stillwater, Oklahoma, and a processing laboratory in Wheat Ridge, Colorado [9].