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A U.S. blockade on Venezuelan oil tankers announced on December 17 caused a 1.5% increase in crude oil prices, while China's move to revoke lithium mining permits sent shares of miners like SQM up nearly 5%.
Lennar shares fell 5% on weak guidance, while lithium miners like Atlas Lithium gained nearly 9% after China announced plans to revoke mining licenses.
Specialty chemicals firm Albemarle (ALB) is projected to see a 177.9% increase in earnings per share next fiscal year, according to revised analyst estimates.
Despite a broad chemical industry downturn in 2025, Albemarle, Perimeter Solutions, and Sociedad Quimica y Minera posted six-month gains of over 100%, positioning them for continued growth.
Enphase Energy has expanded a safe harbor agreement with a third-party ownership (TPO) provider, securing future revenue for its U.S.-manufactured microinverters as the market braces for changes to residential solar tax credits. The stock saw a modest gain on the news.
Albemarle Corporation announced a board member resignation and a new cesium offtake agreement, suggesting a minor strategic diversification. The move comes as the company's core lithium business faces significant market pressure from oversupply and falling prices.
A U.S. congressional hearing on December 11, 2025, detailed China's use of non-market practices to dominate the global auto industry. Testimony exposed a state-led strategy of subsidies, price manipulation, and dumping that poses a significant threat to North American and international competitors.
Wall Street strategists are forecasting a bullish 2026 for equities, driven by widespread expectations of Federal Reserve rate cuts. This optimism persists despite the central bank's own cautious projections, with investors pricing in a more accommodative monetary policy to fuel economic growth and corporate earnings.
ASML Holding N.V. is facing intensified scrutiny over its exports to China after supplying parts to a subsidiary of a state-owned enterprise. This event places the semiconductor equipment manufacturer at the center of the complex and evolving technology trade relationship between Western nations and Beijing, creating market uncertainty.