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Lennar shares fell 5% on weak guidance, while lithium miners like Atlas Lithium gained nearly 9% after China announced plans to revoke mining licenses.
Ionic Minerals Technology discovered a significant deposit of 16 critical minerals in Utah with concentrations of approximately 2,700 parts per million, bolstering U.S. efforts to secure a domestic supply chain.
Leverage Shares by Themes has expanded its offerings with six new single-stock leveraged ETFs, providing 200% daily exposure to a diverse set of companies and reflecting a growing market interest in trading vehicles beyond mega-cap technology stocks.
A new forecast from Huatai Securities projects a significant lithium supply deficit by 2027, following a potential oversupply in 2026. This outlook is already influencing strategic decisions in the electric vehicle and mining sectors as corporations move to secure future supply lines.
Chinese rare-earth producers are bypassing export restrictions by altering product formulations and embedding magnets in components. This strategy, coupled with strategic acquisitions of Western mining assets, solidifies China's dominance in the critical minerals sector, prompting a strategic shift in Western industrial policy.