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Lithium News 8 December 2025 - 2 February 2026

Mineral Resources (ASX:MIN) share price drops 6% despite lithium guidance upgrade

Mineral Resources (ASX:MIN) share price drops 6% despite lithium guidance upgrade

Mineral Resources Ltd shares fell 6.3% to A$57.15 Friday after reporting a 29% jump in spodumene prices and raising lithium output forecasts. The S&P/ASX 200 dropped 0.65%, with lithium stocks hit hard as prices slid 11% in Asia. Net debt fell to about A$4.9 billion, and cash liquidity topped A$1.4 billion. Broker ratings diverged, with Macquarie upgrading to outperform and Jarden warning on costs.
31 January 2026
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Lithium price jumps again in China as battery makers restock; Albemarle, peers firm in premarket

Lithium price jumps again in China as battery makers restock; Albemarle, peers firm in premarket

China’s spot lithium carbonate price jumped 6.14% to 181,500 yuan per ton Monday, fueling gains in U.S.-listed lithium stocks during premarket trading. The most active Chinese lithium futures contract fell 6.56% after an early rally. U.S. miners Albemarle, SQM, Sigma Lithium, and Lithium Americas all advanced. China’s securities regulator said it will open nickel and lithium carbonate futures to foreign investors.
26 January 2026
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Lithium price jumps again as China spot hits 164,500 yuan; Albemarle in focus before U.S. open

Lithium price jumps again as China spot hits 164,500 yuan; Albemarle in focus before U.S. open

China’s battery-grade lithium carbonate price rose 3.8% to 164,500 yuan per ton on Thursday, extending its rebound. The Guangzhou Futures Exchange widened daily trading limits after repeated volatility. Albemarle shares gained 4.3% in U.S. trading Wednesday, while lithium ETF prices also climbed. Beijing will cut battery export VAT rebates from April, prompting expectations of increased near-term demand.
22 January 2026
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Lithium price jumps again as China carbonate futures hit limit-up; what traders watch next

Lithium price jumps again as China carbonate futures hit limit-up; what traders watch next

China’s battery-grade lithium carbonate spot price rose 1% to 152,500 yuan a tonne Tuesday, while the most-active futures contract hit its daily limit-up at 160,500 yuan. The Guangzhou Futures Exchange will tighten trading limits and raise margin requirements after Jan. 21. U.S.-listed lithium miners traded mixed premarket, with Albemarle down 6.2% and Lithium Americas up 1.6%.
20 January 2026
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Lithium price jitters meet Washington’s stockpile push — why Albemarle, SQM are up premarket

Lithium price jitters meet Washington’s stockpile push — why Albemarle, SQM are up premarket

U.S.-listed lithium stocks rose in premarket trading after lawmakers proposed a $2.5 billion fund for a critical-minerals reserve. Albemarle gained 0.4%, SQM jumped 2.7%, and Lithium Americas climbed 3.6%. In China, spot lithium carbonate prices fell to 160,260 yuan per ton Thursday after futures surged earlier in January.
15 January 2026
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Lithium prices spike 9% in China on tax-rebate shift, pushing SQM stock up before the bell

Lithium prices spike 9% in China on tax-rebate shift, pushing SQM stock up before the bell

Lithium prices in China jumped to a two-year high after Beijing cut export VAT rebates on batteries, sending the main futures contract up 9% to 156,060 yuan per ton. SQM rose 0.5% in U.S. premarket trading, while Albemarle gained and Lithium Americas fell. Chinese battery makers dropped, but upstream lithium producers advanced. SQM finalized a framework deal with Codelco, pending a Supreme Court ruling.
12 January 2026
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Lithium price surge puts Albemarle stock back in play before the open

Lithium price surge puts Albemarle stock back in play before the open

Albemarle shares rose 0.6% to $159.20 in premarket trading Friday after Baird upgraded the stock and raised its price target to $210, citing higher lithium prices. Spot battery-grade lithium carbonate in China jumped 6,000 yuan to 133,500 yuan on Jan. 7, while futures briefly hit 147,000 yuan. Jefferies also lifted its Albemarle target to $167 earlier this week. Peers traded mixed ahead of Friday’s U.S. jobs report.
9 January 2026
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Lithium prices keep climbing — Albemarle stock edges up premarket on fresh upgrades

Lithium prices keep climbing — Albemarle stock edges up premarket on fresh upgrades

Albemarle rose 2.2% to $161.57 in premarket trading Thursday after analysts raised price targets, citing higher lithium prices and demand for energy storage. China’s battery-grade lithium carbonate spot prices climbed by up to 5,000 yuan per ton, while futures swung sharply. Other lithium stocks traded mixed. China’s industry ministry warned battery makers about overcapacity risks.
8 January 2026
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Rare Metals Stocks: Rare Earth and Lithium Names in Focus as U.S. Markets Head Into the Final 3 Sessions of 2025

Rare Metals Stocks: Rare Earth and Lithium Names in Focus as U.S. Markets Head Into the Final 3 Sessions of 2025

Rare metals stocks head into the final three U.S. trading days of 2025 amid thin year-end liquidity and renewed geopolitical tensions. Materials led S&P 500 sector gains Friday, while the broader market closed nearly flat. Investors await Fed minutes next week and monitor China’s new trade law revisions, which could affect rare earth supply chains.
27 December 2025
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Mineral Resources (ASX:MIN) Stock Jumps as Lithium Sentiment Reignites — Latest News, Forecasts and Analyst Outlook (22 December 2025)

Mineral Resources (ASX:MIN) Stock Jumps as Lithium Sentiment Reignites — Latest News, Forecasts and Analyst Outlook (22 December 2025)

Mineral Resources shares jumped to about A$55.65 on 22 December 2025, up from a previous close near A$52.65, reaching the top of their 52-week range. The surge comes amid renewed lithium optimism, strong iron ore sentiment from Onslow, and ongoing scrutiny over governance and debt. The stock was among the top performers on the ASX for the day. Investors remain alert to developments in lithium pricing and export logistics.
22 December 2025
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Rare Metals Stocks Week Ahead (Dec. 22–26, 2025): China’s Rare Earth Export Licenses, Lithium Crosscurrents, and the Catalysts Investors Are Watching

Rare Metals Stocks Week Ahead (Dec. 22–26, 2025): China’s Rare Earth Export Licenses, Lithium Crosscurrents, and the Catalysts Investors Are Watching

China has begun issuing “general” export licenses for rare earth-related items, aiming to speed up shipments while maintaining leverage. Battery-metals markets remain volatile, with EV demand rising but oversupply pressuring producers. U.S. markets face thin holiday-week liquidity, increasing price swings in rare metals stocks. Key economic data releases are expected despite the Christmas-shortened schedule.
21 December 2025
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PLS Group Limited (ASX:PLS) on 10 December 2025: Lithium Rebound, Rebrand and 2026 Stock Forecast

PLS Group Limited (ASX:PLS) on 10 December 2025: Lithium Rebound, Rebrand and 2026 Stock Forecast

PLS Group Limited (ASX:PLS) – the lithium producer formerly known as Pilbara Minerals – is closing out 2025 as one of the most talked‑about stocks on the ASX. A deep lithium downturn, a sharp share price recovery, a corporate rebrand and heavy short interest have turned PLS into a battleground stock for bulls and bears alike.Wikipedia+1 Key takeaways as at 10 December 2025 PLS Group share price today: sitting near 52‑week highs As of trading on 10 December 2025, PLS Group is changing hands at roughly A$4.20–4.22 per share, after opening around A$4.13 and trading in a A$4.09–4.24 intraday range.FT
10 December 2025
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Best ASX Stocks to Buy Today (8 December 2025): Top Broker Picks, Lithium Winners and AI Plays

Best ASX Stocks to Buy Today (8 December 2025): Top Broker Picks, Lithium Winners and AI Plays

Australia’s share market is taking a breather today, but behind the modest index move there’s a lot happening in individual ASX stocks. On Monday, 8 December 2025, the S&P/ASX 200 slipped about 0.1% to around 8,624 points as investors stayed cautious ahead of tomorrow’s Reserve Bank of Australia (RBA) decision and key jobs data later in the week. Miners led the declines, while financials, real estate and some technology names eked out gains.mint+1 Within the index, lithium and data‑centre stocks are standing out, while a number of high‑quality healthcare and software names continue to attract buy ratings from brokers.Market Index+1
8 December 2025
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Australian Stock Market Today: ASX 200 Softens as Miners Drag and Lithium Surges Ahead of RBA Decision (8 December 2025)

Australian Stock Market Today: ASX 200 Softens as Miners Drag and Lithium Surges Ahead of RBA Decision (8 December 2025)

The Australian stock market opened the week on a cautious note on Monday, 8 December 2025, as investors positioned themselves ahead of the Reserve Bank of Australia’s (RBA) final policy decision of the year. The benchmark S&P/ASX 200 fell around 0.3% in the first minutes of trade to about 8,606 points, with nine of 11 sectors lower, before trimming losses to sit roughly 0.1% down at 8,623 points around 10:15am AEDT – just below Friday’s 8,634.6 close.Indo Premier+2ABC+2 Global leads were mildly positive: Wall Street edged higher after benign US inflation data reinforced expectations of a Federal Reserve rate cut
8 December 2025
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Stock Market Today

Tower Semiconductor stock jumps again on Nvidia optics tie-up as earnings near

Tower Semiconductor stock jumps again on Nvidia optics tie-up as earnings near

8 February 2026
Tower Semiconductor shares rose 7.7% to $139.04 Friday after announcing a collaboration with Nvidia on AI data-center networking. The stock touched $141 intraday and gained another 1% after hours. Investors await Tower’s Feb. 11 earnings for details on its silicon photonics work. No financial terms or shipment timeline were disclosed.
Longsys Electronics stock heads into Monday after new guarantees; what 301308 investors watch next

Longsys Electronics stock heads into Monday after new guarantees; what 301308 investors watch next

8 February 2026
Longsys disclosed new guarantees for a 100 million yuan Hong Kong loan and a $9 million Brazil credit line, bringing its total approved guarantee quota to 11 billion yuan and outstanding guarantees to 5.81 billion yuan. The company said all guarantees are for consolidated subsidiaries and within approved limits. Shares closed at 288 yuan Friday, down 1.6%. China inflation and credit data are due this week.
MACOM stock price steadies near highs into Monday after earnings pop and fresh filings

MACOM stock price steadies near highs into Monday after earnings pop and fresh filings

8 February 2026
MACOM shares rose 3.5% to $235.87 Friday after the company reported fiscal Q1 revenue of $271.6 million and raised its full-year data center growth outlook to 35–40%. Fidelity’s FMR LLC disclosed a 10.7% stake, while shareholder Susan Ocampo filed to potentially sell up to 100,000 shares. Stifel raised its price target to $255. MACOM expects to repay $161 million in convertible notes in March.
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