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Lithium 26 September 2025 - 27 December 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: 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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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

The S&P/ASX 200 slipped 0.1% to 8,624 on Monday as investors awaited the Reserve Bank of Australia’s rate decision. Miners fell, while financials and tech stocks edged higher. NEXTDC surged nearly 11% after announcing a partnership with OpenAI to build a major AI campus in Sydney. UBS sharply raised its lithium price forecasts, boosting outlooks for key Australian miners.
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 S&P/ASX 200 slipped 0.1% to 8,623 points by 10:15am AEDT Monday, ahead of the RBA’s final policy decision of 2025. Miners and gold stocks fell on weaker iron ore and bullion prices, with Rio Tinto down 1.2% and Newmont off 2%. Lithium shares outperformed, as Liontown Resources surged 7% and Pilbara Minerals rose 3% after positive broker updates.
8 December 2025
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Evolution Mining (ASX: EVN) Share Price on 4 December 2025: Record Profits, Lithium JV and What Analysts Expect Next

Evolution Mining (ASX: EVN) Share Price on 4 December 2025: Record Profits, Lithium JV and What Analysts Expect Next

Evolution Mining closed at A$11.90 on 3 December 2025, near all-time highs after record FY25 results and surging gold prices. Shares have more than doubled in a year, outperforming the sector by 118% and the ASX 200 by 136%. FY25 net profit after tax rose 119% to A$926 million. Brokers warn the stock now trades ahead of most valuation models.
4 December 2025
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Rio Tinto Stock on 2 December 2025: Native Title Deal, Lithium Slowdown and 2026 Dividend Outlook

Rio Tinto Stock on 2 December 2025: Native Title Deal, Lithium Slowdown and 2026 Dividend Outlook

Rio Tinto shares hit fresh 52-week highs on all major exchanges on December 2, 2025, buoyed by a new Indigenous land agreement in Western Australia. The miner’s U.S. shares traded near $72, valuing the group at up to $125 billion. The company is shifting focus toward copper, slowing its lithium push, and facing activist calls for more copper deals. Technical indicators show improving momentum.
2 December 2025
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Evolution Mining (ASX: EVN) on 2 December 2025: Record Gold, Lithium JV and the Stock’s Next Move

Evolution Mining (ASX: EVN) on 2 December 2025: Record Gold, Lithium JV and the Stock’s Next Move

Evolution Mining shares traded at A$11.70 on 2 December 2025, near record highs, with a market cap around A$23–24 billion. The stock has gained roughly 140% over the past year, outperforming the ASX 200 and gold sector by over 100 percentage points. Gold prices hit record levels, boosting Evolution’s margins and cash flow. September quarter production reached 174,000 ounces of gold at an AISC of about A$1,724/oz.
2 December 2025
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Pilbara Minerals (ASX: PLS) Share Price Today: AGM Guidance, Lithium Price Rebound Keep the Stock in Focus – 27 November 2025

Pilbara Minerals (ASX: PLS) Share Price Today: AGM Guidance, Lithium Price Rebound Keep the Stock in Focus – 27 November 2025

Pilbara Minerals shares rose 1.2% to A$4.09 Thursday, nearing a 52-week high after a 7.2% jump Wednesday and an 18% two-week gain. The company reported record FY25 production of 755,000 tonnes at its Pilgangoora lithium operation and completed the P1000 expansion to 1 Mtpa capacity. Trading volumes surged, and technical analysts upgraded the stock to “Buy.”
27 November 2025
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Sociedad Química y Minera (SQM) Soars as Lithium Rebounds and Codelco JV Gets Final Green Light

Sociedad Química y Minera (SQM) Soars as Lithium Rebounds and Codelco JV Gets Final Green Light

SQM shares surged about 12% Monday in New York, hitting a 52-week high near $61 after China approved its lithium joint venture with Codelco. Major funds including Itaú Unibanco and KBC Group disclosed new or larger stakes. Lithium prices rose on signs of stronger Chinese demand. Investors await SQM’s Q3 2025 earnings report due Tuesday.
17 November 2025
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Lithium Americas Stock Skyrockets on U.S. ‘White Gold’ Deal – Experts Weigh In

Lithium Americas (LAC) Stock Soars on U.S. ‘White Gold’ Stake Amid EV Boom – What’s Next?

Lithium Americas Corp. shares surged over 200% in 2025 after the U.S. Department of Energy agreed to take equity stakes and provide a $2.2 billion loan for its Thacker Pass lithium project. The stock peaked above $10 in October before retreating to $6.72 on Oct. 24. Construction at Thacker Pass began after a $435 million initial loan drawdown. Analyst price targets remain below current levels.
27 October 2025
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Battery Boom: American Battery Technology Surges on Recycling Deal & $900M Lithium Loan

Battery Boom: American Battery Technology Surges on Recycling Deal & $900M Lithium Loan

ABTC shares (Nasdaq: ABAT) surged 34% to around $9 on Oct 13, following strong earnings and news of a nationwide battery recycling partnership with Call2Recycle. The company completed all NEPA baseline studies for its Tonopah Flats Lithium Project, unlocking federal permitting. FY2025 revenue jumped 1,149% to $4.3 million, aided by major DOE grants and a narrowed Q4 loss.
13 October 2025
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Cruz Battery Metals (0URE.L) Charges Up: Lithium Ambitions, Golden Diversification & Stock Surge in 2025

Cruz Battery Metals (0URE.L) Charges Up: Lithium Ambitions, Golden Diversification & Stock Surge in 2025

Cruz Battery Metals Corp.’s stock jumped about 40% in early October 2025, trading near £0.035 on the LSE after surging 133% over the past quarter. The company acquired a gold–copper project in Ontario on Oct. 6, as gold and copper prices hit near-record highs. Cruz renewed all Nevada lithium claims in late September. The firm reported a net loss of C$1.62 million for the nine months to April 30.
7 October 2025
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European Lithium’s $21 Million Windfall, Buybacks & Rare Earth Coup Spark Lithium Sector Buzz

European Lithium’s $21 Million Windfall, Buybacks & Rare Earth Coup Spark Lithium Sector Buzz

European Lithium raised US$21 million by selling 3 million shares of its Nasdaq-listed Critical Metals spin-off at $7 each and announced a 10% share buyback. The company’s ASX shares spiked to a 52-week high on rare earth and buyback news, then fell 31% after the share sale disclosure. European Lithium now holds a 7.5% minority in Greenland’s Tanbreez rare earth project. Reports of U.S. government interest fueled stock volatility.
7 October 2025
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Lithium Americas (LAC) Soars as US Govt Takes 5% Stake – Analysts Weigh In on EV Lithium Boom

Lithium Americas (LAC) Soars on U.S. ‘White Gold’ Stake – Latest News, Stock Rally & Expert Outlook

Lithium Americas secured a $2.26 billion U.S. Department of Energy loan in October 2025 for its Thacker Pass lithium project, with the DOE and GM now holding equity stakes. LAC’s stock more than doubled in 2025, spiking 23% on news of the federal deal. The company remains pre-revenue, reporting a $13 million Q2 net loss but is fully funded for construction. Wall Street consensus rates the stock “Hold” with a $5.10 price target.
6 October 2025
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Lithium Americas (LAC) Soars as US Govt Takes 5% Stake – Analysts Weigh In on EV Lithium Boom

U.S. Govt Bets on “White Gold”: Lithium Americas Stock Explodes as DOE Takes Stake

Lithium Americas (LAC) stock jumped over 20–30% to new 52-week highs after announcing a $2.26 billion U.S. DOE loan partnership, with trading volume spiking to nearly five times normal. The company’s market cap stands near $2 billion, despite minimal revenue and a $24.8 million H1 loss, supported by $509 million in cash. Construction advances at Thacker Pass, with first steel installed and 300 workers on site. Analyst consensus remains Hold, with price targets averaging $5.
3 October 2025
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Tawana Resources (TAWNF) 2025 Stock Skyrocket: Lithium Revival or Mirage?

Lithium Americas Corp. (LAC) — 2025 Q4 Deep‑Dive: U.S. Energy Stake Drives Surge, While Markets Brace for Lithium’s Next Chapter

Lithium Americas shares jumped 23–24% to $7.04 on Oct. 1, 2025, after the U.S. Department of Energy agreed to take 5% equity stakes in the company and its Thacker Pass project, unlocking $435 million from a $2.26 billion loan. Thacker Pass reached final investment decision in April, with construction underway and production targeted for late 2027.
2 October 2025
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DFLI Pops 11% as Lithium Mania Spills Into Micro‑Caps — What Today’s Pre‑Market Says and the 3 Big Risks (Sept 25–26, 2025)

DFLI Pops 11% as Lithium Mania Spills Into Micro‑Caps — What Today’s Pre‑Market Says and the 3 Big Risks (Sept 25–26, 2025)

DFLI jumped 11.4% to $0.3781 on Sept 25, trading 21.66M shares with a 30% intraday swing. Pre-market Sept 26, indications hovered near $0.40 after an early $0.45 print. The move followed a sector rally after news of possible U.S. government investment in Lithium Americas. No new company-specific news was released.
26 September 2025
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Stock Market Today

  • Rolls-Royce Shares Face Mixed Outlook Amid Middle East War Impact
    March 22, 2026, 6:07 AM EDT. Rolls-Royce (LSE: RR) shares slipped 10% over the past month after a strong rally. Geopolitical tensions in the Middle East have pushed energy prices higher, disrupting flights and the global economy. The company's defence division may see increased demand due to rising military budgets in Europe. Its work on mini-nuclear reactors offers long-term growth potential amid energy insecurity. However, aviation remains a key risk: disruption to flights reduces revenue from engine servicing contracts. British Airways' flight suspensions to Dubai highlight these challenges. The wider economic slowdown from elevated oil prices could further dampen air travel demand. Rolls-Royce's exposure to AI-driven demand via data centre power systems also faces uncertainty amid rising interest rates. The stock's valuation has corrected but remains elevated. Analysts suggest cautious, long-term investment amid mixed factors shaped by the evolving Middle East conflict.
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