VanEck Rare Earth and Strategic Metals ETF (ARCA: REMX)

에 대한 최신 뉴스 VanEck Rare Earth and Strategic Metals ETF (ARCA:REMX)

VanEck Rare Earth and Strategic Metals ETF

VanEck Rare Earth/Strategic Metals ETF

VanEck Vectors Rare Earth Strategic Metals ETF

Basic Materials

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The Fund normally invests at least 80% of its total assets in securities that comprise the Funds benchmark index. The Rare Earth/ Strategic Metals Index includes companies primarily engaged in a variety of activities that are related to the producing, refining and recycling of rare earth and strategic metals and minerals. Such companies may include small- and medium- capitalization companies and foreign and emerging market issuers. To be initially eligible for the Rare Earth/ Strategic Metals Index, companies must generate at least 50% of their revenues from rare earth/ strategic metals or have mining projects with the potential to generate at least 50% of their revenues from rare earth/ strategic metals when developed. Rare earth/ strategic metals are industrial metals that are typically mined as by-products or secondary metals in operations focused on precious metals and base metals. Compared to base metals, they have more specialized uses and are often more difficult to extract. Currently, approximately 44 elements in the periodic table are considered rare earth/ strategic metals. Rare earth metals (or rare earth elements), a subset of strategic metals, are a collection of chemical elements that are crucial to many of the worlds most advanced technologies, such as cellular phones, high performance batteries, flat screen televisions, green energy technology, and are expected to be critical to the future of hybrid and electric cars, high-tech military applications and superconductors and fiber-optic communication systems. The Rare Earth/ Strategic Metals Index may include A-shares issued by companies trading via the Shanghai-Hong Kong Stock Connect program and the Shenzhen-Hong Kong Stock Connect program (together, Stock Connect). As of December 31, 2023, the Rare Earth/ Strategic Metals Index included 27 securities of companies with a market capitalization range of between approximately $349 million and $17 billion and a weighted average market capitalization of $5.2 billion. These amounts are subject to change. The Funds 80% investment policy is non-fundamental and may be changed without shareholder approval upon 60 days prior written notice to shareholders.

Lynas Rare Earths Ltd

Albemarle Corp

Sociedad Quimica Y Minera De Chile Sa

China Northern Rare Earth Group High-te

Arcadium Lithium Plc

Mp Materials Corp

Lithium Americas Corp

AMG Critical Materials NV  

lithium battery

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Market Vectors Rare Earth/Strategic Metals Etf

REMX

TSLA

최근 연구에 따르면 아칸소주가 전기차(EV) 배터리와 기타 첨단 제품에 필수적인 리튬을 상당량 보유하고 있을 가능성이 제기되었다.

아칸소주가 전기차 배터리 수요 증가에 따라 1천 9백만 톤의 리튬을 보유 중으로 예상

<a href="https://www.youtube.com/watch?v=nWcpp2YU6xk">https://www.youtube.com/watch?v=nWcpp2YU6xk</a>
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Macro Economic Events

Politics

Economics

General

President Trump Says Will Do Official Meeting With African Union In July; Trump's Africa Envoy Says Negotiating Mineral Deal With Congo And Looking At Deals With Rwanda And Supporting Lobito Corridor

<a href="https://www.scmp.com/news/china/science/article/3315999/china-has-begun-issuing-rare-earth-export-licenses-european-firms-eu-sources-say">https://www.scmp.com/news/china/science/article/3315999/china-has-begun-issuing-rare-earth-export-licenses-european-firms-eu-sources-say</a>

' China has begun issuing rare earth export licenses to European firms, EU sources say'- South China Morning Post

The leaders of the Group of Seven (G7) unveiled a new action plan for critical minerals on Tuesday, following their latest meeting in Kananaskis, Alberta. The initiative, designed to secure <a target="_blank" href="https://www.benzinga.com/topic/tariffs" rel="noreferrer noopener">global supplies of essential materials</a> for clean energy, defense, and digital technology, is a step toward building transparent, reliable supply chains and boosting investments in sustainable mineral production.
"We recognize the need to work together to increase investment in responsible critical minerals projects within the G7 and around the world," the leaders said in a <a target="_blank" href="https://www.pm.gc.ca/en/news/statements/2025/06/17/g7-critical-minerals-action-plan" rel="noreferrer noopener">joint statement</a> released at the end of the summit.
The document also highlighted the opportunity to establish mutually beneficial partnerships with developing countries, creating stable, long-term supply relationships that foster shared economic growth.
Also Read: <a target="_blank" href="https://www.benzinga.com/news/politics/25/06/45992119/trump-cuts-g7-visit-short-calls-canada-deal-achievable" rel="noreferrer noopener">Trump Cuts G7 Visit Short, Calls Canada Deal ‘Achievable'</a>
While the action plan does not directly name China, it calls out "non-market policies and practices" that distort critical mineral supply chains. The semantics reflect a growing concern among G7 members over China's dominance in markets for rare earth elements and materials such as lithium, cobalt, and graphite—resources critical to electric vehicles, batteries, and military technology.
"Non-market policies and practices in the critical minerals sector threaten our ability to acquire many critical minerals," the statement said. "We will work together and with partners beyond the G7 to swiftly protect our economic and national security."
The plan outlines key areas of action, including the development of standards-based markets, increased public and private investment, and partnerships with mineral-rich countries. These efforts include streamlining permitting processes, mitigating investment risks, and promoting new mining, processing, and recycling technologies.
At a press conference, Canadian Prime Minister and G7 chair Mark Carney noted the urgency of securing reliable mineral supply chains.
"They [G7 leaders] acknowledged that both energy security and the digital transition are underpinned by secure and responsible critical mineral supply chains and that more collaboration is required, within and beyond the G7," Carney <a target="_blank" href="https://www.pm.gc.ca/en/news/statements/2025/06/17/g7-chairs-summary" rel="noreferrer noopener">said</a> in a summary. He also announced the creation of the Canada-led Critical Minerals Production Alliance to help guarantee supplies for advanced manufacturing and defense industries in partner nations.
G7 plans to address the matter further at the Conference on Critical Materials and Minerals, scheduled for September in Chicago.
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Commodities

Events

PICK

PowerShares Dynamic Basic Materials Sector Portfolio

RING

G7 Targets Supply Chain Security With Critical Minerals Plan

CRML

Reuters Citing Draft Statement Says G7 Leaders Will Work Together On Critical Minerals Supply Chain, Recognizing Threat To Their Economies

<a href="https://www.bloomberg.com/news/articles/2025-06-12/us-eyes-plan-to-use-cold-war-era-powers-to-develop-rare-earths" title="https://www.bloomberg.com/news/articles/2025-06-12/us-eyes-plan-to-use-cold-war-era-powers-to-develop-rare-earths">https://www.bloomberg.com/news/articles/2025-06-12/us-eyes-plan-to-use-cold-war-era-powers-to-develop-rare-earths</a>

AREC

'US Eyes Plan to Use Cold War-Era Powers to Develop Rare Earths' - Bloomberg News

<a href="https://www.wsj.com/world/china/beijing-puts-six-month-limit-on-its-ease-of-rare-earth-export-licenses-ec8277ed" title="https://www.wsj.com/world/china/beijing-puts-six-month-limit-on-its-ease-of-rare-earth-export-licenses-ec8277ed">https://www.wsj.com/world/china/beijing-puts-six-month-limit-on-its-ease-of-rare-earth-export-licenses-ec8277ed</a>

'Beijing Puts Six-Month Limit On Its Ease Of Rare-Earth Export Licenses; Agreements Still Need Signoff Of Trump And Xi; Concessions Discussed Are Part Of Trade Framework Reached In London; U.S. Negotiators Agree To Relax Some Export Controls, Including On Jet Engines, Sources Say' - WSJ Exclusive

United Kingdom-based potash developer Kore Potash has signed a non-binding term sheet agreement with Swiss investment platform OWI-RAMS to secure $2.2 billion in financing <a target="_blank" href="https://www.benzinga.com/topic/potash" rel="noreferrer noopener">for its flagship</a> Kola Project in the Republic of Congo (Congo-Brazzaville).
The agreement is a dual-structured funding package with approximately $1.53 billion in senior secured project finance (70%) and around $655 million in royalty financing (30%).
"The signing of these term sheets represents a pivotal step forward in realizing the full potential of the Kola Project. By securing a less dilutive funding structure aligned with long-term sustainability and value creation, we are safeguarding shareholder interests while advancing food security in Africa and beyond," David Hathorn, Chairman of Kore Potash, <a target="_blank" href="https://korepotash.com/wp-content/uploads/2025/06/Non-Binding-Term-Sheets-for-US2.2-billion-signed.pdf" rel="noreferrer noopener">said</a> in a statement.
Under the terms, the senior secured facility—structured to comply with Shariah principles—will carry a fixed profit payment between 6.8% and 9.3% annually, with repayments deferred through the 49–to 50–month construction phase and amortized over 7 to 8 years.
Although non-binding, the agreement represents a milestone in Kore's efforts to bring Kora to production. However, implementing this plan is contingent upon Kore fulfilling several requirements, including appointing a third-party project monitor, finalizing an operator agreement, mitigating political risk, and expanding its internal project execution team.
The royalty finance facility introduces a quasi-equity model. OWI-RAMS will receive 14% of the gross revenue during the loan repayment period, increasing to 16% upon full repayment. This arrangement enables Kore to prevent equity dilution, thereby safeguarding shareholder value. Furthermore, OWI-RAMS is granted the right to acquire up to 100% of the mine's muriate of potash (MoP) output at prices aligned with the market for the entire 23-year project duration.
The Kola project, located in the Sintoukola Basin, is 97% owned by Kore and is expected to produce 2.2 million tons of MoP annually, totaling approximately 50 million tons over its life. Kore also owns the nearby Dougou Extension project.
Potash is a vital agricultural nutrient used in fertilizers, with no known substitutes for its potassium content, essential for plant growth and human and animal nutrition. The latest<a target="_blank" href="https://pubs.usgs.gov/periodicals/mcs2025/mcs2025-potash.pdf" rel="noreferrer noopener"> U.S. Geological Survey</a> showed that global demand for potash remains robust at 40.9 million tons in 2025, driven by food security needs, population growth, and concerns over soil health.
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Mining image via Shutterstock

Emerging Markets

Financing

EWUS

FLGB

KPPLF

Kore Potash Secures $2.2 Billion Term Sheet For Project In Republic of Congo

<a href="https://www.wsj.com/economy/trade/u-s-china-trade-truce-risks-falling-apart-over-rare-earth-exports-c36ceb72" title="https://www.wsj.com/economy/trade/u-s-china-trade-truce-risks-falling-apart-over-rare-earth-exports-c36ceb72">https://www.wsj.com/economy/trade/u-s-china-trade-truce-risks-falling-apart-over-rare-earth-exports-c36ceb72</a>

'U.S.-China Trade Truce Risks Falling Apart Over Rare-Earth Exports; Agreement struck in Geneva centered on Beijing's promise to speed critical mineral export licenses' - WSJ

MP Materials Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MP#NYSE">MP</a>) shares are trading higher premarket on Wednesday after the company disclosed an agreement with a Saudi Arabian Mining Company (Maaden) to explore opportunities for establishing a fully integrated, <a href="https://www.benzinga.com/pressreleases/25/05/b45404358/maaden-and-mp-materials-collaborate-to-establish-full-value-chain-for-rare-earth-magnetics" target="_blank" rel="noreferrer noopener">end-to-end rare earth supply chain</a>.
This agreement unites the companies&#8217; expertise in exploration and processing to facilitate and mitigate risks in the development of potential Rare Earth Element (REE) deposits throughout Saudi Arabia.
Maaden and MP Materials intend to investigate opportunities to jointly build a vertically integrated rare earth supply chain within Saudi Arabia.
This would encompass mining, separation, refining, and magnet production, with the aim of fostering industrial growth and generating value for downstream industries.
MP Materials CEO James Litinsky, said. &#8220;Today&#8217;s announcement is an important first step towards rebalancing the global supply chain in a moment of transformational growth fueled by emerging technologies—especially in robotics and physical AI—while deepening the strategic alliance between the United States and Saudi Arabia.&#8221;
Bob Wilt, CEO of Maaden, added, &#8220;Through a potential partnership with MP Materials, and our deepening ties with the United States, we aim to create a global hub for a fully integrated rare earth value chain supporting advanced manufacturing in the Kingdom.&#8221;
Last week, MP Materials reported a first-quarter adjusted EPS loss of 12 cents, which was in line with analyst estimates, and sales reached $60.81 million, falling short o<a target="_blank" href="https://www.benzinga.com/pressreleases/25/05/b45299290/mp-materials-reports-first-quarter-2025-results" rel="noreferrer noopener">f the estimated $63.69 million</a>.
Investors can gain exposure to the stock via Sprott Critical Materials ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SETM#NASDAQ">SETM</a>) and VanEck Rare Earth and Strategic Metals ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/REMX#NYSE">REMX</a>).
Price Action: MP shares are up 3.08% at $21.42 at the last check on Wednesday.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/25/04/44650952/china-restricts-rare-earth-exports-to-us-as-part-of-tariff-retaliation" target="_blank" rel="noreferrer noopener">China Restricts Rare Earth Exports To US As Part Of Tariff Retaliation: &#8216;Geopolitical Earthquake In Slow Motion,&#8217; CEO Says</a></li>
</ul>
Image: Shutterstock

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SETM

From Mine To Magnet: MP Materials, Maaden Plan Rare Earth Chain In Saudi Arabia

U.S. Treasury Secretary Bessent Says Trump-Zelenskiy Meeting At Vatican Went A Long Way To Sealing Minerals Deal

The U.S. and Ukraine have officially signed an agreement granting the U.S. access to Ukraine's mineral resources. Two parties inked the deal two months after a heated meeting at the White House between two presidents, Donald Trump and Volodymyr Zelensky, abruptly <a target="_blank" href="https://www.benzinga.com/news/global/25/02/44053592/white-house-meeting-turns-tense-as-trump-warns-zelenskyy-youre-gambling-with-world-war-iii" rel="noreferrer noopener">ended the negotiations</a>.
"Thanks to President Trump's tireless efforts to secure a lasting peace, I am glad to announce the signing of today's historic economic partnership agreement between the United States and Ukraine establishing the United States-Ukraine Reconstruction Investment Fund," said U.S. Secretary of the Treasury Scott Bessent, <a target="_blank" href="https://x.com/KobeissiLetter/status/1917700867353923761" rel="noreferrer noopener">per</a> The Kobeissi Letter.
"Together with the United States, we are creating the Fund that will attract global investment into our country," Ukrainian First Vice Prime Minister Yulia Svyrydenko <a target="_blank" href="https://x.com/Svyrydenko_Y" rel="noreferrer noopener">wrote</a> on X.
Under the agreement, the U.S. will have priority access to new investment projects involving Ukrainian critical minerals. Kyiv and Washington will establish an investment fund, through which profits will be funneled, aiming to support Ukraine's recovery and offset future U.S. military assistance.
Trump initially demanded $500 billion worth of mineral wealth as repayment for U.S. military aid, but Ukraine pushed back, <a target="_blank" href="https://www.benzinga.com/25/02/43968607/trump-negotiates-a-very-big-deal-for-ukraines-mineral-wealth" rel="noreferrer noopener">seeking security guarantees</a> in return. Reuters <a target="_blank" href="https://www.reuters.com/world/kyiv-is-ready-sign-resources-deal-with-us-ukraine-government-source-says-2025-04-30/" rel="noreferrer noopener">confirmed</a> that the signed deal does not require Ukraine to repay past military aid and doesn't contain any concrete U.S. security guarantees.
Ukraine holds substantial reserves of rare earth elements essential for the technology, defense, and clean energy industries. It is the sixth-largest global producer of Titanium, although production has been on a decline since 2012.
Still, nearly half of mineral deposits are concentrated in Luhansk, Donetsk, Zaporizhzhia, Dnipropetrovsk, Kirovohrad, Poltava, and Kharkiv—territories that are partly under Russian control, complicating extraction efforts.
Marko Papic, Chief Strategist at BCA Research, <a target="_blank" href="https://www.benzinga.com/news/global/25/02/44057033/this-is-something-that-president-trump-does-over-and-over-again-geopolitical-strategist-says-about-failed-rare-minerals-deal-with-ukraine-president-zelenskyy" rel="noreferrer noopener">warned</a> that resource extraction is just one part of the equation.
"Even if you somehow manage to get the rare earths out, the question would be—where do you refine them? The fact is that most of them would have to go to China. That's the critical bottleneck in this whole situation."
This deal is a good example of Trump's transactional approach to foreign policy and leveraging economic incentives to build domestic support.
"This is something President Trump does over and over again," Papic noted. "The theater surrounding his deals, the back-and-forth, is designed to build domestic consensus, particularly among his voters."
Read Next:
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<li><a href="https://www.benzinga.com/markets/25/04/45124644/trump-blames-gdp-contraction-on-biden-overhang-nothing-to-do-with-the-tariffs" target="_blank" rel="noreferrer noopener">Trump Blames GDP Contraction On Biden ‘Overhang': ‘Nothing To Do With The Tariffs'</a></li>
</ul>
Photo by Dmytro Larin via Shutterstock

Government

Media

SLVP

US And Ukraine Sign Mineral Resource Deal

<a href="https://subscriber.politicopro.com/article/2025/04/natural-resources-plans-may-6-reconciliation-markup-00306251" title="https://subscriber.politicopro.com/article/2025/04/natural-resources-plans-may-6-reconciliation-markup-00306251">https://subscriber.politicopro.com/article/2025/04/natural-resources-plans-may-6-reconciliation-markup-00306251</a>

UAMY

Politico Reporter Joshua Siegel Posts On X "Scooplet: House Natural Resources Committee plans May 6 reconciliation markup. Their portion of GOP mega bill is expected to expand oil and gas lease sales and boost development of new mines for critical minerals"

China imposed export restrictions on certain rare earth elements on Friday as part of its response to President Donald Trump&#8216;s <a href="https://www.benzinga.com/government/regulations/25/04/44618089/trumps-tariffs-surprise-triggers-carnage-magnificent-7-set-to-wipe-out-nearly-700-billion-in-market-value">tariff measures</a>. The move could disrupt U.S. access to critical minerals essential for technologies ranging from smartphones to<a href="https://www.benzinga.com/news/25/04/44645172/china-retaliates-with-34-tariff-on-all-us-imports-urges-trump-to-immediately-cancel-the-tariffs-calls-for-negotiation"> electric vehicle batteries.</a>
What To Know: China restricted exports of seven rare earth elements to all countries, including the U.S. The newly restricted rare earths are: samarium, gadolinium, terbium, dysprosium, lutetium, scandium and yttrium.&nbsp;
Read Also: <a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/04/44648338/strong-jobs-report-on-a-day-when-good-news-doesnt-matter-economist-says">Strong Jobs Report &#8216;On A Day When Good News Doesn&#8217;t Matter,&#8217; Economist Says </a>
According to the U.S. Geological Survey, China produces about 90% of the world&#8217;s refined rare earths. Approximately three-quarters of the rare earths imported into the U.S. come from China. The export restrictions are not a full-blown ban but rather allow China to restrict access through the issuance or denial of export permits. 
If China restricts access to rare earth elements, the U.S. could face shortages in key industries, including national defense, clean energy, EVs and electronics. 
Mark A. Smith, CEO of the rare earth mining company NioCorp Developments Ltd. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NB#NASDAQ">NB</a>), called the<a href="https://www.benzinga.com/pressreleases/25/04/ac44645865/china-launches-new-precision-strike-against-pengaton-rare-earth-supply-chains"> export restrictions</a> a&nbsp; "precision strike by China against Pentagon supply chains" and warned that "these aren&#8217;t just metals &#8211; they&#8217;re bottleneck elements."&nbsp;
&#8220;This is not a mere supply chain hiccup, it&#8217;s a geopolitical earthquake in slow motion …&nbsp; And with Russia and China tightening coordination, this may mark the start of a material cold war fought not with tanks, but with export licenses and embargoes,&#8221; Smith added.
Stocks To Watch: Shares of USA Rare Earth, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/USAR#NASDAQ">USAR</a>) are soaring Friday as investors speculate that China's latest restrictions could accelerate subsidies for domestic mining. USA Rare Earth describes itself as establishing domestic rare earth and critical minerals supply, extraction and processing capabilities in the U.S.&nbsp;
MP Materials Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MP#NYSE">MP</a>) ,which owns and operates the only rare earth mining and processing site of scale in North America, should also be monitored.&nbsp;
Investors can also monitor the rare earth elements industry through the VanEck Rare Earth and Strategic Metals ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/REMX#NYSE">REMX</a>), which focuses on global firms from&nbsp; China, the U.S. and Australia.&nbsp;
Read Next:&nbsp;
<ul>
<li><a href="https://www.benzinga.com/news/global/25/04/44628368/trumps-tariffs-prompt-china-to-vow-countermeasures-experts-see-retaliation-likely">Trump&#8217;s Tariffs Prompt China To Vow &#8216;Countermeasures&#8217;: Experts See Retaliation Likely&nbsp;</a></li>
</ul>
Image: Shutterstock

Tech

USAR

China Restricts Rare Earth Exports To US As Part Of Tariff Retaliation: 'Geopolitical Earthquake In Slow Motion,' CEO Says

U.S. Interior Secretary Doug Burgum called for increased activity in the commodity sector, urging industry leaders to seize opportunities on public lands. At the CERAWeek energy conference in Houston on Wednesday, Burgum noted the need for <a target="_blank" href="https://www.benzinga.com/markets/commodities" rel="noreferrer noopener">higher domestic production</a> and reduced dependence on foreign supply chains.
"If we're going to drill, baby, drill, then we've got to be asked to also mine, baby, mine," Burgum told the audience, according <a target="_blank" href="https://www.reuters.com/world/us/ceraweek-us-can-slash-20-30-regulation-boost-energy-interior-secretary-says-2025-03-12/" rel="noreferrer noopener">to</a> Reuters.
President Donald Trump's administration has actively pursued policies to bolster domestic supply chains, including a yet-to-be-signed <a target="_blank" href="https://www.benzinga.com/news/global/25/02/44057033/this-is-something-that-president-trump-does-over-and-over-again-geopolitical-strategist-says-about-failed-rare-minerals-deal-with-ukraine-president-zelenskyy" rel="noreferrer noopener">agreement with Ukraine</a> for mineral resource cooperation. Additionally, Trump has proposed building critical mineral refining facilities on Pentagon-controlled military bases.
Burgum, a former governor of North Dakota, the third-largest oil-producing state, noted opportunities to generate government revenue. According to his estimates, the current administration could unwind 20% to 30% of existing production regulations, significantly lowering the cost of commodity extraction.
The Interior Secretary stressed the importance of strengthening critical minerals production, citing growing concerns about China's dominance in the sector.
"We put ourselves in a position of incredible risk, where we've allowed ourselves to have a major competitor control 80% of the processing for critical minerals," Burgum said.
He proposed leveraging the planned U.S. sovereign wealth fund and strengthening collaboration with allied nations to secure a stable supply of key minerals like lithium and nickel to counter this situation.
According to <a target="_blank" href="https://www.benzinga.com/news/24/07/39870803/us-mine-development-delays-among-worlds-longest-second-only-to-zambia" rel="noreferrer noopener">last year's study</a>, the U.S. must find ways to cut the red tape on its mineral production. Its permitting process is the second-slowest in the world, taking as much as 29 years from discovery to production.
Still, there is a delicate balance between deregulation and environmental destruction. The Biden administration blocked one of the largest domestic projects, the Pebble Mine project in Alaska, citing environmental risks to the Bristol Bay watershed.
In response to Burgum's remarks, the National Parks Conservation Association <a target="_blank" href="https://act.npca.org/page/79022/action/1" rel="noreferrer noopener">opposed</a> increased drilling and mining near national monuments like Bears Ears and Grand Staircase-Escalante.
"If we lose these places to oil and gas development, we forfeit a century-old legacy that we will not pass on to our grandchildren," the association warned last month.
Read Next:
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<li><a href="https://www.benzinga.com/25/03/44271394/goldman-sees-copper-imports-frontrunning-tariffs-as-fcx-positions-to-benefit" target="_blank" rel="noreferrer noopener">Goldman Sachs Sees Copper Imports Frontrunning Tariffs As FCX Positions To Benefit</a></li>
</ul>
Photo via Shutterstock

Regulations

Interior Secretary Calls For 'Mine, Baby, Mine,' Promising Cost Savings From Deregulation

A high-stakes deal that could have reshaped global supply chains has crumbled. The negotiations between US President Donald Trump and Ukrainian President Volodymyr Zelenskyy were meant to secure a partnership granting the US priority access to Ukraine's vast reserves of critical minerals &#8211; resources vital for military technology, electric vehicles (EVs) and advanced electronics. 
However, the talks unraveled over security concerns and shifting priorities, leaving both nations scrambling for alternatives. Now, the fallout is poised to send ripples through markets, affecting stocks and <a href="https://www.benzinga.com/etfs">ETFs linked to these key industries</a>. Investors should closely monitor the funds and equities most exposed to this disruption.
Also Read: <a href="https://www.benzinga.com/25/03/44064817/zelenskyy-says-not-sure-he-did-something-bad-after-public-spat-with-trump-jd-vance-we-have-to-be-very-honest-and-direct">Zelenskyy Says &#8216;Not Sure&#8217; He Did Something Bad After Public Spat With Trump, JD Vance: &#8216;We Have To Be Very Honest And Direct&#8217;</a>
ETFs In The Spotlight
With the deal off the table, ETFs tracking rare earth minerals, defense and EV industries could see increased volatility:
VanEck Rare Earth/Strategic Metals ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/REMX#NYSE">REMX</a>): Holds stocks involved in rare earth mining and processing, sectors now facing renewed uncertainty. Pilbara Minerals Ltd (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AU#NYSE">AU</a>) and Arcadium Lithium Plc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ALTM#NYSE">ALTM</a>) are among its top holdings.
Global X Lithium &amp; Battery Tech ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LIT#NYSE">LIT</a>): Focuses on lithium and battery-related companies, which depend on stable mineral supplies. The fund has allocated its assets to companies like Mineral Resources, Tesla (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) and Albemarle (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ALB#NYSE">ALB</a>).
iShares US Aerospace &amp; Defense ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/ITA#BATS">ITA</a>): Tracks major defense contractors like Raytheon Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RTX#NYSE">RTX</a>), Lockheed Martin Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LMT#NYSE">LMT</a>) and Northrop Grumman Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NOC#NYSE">NOC</a>), that may face cost pressures due to supply chain disruptions. 
What Was At Stake?
The abandoned agreement would have given the US <a href="https://www.benzinga.com/25/02/43968607/trump-negotiates-a-very-big-deal-for-ukraines-mineral-wealth">priority access to Ukraine's reserves of critical minerals</a> essential for military technology, EVs and advanced electronics. In return, Ukraine expected a financial boost, with 50% of state-owned mineral revenues going into an investment fund for economic recovery. However, without US security guarantees, Ukraine hesitated to finalize the deal, ultimately leading to its collapse.
With no agreement in place, both the US and Ukraine face economic and strategic setbacks. The US remains reliant on China for rare earth processing, while Ukraine may now seek alternative partnerships—potentially with China or European nations.
Also Read: <a href="https://in.benzinga.com/news/25/02/43974696/mark-cuban-surprisingly-loves-the-trump-administrations-push-for-ukrainian-rare-minerals-heres-why-he-thinks-its-good-for-both-sides">Mark Cuban Surprisingly &#8216;Loves&#8217; The Trump Administration&#8217;s Push For Ukrainian Rare Minerals—Here&#8217;s Why He Thinks It&#8217;s Good For Both Sides</a>
US Defense And Tech Stocks
The US defense and tech industries are major consumers of rare earth minerals. Companies like Lockheed Martin, Northrop Grumman and Raytheon Technologies rely on these materials for advanced weaponry and aerospace systems. The lack of a stable mineral supply chain outside China could make sourcing components more expensive, potentially affecting these stocks.
Semiconductor giants like NVIDIA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), Advanced Micro Devices (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>), and Intel (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) could also see cost pressures, as rare earth elements are crucial for chip production. If US companies must continue depending on China for processing, it could impact supply chain stability and pricing.
Lithium and rare earth mining companies like MP Materials (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MP#NYSE">MP</a>), which processes rare earths domestically, might see increased interest as the US looks to expand its refining capabilities.
What's Next?
With the US unable to secure a direct supply of Ukrainian minerals for now, Washington may have to fast-track domestic refining projects or seek alternative deals. Meanwhile, Ukraine might turn to European nations or even China to fill the gap. For now, investors should brace for potential market fluctuations in defense, tech and EV sectors.
Read Next: 
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<li><a href="https://www.benzinga.com/25/03/44113716/top-5-etfs-that-defied-februarys-market-turmoil">Top 5 ETFs That Defied February&#8217;s Market Turmoil</a></li>
</ul>
Photo: Shutterstock

Broad U.S. Equity ETFs

ALTM

INTC

iShares Dow Jones US Aerospace & Defense Index Fund

NVDA

Broken Deal, Big Consequences: How ETFs And Stocks Will React

Senior White House Official Says Press Conference With Zelenskiy Canceled; No Deal Signed; Says "It's Up To Ukrainians If It Can Be Rescheduled While Zelenskiy Still In Country"

MP Materials Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MP#NYSE">MP</a>) shares are trading higher premarket on Friday after the company reported fourth-quarter revenue growth of 48% year-over-year (Y/Y) to $61.0 million, beating the <a href="https://www.benzinga.com/pressreleases/25/02/b43865668/mp-materials-reports-fourth-quarter-and-full-year-2024-results" target="_blank" rel="noreferrer noopener">consensus of $51.0 million</a>.
Revenue growth&nbsp;was driven&nbsp;by increased sales in the Materials Segment,&nbsp;on&nbsp;higher NdPr oxide and metal sales due to the transition to midstream production of separated products.
The company achieved a production of 11,478 metric tons of rare earth oxides (REO) in concentrate during the quarter, despite a planned maintenance shutdown, and sold 7,803 metric tons.
MP Materials produced 413 metric tons of NdPr oxide and sold 468 metric tons in the quarter.
Adjusted EBITDA loss stood at $10.7 million versus a profit of $1.3 million owing to higher production costs in the Materials Segment on the initial ramp-up of separated product manufacturing.
Adjusted EPS loss of $0.12&nbsp;<a target="_blank" href="https://www.benzinga.com/earnings" rel="noreferrer noopener">beat the consensus estimate loss of $0.13</a>.
Adjusted EPS were impacted by decline in Adjusted EBITDA, increased interest expenses from the 2030 convertible notes issued in first quarter of 2024, lower interest income, and higher depreciation costs. As of December 31, cash and equivalents stood at $850.87 million.
MP Materials Chairman and CEO James Litinsky said, &#8220;Notably, we achieved record upstream and midstream production at Mountain Pass and, in the fourth quarter, commenced commercial production of NdPr metal and trial production of automotive-grade magnets at Independence.&#8221;
Investors can gain exposure to the stock via&nbsp;VanEck Rare Earth And Strategic Metals ETF&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/REMX#NYSE">REMX</a>) and&nbsp;Sprott Critical Materials ETF&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SETM#NASDAQ">SETM</a>).
Price Action: MP shares are up 2.37% at $23.73 premarket at the last check Friday.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/content/43388808/as-china-tightens-rare-earth-exports-these-3-stocks-are-in-focus" target="_blank" rel="noreferrer noopener">As China Tightens Rare Earth Exports, These 3 Stocks Are in Focus</a></li>
</ul>
Image Credit to Shutterstock.

Earnings

MP Materials Q4 Earnings: 48% Revenue Surge, Higher Production, Soft Pricing Environment And More

The energy transition is reshaping the global mining industry, with demand for critical minerals expected to surge over the coming decades. A shift toward renewable energy and electrification drives demand for commodities like copper, nickel, and <a target="_blank" href="https://www.benzinga.com/etfs/23/07/33233340/rare-earth-elements-explained" rel="noreferrer noopener">rare earth elements</a>.
According to BDO's Annual Mining Report, the demand for key energy transition minerals will <a target="_blank" href="https://www.bdo.co.uk/en-gb/insights/industries/natural-resources-and-energy/annual-mining-report" rel="noreferrer noopener">nearly triple by 2030</a> and quadruple by 2040.
Copper remains a cornerstone of the transition, as it is the only critical mineral vital for all clean energy technologies, such as solar, wind, electric vehicle (EV) manufacturing, and power grids.
While copper prices hit a record high in mid-2024, they later softened due to weak demand from China's property market. In 2025, forecasts suggest continued price constraints due to high inventories despite the long-term positive outlook.
Merger and acquisition activity has surged – with mining giant BHP <a target="_blank" href="https://www.benzinga.com/news/large-cap/24/05/39068033/time-runs-out-for-bhp-deal-49-billion-acquisition-of-anglo-american-proves-too-complex-to-solve" rel="noreferrer noopener">unsuccessfully bidding</a> for Anglo American and launching a <a target="_blank" href="https://www.benzinga.com/markets/equities/24/07/40031488/bhp-to-unlock-south-american-copper-riches-partners-with-lundin-for-filo-acquisition" rel="noreferrer noopener">joint venture</a> with Lundin. Meanwhile, sector leader Freeport-McMoRan is opting for <a target="_blank" href="https://www.benzinga.com/news/large-cap/24/09/41098074/freeport-mcmoran-sticks-with-organic-growth-takes-advantage-of-geodiversity" rel="noreferrer noopener">capex-driven internal expansion</a>.
Nickel, a metal essential for battery technologies, has faced a turbulent period. In 2024, an oversupply from Indonesia and China led to <a target="_blank" href="https://www.benzinga.com/news/large-cap/24/07/39749321/bhp-halts-nickel-mine-were-not-able-to-overcome-economic-challenges-driven-by-oversupply" rel="noreferrer noopener">mine closures</a>, including those operated by Glencore and BHP. However, a rebound is expected in 2025 as supply surpluses narrow and demand for EV batteries remains strong.
Despite the forecasted price stabilization, industry players remain cautious, with some automakers shifting towards alternative battery chemistries that reduce dependence on nickel.
Zinc, another key transition metal used in wind and solar infrastructure, experienced a sluggish first half of 2024 due to subdued industrial activity but rebounded later in the year thanks to Chinese stimulus measures.
In 2025, BDO expects the demand to strengthen as renewable energy projects ramp up. Still, supply constraints and logistical challenges may continue to drive price fluctuations.
The rare earth element market is also in focus as countries look to diversify their supply chains since the U.S., China, and Myanmar account for 92% of global production.
President Donald Trump's recent remark shows the importance of this group of metals, which is vital for producing magnets.
"We're looking to do a deal with Ukraine where they're going to secure what we're giving them with their rare earths and other things," he said,<a target="_blank" href="https://www.reuters.com/markets/commodities/trump-says-he-wants-ukraine-supply-us-with-rare-earths-2025-02-03/" rel="noreferrer noopener"> per</a> Reuters.
Looking forward, despite opportunities created by the energy transition, BDO notes a pressing demographic challenge.
Per McKinsey's <a target="_blank" href="https://www.mckinsey.com/industries/metals-and-mining/our-insights/has-mining-lost-its-luster-why-talent-is-moving-elsewhere-and-how-to-bring-them-back" rel="noreferrer noopener">survey</a> of Canadian mining companies, 70% of people between 15 and 30 years old would not consider working in mining. Meanwhile, between 2016 and 2022, the number of mining engineering graduates in the U.S. fell by 41%.
While the industry tries to reverse the trend by integrating advanced technologies and enhancing sustainability efforts to create a more attractive work environment – closing the skills gap remains a key. To drive the next phase of mining evolution, the future workforce will need expertise in automation, AI, and environmental management.
Read Next:&nbsp;
<ul>
<li><a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/02/43432736/copper-stocks-on-shaky-ground-jpmorgan-analysts-say-tariffs-deepseek-cloud-outlook" target="_blank" rel="noreferrer noopener">Copper Stocks On Shaky Ground, JPMorgan Analysts Say: Tariffs, DeepSeek Cloud Outlook</a></li>
</ul>
Photo via Shutterstock

COPX

CPER

Critical Metal Demand To Triple By 2030, But Demographics Pose Risks

Sigma Lithium Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SGML#NASDAQ">SGML</a>) reported a third-quarter revenue of $20.9 million, missing the <a target="_blank" href="https://www.benzinga.com/pressreleases/24/11/n42003367/sigma-lithium-announces-3q24-results-production-beats-guidance-maintained-low-costs-at-target-gene" rel="noreferrer noopener">consensus of $72.5 million</a>.
Sales revenue for shipments stood at $44.2 million in the quarter and Concentrate sold came in at 57,483 tonnes vs. 52,572 tonnes in the second quarter of 2024.
Sigma Lithium delivered strong operational results at its Greentech industrial plant in the third quarter, producing 60,237 tonnes of Quintuple Zero Lithium Concentrate, an increase of 22% quarter over quarter and exceeding the 60,000 tonnes guidance.
This performance included multiple daily production records and sustained operations above 860 tonnes per day.
In the third-quarter, Sigma Lithium achieved one of the industry&#8217;s lowest cash unit operating costs, with CIF China averaging $513/ tonnes, slightly down from $515/ tonnes in the second quarter of 2024.
At the Grota do Cirilo operations, cash unit operating costs for lithium concentrate averaged $395/t, including a temporary $25/t expense for mobile crushers.
The company reported cash adjusted EBITDA&nbsp;loss of $10.6 million and EBITDA loss of $12.8 million in the quarter. Loss per share of $0.23&nbsp;missed <a target="_blank" href="https://www.benzinga.com/earnings" rel="noreferrer noopener">the EPS consensus of $0.07</a>.
Sigma Lithium ended the third quarter with&nbsp;cash and cash equivalents of $65.6 million, and operating cash flow stood at&nbsp;$34 million&nbsp;in the third quarter.
Outlook: The company anticipates fourth-quarter production <a target="_blank" href="https://www.benzinga.com/calendars/guidance" rel="noreferrer noopener">to reach at least 60,000 tonnes</a>.
Ana Cabral, Co-Chairperson and CEO said,&nbsp;&#8220;This quarter we achieved our production and low industry cost targets, generating robust free cash flow and demonstrating our operational resilience to lithium cycles.&#8221;
&#8221;We also benefited from our shifted commercial strategy to navigate industry seasonality, enabling us to secure higher average realized prices compared to benchmarks.&#8221;
Investors can gain exposure to the stock via&nbsp;Sprott Lithium Miners ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LITP#NASDAQ">LITP</a>) and VanEck Rare Earth and Strategic Metals ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/REMX#NYSE">REMX</a>).
Price Action: SGML shares are down 2.66% at $12.80 at the last check Friday.
Read Next:
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<li><a href="https://www.benzinga.com//node/42000168" target="_blank" rel="noreferrer noopener">Pro-Bitcoin Argentina President Javier Milei Becomes First Foreign Leader To Meet Trump: &#8216;Winds Of Freedom Are Blowing Much Stronger&#8217;</a></li>
</ul>

Small Cap

LITP

SGML

Sigma Lithium Misses Q3 Revenue and EPS Targets Despite Production Gains

In a recent study, researchers have suggested that Arkansas could potentially hold a significant amount of lithium, a crucial component for electric car batteries and other high-tech products.
What Happened: The researchers, in a study published in the journal Science Advances, have estimated that there could be between 5.1 to 19 million tons of lithium in the Smackover Formation brines in southern Arkansas, <a href="https://thehill.com/policy/energy-environment/4945872-arkansas-19-million-tons-lithium-battery-power/">reported</a> The Hill. This amount could potentially make up 35 to 136% of the current U.S. lithium resource estimate.
The researchers used a machine-learning model trained on published and newly collected brine lithium concentration data to create a map of predicted lithium concentrations in Smackover Formation brines across southern Arkansas.
Lithium ETFs offer a way to diversify your investments across multiple companies poised to benefit from the growing demand for lithium. 
Some of the top lithium ETFs to consider include the Global X Lithium &amp; Battery Tech ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LIT#NYSE">LIT</a>), Amplify Lithium and Battery Technology ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BATT#NYSE">BATT</a>), First Trust NASDAQ Clean Edge Green Energy Index Fund (NASDAQGM:<a class="ticker" href="https://www.benzinga.com/stock/QCLN#NASDAQGM">QCLN</a>), iShares Global Clean Energy ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ICLN#NASDAQ">ICLN</a>), and the VanEck Vectors Rare Earth/Strategic Metals ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/REMX#NYSE">REMX</a>).
See Also: <a href="https://www.benzinga.com/markets/equities/24/10/41422633/investors-lost-over-95-of-their-wealth-in-this-nvidia-linked-etf-while-jensen-huang-led-chip-gia?itm_source=parsely-api" target="_blank" rel="noreferrer noopener">Investors Lost Over 95% Of Their Wealth In This Nvidia-Linked ETF While Jensen Huang-Led Chip Giant Gained 220% In The Past Year: Here&#8217;s More</a>
Why It Matters: Automakers and tech companies are scrambling to <a href="https://www.benzinga.com/markets/equities/24/10/41360023/lithium-americas-shares-surge-as-gm-commits-625m-to-thacker-pass-project">secure their lithium supplies</a>, with some even investing in mining projects, such as General Motors&#8216; joint venture with Lithium Americas (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LAC#NYSE">LAC</a>) for the Thacker Pass lithium project in Nevada.
Meanwhile, in Europe, the Serbian parliament&#8217;s decision <a href="https://www.benzinga.com/government/24/10/41289306/serbian-parliament-doesnt-pass-lithium-ban-keeps-rio-tintos-major-project-alive">not to ban lithium exploration and exploitation</a> has kept Rio Tinto&#8216;s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RIO#NYSE">RIO</a>) major Jadar project alive. 
In January, Microsoft Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) revealed its <a href="https://www.benzinga.com/top-stories/24/02/37188987/interesting-elon-musk-captivated-by-microsofts-70-lithium-reduced-battery-innovation">collaboration with a U.S. national laboratory</a> to create an innovative battery material that decreases lithium consumption by 70%, attracting interest from Tesla Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) CEO Elon Musk.
Moreover, in July 2022 Musk tweeted that &#8220;lithium batteries are the new oil,&#8221; responding to Craft Ventures co-founder David Sacks&#8216; comments about the importance of <a href="https://www.benzinga.com/trading-ideas/movers/22/07/28056987/elon-musk-says-this-battery-metal-is-the-new-oil-but-should-the-vehicle-connoisseur-take-his">energy independence amid oil challenges</a> from Russia&#8217;s invasion of Ukraine. 
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</ul>
Image Via Shutterstock 
This story was generated using <a href="https://www.benzinga.com/author/benzinga-neuro">Benzinga Neuro</a> and edited by <a href="https://www.benzinga.com/topic/Kaustubh-Bagalkote" target="_blank" rel="noreferrer noopener">Kaustubh Bagalkote</a>

Arkansas May Be Sitting On 19M Tons Of Lithium Amid Rising Demand For EV Batteries: How To Invest In What Elon Musk Calls 'The New Oil'

Press Releases

VanEck Announces Year-End Distributions for VanEck Equity ETFs

BUZZ

CNXT

CRAK

DAPP

DESK

DGIN

EINC

ESPO

GDXJ

GLIN

GMET

IBOT

ISRA

LFEQ

RAAX

RNEW

SMHX

SMOG

최근 연구에 따르면 아칸소주가 전기차(EV) 배터리와 기타 첨단 제품에 필수적인 리튬을 상당량 보유하고 있을 가능성이 제기되었다.
무슨 일이 (What Happened): 사이언스 어드밴시스(Science Advances) 저널에 발표된 연구에서 연구원들은 아칸소 남부의 스맥오버 포메이션(Smackover Formation) 염수에 510만~1,900만 톤의 리튬이 있을 수 있다고 추정했다고 더 힐(The Hill)이 <a href="https://thehill.com/policy/energy-environment/4945872-arkansas-19-million-tons-lithium-battery-power/" target="_blank" rel="noopener">보도</a>했다. 이 양은 잠재적으로 현재 미국 리튬 자원 추정치의 35~136%를 차지할 수 있다.
연구원들은 공개되고 새로 수집된 염수 리튬 농도 데이터에 대해 훈련된 기계 학습 모델을 사용하여 남부 아칸소 전역의 스맥오버 포메이션 염수에서 예상되는 리튬 농도 예측 지도를 만들었다.
리튬 ETF들은 리튬 수요 증가로 혜택을 볼 수 있는 여러 회사들에 투자하여 포트폴리오를 다각화할 수 있는 방법을 제공한다.
고려할 만한 주요 리튬 ETF로는 Global X 리튬 및 배터리 기술 ETF(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LIT#NYSE">LIT</a>), Amplify 리튬 및 배터리 기술 ETF(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BATT#NYSE">BATT</a>), First Trust NASDAQ 청정 에너지 인덱스 펀드(NASDAQGM:<a class="ticker" href="https://www.benzinga.com/stock/QCLN#NASDAQGM">QCLN</a>), iShares 글로벌 청정 에너지 ETF(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ICLN#NASDAQ">ICLN</a>), 그리고 VanEck Vectors 희토류/전략 금속 ETF(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/REMX#NYSE">REMX</a>)가 있다.
왜 중요한가 (Why It Matters): 자동차 제조사들과 기술 회사들은 <a href="https://www.benzinga.com/markets/equities/24/10/41360023/lithium-americas-shares-surge-as-gm-commits-625m-to-thacker-pass-project" target="_blank" rel="noopener" data-google-interstitial="false">리튬 공급을 확보하기</a> 위해 경쟁하고 있으며, 일부는 리튬 채굴 프로젝트에 투자하고 있다. 예를 들어, 제너럴 모터스는 리튬 아메리카스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LAC#NYSE">LAC</a>)와 네바다의 태커 패스(Thacker Pass) 리튬 프로젝트를 위한 공동 투자로 리튬 공급을 확보하고 있다.
유럽에서는 세르비아 의회가 <a href="https://www.benzinga.com/government/24/10/41289306/serbian-parliament-doesnt-pass-lithium-ban-keeps-rio-tintos-major-project-alive" target="_blank" rel="noopener" data-google-interstitial="false">리튬 탐사 및 개발을 금지하지 않기로</a> 결정하여 리오 틴토(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RIO#NYSE">RIO</a>)의 주요 자다르(Jadar) 프로젝트를 계속 진행할 수 있게 했다.
올해 1월, 마이크로소프트(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>)는 리튬 소비를 70% 줄이는 혁신적인 배터리 소재 개발을 위한 <a href="https://www.benzinga.com/top-stories/24/02/37188987/interesting-elon-musk-captivated-by-microsofts-70-lithium-reduced-battery-innovation" target="_blank" rel="noopener" data-google-interstitial="false">미국 국립 연구소와의 협력</a>을 발표했으며, 이는 테슬라(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>)의 CEO인 일론 머스크의 관심을 끌었다.
더욱이, 2022년 7월, 머스크는 &#8220;리튬 배터리는 새로운 석유다&#8221;라고 트윗하며, 러시아의 우크라이나 침공으로 인한 <a href="https://www.benzinga.com/trading-ideas/movers/22/07/28056987/elon-musk-says-this-battery-metal-is-the-new-oil-but-should-the-vehicle-connoisseur-take-his" target="_blank" rel="noopener" data-google-interstitial="false">석유 문제 속 에너지 독립</a>의 중요성에 대한 크래프트 벤처스(Craft Ventures)의 공동 창립자 데이빗 색스(David Sacks)의 발언에 반응했다.

다음에 읽어볼 기사:
<ul>
<li><a href="https://www.benzinga.com/insights/options/24/10/41411253/palantir-technologies-unusual-options-activity?itm_source=parsely-api" target="_blank" rel="noreferrer noopener">팔란티어 테크놀로지스 비정상적 옵션 거래 활동</a></li>
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이 기사는 <a href="https://www.benzinga.com/author/benzinga-neuro">Benzinga Neuro</a>를 통해 생성되었으며, <a href="https://www.benzinga.com/topic/Kaustubh-Bagalkote" target="_blank" rel="noreferrer noopener">Kaustubh Bagalkote</a>에 의해 편집되었습니다.
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