Mining disruptions, supply constraints and tariff fears have sent copper prices to record highs this year.
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"It's like an artificial tightness right now in the markets because you have all this material in the U.S., but not enough…
The bank initiated coverage of the rare earth mine operator with a buy rating.
The convergence of AI, defense and energy transition themes is putting copper supply chain challenges in the frame.
Semiconductor-related companies that use rare earth metals in their products could face headwinds as China cracks down on its…
Morgan Stanley believes that shares of MP Materials could rise another 15% from here.
Spot prices of the red metal hit another high on Friday at $11,816 per ton on the London Metals Exchange, with 3-month futures…
