Sociedad Química y Minera de Chile (SQM) is rated a Buy, leveraging its leading lithium position and diversified chemical portfolio to support its production growth. SQM's financial health is strong, with ample liquidity and manageable debt, despite recent declines due to low lithium prices and high CAPEX. Risks include heavy dependence on Chilean and Chinese markets, volatile lithium prices, and uncertain global politics, but long-term lithium demand remains robust.
Lithium Americas (NYSE:LAC) has quickly emerged as one of Wall Street's most exciting narratives. The stock has risen more than 100% over the last month, driven by an influx of optimism regarding U.S. lithium policy, government support, and increasing confidence in its key Thacker Pass project.
Century Lithium Corp. (TSX-V:LCE, OTCQX:CYDVF) has announced that its Lithium Extraction Facility in Amargosa Valley, Nevada, has successfully produced lithium hydroxide for the first time. The material was derived from lithium carbonate processed from the company's 100%-owned Angel Island lithium project near Silver Peak, Nevada.
CleanTech Lithium PLC (AIM:CTL, OTCQX:CTLHF) shares dropped in Monday morning's trade after announcing it had deferred payments under a purchase agreement for 23 Laguna Verde licences in Chile. An original agreement, signed in April 2024, included milestone-based payments totalling US$35 million.
Lithium mining stocks continue to steal the spotlight amid AI buzz.
China has implemented export controls on lithium batteries and key materials, impacting high-end batteries in response to US efforts to curtail China's semiconductor ambitions. China's strategic focus on securing its dominance in the global battery and materials market could spur additional US investment into critical minerals, elements, and rare earth elements. President Trump's golden touch might extend to Standard Lithium as they have received a $225 million grant for the Arkansas lithium project.
A decisive shift is underway for Lithium Americas NYSE: LAC. In a market that has been challenging for lithium producers, the company's stock recently experienced a surge, rising over 31% in a single session on trading volume that exceeded its daily average.
Standard Lithium stands to benefit from recent U.S. government support for domestic lithium projects, as seen with Lithium Americas. Standard Lithium's Smackover project boasts strong economics, a major partner in Equinor, and proven direct lithium extraction technology with real operational data. The market has begun to price in potential government backing, but SLI's valuation does not yet fully reflect possible equity stakes or subsidies.
U.S. lithium push could boost QS, lowering costs and reducing supply risks for its next-gen solid-state EV batteries.
Lithium Americas Corp (NYSE: LAC) is in the red this morning after a senior Canaccord Genuity analyst said the Trump administration's stake in the lithium miner is not a reason to load up on its stock.
Lithium Americas (LAC) shares jumped Wednesday after the lithium miner and Department of Energy announced the U.S. would be taking a 5% stake in the company and become a partner in a key lithium project in Nevada.
Many lithium related stocks received a boost Wednesday after the US government agreed to acquire a 5% ownership interest in Canada-based Lithium Americas Corp (TSX:LAC, NYSE:LAC). Shares of Lithium Americas climbed 18% to C$9.37 following the announcement.