LTHM
US
Research · Apr 10, 2026
Chile Policy Shift: FCX and ALB Win Big as SQM Lags in Critical Minerals Race
Chile's new government's US-China balancing act eases policy risks for critical minerals miners, with diversified copper leader FCX and lithium producer ALB emerging as top winners, while Chile-centric SQM lags. Financial metrics highlight FCX's superior margins and valuation, positioning it for gains amid stable supply chains. Investors should track Chilean tax bills and lithium pricing for confirmation.
Research · Apr 10, 2026
SQM, ALB, MP: Japan-France Minerals Pact Creates Clear Winners in Lithium Race
Japan and France's critical minerals pact targets lithium, cobalt, and rare earths, favoring US-listed producers like SQM, ALB, and MP amid supply chain diversification. SQM leads with strong margins and guidance, while developers like LAC offer upside leverage. Ranked picks highlight scale and policy alignment as winners.