U.S. Stock Market Midday Update
Us Antimony fell 10.62%. According to recent key news:
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On September 23, the U.S. Defense Logistics Agency awarded a contract worth up to $245 million to Us Antimony for the supply of antimony metal ingots to replenish the national defense reserve. The contract performance will begin with the anticipated first delivery order. This news drove the stock price up by 11.6%.
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On September 24, Us Antimony announced a collaboration with the U.S. Defense Logistics Agency, securing an exclusive contract for unlimited delivery of unlimited quantities. This news further boosted the stock price by 14.74%.
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On September 24, Us Antimony emphasized the importance of the contract, noting its value far exceeds the company's total revenue of $14.9 million for 2024. This news led to the stock price increasing by over 300% year-to-date. Industry trend: Increased demand for antimony metal.
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Top Stocks by Industry Trading Volume
Lithium Americas rose 93.31%. According to recent key news:
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On September 24, the Trump administration planned to acquire a 10% stake in Lithium Americas to renegotiate the $2.26 billion loan terms for the Thacker Pass lithium project. This news caused the stock price to surge nearly 90% in after-hours trading. Data source: Reuters.
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On September 24, market analysts pointed out that the U.S. government's direct stake would significantly enhance market confidence in the company's financing and project advancement, accelerating the U.S. strategic layout in the critical mineral supply chain for new energy. Data source: Zhitong Finance.
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On September 24, the Thacker Pass lithium mine project, a collaboration between Lithium Americas and General Motors, is expected to be operational by 2028, providing key lithium resources for the U.S. electric vehicle battery industry. The progress of this project is under market scrutiny. Data source: Hong Kong Economic Journal. Policy changes in the lithium mining industry, with significant capital inflow.
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MP Materials fell 1.85%. Based on recent important news:
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On September 24, the Trump administration sought partial ownership in private enterprises, including a similar agreement with rare earth miner MP Materials. This move raised market concerns about the future policy impact on the company, leading to a stock price decline. Data source: Press release.
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On September 22, MP Materials was removed from the S&amp;P 600 index, a change that may affect investor confidence in the company's stock, resulting in a price drop. Data source: Press release.
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On September 23, the U.S. government announced a $400 million investment to support the development of MP Materials' rare earth mining, which had a limited impact on the stock price but demonstrated the government's emphasis on the rare earth industry. Data source: Press release. Policy changes in the rare earth industry, with active capital flow
Teck Resources rose 5.39%. According to recent key news:
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On September 24, market attention increased on the merger case between Teck Resources and Anglo American, with investors concerned that the deal could adversely affect the company's business, leading to stock price fluctuations. The company stated it would use hedging tools to mitigate the impact of copper price volatility.
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On September 23, analysts rated Teck Resources as neutral; despite strong financial performance, high valuation metrics raised concerns about the current stock price, and technical indicators suggested potential volatility in the short term.
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On September 22, market analysis indicated that although Teck Resources was rated as moderately buy, top analysts believed there were five other stocks more attractive, which could affect investor confidence. The mining merger case has drawn market attention.
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Stocks ranked among the top in industry market capitalization
BHP rose 0.10%. According to recent key news:
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On September 24, BHP signed a baseload power agreement with Neoen to supply 100 megawatts of renewable power to the South Australian copper mine, expected to meet about 70% of renewable power demand by fiscal year 2030. This agreement supports BHP's commitment to reducing greenhouse gas emissions, driving up the stock price. Data source: MT Newswires.
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On September 22, UBS and Jefferies raised their target prices for BHP, with UBS increasing the target price to AUD 43 per share and Jefferies raising it to USD 38. These positive analyst ratings boosted market confidence, driving up the stock price. Data source: UBS, Jefferies.
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On September 23, BHP launched the BHP Xplor Accelerator program, providing up to USD 500,000 in non-equity funding and guidance to early explorers of critical minerals. This initiative demonstrates the company's proactive attitude towards mineral resource development, further enhancing investor confidence. Data source: MT Newswires. Copper demand is growing, and the industry outlook is optimistic
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UAMY

Us Antimony fell 10.62%; Lithium Americas rose 93.31%, with a transaction volume of USD 1.526 billion; MP Materials fell 1.85%, with a transaction volume of USD 624 million; Teck Resources rose 5.39%, with a transaction volume of USD 324 million; BHP rose 0.10%, with a market value of USD 135.4 billion

U.S. Stock Market Midday Update: Us Antimony down 10.62%