GF CSI Rare Metals Theme ETF

Ganfeng Lithium Secures Orders Through H1 2027, Capacity Fully Booked, Plans 50% Output Increase Next Year

Citi Maintains Buy Rating on CMOC with HK$29.3 Target; Copper Output Unaffected by Sulfur Price Hike

Baillie Gifford sells 2.6 million shares of Ganfeng Lithium for approx 201 million HKD

HSBC Maintains Buy Rating on CMOC, Sets Target Price at 25.30 HKD

UBS Group AG Increases Stake in Tianqi Lithium by 110,000 Shares to 8.02%

Morgan Stanley Increased Holding in Tianqi Lithium by Approx. HK$21.41 Million on May 11

Tianqi Lithium Issues 1.43 Million New H Shares for Convertible Bond Conversion

Baillie Gifford Reduces Holding in Ganfeng Lithium by 2.4971 million Shares

UBS Increases Short Position in Tianqi Lithium H Shares

JPMorgan Cuts Stake in CMOC by 2.139 Million Shares

Morgan Stanley Increases Holdings in Tianqi Lithium

Tianqi Lithium Issues New H Shares

UBS Raises Lithium Price Forecast by 18% for 2026

Ganfeng Lithium Achieves Full Production, Chinese Enterprises Succeed in Global Lithium Resource Industry

Huayou Cobalt plans to acquire Atlantic Lithium Limited for $210 million

UBS Increases Holdings in Tianqi Lithium by 723,800 Shares

Shanghai Steel Joint Venture Announces Increase in Battery Grade Lithium Carbonate Prices

Van Eck Associates Increases Holdings in Ganfeng Lithium to 5.01%

Lithium Carbonate Main Contract Rises Over 6% to 197,580 Yuan per Ton

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China’s Ganfeng Lithium has secured orders through the first half of 2027, driven by rising demand for energy storage systems (ESS) and investments in artificial intelligence data centres (AIDCs). President Wang Xiaoshen noted that production capacity is fully booked, with plans to increase output by 50% next year. The surge in ESS demand is attributed to energy price fluctuations and the growth of AIDCs. Ganfeng's lithium-ion batteries are crucial for stabilizing electricity networks, and the company anticipates significant growth from AIDCs in the future.

SCMP

Ganfeng Lithium

GANFENGLITHIUM

CATL

BYD COMPANY

CATL HK SDR 30to1

BYD HK SDR 10to1

BYD Company

BYD Company Limited

BYD COMPANY-R

AI|China’s Ganfeng secures orders amid surge in demand for energy storage, AI boom

159608

REXC

REMX

China has agreed to address U.S. concerns over shortages of specialty rare earths due to export controls, according to the White House. Despite previous agreements, China's restrictions on exports of critical minerals like yttrium and scandium remain tight. The U.S. seeks to resolve supply chain issues related to these materials, essential for defense and technology sectors.

fidelity

Sprott Rare Earths Ex-China ETF

VanEck Rare Earth/Strategic Metals ETF

China has agreed to address US concerns over rare earth shortages, says White House

PICK

US Critical Materials Corp and Bayan Mining and Minerals Ltd have signed a non-binding MoU to evaluate rare-earth processing technologies from USCM's Sheep Creek Project in Montana. This collaboration aims to accelerate a US-based rare-earth processing pathway, enhancing national security and supporting AI technology advancements. The project will assess the applicability of Bayan's processing technologies and may lead to establishing a US-based pilot facility. USCM is also considering an investment in Bayan, subject to agreements and regulatory approvals.

SemiConductor

ISHRS MSCI Glb Slct Met & Mining

SPDR S&P Mtls & Mng

Balkan Mining and Minerals Ltd

US Critical Materials and  Bayan Mining and Minerals sign MoU

159881

561330

516650

512400

China dominates the supply of key minerals and fiber, creating dependencies in the AI supply chain. U.S. firms are exploring deep-sea mining in the Cook Islands for cobalt, nickel, and rare earths. The demand for fiber in AI data centers is causing shortages and price increases, leading to long-term supplier agreements.

Guotai CSI Non-ferrous Metal ETF

Yinhua CSI Non-ferrous Metal ETF

Penghua Guozheng Non-ferrous Metal Industry ETF

Hwabao WP CSI Non-ferrous Metal ETF

Guotai CSI Non-Ferrous Metal Kuangye Theme ETF

Invesco DB TR Base Metals ETF

ChinaAMC CSI Subdivision Non-ferrous Metal Sub-Industry ETF

China Southern CSI SWS Non-Ferrous Metal ETF

China's mineral and fiber dominance fuels AI supply concerns

06680

Citi analyst maintained a Buy rating on JL MAG Rare-Earth Co., Ltd. Class H on May 14 and set a price target of HK$38.20. The company’s shares closed yesterday at HK$20.38.Claim 55% Off TipRanksUnlock hedge fund-level data and powerful investing tools for smarter, sharper decisions Discover top-performing stock ideas and upgrade to a portfolio of market leaders with Smart Investor Picks JL MAG Rare-Earth Co., Ltd. Class H has an analyst consensus of Strong Buy, with a price target consensus of HK$30.00.

Tip Ranks

JLMAG

Citigroup

CITIGROUP INC 6.250 NON CUM SER II PFD WI

Citi Remains a Buy on JL MAG Rare-Earth Co., Ltd. Class H (6680)

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03993

HSBC analyst maintained a Buy rating on CMOC Group yesterday and set a price target of HK$25.30.Claim 55% Off TipRanksUnlock hedge fund-level data and powerful investing tools for smarter, sharper decisions Discover top-performing stock ideas and upgrade to a portfolio of market leaders with Smart Investor Picks CMOC Group has an analyst consensus of Strong Buy, with a price target consensus of HK$24.52.

CMOC

HSBC HOLDINGS

HSBC

HSBC 5xShortSG241213

HSBC Holdings Plc

CMOC Group (CMCLF): New Buy Recommendation for This Basic Materials Giant

600489

The global underground mining market is projected to grow from $23.1 billion in 2023 to $28.5 billion by 2033, with a CAGR of 2.1%. This growth is driven by rising demand for metals and minerals due to industrialization and the shift towards electrification, particularly for electric vehicles and renewable energy. Key opportunities include the supply of battery-grade materials and advancements in automation and digitalization. However, challenges such as safety concerns and the transition to renewable energy sources pose risks to coal-based operations.

prnewswire

ZHONGJIN GOLD

Kinross Gold

Agnico Eagle Mines

Newmont

SD-GOLD

Zijin Mining

Us Gbl GLD & Met

Sprott GLD Miners Etf

Hua Xia CSI New Energy Vehicles ETF

VanEck Gold Miners ETF

Global X Silver Miner

VanEck Junior Gold Miners ETF

iShares Lithium Miners and Producers ETF

Sprott JR Gold Miners ETF

Amplify Lithium & Battery Tech ETF

Themes Lithium & Battery Metal Mnrs ETF

SPDR Gold Minishares

Microsectors Gold Miners 3x Leveraged ETN

iShares Energy Storage & Materials ETF

EFUND GOLD MI-U

SPDR Gold Shares

Direxion Daily Gold Miners Bull 2X

ChinaAMC Gold ETF

Proshares S&P Global Core Battery Metals ETF

Roundhill Gold Miners Weeklypay ETF

EFUND GOLD MI-R

EFUND GOLD MI ETF

GLOBAL X Gold Explorers

ChinaAMC CSI SH-SZ-HK Gold Industry Equity ETF

Sprott Active Metals & Miners ETF

Pro Ultr GLD

First Trust S-Network Future Vehicles & Tech ETF

Sprott Lithium Miners ETF

Direxion Daily Jr Gold Miners Bull 2X

iShares MSCI Global Gold Miners

Global X Lithium & Battery Tech

13:35 ETThe global underground mining market, which is slated to reach $28.5 billion by 2033, growing at a CAGR of 2.1% | Allied Market Research

603799

Chinese companies in Indonesia are warning that stricter nickel ore quotas, increased taxes, and a new pricing formula are jeopardizing investments. In a letter to President Prabowo Subianto, the China Chamber of Commerce highlighted excessive regulations and alleged corruption. The letter noted significant cuts in nickel mining quotas and criticized the revised pricing formula for raising costs. Prabowo acknowledged foreign investors' concerns about lengthy permit processes and called for deregulation to enhance investment. Major Chinese firms like Tsingshan Group and Zhejiang Huayou Cobalt are affected by these changes.

Businesstimes News

Huayou Cobalt

Chinese firms warn Indonesia’s nickel quotas, tax hikes threaten investment

LYSDY

600111

USAR

00769

600392

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159713

One of the key issues at the summit this week pertains to whether China will consent to prolong a temporary delay of more stringent export restrictions on rare earth minerals.

Unusual Whales

Lynas Corporation

CNRE

USA Rare Earth

CHINA RAREEARTH

SHRC

E Fund CSI Rare Earth Industry ETF

Fullgoal CSI Rare Earth Industry ETF

NASDAQ Golden Dragon China Index

China's leverage over rare earths could be used against Trump if it extends export controls. Summit decision awaited. #geopolitics

600362

Copper has been climbing from its March lows and is now up 13% year to date, with London prices breaking above $14,000 per ton on Tuesday.This move appears to be driven by several factors: recovering Chinese demand, tightening inventories, sulfur shortages in the Middle East that threaten parts of the supply chain, and renewed interest in the AI infrastructure trade, where copper is increasingly seen as essential for electrification, grid expansion, and data center buildouts.

ZeroHedge

Hudbay Minerals

ERO Copper

JCCL

Teck Resources B

Freeport Mcmoran

Southern Copper

Sprott Copper Miners ETF

Global X Copper Miners

iShares Copper and Metals Mining ETF

United States Copper Index

Sprott Junior Copper Miners ETF

JPMorgan Chase

JPMORGAN CHASE & CO. 4.20% DEP SHS REPSTG 1/400TH PFD SER MM

JPMORGAN CHASE & CO. 6%NON CUM DEP SHS REP 1/400TH PFD SER EE

JPMORGAN CHASE & CO. DEP REP 1/400TH (5.75% NON CUM PFD DD)

JPMORGAN CHASE & CO. 4.625% DEP SH RE 1/400TH INT NO CU PF LL

JPMorgan Chase & Co.

JPMORGAN CHASE & CO. 4.55% DEP SHS REPSTG 1/400TH PFD SER JJ

JPMORGAN CHASE & CO. 4.75 DEP SHS REP 1/400 NCUM PFD SR GG

What's Fueling Copper Above $14,000? JPM Breaks It Down

GF CSI Rare Metals Theme ETF(159608.SZ)