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Ord Minnett has maintained a Buy rating on New Hope Corporation Limited with a price target of A$4.30. The general analyst consensus suggests a Hold rating with a $2.79 average price target.
Huatai Securities analyzes the supply and demand of lithium mines, believing that there is a significant divergence in market expectations for demand growth in 2026, and a confirmed shortage of lithium resources in 2027. The price of lithium carbonate has risen since September, influenced by supply-side disruptions and high growth on the demand side. It is expected that the growth rate of lithium resource production will be 32.3% in 2026 and 17.1% in 2027. Energy storage demand is optimistic, but there are still divergences in growth rates
To boost domestic fertilizer production in the United States, Trump threatened to impose "very severe" tariffs on Canadian fertilizers if necessary. This statement comes as the U.S. prepares a $12 billion farmer assistance plan to alleviate the cost pressures brought by tariffs. Given the U.S. market's heavy reliance on Canadian potash and nitrogen fertilizers, any new tariffs could severely impact its agricultural supply chain and raise production costs for American farmers
