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from24/7 Wall St.
1 week ago

Wedbush Projects $90 for MP Materials: Is This the Only Real Play on American Rare Earth Independence?

Wedbush's core argument centers on vertical integration as the most underappreciated dimension of the MP Materials story. The cross-pollination between Mountain Pass and Independence creates cost and quality advantages that flow in both directions, meaning the mine makes the magnet facility better, and the magnet facility makes the mine more valuable.
Business
US politics
fromFortune
6 months ago

Washington takes stake in company building one of the world's largest lithium mines as it races to catch up with China | Fortune

The Department of Energy will take 5% stakes in Lithium Americas and the Thacker Pass project to strengthen domestic lithium supply and reduce reliance on China.
Cars
fromTESLARATI
11 months ago

Tesla reportedly pushes Panasonic to speed up US battery production

Tesla is urging Panasonic to expedite its Kansas battery plant due to growing EV demand and ongoing U.S.-China tariff challenges.
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