Geopolitics affecting markets
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Trump's China Truce Shook Lithium Stocks — Now JPMorgan Says Lithium Americas Is Fairly Priced
Benzinga· 2025-11-06 18:09
Lithium investors just got a reminder that geopolitics can move markets faster than demand forecasts. After a months-long retail-fueled rally, Lithium Americas Corp. (NYSE:LAC) has plunged 45% over the past month — a collapse JPMorgan's Bill Peterson partly attributes to "shifting rhetoric from the Trump administration regarding US-China relations" and China's move to lift export restrictions on key minerals.When A Truce Turns Into A ShockChina's decision to relax curbs on rare earths, gallium, graphite, an ...