Lithium
Search documents
Rio Tinto and Glencore restart talks over mega-merger that would create the world's largest mining firm
CNBC· 2026-01-09 07:15
Core Viewpoint - Rio Tinto and Glencore are in discussions for a potential $260 billion merger that could create the world's largest mining company [1] Group 1: Merger Discussions - Preliminary discussions are ongoing regarding a possible combination of some or all of their businesses, potentially through an all-share merger [1] - The current expectation is that the merger would involve Glencore being acquired by Rio Tinto via a Court-sanctioned scheme of arrangement [2] - Rio Tinto has until 5 p.m. London time on February 5 to announce a firm intention to make an offer for Glencore or state that it does not intend to make an offer [2] Group 2: Historical Context - Previous merger talks in late 2024 collapsed due to valuation issues and concerns regarding Glencore's coal mines [3] - In August, Rio Tinto's CEO announced a reorganization aimed at cutting costs and unlocking up to $10 billion from its asset base, focusing on iron ore, aluminium, lithium, and copper [3] Group 3: Market Context - A merger between Rio Tinto and Glencore would contribute to the recent M&A activity in the mining sector, following Anglo American and Teck Resources' $66 billion merger [4] - The renewed discussions are influenced by rising demand for copper, with prices reaching an all-time high of $13,000 per ton this week [4]
中国电池材料(锂)-历经 5 个月去库存后,锂重回备货状态-China Battery Materials Lithium into 1st week of Jan - lithium shifts back to stockpiling after 5M destocking
2026-01-09 05:13
Flash | 08 Jan 2026 06:49:31 ET │ 9 pages China Battery Materials Lithium into 1st week of Jan – lithium shifts back to stockpiling after 5M destocking CITI'S TAKE Lithium inventory reads first stockpiling data after 5M destocking. Within that, we see downstream cathode makers are resistant to the surging lithium price as inventory of downstream declines to ~36.5k tons – the lowest level since Mar-25 whilst current cathode monthly output is ~38% higher than that time. Lithium witnesses an exciting week ente ...
Midland, in Partnership with Rio Tinto Exploration Canada, Intersects New Lithium and Cesium Bearing Pegmatites During the 2025 Drilling Program on the Galinée Project
Globenewswire· 2026-01-08 12:30
Figure 6 Galinée 2024 Drilling Program Figure 2 JB (North) Lithium Occurrences Figure 1 MD-RTEC Option for Lithium Figure 3 Galinée Project Figure 7 Iceberg Spodumene Showing Figure 4 Galinée 2024 Drilling Program Figure 5 Galinée 2025 Drilling Program MONTREAL, Jan. 08, 2026 (GLOBE NEWSWIRE) -- Midland Exploration Inc. (“Midland”) (TSX-V: MD), in partnership with Rio Tinto Exploration Canada Inc. (“RTEC”), is pleased to announce the results of the 2025 drilling campaign for ...
Standard Lithium: Discounted Based On Future Cash Flows From SWA
Seeking Alpha· 2026-01-08 12:25
Investment Thesis - The mineral industry, particularly rare earth minerals and lithium, is highlighted as a capital-intensive market with varying winners [1] - Lithium is identified as a crucial driver for electric vehicle (EV) adoption, with a significant demand forecasted [1] - Standard Lithium (SLI) is recommended as a Strong Buy due to its trading at a discount to future cash flows and potential for growth by 2026 [1] Stock Performance - SLI's stock price has shown a strong uptrend, breaking the $5 level and establishing it as a support level [2] - In comparison to competitors like Lithium Americas (LAC) and Piedmont Lithium (PLLTL), SLI has outperformed, with LAC and PLLTL experiencing declines of 46.2% and 99.84% over five years, respectively [2] - The performance of SLI is attributed to its asset base and the potential of the Smackover Formation [2]
Brunswick Exploration Announces Inferred Mineral Resource of 52.2Mt at 1.08% Li2O at Mirage with Additional Exploration Target
Globenewswire· 2026-01-08 12:00
MONTREAL, Jan. 08, 2026 (GLOBE NEWSWIRE) -- Brunswick Exploration Inc. (TSX-V: BRW, OTCQB: BRWXF; “BRW” or the “Company”) is very pleased to announce a maiden, open-pit Mineral Inferred Resource Estimate (“MRE”) of 52.2 million tonnes (“Mt”) grading 1.08% Li2O and 131ppm Ta2O5 for its wholly owned Mirage Project located in the Eeyou Istchee Baie-James region of Quebec, Canada (see Figure 1). The MRE was prepared in accordance with the National Instrument (“NI”) 43-101 standards by PLR Resource Inc. and Syne ...
Company Name Change to ILC Critical Minerals Ltd.
TMX Newsfile· 2026-01-08 11:00
Vancouver, British Columbia--(Newsfile Corp. - January 8, 2026) - International Lithium Corp. (TSXV: ILC) (OTCQB: ILHMF) (FSE: IAH) (the "Company" or "ILC") is pleased to announce that, effective January 12, 2026, the Company will change its name from International Lithium Corp. to ILC Critical Minerals Ltd.Effective at the opening of trading on January 12, 2026, the common shares of the Company will commence trading on the TSX Venture Exchange under the new name. The trading symbol on TSXV will remain unc ...
美疯狂囤铜,中国银管控升级,全球金属博弈加剧
Sou Hu Cai Jing· 2026-01-08 06:36
你以为美国只会在高科技和金融领域呼风唤雨? 欧洲也好不到哪去,环保标准高、投资动辄上亿,想搞冶炼产业链却步履维艰。 其实这两年他们在铜矿上也玩出了新花样。 2022年,美国本土铜产量只有120万吨,远远不够军工和制造业的胃口,结果只能在国际市场上四处"抢货"。 美国政府甚至考虑重启一些早已关闭的矿区,但环保压力和社区抗议让矿企头疼不已。 说白了,别看美国工业体系强大,原材料这一块其实挺脆弱,铜的短缺可能随时威胁到制造和军工的底盘。 转过头来看中国,这场金属资源的博弈也没打算缺席。 根据国际白银协会的权威数据,中国虽然银矿储量算不上全球最多,但银的精炼和深加工能力却稳坐全球头把交椅。 全球60%+的白银精炼产能都握在中国手里,哪怕是国外挖出来的矿石,最终还得送到中国工厂变成高纯度银。 更有预测称,2026年中国可能会对金属银出口实施管控,这一招正好戳中欧美高科技产业的软肋。 白银不仅用于光伏、电子、新能源,军工领域也离不开它。 2023年光伏银浆需求暴增,中国几乎包揽了全球80%的光伏组件产能——上下游一把抓,主动权尽在掌控。 欧美想自己掌控冶炼产业链,有点"心比天高,命比纸薄"的味道。 冶炼厂高污染、高能耗, ...
Rising Lithium Prices Get Miner Albemarle Off To A Flying Start In 2026
Investors· 2026-01-07 18:49
About Us Reviews Site Map Your Ad Choices Advertising Contact us IBD Stock Charts IBD Stock Checkup Stock Quotes Stock Market Today The Big Picture My Stock Lists Terms of Use Privacy Notice Accessibility About Us Reviews Site Map Your Ad Choices Advertising Contact us IBD Stock Charts IBD Stock Checkup Stock Quotes Stock Market Today The Big Picture My Stock Lists IBD Live Leaderboard SwingTrader MarketSurge IBD Digital MarketDiem The Wall Street Journal Barron's MarketWatch Dow Jones Smart Money Connect W ...
Albemarle Stock Upgraded on Lithium Demand, Higher Prices
Schaeffers Investment Research· 2026-01-07 15:46
Albemarle Corp (NYSE:ALB) stock is up 2.5% to trade at $162.03 at last glance, after an upgrade at Baird to "outperform" from "neutral," with a price-target hike to $210 from $113. The analyst in coverage noted strong lithium demand and higher prices.There's plenty of room for additional bull notes, with nine of the 26 analysts in coverage still carrying a tepid "hold" or worse, while the 12-month consensus target price of $135.43 is a 16.3% discount to current levels.ALB is pacing for its fourth-straight g ...
New Age Metals Provides A 2026 Go Forward Plan And A Summary 2025 Chairmans Message
Thenewswire· 2026-01-07 12:15
January 7th, 2026 – TheNewswire - Rockport, Ontario– New Age Metals Inc. (TSX.V: NAM | OTCQB: NMTLF | FSE: P7J) (“NAM” or the “Company”) is pleased to announce a summary 2025 Chairmans Message and Go-Forward Plan for 2026. In this press release, NAM is also to update shareholders on recent developments in its equity investment in MetalQuest Mining inc (TSXV:MQM). Chairman and CEO Harry Barr states, “2025 is behind us and was an excellent year. However, we look ahead to 2026 and are extremely excited abou ...