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Jefferies sees bottlenecks in critical minerals as electrification demand builds

Wed, 02 Sep 2026 11:09:18 -0400

Investing.com -- In a note Wednesday, Jefferies initiated coverage of several companies tied to advanced materials and energy-efficiency solutions, arguing that electrification, AI and rising defense and space investment are creating durable demand, but also a series of supply bottlenecks across critical minerals.

Analyst Laurence Alexander named Element Solutions and Almonty Industries as top picks, both rated Buy.

IperionX and Materion were also given Buy ratings, while NioCorp Developments, Fireweed Metals Corp and Standard Lithium were assigned a Hold rating.

The firm’s thesis is that AI has spilled over into new demand for energy and accelerating automation as robots become more

Jefferies sees bottlenecks in critical minerals as electrification demand builds

Wed, 02 Sep 2026 11:09:18 -0400

Analyst Laurence Alexander named Element Solutions and Almonty Industries as top picks, both rated Buy.

IperionX and Materion were also given Buy ratings, while NioCorp Developments, Fireweed Metals Corp and Standard Lithium were assigned a Hold rating.

The firm’s thesis is that AI has spilled over into new demand for energy and accelerating automation as robots become more

Jefferies sees bottlenecks in critical minerals as electrification demand builds

Wed, 02 Sep 2026 11:09:18 -0400

Analyst Laurence Alexander named Element Solutions and Almonty Industries as top picks, both rated Buy.

IperionX and Materion were also given Buy ratings, while NioCorp Developments, Fireweed Metals Corp and Standard Lithium were assigned a Hold rating.

The firm’s thesis is that AI has spilled over into new demand for energy and accelerating automation as robots become more

Jefferies sees bottlenecks in critical minerals as electrification demand builds

Wed, 02 Sep 2026 11:09:18 -0400

Analyst Laurence Alexander named Element Solutions and Almonty Industries as top picks, both rated Buy.

IperionX and Materion were also given Buy ratings, while NioCorp Developments, Fireweed Metals Corp and Standard Lithium were assigned a Hold rating.

The firm’s thesis is that AI has spilled over into new demand for energy and accelerating automation as robots become more

Jefferies Starts Almonty Industries (ALM) at Buy

Wed, 02 Sep 2026 03:44:58 -0400

Jefferies analyst Laurence Alexander initiates coverage on Almonty Industries (NASDAQ: ALM) with a Buy rating and a price target of $26.25.

The analyst comments: “Almonty offers long-dated leverage to Western tungsten supply-chain re-shoring through Sangdong, Panasqueira, Browns Lake, and planned downstream oxide capacity. China controls ~80% of supply, while U.S. defense procurement restrictions begin in 2027. Phase I commercial production is the key proof point: upside depends on a clean Sangdong ramp, Phase II timing, and sustained Western pricing premiums. We initiate with a Buy rating and a $26.25/sh. price target.

Almonty is repositioning from a tungsten miner into a Western-aligned critical

Jefferies Starts Almonty Industries (ALM) at Buy

Wed, 02 Sep 2026 03:44:58 -0400

Jefferies analyst Laurence Alexander initiates coverage on Almonty Industries (NASDAQ: ALM) with a Buy rating and a price target of $26.25.

Almonty is repositioning from a tungsten miner into a Western-aligned critical

Jefferies Starts Almonty Industries (ALM) at Buy

Wed, 02 Sep 2026 03:44:56 -0400

Jefferies analyst Laurence Alexander initiates coverage on Almonty Industries (NASDAQ: ALM) with a Buy rating and a price target of $26.25.

Almonty is repositioning from a tungsten miner into a Western-aligned critical

Jefferies Starts Almonty Industries (ALM) at Buy

Wed, 02 Sep 2026 03:44:56 -0400

Jefferies analyst Laurence Alexander initiates coverage on Almonty Industries (NASDAQ: ALM) with a Buy rating and a price target of $26.25.

Almonty is repositioning from a tungsten miner into a Western-aligned critical

A Metal With Few Substitutes, a Supply Chain Dominated by One Country, and a Historic Canadian Tungsten Zone Being Drill-Tested Again