The last time we highlighted an opportunity in lithium stocks, like Albemarle (ALB), was in late August. As we noted at the time, “related stocks jumped on reports that battery maker Contemporary Amperex Technology suspended production at a mine in China, which plays a key role in supplying the global market.”

Albemarle traded at around $84.

Today, ALB is up to $99.02 and could push even higher. 

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All after China expanded its rare earth export restrictions ahead of a possible Trump-Xi meeting. “China has tightened export controls on rare earths and related technologies while barring its citizens from participating in unauthorized mining overseas, adding fresh strains to a sector central to its geopolitical leverage,” as noted by CNBC.In short, Beijing is flexing its dominance in a market where it holds near-monopoly power. That’s created panic in global supply chains — and opportunity for investors positioned in non-Chinese producers and U.S.-linked rare earth companies.

Sincerely,

Ian Cooper