Conflict Minerals

Showing 320 articles
Business

U.S. Bets on Rare Earths Diversity with $1.6 Billion Rival Backing, MP Materials Navigates New Policy Landscape

The U.S. government's $1.6 billion commitment to USA Rare Earth signals a strategic pivot towards fostering competition in the critical minerals sector, reducing price supports and introducing new volatility. As policy shifts, industry leader MP Materials counters with record production and expanded magnet manufacturing, highlighting the intensifying race to secure a domestic supply chain for EVs and defense.

Business

Smurfit Westrock's Valuation Puzzle: Integration Progress Meets Market Skepticism

As Smurfit Westrock navigates the complex post-merger landscape, its share price tells a conflicted story. While recent gains hint at optimism, a deeper look reveals a stock trading at a significant discount to some intrinsic value models, even as its P/E ratio suggests a premium. The market appears to be weighing integration execution risks against long-term synergy potential.

Business

W. P. Carey's Valuation Conundrum: A Deep Dive After a 31% Surge

Shares of diversified REIT W. P. Carey have delivered a robust 31% return over the past year, prompting investors to question whether the current price near $69 represents fair value or an opportunity. A closer look reveals a complex picture where traditional metrics and cash flow models tell conflicting stories.