Jefferies, Goldman, Now Stifel: Wall Street Races To Cover Almonty As "Owning The Bottlenecks" Theme Gains Momentum

Jefferies, Goldman, Now Stifel: Wall Street Races To Cover Almonty As "Owning The Bottlenecks" Theme Gains Momentum A sense of urgency is building across Wall Street as notable desks push clients toward the critical materials theme we already laid out for readers, as the Trump administration accelerates efforts to rebuild conflict-free supply chains and reduce dependence on China. Resource nationalism and the looming rearmament supercycle are turning secure access to critical materials into both a national security priority and a multiyear investment theme. For miners already producing conflict-free critical materials outside...