Critical raw materials for the US! Standard Lithium, MP Materials, Graphano Energy shares

Graphano Energy: When will the knot be untied?

When will Graphano Energy's share price end its sideways movement? Since August, the security has been trending around the EUR 0.12 mark. An upward breakout can really only be a matter of time. Graphite is considered critical by the US, the EU, and Japan. It is essential for batteries and thus for electric vehicles, energy storage, robots, and smartphones. As with rare earths and other raw materials, China dominates the global market. As in other areas, the US and Canada are aware of the risks to their industry and are promoting the sector.

The environment is correspondingly positive for Graphano Energy with graphite projects in Quebec, Canada. In addition to excellent infrastructure, tax incentives, and access to clean hydropower, politicians are also backing the raw material explorers. The Company is working on three graphite projects: Black Pearl, Lac Aux Bouleaux, and Standard.

The flagship project Lac Aux Bouleaux is located near Northern Graphite's producing Lac-des-Iles mine. This offers the opportunity to have the mined graphite processed cost-effectively by its neighbor in the future – or for the neighbor to purchase the entire project from Graphano.

The final results of the September drilling program for the Black Pearl project also point to a rising share price. Drilling confirmed extensive near-surface graphite mineralization along several structures and indicates significant deposit potential. Among other things, one drill hole returned 4.81% Cg over 12.25 meters, including 6.63% Cg over 7.07 meters.

The Standard Mine project is also well advanced, and the resource figures are impressive. The resource estimate is eagerly awaited. The drill holes returned a peak grade of up to 15.95% graphitic carbon. The publication is expected to take place before the end of this year. The feasibility study is scheduled to be completed in 2026.

Standard Lithium: Quarterly report convincing

Standard Lithium appears to be back in rally mode. This could mark the end of the sharp correction. After all, the share price fell from over EUR 5 to below EUR 3 between mid-October and mid-November. However, since the November low of EUR 2.72, it has already risen by over 20%.

The report on developments in the third quarter was well received by stock market traders. Standard Lithium looked back on an eventful third quarter of 2025. With the presentation of a positive final feasibility study for the South West Arkansas (SWA) project, the Company is moving its first commercial project towards a final investment decision. An initial resource estimate for the Franklin project in East Texas shows extremely high-grade lithium brines, providing a basis for future scalable production in the Smackover Basin.

After the end of the quarter, Standard Lithium strengthened its financial position with a share placement of USD 130 million due to strong institutional demand. The funds will be invested in ongoing projects. The feasibility study for the SWA project, submitted and published in October, envisages an initial capacity of 22,500 tons of lithium carbonate per year based on highly concentrated brine and proven reserves of 447,000 tons of LCE. Production in Texas could potentially be expanded to over 100,000 tons of lithium chemicals per year. In addition, the Company received important approval from the regulatory authority in Arkansas to integrate the Reynolds Brine Unit, which increases resource security. Management anticipates further news in the coming months regarding project financing, off-take agreements, supplier selection, and the planned final investment decision ahead of the start of construction in Arkansas in 2026.

MP Materials: Analysts give stock a boost

MP Materials' share price had halved to EUR 45 in recent weeks. It is currently trading above EUR 50 again. Analysts recently provided a boost to the US-based raw materials company specializing in rare earths.

MP Materials has regained some confidence in the market with its latest quarterly report. Production and earnings exceeded expectations. The Company is working consistently to shift the value chain more toward the US and to sell more refined products instead of simple concentrates.

Momentum is currently coming primarily from analysts. Several research firms, such as Goldman Sachs and BMO, have reaffirmed their buy recommendations in recent weeks or added the stock to their list of favorites. Some of the price targets are well above the current level, ranging from USD 70 to over USD 100. The reasons given are the strategic importance of MP Materials for an independent rare earth supply chain in North America and long-term purchase and subsidy programs by industry and the government. For investors, this means: After the period of uncertainty surrounding the business model, the share has stabilized in the short term, but it remains a cyclical stock whose prospects depend heavily on the demand for high-performance magnets and the execution of the expansion plans.

Critical raw materials are once again among investors' favorites. At Graphano Energy, it can only be a matter of time before the stock takes off. Graphite is currently overshadowed by lithium and other metals. All the better to position yourself now. MP Materials is one of the heavyweights in rare earths. Standard Lithium also remains exciting.