-- Wedbush分析师在周一发给客户的报告中指出，美国稀土公司（USAR）位于德克萨斯州的Round Top矿床与西部其他任何稀土矿床都截然不同。 分析师表示，Round Top矿床的稀土氧化物总量中约有72%为重稀土氧化物，这使其在中国以外同等规模的矿床中独树一帜。 Wedbush表示，该矿床使公司能够应对中国2025年4月实施出口管制后供应链压力最大的稀土市场细分领域。 Wedbush指出，Round Top矿床是西部唯一具备商业规模生产重稀土地质条件的矿床，而该公司旗下的稀有金属部门是除中国以外唯一一家具备商业化生产钐钴和重稀土金属能力的企业。 分析师首次对美国稀土公司进行评级，给予“跑赢大盘”评级，目标价为29美元。
Price: $22.65, Change: $+2.70, Percent Change: +13.53%
(Updates prices.)Gold traded lower early on Monday as the dollar rose while hopes for an end to the war on Iran faded after Iran on Friday opened and then closed the Strait of Hormuz, pushing up oil prices and the dollar on worries over higher inflation and interest rates.Gold for May delivery was last seen down US$51.80 to US$4,827.80 per ounce.Gold rose on Friday after Iran briefly reopened the Strait of Hormuz, the chokepoint for 20% of daily global oil demand supplied by Persian Gulf nations. However, later it again refused to permit transit through the waterway as the United States declined to end its blockade of Iran's ports.The United States is sending negotiators to Pakistan for peace talks. While Iran has not confirmed it will attend h after the U.S. Navy disabled and seized a Iranian cargo ship in the Gulf over the weekend. However the Wall Street Journal reported it informed Pakistan it will send a team of to the talks. A ceasefire between the two countries ends tomorrow, with U.S. President Trump again threatening to attack Iranian civilian infrastructure unless a deal is reached.The closure of the Strait has produced the largest-ever energy supply shock, pushing up physical oil prices along with gasoline and diesel costs and causing widespread shortages of aviation fuel, raising inflation and concerns central banks will need to hike interest rates in response."The latest weakness has been driven by renewed dollar strength and fresh concerns about energy-led inflation. Gold and silver, like many other commodities, remain highly sensitive to developments in the Middle East given the knock-on impact on the dollar, bond yields, and US rate expectations," Saxo Bank wrote in a note to clients.The dollar weakened, with the ICE dollar index last seen down 0.2 points to 98.07. Treasury yields were higher, with the U.S. two-year note last seen paying 3.725%, up 1.3 basis points, while the yield on the 10-year note was up 0.4 points to 4.255%.
Energy stocks were higher Monday afternoon, with the NYSE Energy Sector Index rising 1% and the State Street Energy Select Sector SPDR ETF (XLE) adding 0.7%.The Philadelphia Oil Service Sector Index was decreasing 0.3%, and the Dow Jones US Utilities Index was steady.In sector news, oil prices rose Monday following an apparent flare-up between the US and Iran ahead of the expiration of their ceasefire agreement this week. Oil prices had plunged on Friday as Iran declared that the Strait of Hormuz was open, a key US demand. Tehran, however, took back control of the waterway on Saturday. Both sides have accused each other of violating a two-week ceasefire that is due to expire Tuesday.Front-month West Texas Intermediate crude oil jumped 6.8% to $89.56 a barrel, and the global benchmark Brent crude contract popped 5.9% to $95.72 a barrel. Henry Hub natural gas futures increased 0.9% to $2.70 per 1 million BTU.In corporate news, USA Rare Earth (USAR) on Monday agreed to acquire Brazilian rare earths miner Serra Verde in a cash-and-stock deal with an equity value of about $2.8 billion, as the critical minerals producer aims to boost its rare earth operations. USA Rare Earth shares jumped past 8%.Eni (E) and Repsol have reached a deal with the Venezuelan government to begin exporting natural gas from the country's Perla field in the Gulf of Venezuela, shipping the fuel in the form of liquefied natural gas from a floating terminal, Bloomberg reported. Separately, Eni said it has made a gas discovery in the Kutei Basin off the coast of Indonesia. Eni shares rose 1%.Sable Offshore (SOC) shares added 0.4% after it said capital expenditure across its assets is expected to be around $180 million from April through December this year.
Tractor Supply (TSCO) has an average rating of overweight and mean price target of $56.36, according to analysts polled by FactSet.Price: $44.62, Change: $-0.39, Percent Change: -0.87%