Sociedad Química y Minera de Chile (SQM), a global leader in lithium production, delivered unprecedented shipment volumes in the first quarter of 2025. This performance came amid a persistent decline in lithium prices, now hovering at multi-year lows. SQM leverages its competitive cost structure to bolster market presence, even as sector profitability faces pressure due to softer pricing in the global battery metals landscape.

Ivanhoe Mines Ltd. $IVN.TO faced a pronounced sell-off, with shares plunging by up to 18% in Toronto—the largest intraday fall since the Covid-19 market rout in March 2020. The catalyst was the withdrawal of cost and production guidance for the Kamoa-Kakula copper complex, the African continent’s most significant mining asset.

Since the housing crash of 2008, Fannie Mae $FNMA and Freddie Mac $FMCC have remained under federal conservatorship. This intervention followed the collapse of the US mortgage market, placing both entities under government supervision to stabilize the financial system. For nearly twenty years, these government-sponsored enterprises became synonymous with limited autonomy and ongoing policy-driven constraints.