Critical Minerals Supply Chain Realignment Accelerates
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 17 2026
0mins
Source: Globenewswire
- Policy-Driven Mineral Shortage: The IEA projects a 30% copper supply shortfall by 2035, with non-China rare earth supplies covering less than 40% of demand, prompting Western governments to implement price floors and structured offtake frameworks to attract investment, indicating strong support for non-China production.
- EagleOne Acquisition Project: EagleOne Metals announced the acquisition of the Poison Springs uranium/rare earth project in Utah for $50,000, covering 206.6 acres, with historical drilling indicating mineralization potential for uranium, copper, and silver, further solidifying its position in the policy-driven mineral market.
- Aclara Technological Advancement: Aclara Resources has completed key technological developments for its rare earth metals and alloys project through its joint venture with CAP S.A., with a demonstration plant expected to begin operations in the second half of 2026, advancing its vertical integration strategy in the rare earth supply chain.
- enCore Energy Performance: enCore Energy reported year-end uranium extraction of 699,807 pounds in 2025, a 242% increase year-over-year, delivering at $65.89 per pound, showcasing significant operational efficiency improvements that are expected to enhance its market competitiveness.
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Analyst Views on APD
Wall Street analysts forecast APD stock price to fall
15 Analyst Rating
6 Buy
9 Hold
0 Sell
Moderate Buy
Current: 296.760
Low
255.00
Averages
290.13
High
345.00
Current: 296.760
Low
255.00
Averages
290.13
High
345.00
About APD
Air Products and Chemicals, Inc. is an industrial gases company. The Company is focused on serving energy, environmental, and emerging markets. Its base business provides essential industrial gases, related equipment and applications expertise to customers in dozens of industries, including refining, chemicals, metals, electronics, manufacturing, and food. The Company also develops, engineers, builds, owns and operates clean hydrogen projects supporting the transition to low- and zero-carbon energy in the heavy-duty transportation and industrial sectors. In addition, the Company provides turbomachinery, membrane systems and cryogenic containers globally. The Company has operations in approximately 50 countries. Its industries include aerospace, analytical labs & research/science, automotive, beverages, bioenergy, biotechnology, cement and lime, chemicals, electronics, food, glass and frit, hydrogen energy, medical, metals and materials processing, metals production, medical and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Air Products Increases Quarterly Dividend by 1.1% to $1.81
- Quarterly Dividend Increase: Air Products and Chemicals has declared a quarterly dividend of $1.81 per share, representing a 1.1% increase from the previous dividend of $1.79, indicating the company's ongoing growth in cash flow and profitability.
- Dividend Yield: The forward yield of 2.44% not only attracts investors seeking stable returns but also reflects the company's confidence in its future financial health and sustainability.
- Shareholder Rights Assurance: The dividend is payable on August 10, with a record date of July 1 and an ex-dividend date also set for July 1, ensuring that shareholders' rights are protected at critical points, thereby enhancing investor trust.
- Positive Market Response: Air Products showcased its potential for re-rating at the JPMorgan Industrials Conference, driven by helium price recovery and disciplined capital expenditures, which is expected to elevate market expectations for its future growth.
See More
Air Products Declares Quarterly Dividend of $1.81
- Quarterly Dividend Announcement: Air Products' Board of Directors declared a quarterly dividend of $1.81 per share, payable on August 10, 2026, reflecting the company's ongoing financial health and commitment to shareholders.
- Record Date for Shareholders: The record date for this dividend payment is set for July 1, 2026, ensuring that investors holding shares before this date will receive the payout, thereby enhancing investor confidence.
- Company Background: Established for over 80 years, Air Products focuses on serving energy, environmental, and emerging markets, achieving fiscal 2025 sales of $12.0 billion, underscoring its leadership in the industrial gases sector.
- Clean Hydrogen Projects: As the leading global supplier of hydrogen, Air Products is committed to developing and operating large-scale clean hydrogen projects, supporting the transition to low-carbon energy in industrial and heavy-duty transportation sectors, highlighting its strategic importance in sustainability.
See More
Air Products Declares Quarterly Dividend of $1.81
- Quarterly Dividend Announcement: Air Products' Board of Directors declared a quarterly dividend of $1.81 per share, payable on August 10, 2026, to shareholders of record as of July 1, 2026, reflecting the company's ongoing financial health and commitment to shareholder returns.
- Company Background: Established for over 80 years, Air Products focuses on serving energy, environmental, and emerging markets, achieving fiscal 2025 sales of $12.0 billion, underscoring its leadership position in the global industrial gases market.
- Market Coverage: Operating in approximately 50 countries, the company supplies industrial gases, related equipment, and application expertise across various industries including refining, chemicals, metals, electronics, manufacturing, medical, and food, demonstrating its extensive market influence.
- Clean Hydrogen Projects: As the leading global supplier of hydrogen, Air Products develops and operates some of the world's largest clean hydrogen projects, supporting the transition to low- and zero-carbon energy in industrial and heavy-duty transportation sectors, highlighting its strategic importance in sustainability efforts.
See More
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- Oil Price Surge Impacts Markets: The S&P 500 index fell 0.24%, the Dow Jones Industrial Average dropped 0.01%, and the Nasdaq 100 index declined 0.31% on Monday as WTI crude prices surged over 6%, indicating market sensitivity to rising energy costs amid geopolitical tensions.
- Geopolitical Risks Escalate: The closure of the Strait of Hormuz by Iran has raised market concerns, especially following U.S. Navy actions against Iranian tankers, which could exacerbate global oil and fuel shortages, further unsettling investor sentiment.
- Earnings Season Continues: So far, 81% of the 48 S&P 500 companies that reported earnings exceeded expectations, with Q1 earnings projected to rise 12% year-over-year; however, excluding the tech sector, growth is only expected at 3%, highlighting signs of economic weakness.
- Airline Stocks Under Pressure: Airline stocks retreated as rising oil prices weighed on profits, with American Airlines and Alaska Air both down over 4%, reflecting the direct impact of fuel costs on company earnings and potential downward revisions in future profit expectations.
See More
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- Oil Price Surge Impacts Markets: The S&P 500 index fell 0.41%, the Dow Jones Industrial Average dropped 0.31%, and the Nasdaq 100 index declined 0.66% as WTI crude oil prices surged over 5%, indicating market sensitivity to rising energy costs amid doubts about peace talks regarding the Iran war.
- Geopolitical Risks Escalate: Iran's closure of the Strait of Hormuz has raised market concerns, especially following U.S. Navy actions against Iranian tankers, which could exacerbate global oil and fuel shortages, further increasing market uncertainty.
- Earnings Season Continues: So far, 81% of the 48 S&P 500 companies that reported earnings have beaten estimates, with Q1 earnings projected to rise 12% year-over-year; however, excluding the tech sector, the growth is only 3%, indicating signs of overall economic weakness.
- Airline Stocks Under Pressure: Airline and cruise line stocks are broadly down due to rising oil prices, with Norwegian Cruise Line Holdings down over 5% and American Airlines Group down over 4%, reflecting the negative impact of high fuel costs on company profits.
See More
Oil Price Surge Leads to Market Decline
- Market Decline: The S&P 500 index fell by 0.21%, the Dow Jones Industrial Average by 0.04%, and the Nasdaq 100 by 0.24%, indicating investor concerns over rising oil prices that could impact corporate earnings and overall market confidence.
- Oil Price Surge: WTI crude oil prices increased by over 5% due to the closure of the Strait of Hormuz following the US's refusal to lift its naval blockade on Iranian vessels, which could exacerbate global oil and fuel shortages and raise operational costs for affected industries.
- Earnings Expectations: So far, 81% of the 48 S&P 500 companies that reported earnings have exceeded estimates, with Q1 earnings projected to rise by 12% year-over-year; however, excluding the tech sector, growth is only expected to be 3%, indicating signs of an overall economic slowdown.
- Airline and Chip Stocks Under Pressure: Airline stocks are down due to rising fuel costs, with Norwegian Cruise Line Holdings falling over 6%, while chipmakers like Intel are also down more than 2%, reflecting the negative impact of high oil prices across multiple sectors.
See More
Air Products Increases Quarterly Dividend by 1.1% to $1.81
- Quarterly Dividend Increase: Air Products and Chemicals has declared a quarterly dividend of $1.81 per share, representing a 1.1% increase from the previous dividend of $1.79, indicating the company's ongoing growth in cash flow and profitability.
- Dividend Yield: The forward yield of 2.44% not only attracts investors seeking stable returns but also reflects the company's confidence in its future financial health and sustainability.
- Shareholder Rights Assurance: The dividend is payable on August 10, with a record date of July 1 and an ex-dividend date also set for July 1, ensuring that shareholders' rights are protected at critical points, thereby enhancing investor trust.
- Positive Market Response: Air Products showcased its potential for re-rating at the JPMorgan Industrials Conference, driven by helium price recovery and disciplined capital expenditures, which is expected to elevate market expectations for its future growth.
See More
Air Products Declares Quarterly Dividend of $1.81
- Quarterly Dividend Announcement: Air Products' Board of Directors declared a quarterly dividend of $1.81 per share, payable on August 10, 2026, reflecting the company's ongoing financial health and commitment to shareholders.
- Record Date for Shareholders: The record date for this dividend payment is set for July 1, 2026, ensuring that investors holding shares before this date will receive the payout, thereby enhancing investor confidence.
- Company Background: Established for over 80 years, Air Products focuses on serving energy, environmental, and emerging markets, achieving fiscal 2025 sales of $12.0 billion, underscoring its leadership in the industrial gases sector.
- Clean Hydrogen Projects: As the leading global supplier of hydrogen, Air Products is committed to developing and operating large-scale clean hydrogen projects, supporting the transition to low-carbon energy in industrial and heavy-duty transportation sectors, highlighting its strategic importance in sustainability.
See More
Air Products Declares Quarterly Dividend of $1.81
- Quarterly Dividend Announcement: Air Products' Board of Directors declared a quarterly dividend of $1.81 per share, payable on August 10, 2026, to shareholders of record as of July 1, 2026, reflecting the company's ongoing financial health and commitment to shareholder returns.
- Company Background: Established for over 80 years, Air Products focuses on serving energy, environmental, and emerging markets, achieving fiscal 2025 sales of $12.0 billion, underscoring its leadership position in the global industrial gases market.
- Market Coverage: Operating in approximately 50 countries, the company supplies industrial gases, related equipment, and application expertise across various industries including refining, chemicals, metals, electronics, manufacturing, medical, and food, demonstrating its extensive market influence.
- Clean Hydrogen Projects: As the leading global supplier of hydrogen, Air Products develops and operates some of the world's largest clean hydrogen projects, supporting the transition to low- and zero-carbon energy in industrial and heavy-duty transportation sectors, highlighting its strategic importance in sustainability efforts.
See More
Stock Markets Decline Amid Soaring Oil Prices and Geopolitical Tensions
- Oil Price Surge Impacts Markets: The S&P 500 index fell 0.24%, the Dow Jones Industrial Average dropped 0.01%, and the Nasdaq 100 index declined 0.31% on Monday as WTI crude prices surged over 6%, indicating market sensitivity to rising energy costs amid geopolitical tensions.
- Geopolitical Risks Escalate: The closure of the Strait of Hormuz by Iran has raised market concerns, especially following U.S. Navy actions against Iranian tankers, which could exacerbate global oil and fuel shortages, further unsettling investor sentiment.
- Earnings Season Continues: So far, 81% of the 48 S&P 500 companies that reported earnings exceeded expectations, with Q1 earnings projected to rise 12% year-over-year; however, excluding the tech sector, growth is only expected at 3%, highlighting signs of economic weakness.
- Airline Stocks Under Pressure: Airline stocks retreated as rising oil prices weighed on profits, with American Airlines and Alaska Air both down over 4%, reflecting the direct impact of fuel costs on company earnings and potential downward revisions in future profit expectations.
See More
U.S. Stocks Decline Amid Soaring Oil Prices
- Oil Price Surge Impacts Markets: The S&P 500 index fell 0.41%, the Dow Jones Industrial Average dropped 0.31%, and the Nasdaq 100 index declined 0.66% as WTI crude oil prices surged over 5%, indicating market sensitivity to rising energy costs amid doubts about peace talks regarding the Iran war.
- Geopolitical Risks Escalate: Iran's closure of the Strait of Hormuz has raised market concerns, especially following U.S. Navy actions against Iranian tankers, which could exacerbate global oil and fuel shortages, further increasing market uncertainty.
- Earnings Season Continues: So far, 81% of the 48 S&P 500 companies that reported earnings have beaten estimates, with Q1 earnings projected to rise 12% year-over-year; however, excluding the tech sector, the growth is only 3%, indicating signs of overall economic weakness.
- Airline Stocks Under Pressure: Airline and cruise line stocks are broadly down due to rising oil prices, with Norwegian Cruise Line Holdings down over 5% and American Airlines Group down over 4%, reflecting the negative impact of high fuel costs on company profits.
See More
Oil Price Surge Leads to Market Decline
- Market Decline: The S&P 500 index fell by 0.21%, the Dow Jones Industrial Average by 0.04%, and the Nasdaq 100 by 0.24%, indicating investor concerns over rising oil prices that could impact corporate earnings and overall market confidence.
- Oil Price Surge: WTI crude oil prices increased by over 5% due to the closure of the Strait of Hormuz following the US's refusal to lift its naval blockade on Iranian vessels, which could exacerbate global oil and fuel shortages and raise operational costs for affected industries.
- Earnings Expectations: So far, 81% of the 48 S&P 500 companies that reported earnings have exceeded estimates, with Q1 earnings projected to rise by 12% year-over-year; however, excluding the tech sector, growth is only expected to be 3%, indicating signs of an overall economic slowdown.
- Airline and Chip Stocks Under Pressure: Airline stocks are down due to rising fuel costs, with Norwegian Cruise Line Holdings falling over 6%, while chipmakers like Intel are also down more than 2%, reflecting the negative impact of high oil prices across multiple sectors.
See More
