Trump's Inquiry into Critical Minerals Imports Might Influence BHP Stock

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Apr 16, 2025
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Key Highlights:

  • President Trump launches a probe into the national security risks associated with the U.S. dependency on imported critical minerals, like lithium and cobalt.
  • This investigation could significantly influence stocks connected to these minerals, such as BHP Group Ltd (BHP, Financial).
  • Analysts project a potential upside for BHP, alongside a strong "Outperform" recommendation.

President Trump has ignited an investigation into whether the United States' heavy reliance on imported critical minerals, particularly lithium and cobalt, constitutes a national security threat. These minerals are essential across numerous industries, and the investigation’s results could significantly affect related stock prices, notably BHP Group Ltd (BHP), as the evaluation progresses.

Wall Street Analysts Forecast

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According to projections by four prominent analysts, BHP Group Ltd (BHP, Financial) carries a one-year average price target of $52.38. Their forecasts span from a peak estimate of $58.00 to a low of $49.00, suggesting a potential upside of 13.24% from the current stock price of $46.25. Investors can access comprehensive estimate details on the BHP Group Ltd (BHP) Forecast page.

Brokerage professionals are optimistic about BHP Group Ltd (BHP, Financial). With a consensus recommendation from six firms, the stock holds an average brokerage rating of 2.0, indicating an "Outperform" status on a scale where 1 denotes a Strong Buy and 5 signifies a Sell.

Further insights from GuruFocus estimates reveal that the anticipated GF Value for BHP Group Ltd (BHP, Financial) in the coming year is projected at $52.76. This insight suggests a potential upside of 14.08% from its present price of $46.25. The GF Value reflects GuruFocus's calculated fair value, derived from historical trading multiples and the business’s past growth, alongside future performance forecasts. For a deeper dive into these insights, visit the BHP Group Ltd (BHP) Summary page.

Disclosures

I/We may personally own shares in some of the companies mentioned above. However, those positions are not material to either the company or to my/our portfolios.