US-Backed Lithium Americas Hit by Rising Costs on Trump Tariffs
Published . Updated .
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This report is about tariffs and trade and lithium and batteries.
Directly affected
- LAC Lithium Americas
Named in this report.
Indirectly affected
- XLI Industrial Select Sector SPDR
Industrial Select Sector SPDR: it holds companies hit by import costs and trade rules. Linked by “tariff” (tariffs and trade) in this story.
- XRT SPDR S&P Retail ETF
SPDR S&P Retail ETF: it holds companies hit by import costs and trade rules. Linked by “tariff” (tariffs and trade) in this story.
- LIT Global X Lithium & Battery Tech ETF
Global X Lithium & Battery Tech ETF: it holds lithium and battery companies. Linked by “lithium” (lithium and batteries) in this story.
- CAT Caterpillar
Caterpillar (construction machinery and equip): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story.
- ALB Albemarle
Albemarle (plastic materials, synth resins and nonvulcan elastomers): battery-metal producers move with EV and battery demand. Linked by “lithium” (lithium and batteries) in this story.
- DE Deere
Deere (farm machinery and equipment): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story.
- WMT Walmart
Walmart (variety stores): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story.
- NKE Nike
Nike (rubber and plastics footwear): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| LAC | +2.89% | +2.37% | base | -13.16% | after close | after close | after close |
| XLI | +0.40% | -3.60% | base | +1.29% | after close | after close | after close |
| XRT | +1.39% | -3.19% | base | -0.10% | after close | after close | after close |
| LIT | +3.27% | +1.38% | base | +1.92% | after close | after close | after close |
| CAT | +1.14% | -4.42% | base | +2.93% | after close | after close | after close |
| ALB | +0.25% | +4.54% | base | +1.14% | after close | after close | after close |
| DE | -1.67% | -2.10% | base | +0.52% | after close | after close | after close |
| WMT | +2.97% | -0.02% | base | +0.08% | after close | after close | after close |
| NKE | +4.73% | -0.18% | base | -0.85% | after close | after close | after close |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
US-Backed Lithium Americas Hit by Rising Costs on Trump Tariffs Bloomberg.com
Source: Bloomberg
Select Sector Spdr Tr (XLI) since this story, compared with the market
| Company | When | Move | Status |
|---|---|---|---|
| Albemarle (ALB) | that day | +1.14% | final price |
| Albemarle (ALB) | three days earlier | +4.54% | final price |
| Albemarle (ALB) | five days earlier | +0.25% | final price |
| Caterpillar (CAT) | that day | +2.93% | final price |
| Caterpillar (CAT) | three days earlier | -4.42% | final price |
| Caterpillar (CAT) | five days earlier | +1.14% | final price |
| Deere (DE) | that day | +0.52% | final price |
| Deere (DE) | three days earlier | -2.10% | final price |
| Deere (DE) | five days earlier | -1.67% | final price |
| LAC | that day | -13.16% | final price |
| LAC | three days earlier | +2.37% | final price |
| LAC | five days earlier | +2.89% | final price |
| Global X Fds (LIT) | that day | +1.92% | final price |
| Global X Fds (LIT) | three days earlier | +1.38% | final price |
| Global X Fds (LIT) | five days earlier | +3.27% | final price |
| Nike (NKE) | that day | -0.85% | final price |
| Nike (NKE) | three days earlier | -0.18% | final price |
| Nike (NKE) | five days earlier | +4.73% | final price |
| Walmart (WMT) | that day | +0.08% | final price |
| Walmart (WMT) | three days earlier | -0.02% | final price |
| Walmart (WMT) | five days earlier | +2.97% | final price |
| Select Sector Spdr Tr (XLI) | that day | +1.29% | final price |
| Select Sector Spdr Tr (XLI) | three days earlier | -3.60% | final price |
| Select Sector Spdr Tr (XLI) | five days earlier | +0.40% | final price |
| Spdr Series Trust (XRT) | that day | -0.10% | final price |
| Spdr Series Trust (XRT) | three days earlier | -3.19% | final price |
| Spdr Series Trust (XRT) | five days earlier | +1.39% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Lisa McClain bought Caterpillar (CAT) (held by a spouse), worth $1,001 - $15,000 on 28 Sep 2026. That is 44 days before publication. Filed 12 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Albemarle (ALB) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 47 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Walmart (WMT) (held by a dependent child), worth $15,001 - $50,000 on 13 Oct 2026. That is 29 days before publication. Filed 5 Nov 2026. View the filing.
- Rep. Rohit Khanna sold Walmart (WMT) (held by a spouse), worth $1,001 - $15,000 on 7 Oct 2026. That is 35 days before publication. Filed 5 Nov 2026. View the filing.
- Rep. Pete Sessions sold Walmart (WMT) (held by a spouse), worth $50,001 - $100,000 on 2 Oct 2026. That is 40 days before publication. Filed 27 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Nike (NKE), worth $15,001 - $50,000 on 28 Aug 2026. That is 75 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Gilbert Cisneros sold Nike (NKE), worth $15,001 - $50,000 on 27 Aug 2026. That is 76 days before publication. Filed 10 Sep 2026. View the filing.
- Donald J Trump, an executive branch official, sold Nike (NKE), worth $100,001 - $250,000 on 21 Aug 2026. That is 82 days before publication. Filed 8 Oct 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
Who gains and who loses around Select Sector Spdr Tr (XLI)
Companies mentioned with this story
- XLI Select Sector Spdr Tr
Select Sector Spdr Tr (XLI) is linked, with no stored direction, medium confidence in the 11 Nov 2026 story “US-Backed Lithium Americas Hit by Rising Costs on Trump Tariffs.” Reason on file: Industrial Select Sector SPDR: it holds companies hit by import costs and trade rules. Linked by “tariff” (tariffs and trade) in this story
- XRT Spdr Series Trust
Spdr Series Trust (XRT) is linked, with no stored direction, medium confidence in the 11 Nov 2026 story “US-Backed Lithium Americas Hit by Rising Costs on Trump Tariffs.” Reason on file: SPDR S&P Retail ETF: it holds companies hit by import costs and trade rules. Linked by “tariff” (tariffs and trade) in this story
- LIT Global X Fds
Global X Fds (LIT) is linked, with no stored direction, medium confidence in the 11 Nov 2026 story “US-Backed Lithium Americas Hit by Rising Costs on Trump Tariffs.” Reason on file: Global X Lithium & Battery Tech ETF: it holds lithium and battery companies. Linked by “lithium” (lithium and batteries) in this story
- CAT Caterpillar
In “US-Backed Lithium Americas Hit by Rising Costs on Trump Tariffs,” Caterpillar (CAT) is linked, with no stored direction, medium confidence. Reason on file: Caterpillar (construction machinery and equip): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story
- ALB Albemarle
Albemarle (ALB) is linked, with no stored direction, medium confidence in the 11 Nov 2026 story “US-Backed Lithium Americas Hit by Rising Costs on Trump Tariffs.” Reason on file: Albemarle (plastic materials, synth resins and nonvulcan elastomers): battery-metal producers move with EV and battery demand. Linked by “lithium” (lithium and batteries) in this story
- DE Deere
For “US-Backed Lithium Americas Hit by Rising Costs on Trump Tariffs,” Deere (DE) is linked, with no stored direction, medium confidence. Reason on file: Deere (farm machinery and equipment): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story
- WMT Walmart
In “US-Backed Lithium Americas Hit by Rising Costs on Trump Tariffs,” Walmart (WMT) is linked, with no stored direction, medium confidence. Reason on file: Walmart (variety stores): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story
- NKE Nike
In “US-Backed Lithium Americas Hit by Rising Costs on Trump Tariffs,” Nike (NKE) is linked, with no stored direction, medium confidence. Reason on file: Nike (rubber and plastics footwear): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story
Select Sector Spdr Tr (XLI)
Select Sector Spdr Tr (XLI) is the company in “US-Backed Lithium Americas Hit by Rising Costs on Trump Tariffs,” the 11 Nov 2026 this story story.
The link for Select Sector Spdr Tr (XLI) is this: Industrial Select Sector SPDR: it holds companies hit by import costs and trade rules. Linked by “tariff” (tariffs and trade) in this story
A second company, Spdr Series Trust (XRT), is listed for a different reason: SPDR S&P Retail ETF: it holds companies hit by import costs and trade rules. Linked by “tariff” (tariffs and trade) in this story
Dates in the story, and the Select Sector Spdr Tr (XLI) price range
LIT traded between 68.93 and 71.34 across 3 sessions. The latest close on file is 69.08. XLI traded between 163.00 and 172.33 across 20 sessions. The latest close on file is 169.73.
What the saved facts support for Select Sector Spdr Tr (XLI)
46 out of 100
“US-Backed Lithium Americas Hit by Rising Costs on Trump Tariffs” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.