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For years, the “domestic rare earth supply chain” has been more of a policy talking point than a viable business. That’s starting to change. MP Materials Corp. (NYSE:MP), the company at the center of America’s push to reduce reliance on Chinese-processed rare earths, told investors at the Jefferies Global Industrials Conference on September 9 that […]

Rare earths have moved from obscure chemistry to front-page politics as Washington and Beijing haggle over tariffs, export controls and who gets reliable access to the minerals that feed batteries, chips and advanced magnets. That negotiation risk cuts both ways: it can hurt vulnerable supply chains or reward businesses positioned as alternative providers. This article walks through three stocks potentially exposed to these headlines and why their role in the rare-earths story matters for...

Greenland-linked rare earth stocks Critical Metals and Greenland Mines surged on Monday morning, following President Donald Trump's Friday announcement of a security agreement with  Denmark. Analysts have speculated that the U.S. government could invest in Greenland's mining sector, a possibility that may be more likely following a deal that gives the U.S. a veto over "sensitive" investments in the territory by other countries. Shares of REalloys, which has an offtake agreement for 15% of Critical Metals' rare earth output from its development-stage Tanbreez Project in Greenland, surged early Monday.

Energy Fuels and MP are expanding U.S. rare-earth supply chains, but differing strategies, costs and earnings trends shape the investment case.

China Rare Earth Group is in talks to take control of Shenghe Resources

USA Rare Earth is partnering with Pasqal and Riven Systems to use quantum machine learning to advance rare earth separation technology.

Major initiatives of one administration inevitably attract scrutiny when political power changes hands, Y. David Scharf writes.

MP Materials narrows its Q2 operating loss as revenues surge 89%, but rising costs and investments keep pressure on profitability.

Conference spotlight on MP Materials MP Materials (MP) is heading into a busy September conference slate, with investor attention sharpened by fresh concerns over critical mineral supply and renewed scrutiny of U.S. rare earth producers. MP Materials shares, which last closed at US$50.68, have eased in recent weeks with a 30 day share price return of down 13.72% and a year to date move of down 7.80%. However, the 3 year total shareholder return of 143.30% and a 5 year total shareholder return...

MP Materials (NYSE:MP) is nearing targeted production levels for neodymium-praseodymium, or NdPr, oxide at its Mountain Pass facility while advancing commercial magnet deliveries for General Motors and expanding its downstream manufacturing footprint, Chief Financial Officer Ryan Corbett said during

China’s enormous lead remains difficult to overcome, controlling roughly 60% of critical-mineral mining and over 90% of some processing segments.

MP's premium valuation faces scrutiny as losses, high costs and execution risks persist despite growth in rare earths and magnet production.

Chinese leader Xi Jinping and President Donald Trump are set to meet later this month in yet another bid to stabilize the relationship—and extend a a truce struck last fall. The planned Sept. 24 meeting in Washington D.C., which Beijing has still yet to confirm, will mark Xi’s first trip to the capitol in more than a decade. It follows Trump’s trip to Beijing last May, when the two dialed down tensions following months of tariff threats and, among other things, export restrictions.

Reshoring is reshaping U.S. manufacturing, but the opportunity goes well beyond bringing entire factories back home.

Elon Musk says a lot of things that can upend the shares of any number of companies. Rare earths are a group of more than a dozen elements that aren’t exactly rare, but they are difficult to process. Over the years, the Chinese have grown dominant in rare earth mining and production, using near-monopoly power to put other producers, including those in the U.S., out of business.

With oil prices influenced by ongoing geopolitical risk, governments and manufacturers continue to look hard at alternatives that reduce reliance on traditional fuels. That keeps rare earth elements firmly in focus, since they are essential in everything from electric motors to defense systems. For investors, this creates a tight supply story. This article highlights three rare earth metal stocks from our screen that provide targeted exposure to this theme. These three rare earth metal stocks...

A caller inquired about starting a position in MP Materials Corp. (NYSE:MP) during the lightning round of the September 2 episode of Mad Money, and Jim Cramer replied: I think it makes sense. Look, we know we need those critical materials. That’s the single best most investable play in the situation. But I don’t expect […]

UUUU's Q2 loss widens as expansion costs surged, even as uranium-driven revenues jumped 496% and liquidity remained strong.

Chinese rare earth suppliers are quietly refusing U.S. shipments, and one American producer just closed a deal that could position it to fill that gap at the worst possible moment for Beijing's leverage.

MP Materials stock has delivered a very strong 3 year return, yet current valuation checks flag a possible premium and a mixed overall picture for investors trying to assess what they are paying for that track record. Recent news on new supply deals and analyst enthusiasm adds to the story, but the numbers suggest this is not a straightforward bargain. MP Materials has returned 150.8% over the past 3 years, which makes the current valuation more sensitive to any change in expectations. The...

According to a Reuters report, some Chinese suppliers are refusing to ship rare earth materials to U.S. customers, ahead of President Xi Jinping’s U.S. visit later this month.

China just restricted 12 minerals that defense contractors need to build the next generation of laser weapons, and Raytheon's $289 billion backlog may be sitting on a supply chain fault line nobody wants to talk about.

The company is making steady progress on its long-term plans, aided and abetted by the U.S. government.

William Blair Names 8 New Stock Picks: AI, Defense and Healthcare Stand Out

The company has a bright future based on current trends and execution of its business plan, but significant risks remain.

Access to rare-earth minerals has become a growing focal point in U.S.-China geopolitical positioning

The companies are not that much alike, but they're both showing strong revenue and earnings growth.

Earlier this week, MP Materials announced a multi-year agreement to supply gadolinium oxide to a major U.S. aerospace and defense manufacturer, reinforcing its role as a domestic rare-earth supplier for critical applications. This contract highlights how MP Materials is increasingly embedded in U.S. defense supply chains, potentially widening its customer base beyond existing technology and automotive partners. We’ll now examine how this new gadolinium oxide supply deal might influence MP...

MP Materials turns operating cash flow positive in Q2, but heavy spending on downstream expansion keeps free cash flow under pressure.

This latest deal could signal much more demand ahead.