Notícias

Global energy markets are being reshaped as major economies race to secure long term supplies and harden supply chains. That same drive to lock in reliable power sources directly lifts the importance of rare earth minerals, which sit inside everything from electric motors to advanced defense systems. If you want targeted exposure to this critical resource story, this article walks through three rare earth focused stocks from our specialist screener. The three rare earth stocks covered below...

Critical Metals (NASDAQ:CRML) stock trades at $8.39, up 9% in Thursday afternoon trading. The move stands out because the rare earth complex around Critical Metals has drifted lower into midweek, leaving one name doing the work the group used to share. MP Materials (NYSE:MP) stock is at $49.37, rising 1% on the session. USA Rare […]

Cameco boasts a 16.9% net margin and strong free cash flow, while MP Materials burns cash despite major GM and Apple contracts.

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 […]

A Greenland security deal sent Critical Metals soaring Monday, but Tuesday brought a sharp reversal that has nothing to do with the Tanbreez project itself. Here is what the peer group and the broader rare earth ETF reveal about what is actually driving the selloff.

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.

A U.S.-Greenland security pact sent one small-cap rare earth stock soaring 25% at the open, but the deal contains a catch that changes nothing about what the company actually owns or produces.

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.

A refinery study just gave Critical Metals investors a concrete dollar figure to argue over, and the stock is moving while its better-established peers barely flinch. Whether that gap reflects genuine rerating or a speculative overshoot depends on what happens at a shareholder meeting next month.

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...

Elmet Group shares soared after the Defense Department announced a $450 million investment aimed at expanding U.S. tungsten production and reducing reliance on China.

China’s threat to cancel the Trump-Xi summit raised fears of renewed critical-mineral supply problems and more volatility for U.S. rare earth stocks.

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

Rare-earth magnets are essential to the modern economy, and these two stocks help ensure a domestic supply.

USA Rare Earth falls below key moving averages as losses, cash burn and production risks weigh on its outlook despite major expansion efforts.

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

Cameco boasts nearly $780M in free cash flow and a 16.9% net margin, while MP Materials burns cash despite high-profile partnerships.

Diplomatic warming between Washington and Beijing is quietly dismantling the trade thesis that sent domestic rare earth stocks surging this year, and the sector is now caught between a groundbreaking billion-dollar factory and a potential summit that could make it irrelevant.

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.