Pentagon Bets $725M On Energy Fuels — 5 Rare Earth Stocks To Watch

The Department of Defense announced a $725 million conditional loan commitment to Energy Fuels to expand domestic rare earth processing and fund a new facility in the U.S. This move is part of a broader federal strategy to build a domestic critical minerals supply chain independent of China. The announcement highlights the U.S. government's increasing support for rare earth and critical minerals companies through equity stakes, loans, and offtake agreements.

06/18/2026, 11:26 AM • Benzinga

The U.S. Government Just Took a 10% Stake in a Mining Company. Why and Who's Next?

The U.S. federal government has begun taking direct ownership stakes in American mining companies to secure critical minerals for domestic supply. Recent deals include a 10% stake in USA Rare Earth ($1.6B package), a 5% stake in Lithium Americas ($2.26B restructured loan), and a 10% stake in Trilogy Metals ($35.6M investment). These government investments have triggered significant stock price increases, signaling a broader pattern of federal support for domestic mining projects.

06/12/2026, 7:44 PM • GlobeNewswire

Former White House Advisor Predicts: “Trump Is About to Open the Floodgates. Are You Positioned Before June 30th?

Jim Rickards, a former White House advisor, claims a small company trading under $2 per share holds exclusive rights to a massive mineral deposit worth up to $2.7 trillion, containing significant reserves of gold, copper, silver, and critical metals. He predicts the Trump administration will announce a deal by June 30, 2026, citing pending legislation and Executive Order 14153. Rickards notes similar government mineral deals have previously triggered dramatic stock surges.

06/11/2026, 3:00 PM • GlobeNewswire

Jim Rickards: The $2 Stock Connected to What Could Be the Largest Mineral Haul in U.S. History

Jim Rickards, a former White House and Pentagon advisor, claims a sub-$2 per share company holds exclusive rights to a mineral deposit worth up to $2.7 trillion containing gold, copper, silver, and critical metals. He suggests a June 30 government decision could unlock significant value, pointing to historical precedents like Prudhoe Bay and Cheniere Energy where regulatory approval led to massive stock gains.

06/11/2026, 7:00 AM • GlobeNewswire

Jim Rickards: One Small Stock. An estimated $2.7 Trillion Deposit. And a Deadline That Could Make All the Difference.

Jim Rickards claims a remote U.S. mineral deposit worth $2.7 trillion containing gold, copper, silver, and critical defense metals is about to be unlocked by the Trump administration. He identifies a small company trading under $2 per share as holding exclusive rights to the deposit and urges investors to act before a June 30 deadline, citing recent government stakes in similar companies and advancing Senate legislation.

06/09/2026, 7:00 PM • GlobeNewswire

He Predicted Gold at $5,000. Now He Says This $2 Stock Could Be Even Bigger.

Jim Rickards, a former CIA and Pentagon advisor, claims the Trump administration is weeks away from approving access to a major untapped mineral deposit in the United States containing an estimated $2.7 trillion in resources including gold, copper, silver, and critical metals. He suggests a small company trading under $2 per share controls this deposit and could see significant gains once government approval is granted, citing recent government deals with lithium and rare earth companies as precedent.

06/07/2026, 6:00 PM • GlobeNewswire

Trump's Next “Big Buy” Could Make Early Investors a Fortune

Financial researcher Jim Rickards claims a small company trading under $2 per share holds exclusive rights to a massive mineral deposit worth $2.7 trillion in gold, copper, silver, and critical metals. The project has been blocked by environmental regulations, but Rickards points to a June 30 deadline tied to pending Senate legislation and Executive Order 14153 as a potential catalyst for government approval and dramatic stock gains.

06/05/2026, 5:47 PM • GlobeNewswire

$9 Trillion Is Pouring Into American Manufacturing — And It’s Just Getting Started

Major corporations have committed nearly $9 trillion to U.S. manufacturing in under a year. This industrial boom will create unprecedented demand for critical minerals and energy resources, positioning mining and energy companies for significant growth. The federal government is aggressively fast-tracking mining permits and directly investing in mineral producers to secure domestic supply chains.

05/03/2026, 6:00 PM • GlobeNewswire

The $100 Trillion Buried Under Federal Land That Nobody’s Talking About

The U.S. government is dramatically accelerating domestic mining operations through expedited permitting (from 10 years to 28 days) and direct federal investments. With $9 trillion in new manufacturing commitments and China controlling 100% of 15 critical minerals, the government is positioning itself as a major stakeholder in mining companies to secure domestic supply chains for critical minerals essential to defense, technology, and electric vehicles.

05/03/2026, 10:00 AM • GlobeNewswire

ExGen Signs Purchase Agreement to Acquire Lithium Properties in Nevada

ExGen Resources has signed a purchase agreement to acquire three lithium properties in Nevada, including the Spark South Lithium Project adjacent to Surge Battery's Nevada North Lithium Project. The acquisition includes options to purchase the Libra and Augusta lithium projects, positioning ExGen to capitalize on Nevada's growing lithium industry and the success of nearby high-grade lithium deposits.

04/30/2026, 5:00 PM • Benzinga

ExGen Signs Purchase Agreement to Acquire Lithium Properties in Nevada

ExGen Resources has signed an asset purchase agreement to acquire interests in three lithium properties in Nevada, including the Spark South Property adjacent to Surge Battery's Nevada North Lithium Project. The acquisition includes options to purchase the Libra and Augusta lithium projects. ExGen will issue 21 million shares and provide CAD$125,000 in cash consideration, with closing anticipated by June 30, 2026, subject to TSXV approval.

04/30/2026, 5:00 PM • GlobeNewswire

U.S. Rare Earth Processor Locks In Supply Ahead of 2027 Cutoff

REalloys (ALOY) has secured a supply agreement with U.S. Critical Materials Corp for rare earth materials from the Sheep Creek project in Montana, ahead of a January 2027 deadline banning Chinese rare earth materials from U.S. military defense systems. The company is building metallization capacity in Ohio to convert rare earth oxides into finished metals and alloys, with backing from Pentagon officials and federal financing support.

04/07/2026, 8:00 AM • Benzinga

Antimony Emerges as Strategic Growth Play in $4B+ Critical Minerals Market

Antimony is gaining strategic importance in the critical minerals sector, with the global market expected to grow from $2.5B to $4.3-4.4B by 2035. Limited supply, rising defense and electronics demand, and concerns about China's dominance are driving Western interest in domestic production. Key developments include American Antimony's strong metallurgical test results (63% concentrate at 97% recovery), a new joint venture between US Antimony and Americas Gold and Silver, and progress on major projects by Perpetua Resources, Lithium Americas, and MP Materials.

03/09/2026, 9:15 AM • Benzinga

Gabelli Hosts 17th Annual Specialty Chemicals Symposium

Gabelli Funds will host its 17th Annual Specialty Chemicals Symposium on March 19, 2026, in Midtown Manhattan, featuring discussions with leading specialty chemicals companies on industry dynamics and trends. The event will include one-on-one meetings with management teams and webcast access for remote attendees.

02/24/2026, 8:00 AM • GlobeNewswire

Trump Reportedly Set To Launch $12 Billion Critical Mineral Stockpile To Counter China: AAPL, GM, GOOG, BA In Focus

President Trump is reportedly unveiling Project Vault, a $12 billion critical minerals stockpile initiative combining $10 billion in Ex-Im Bank loans and $1.67 billion in private capital. The program aims to reduce U.S. dependence on Chinese rare earth minerals and protect tech firms, automakers, and manufacturers from supply disruptions. Major companies including Apple, General Motors, Google, Boeing, and Corning have signed up to participate in the raw material handling effort.

02/02/2026, 8:39 AM • Benzinga