Why China's Ban Gave a Boost to MP Materials and USA Rare Earth

China added MP Materials and USA Rare Earth to its export-control list, which paradoxically boosted their stock prices. The ban serves as validation of these companies' strategic importance and threat to China's rare-earth monopoly, likely accelerating U.S. government support. However, both companies face near-term operational challenges as they ramp up production and remain unprofitable.

06/23/2026, 4:05 AM • The Motley Fool

My Favorite Rare Earth Stock To Buy For The Next 10 Years

MP Materials is positioned as the most attractive rare-earth metals investment due to its operational mining and processing businesses in the U.S., profitability with $0.03 adjusted EPS in Q1 2026, and geopolitical advantages as China dominates global rare-earth supply. The company outpaces competitors USA Rare Earth and TMC The Metals Company, which remain unprofitable and years away from full operations.

06/20/2026, 11:15 AM • The Motley Fool

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

Critical Metals: Sizing Up This Tiny Rare-Earth Stock Making Big Moves

Critical Metals, a smaller rare-earth element company, has gained 30% since early 2025 and is developing the Tanbreez Project in Greenland, one of the world's largest hard rock rare earth deposits. The company has secured $124 million in cash, increased its Tanbreez ownership to 92.5%, and signed offtake agreements with Saudi Arabian and European partners. However, mining operations are not expected to begin until Q4 2028/Q1 2029, making it a high-risk, high-potential investment dependent on successful project execution.

06/18/2026, 11:20 AM • Investing

A Greenland Critical-Minerals Platform Is Taking Shape -- and It Just Pushed Into the Midstream Chokepoint

Greenland Mines Ltd announced a strategic investment in AnorTech Inc., acquiring a 9.9% stake with an option to increase to 19.9%. The move signals a shift in critical-minerals strategy from upstream mining to midstream processing and conversion, positioning the company to capture value through industrial processing rather than just resource extraction. This aligns with broader Western efforts to reduce dependence on Chinese processing dominance in critical materials.

06/16/2026, 1:12 PM • Benzinga

The Richest Australian Backs SpaceX With A Billion-Dollar Bet

Gina Rinehart, Australia's richest billionaire, has invested over $1 billion in SpaceX following its record-breaking $75 billion IPO. The investment reflects her confidence in Elon Musk's vision and aligns with her broader strategy in critical minerals, which are essential for advanced technologies including satellites, rockets, and electric vehicles. Rinehart's firm, Hancock Prospecting, sees potential synergies between SpaceX's operations and its significant investments in rare earth elements and critical minerals.

06/16/2026, 7:07 AM • Benzinga

The Catalyst Is Coming. Here's Why Smart Investors Are Buying MP Materials Before the SpaceX IPO.

MP Materials, which operates the only large-scale rare-earth mine in the U.S., could benefit from SpaceX's planned IPO on June 12 and its ambitious satellite expansion plans. SpaceX's application to launch a million satellites for AI applications would require rare-earth magnets used in satellite deployment and stabilization. While MP hasn't secured a SpaceX deal yet, the company's strategic importance to U.S. supply chain security and existing partnerships with Apple and General Motors position it as an attractive potential supplier.

06/09/2026, 8:30 AM • The Motley Fool

Inside The North Atlantic Critical Minerals Push: A $68 Billion Greenland Deposit Lands At The EU Raw Materials Summit

Western governments are mobilizing capital around critical minerals supply security. Greenland Mines' Skaergaard PGM-gold deposit in Southeast Greenland, valued at approximately $68 billion, is advancing from technical study to active project execution. The deposit contains 25.4 Moz palladium-equivalent and 23.5 Moz gold-equivalent, equivalent to 13-15 years of U.S. palladium consumption. Other Western critical minerals developers including NioCorp, MP Materials, Critical Metals, and USA Rare Earth are also advancing projects amid rising palladium and rare earth prices and increased government support.

05/29/2026, 9:22 AM • Benzinga

Why Redwire Stock Popped This Morning

Redwire stock jumped 11% after reports that the Trump Administration may invest in U.S. drone manufacturers to subsidize low-cost disposable attack drones. However, the article notes that Redwire was not named among the companies believed to be in the running for funding, including Performance Drone Works, Neros Technologies, and Unusual Machines. The stock gave back most gains by midday, trading up 3.2%.

05/28/2026, 11:01 AM • The Motley Fool

Why Kratos Defense Stock Popped Today

Kratos Defense stock surged 13.8% after reports that the Trump Administration may invest in U.S. drone manufacturers. However, the proposed subsidies target low-cost disposable FPV drones rather than Kratos's advanced XQ-58 Valkyrie product. Other companies like Unusual Machines and privately held firms are reportedly in the running for government funding, while negotiations remain ongoing and Kratos's inclusion is uncertain.

05/28/2026, 10:25 AM • The Motley Fool

Past-Producing Nevada Tungsten Asset Lines Up With DIBC Filing And European Mandate

Western Star Resources has submitted a DIBC application for its past-producing Rowland tungsten property in Nevada, secured a €200,000 European investor relations mandate with Plutus, and launched CMETC-eligible flow-through financing. These moves position the company to capitalize on the U.S. defense procurement cliff (effective January 1, 2027) that prohibits Chinese tungsten in defense supply chains, with a maiden drill program planned for 2026.

05/20/2026, 10:52 AM • Benzinga

Why Defense Spending Is Now The Strongest Signal In Critical Minerals Markets

Defense procurement is transforming critical minerals financing by providing predictable, government-backed cash flows that make projects bankable as infrastructure rather than commodity bets. The U.S. Department of Defense's offtake agreements, combined with $10+ billion in financing facilities and allied supply chain coordination, are attracting significant capital. Canada's strategic position with deposits of all 12 NATO-essential minerals and CFIUS-compatible jurisdictions positions it favorably, though investors should distinguish between projects with diversified revenue streams versus those dependent solely on government demand signals.

05/12/2026, 1:10 PM • Benzinga

Here's Why MP Materials Shares Surged Higher in April

MP Materials shares surged 36.8% in April driven by multiple factors: a peer company rerating in the rare earth sector, ongoing U.S.-China trade tensions increasing demand for domestic rare earth supply, and the impact of a price protection agreement (PPA) with the U.S. Department of Defense that sets a floor price of $110/kg for NdPr products and generated significant income in recent quarters.

05/08/2026, 9:29 AM • The Motley Fool

Rare Earth Metals Market Projected to Reach USD 21.03 Billion by 2035, Fueled by Rising Demand from Clean Energy and EV Technologies | Report by SNS Insider

The global rare earth metals market is projected to grow from USD 9.06 billion in 2025 to USD 21.03 billion by 2035, driven by increasing demand from electric vehicles, renewable energy, and advanced electronics. The U.S. market is expected to reach USD 2.10 billion by 2035. Key growth drivers include rising EV production and the shift toward clean energy, with neodymium and catalysts emerging as the fastest-growing segments.

05/03/2026, 8:00 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