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

Prediction: TMC The Metals Company Will Soar Over the Next Year -- 2 Key Catalysts to Watch

TMC The Metals Company, a deep-sea minerals exploration firm, received NOAA certification for its Pacific Ocean mining permit application. The company's U.S. subsidiary can bypass international regulations by obtaining domestic U.S. approval, potentially unlocking federal grants and Defense Production Act funding. However, the stock remains highly speculative with no revenue, significant regulatory hurdles ahead, and profitability uncertain.

06/17/2026, 12:07 PM • The Motley Fool

This Ocean Mining Stock Just Got a Green Light From NOAA. Is it a Buy?

TMC The Metals Company received NOAA certification for its expanded ocean-mining exploration license covering 122,000 square kilometers in the Pacific Ocean. The area could contain over 1 billion tonnes of polymetallic nodules rich in critical minerals needed for EVs and defense. However, the company remains pre-revenue and faces environmental scrutiny and regulatory hurdles before commercial mining can begin. Analysts recommend watching from the sidelines.

06/09/2026, 1:13 PM • The Motley Fool

Critical Minerals Market Heats Up as Nickel and Cobalt Demand Surges Worldwide

Global demand for nickel and cobalt is surging due to electric vehicle expansion and renewable energy projects. The nickel market is projected to exceed $60 billion while cobalt could reach over $20 billion by decade's end. Supply security concerns are driving interest in North American mining projects, with junior exploration companies attracting investor attention for high-grade deposits that offer lower production costs.

05/21/2026, 9:15 AM • Benzinga

TMC Forges a New EV Supply Chain at the Bottom of the Sea

TMC the metals company has signed a definitive contract with offshore engineering firm Allseas to deploy the world's first commercial deep-sea polymetallic nodule collection system. The partnership de-risks TMC's extraction process, with Allseas funding a significant portion of development costs. NOAA regulatory approval and a planned onshore processing hub in Brownsville, Texas, position TMC to address critical mineral supply chain security for EV batteries, though the company remains pre-revenue with significant execution risks.

05/12/2026, 11:09 AM • Investing

The Metals Company Is Recognized as the Deep Sea Mining Leader, but That May Be About to Change

American Ocean Minerals, formed through a merger with Odyssey Marine Exploration, is positioned to challenge The Metals Company's dominance in deep-sea mining. The combined entity will have significantly larger resource reserves (2+ billion metric tons) compared to The Metals Company (164 million metric tons total), and benefits from experienced leadership including former Rio Tinto CEO Tom Albanese. Both companies remain speculative investments as neither has begun commercial operations.

05/01/2026, 6:30 AM • The Motley Fool

From Trump Executive Orders to Congressional Hearings, Deep-Sea Mining Is Having a Moment in Washington

The Metals Company (TMC), a money-losing deep-sea mining startup, is gaining political momentum with Trump's executive order supporting critical mineral production, congressional hearings, and a U.S.-Japan treaty. The company aims to produce nickel, cobalt, copper, and manganese to reduce U.S. dependence on Chinese critical materials. However, significant operational challenges remain and the investment carries high risk.

04/22/2026, 10:15 PM • The Motley Fool

Retail Sentiment on TMC Has Flipped Bullish Even as the Stock Sits 17% Down This Year

TMC The Metals Company has gained bullish sentiment among retail investors despite being down 13.5% in 2026. The company received favorable news from NOAA indicating its mining application is in substantial compliance with deep-sea mining regulations, positioning it to receive exploration and extraction permits within the next year. With an estimated NPV of $23.9 billion in targeted mineral resources and a supportive regulatory environment under the Trump administration focused on domestic critical mineral sourcing, TMC remains a high-risk but potentially high-reward speculative play in the critical minerals space.

04/18/2026, 1:30 PM • The Motley Fool

12 Months From Now, Will You Wish You Bought TMC The Metals Company Today?

TMC The Metals Company, a deep-sea mining startup, is trading 50% below its recent high while awaiting regulatory approval for commercial polymetallic nodule harvesting. With the Trump administration prioritizing critical minerals and NOAA confirming key requirements for review, TMC could secure a commercial recovery permit within 12 months. The company trades at only 8-9% of its estimated $23.6 billion net present value, presenting potential massive upside if mining operations commence, though regulatory approval remains uncertain.

04/12/2026, 9:30 AM • The Motley Fool

Deep-Sea Mining Just Got a Political Tailwind, But TMC Investors May Need to Play the Long Game

The Metals Company (TMC) is benefiting from positive news including a U.S.-Japan deep-sea mining cooperation agreement and NOAA regulatory approval. However, the company remains a money-losing startup years away from generating revenue, with stock price driven by emotions and newsflow rather than fundamentals. Investors should approach with caution and be prepared for a long-term commitment.

04/09/2026, 6:15 PM • The Motley Fool

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

TMC Stock Is Up With Retail Investors as the U.S. and Japan Team Up to Challenge China's Grip on Critical Minerals

TMC The Metals Company stock is gaining favor with retail investors following news of a U.S.-Japan partnership to accelerate deep-sea mining operations for critical minerals. The stock is up 178% over the last year despite being down 25% year-to-date and having zero revenue. While geopolitical trends favor TMC's expansion, the company remains highly speculative with a $1.9 billion market cap and significant execution risks.

04/05/2026, 11:05 AM • The Motley Fool

The Metals Company Inc. Just Got Incredible News from the NOAA. Here's What It Means for Investors.

The Metals Company received positive news from NOAA in March when its deep-sea mining application was deemed in 'substantial compliance,' allowing the regulator to continue reviewing it without requiring major revisions. However, this is only the first step in a lengthy regulatory approval process. The company remains unprofitable with $140 million in operating expenses and a loss of $0.83 per share in 2025, making it suitable only for aggressive investors.

04/05/2026, 10:15 AM • The Motley Fool

The Metals Company Is Under $5. Here's Why Long-Term Investors Should Pay Attention.

The Metals Company (TMC) stock has declined 35% over the past month to under $5, but the article suggests this presents a buying opportunity for long-term investors. Despite recent market pessimism, the company's path to commercial deep-sea mining operations appears clearer with NOAA's positive evaluation of its permit application. Management is confident in securing the permit within a year, and the Trump administration's focus on critical minerals supply strengthens the company's prospects.

04/01/2026, 4:05 PM • The Motley Fool

3 Rare Earth Stocks Quietly Building the Next Supply Chain

Geopolitical tensions and the race for critical minerals are driving renewed interest in rare earth stocks. The U.S. and allies are rebuilding domestic supply chains for materials essential to AI, defense systems, and energy independence. Three companies are positioned across different parts of the rare earth ecosystem: Solvay (processing), Perpetua Resources (mining with antimony byproduct), and The Metals Company (deep-sea polymetallic nodule extraction).

03/18/2026, 4:32 PM • Investing