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

USA Rare Earth Now Has $3.5 Billion to Establish a "Mine-to-Magnet" Business That Is Crucial to National Security. Is the Stock a Buy Today?

USA Rare Earth secured $3.5 billion in combined federal and private funding to build a domestic rare-earth supply chain, including the acquisition of Serra Verde Group and development of the Round Top mine in Texas. While the company is making progress on its mine-to-magnet strategy critical to national security, significant shareholder dilution and the high costs of scaling operations present risks typical of early-stage mining stocks.

06/18/2026, 4:30 PM • 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

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

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

USA Rare Earth Stock Climbs After DOE Taps Company For Critical Materials Funding

USA Rare Earth (USAR) stock surged 7.09% after being selected by the U.S. Department of Energy for up to $19.3 million in funding to develop a pilot-scale rare earth element separations project. The company also beat Q1 earnings expectations with adjusted losses of 12 cents per share versus 14 cents estimated, and revenue of $5.7 million versus $4.23 million expected.

05/21/2026, 11:10 AM • Benzinga

Nasdaq-Listed Critical Minerals Developer Lands Game-Changing Greenland Rare Earth Deal

Greenland Mines Ltd. (NASDAQ:GRML) acquired the Sarfartoq rare earth project in Greenland from Neo Performance Materials for US$35 million. The project is rich in neodymium and praseodymium, critical for EV motors and wind turbines. Neo retains an equity stake and offtake rights for up to 60% of future production, validating the project's strategic importance as Western nations seek to reduce dependence on Chinese rare earth supply.

05/21/2026, 9:15 AM • Benzinga

Why Did USA Rare Earth Stock Just Pop?

USA Rare Earth stock surged 11% as investors debate China's rare-earth magnet export policies. While Chinese exports to the U.S. grew 26.4% in April, Japan is experiencing severe shortages after Chinese export cuts, reinforcing the case for U.S. rare-earth independence. Analysts expect USA Rare Earth to reach profitability by 2028.

05/20/2026, 12:19 PM • The Motley Fool

USA Rare Earth Stock Climbs After Q1 Earnings Release — Here's Why

USA Rare Earth (NASDAQ: USAR) beat analyst expectations in Q1 2026, reporting adjusted losses of 12 cents per share versus the estimated 14 cents, and revenue of $5.7 million exceeding the $4.23 million estimate. The company completed a $1.5 billion PIPE financing and announced 100% economic consolidation of its Round Top project. USAR stock rose 1.49% to $25.80 in extended trading. The company expects to reach 600 MTPA magnet manufacturing capacity at Stillwater and 3,000 MTPA metal making capacity at LCM by Q4 2026.

05/13/2026, 4:50 PM • Benzinga