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

Why Energy Fuels Stock Is Rocketing Higher Today

Energy Fuels stock surged 8.43% after announcing a conditional $725 million financing commitment from the Department of Defense to expand its critical minerals and rare-earth elements processing capabilities at its White Mesa Mill in Utah. The company plans to begin commercial production of separated neodymium-praseodymium and heavy rare-earth elements in July. However, analysts caution that the company remains unprofitable, making it a higher-risk speculative investment.

06/18/2026, 11:19 AM • The Motley Fool

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

U.S. Tungsten Supply Chain Tightens As A Nevada Past-Producer Mobilizes Drone Geophysics And Property-Wide Soil Geochemistry Toward Drill-Ready Targets

With tungsten prices up 900% over twelve months and a January 2027 DFARS procurement cliff on Chinese-origin tungsten approaching, Western Star Resources has mobilized its technical team to its Rowland Tungsten Property in Nevada to conduct the first modern exploration program, including drone geophysics and property-wide soil geochemistry to generate drill-ready targets. The tightening Western tungsten supply environment is creating structural support for allied producers and explorers.

05/27/2026, 9:05 AM • Benzinga

Tungsten's 557% Run Meets a District-Scale Critical-Minerals Story in British Columbia

Tungsten prices have surged 557% since China's export controls in February 2025, driving Western governments and defense contractors to rebuild non-Chinese supply. GoldHaven Resources announced its Magno Project in BC with district-scale tungsten, indium, and polymetallic potential. Other tungsten producers including Almonty (operating mines), Guardian Metal (PFS stage), American Tungsten (brownfield development), and Energy Fuels (vertically integrated producer) are advancing projects to meet growing Western demand as China controls over 80% of global production.

05/26/2026, 10:35 AM • Benzinga

Western Nations Accelerate $12B Critical Mineral Initiatives as Global Export Restrictions Reach Record Highs

Western governments committed $12.1 billion in mining project capital through 30 partnerships at the 2026 PDAC conference, while the U.S. launched its FORGE coalition with 54 nations. Global export restrictions on critical raw materials have hit record highs, with supply concentration for cobalt, lithium, and rare earths exceeding 90% among top three producers. The critical minerals market is projected to nearly double to $715 billion by 2035, with North American investment growing fastest.

05/07/2026, 11:15 AM • Benzinga

USA Rare Earth’s $2.8B Deal Just Broke the Sector Wide Open: 5 Stocks to Buy

USA Rare Earth (USAR) acquired Serra Verde Group for $2.8 billion, securing the only large-scale producer of all four magnetic rare earth elements outside Asia. The deal includes a 15-year government-backed offtake agreement, addressing critical U.S. supply chain vulnerabilities amid China's dominance in rare earth processing. The acquisition validates the Western rare earth supply chain thesis and presents investment opportunities across the sector.

04/20/2026, 2:15 PM • Investing

Microsoft, Nvidia Just Fused AI And Atoms — 8 Nuclear Stocks In Focus

Microsoft and Nvidia have announced a collaboration to integrate AI and advanced computing into nuclear energy development. By combining Microsoft's cloud infrastructure with Nvidia's computing technologies, the partnership aims to streamline reactor design, permitting, construction and operations through digital simulations and real-time monitoring. This could accelerate development cycles for advanced reactor companies and increase demand for uranium suppliers.

03/25/2026, 2:48 PM • Benzinga

Washington's Rare Earth Problem Is Becoming a National Security Risk

The U.S. faces a critical national security vulnerability in rare earth supply chains, with China dominating processing and metallization stages. As the Pentagon prepares to ban Chinese-origin rare earths from defense systems by 2027, domestic companies are racing to rebuild integrated supply chains. Several U.S. and allied firms are advancing metallization, magnet manufacturing, and heavy rare earth separation capabilities to close this strategic gap.

03/24/2026, 8:00 AM • Benzinga

The $12 Billion Mineral Stockpile Changes Everything. And One C$5 Million Explorer Just Landed in the Middle of It

The U.S. government's $12 billion Project Vault initiative to build a Strategic Critical Minerals Reserve is driving significant supply chain realignment. With major supply deficits projected for copper (30% by 2035), rare earths, and uranium, established producers are being repriced accordingly. EagleOne Metals has acquired exposure to uranium, rare earths, copper, and cobalt across multiple properties at a C$5 million valuation.

03/23/2026, 2:38 PM • GlobeNewswire

These 3 Rare Earth Stocks Could Gain From War-Related Disruptions

The Iran conflict threatens to disrupt global rare-earth and critical minerals supplies, creating opportunities for U.S. domestic producers. With China dominating global rare-earth resources and the U.S. military prioritizing domestic rare-earth security, three companies are positioned to benefit: MP Materials (largest western hemisphere producer with scale advantages), USA Rare Earth (high-risk/reward pre-revenue company with government backing), and Energy Fuels (diversified uranium and rare-earth producer).

03/23/2026, 9:03 AM • Investing

Project Vault 'Puts America's Best Foot Forward'—Rare Earth Stocks Dig It

The Trump administration launched Project Vault, a $12 billion public-private partnership to secure U.S. rare earth and critical mineral supplies independent of China. The U.S. Export-Import Bank approved $10 billion in direct loans, with major companies like General Motors, Boeing, and Google contributing nearly $2 billion. The initiative drove significant gains in domestic rare earth and critical minerals stocks as investors viewed it as government backing for the sector.

02/03/2026, 12:04 PM • Benzinga

Why Did Energy Fuels Stock Crash Today?

Energy Fuels stock fell 13.74% following a Department of Energy announcement about Nuclear Lifecycle Innovation Campuses. While the DOE's focus on nuclear funding appears supportive, the stock decline may reflect investor concerns about the company's significant cash burn rate of $146 million annually and dwindling cash reserves.

01/29/2026, 11:09 AM • The Motley Fool

Why Energy Fuels Stock Dropped Today

Energy Fuels (UUUU) stock fell 7% on January 26, 2026, despite positive uranium market conditions. Uranium prices hit their highest level since May 2024 at $88.40/lb, and South Korea announced plans to build two new nuclear plants. However, the stock decline appears disconnected from fundamentals, with analysts projecting the company will trade at 55x forward 2028 earnings despite expected revenue growth and profitability improvements.

01/26/2026, 12:23 PM • The Motley Fool

The Smartest Nuclear Stock to Buy With $500 Right Now

Cameco, a Canadian uranium mining company, is highlighted as an attractive nuclear stock despite high valuations in the sector. The company benefits from low production costs (under $46/lb) versus current uranium spot prices (over $85/lb), a 49% stake in Westinghouse Electric, and expanding profit margins (23% year-to-date). With projected 75% annual earnings growth and a price-to-FCF-to-growth ratio under 1, Cameco appears positioned for strong future performance despite its 134 trailing P/E ratio.

01/25/2026, 5:05 AM • The Motley Fool