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Investors expect stronger demand for domestic producers of rare earths and strategic materials.

The White House announced two policy moves aimed at reducing reliance on foreign suppliers while encouraging domestic metals production.

The order comes as the administration has ramped up efforts to break China’s stranglehold on the mining and processing of rare earths needed for defense and autos.

Rare earth stocks have been a ticket for riding a roller coaster for over a year, but the latest descent has been particularly brutal. Downward momentum gathered steam last Thursday, after the International Energy Agency's Global Critical Minerals Outlook 2026 edition highlighted a planned surge in mining capacity well beyond expectations of refining and magnet production. MP Materials, USA Rare Earth, Critical Metals, Energy Fuels and American Resources all fell by more than 10% last week and some stocks continued to fall on Monday.

MP Materials stock has given investors a strong 89.9% gain over the past three years, yet the current valuation checks and recent share price weakness paint a more complicated picture of what the stock is worth today. Over the last three years, MP Materials has returned 89.9%, which sets a high bar for what the current price needs to deliver from here. On the one hand, expectations around MP Materials' role in critical rare earth supply chains can support the investment case. On the other...

MP Materials offers stronger long-term earnings growth and deeper U.S. integration, but rising expansion costs pressure near-term profitability.

MP's reshoring strategy gains policy backing and downstream traction, but rising costs and execution risks still cloud durable earnings.

MP Marerials' operating gains and strong liquidity support its rare earth buildout, but a premium valuation and unfinished project ramps favor patience.

MP is building an integrated U.S. rare earth platform, pairing record production and policy support with execution, cost and customer risks.

Energy Fuels is advancing a mine-to-magnet rare earth strategy through acquisitions spanning resources, processing and magnet manufacturing.

HyProMag USA, a JV with CoTec Holdings Corp. (OTC: CTHCF), is building a U.S. rare-earth magnet supply chain through recycling instead of mining

By Karen Roman Nova Minerals Corp. (NYSE: NVA) said it completed the engineering and design for a fully-funded antimony pilot processing plant in Alaska, the first step in fast-tracking domestic […]

MP is expanding U.S. rare earth magnet production with government backing, long-term customer deals and new manufacturing projects to strengthen its supply chain.

Federal support for MP Materials, USA Rare Earth, and others is rebuilding U.S. rare-earth refining. REMX, EART, and SETM ETFs offer diversified ways to invest in this supply chain.

UUUU's strong liquidity, improved cash flow and new financing support expansion across uranium and rare earths.

Engineer shortages may delay US rare earth processing despite billions in government support.

MP Materials (NYSE:MP) has filed a lawsuit against USA Rare Earth, accusing the company of stealing proprietary magnet technology. The complaint also alleges illegal recruitment of key MP Materials engineers, intensifying competition for scarce technical talent. The dispute unfolds as China expands export controls affecting U.S. rare earth companies, including MP Materials. For investors watching MP Materials, the legal action comes at a time when the stock trades around $53.0 and has...

(Bloomberg) -- Jack Lifton first retired from the mining industry more than a quarter century ago. These days, at 86, he’s busier than ever.Most Read from BloombergMicrosoft’s Xbox to Shift Obsidian Studio to New ‘Fallout’ Video GameTrump Vents Anger With Iran and Warns Ceasefire May Be ‘Over’Nvidia’s $1 Trillion Slide Sends Valuation to Pre-AI Boom LevelsUS Military Launches Strikes on Iran for Second Straight DayGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaThe engineer-turne

The U.S. copper industry is valued at around $20 billion, and is one of the key market indicators many market participants watch closely. Why is that? Well, copper is heavily used in industry, and the rise or fall of this particular commodity can portend a great deal for where the economy is headed. However, I ... This $20 Billion Sector Is Flashing Signals of a Breakout

MP trades at a steep premium as shares lag peers, with revenue growth and capacity expansion offset by elevated costs and estimate cuts.

All three of these rare-earth metal stocks are set to benefit from reshoring, so the real question is how much risk are you willing to take?

Is MP a good stock to buy? We came across a bullish thesis on MP Materials Corp. on Uncle Stock Notes’s Substack. In this article, we will summarize the bulls’ thesis on MP. MP Materials Corp.’s share was trading at $54.28 as of July 1st. MP’s trailing and forward P/E were 20.97 and 500.00 respectively according to […]

The company was affected by events beyond its control last month.

There are many ways to play the electrification trend, including AI data centers, renewable energy, industrial automation, electric vehicles, and charging networks.

We recently compiled a list of the 8 Best Rare Earth Stocks to Buy in 2026. MP Materials Corp. (NYSE:MP) is among the best rare earth stocks on this list. TheFly reported on June 1 that Needham initiated coverage of MP with a Buy rating and assigned an $81 price target. The firm highlighted MP Materials’ position as […]

MP Materials Corp. (NYSE:MP) is among the Most Promising Stocks. On June 28, The Wall Street Journal reported that MP Materials Corp. (NYSE:MP) sued USA Rare Earth, alleging the company misappropriated proprietary grain boundary diffusion technology through former engineer Kevin Elkins. However, Kevin denies the allegations. MP seeks at least $5 million in damages. The firm […]

St George Mining Ltd (ASX:SGQ, FRA:S0G, OTC:SGQMF) earlier this week said it had delivered its thickest mineralised intercept to date at the 100%-owned Araxá Rare Earths and Niobium Project in Minas Gerais, Brazil, as executive chairman John Prineas outlined the company’s development pathway in...

MP Materials' record NdPr output and sales fuel stronger Materials segment revenues and profitability in first-quarter 2026.

While fundamental relevance will always be a talking point for MP stock, the security just flashed an intriguing quantitative setup for options traders.

Earlier in June, MP Materials Corp. reported a 49% year-on-year rise in first-quarter revenue, driven by record NdPr output and increased magnetics sales tied to its supply agreement with General Motors, while continuing to build out a new magnetics manufacturing facility. This combination of stronger operating performance and progress on downstream capacity appears to be reinforcing the company’s push toward higher-value rare earth products and closer alignment with major industrial...