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Australian mining tycoon Gina Rinehart has enough faith in Elon Musk, post-SpaceX IPO, to place a big bet on space exploration.

Critical Metals is vying to become the next big name in rare-earth elements. Although small, the company has a huge asset on its side; the Tanbreez Project.

MP Materials' production growth, U.S. magnet expansion and government-backed deals stand out as Energy Fuels faces losses and a richer valuation.

MP Materials recently finalized a landmark public–private partnership with the U.S. Department of Defense, including a US$400 million equity stake, a 10-year magnet offtake agreement with price floor protections, and support to expand its Mountain Pass mine and Texas magnet facilities to bolster domestic rare earth supply chains. This arrangement not only reinforces MP Materials’ role as the sole large-scale U.S. rare earth miner but also embeds the company directly into national defense and...

MP Materials Corp. (NYSE:MP) is one of the most promising mid-cap stocks to buy according to analysts. On May 7, MP Materials reported its Q1 2026 financial and operational results, highlighting record production and sales of neodymium-praseodymium/NdPr and continued growth across its rare earth operations. The company generated $132.9 million in consolidated revenue and PPA […]

By Karen Roman Energy Fuels Inc. (NYSE: UUUU) said it expects 1.6 million pounds of concentrated uranium in the first half of the year, within the company’s full year guidance […]

Energy Fuels is expanding rare earth capacity at White Mesa, targeting heavy REE output and a major NdPr boost as it builds a Western supply chain.

MP Materials is a top domestic miner and processor of crucial minerals and stands to benefit from two powerful tailwinds.

MP Materials (NYSE:MP) has entered a $400 million public private partnership with the U.S. Department of Defense. The deal includes a $400 million equity investment by the Pentagon and a 10 year magnet offtake agreement. The company is commissioning heavy rare earth separation at its Mountain Pass facility as part of the partnership. The initiative is tied to removing Chinese origin rare earths from U.S. defense supply chains by 2027. MP Materials, trading at $53.45, sits at the center of a...

MP Materials' Magnetics revenues jump to $21.1M in Q1 2026 as production of magnetic precursor products continues to scale.

With the Pentagon's rare earth deadline approaching, REalloys expands its domestic feedstock pipeline through a new Appalachian agreement.

MP Materials has seen its stock surge over the last year. Is this rare-earth miner still a buy in 2026?

USA Rare Earth gains on its Oklahoma magnet line launch, major funding and acquisitions as it builds U.S. rare earth capacity and targets expansion.

Permanent magnets are used in satellites for propulsion and stabilization. Could MP and SpaceX partner in the future?

MP Materials stock snapshot after recent moves MP Materials (MP) has drawn fresh attention after recent price moves, with the stock down about 3% in the latest session and declining roughly 15% over the past month. See our latest analysis for MP Materials. Those recent declines sit alongside a softer 90 day share price return of 6.5% and a modest year to date gain of 4.75%. Meanwhile, the 1 year total shareholder return of about 108% and 3 year total shareholder return of roughly 165% point...

MP has pulled back to its 260-day moving average

The United States is scrambling to build up its rare-earth element mining and processing supply chains, and these two companies have received substantial funding to do so.

The United States is taking a strong approach to reshoring the mining and processing of rare-earth elements, and MP Materials is one of the top beneficiaries.

USAR secures access to up to $1.6 billion in federal funding, boosting capital for mining, processing and magnet production expansion.

MP Materials shares surge 164% in a year as rare earth output hits records and magnet capacity expands, but valuation and costs remain key watchpoints.

USA Rare Earth has finalized a Commerce Department deal for up to $1.6 billion in funding for its rapid buildout of a rare earth supply chain from mining to finished magnets. Despite the deal moving forward, along with an equity stake and warrants for the federal government, USAR stock pulled back following recent gains along with MP Materials and other volatile rare earth stocks. Along with a $1.5 billion equity offering for private investors in January, USA Rare Earth has amassed a $3.5 billion war chest of committed capital.

MP Materials (NYSE:MP) has secured major contracts with US clients, including the Department of Defense and Apple. The company is shifting away from exporting rare earth concentrates to China and focusing on domestic processing and magnet production. MP Materials is developing a new US magnet manufacturing facility, called "10X", and partnering on a rare earth refinery project in Saudi Arabia. MP Materials, trading at $72.24, sits at the center of a rare earths story that is increasingly...

Rare earth stocks and copper plays are flashing buy signals or close to it amid multiple catalysts. MP Materials and USA Rare Earth are both near buy points, as is S&P 500 copper giant Freeport-McMoRan. The copper price has rallied near an all-time high as markets brace for potential Trump tariffs news, with demand already outpacing supply.

MP Materials and Rare Earths Americas picked up new Buy ratings. Both names have Buy ratings from all the analysts who cover them.

Two U.S. rare-earth players take different paths, one with established output and major clients, the other betting big on a future supply chain from scratch.

USAR could secure up to $19.3M in DOE funding to advance a pilot rare earth separation facility and expand U.S. processing capacity.

USA Rare Earth scales U.S. magnet output with funding and expansion plans, while MP Materials ramps production and revenues despite rising costs.

The Trump administration continues efforts to bolster its drone arsenal as the Pentagon discusses potential funding deals with companies.

Trump’s Beijing summit produced business deals and temporary diplomatic easing, but failed to secure a long-term rollback of China’s rare earth export restrictions.

Skilled workers and infrastructure are also needed. There’s no quick fix, according to a new report.