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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.

Energy Fuels agreed to acquire a German magnetics company for $1.9 billion. The mining company said Tuesday it would buy Vacuumschmelze, Ara VAC TopCo and their respective consolidated subsidiaries from Ara Partners. Vac’s product portfolio includes both permanent magnets and soft magnetics, Energy Fuels said.

Energy Fuels (UUUU) expects finished uranium production at its White Mesa Mill to reach approximatel

Moby summary of Energy Fuels Inc.'s Q1 2026 earnings call

By Karen Roman Critical Metals Corp. (Nasdaq: CRML) said the Government of Greenland granted its approval for the company’s acquisition of 70% of the shares in 60° North Greenland ApS, […]

Centrus Energy heads into Q1 earnings with falling EPS estimates, rising uranium prices and delayed shipments that could shift margins and revenues.