News

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.

Concerns have been raised about companies pursuing more than $8.9 billion in federal support.

Markets closed a shortened week higher as lower oil prices and a rally in chip stocks outweighed concerns about future Fed policy.

Rare earth stocks continued to snap back early Thursday after a sharp recent sell-off tied to President Donald Trump's China visit and news that Beijing would address U.S. concerns that its export restrictions have resulted in shortages. USA Rare Earth, which announced new funding from the Department of Energy, MP Materials, Critical Metals and REalloys are all climbing. Beijing's export restrictions, especially for military uses of rare earths, have fueled pricing of some rare earths that is around 400% higher outside of China than within, William Blair analyst Neal Dingmann noted in a Wednesday report.

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, […]

(Bloomberg) -- Critical Metals Corp. agreed to buy European Lithium Ltd. for about $835 million in a move that will give the US minerals exploration company full ownership of a giant rare earth deposit it’s trying to develop in Greenland.Most Read from BloombergSergey Brin Confronted Gavin Newsom — Then Launched a Political WarTrump Being ‘Humiliated’ in Iran Talks, German Leader SaysThe Billion-Barrel Hormuz Oil Shock Is About to Crash DemandOpenAI Breaks Free From Exclusive AI Pact With Micros

Remember President Trump’s preoccupation with Greenland? Traders piled into U.S. company Critical Metals on Friday after it grew its controlling stake in a rare-earths project in southern Greenland—helping its stock log its best one-day performance since October. Shares of Critical Metals rose around 35% on Friday and 42% this week, the stock’s largest weekly increase since January, when Trump repeatedly threatened to acquire Greenland.