MP MP Materials Corp.

Rare earth miners are back in the spotlight after Project Meridian pulled tech, defense and policy heavyweights into a focused search for next generation military technology. Advanced weapons, sensors and secure communications all rely heavily on rare earth elements. That reliance creates a tight link between defense spending and this niche corner of the materials market. This article highlights three rare earth related stocks from our screener to help you explore the theme. The three rare...

MP Materials (MP) is moving ahead with a rare earth magnet campus in Northlake, Texas, a 120 acre project backed by more than US$1.25b and a 10 year Pentagon offtake deal. Investors have seen a sharp move in MP Materials lately, with the share price up 4.09% over the past day, even as the 30-day share price return is down 13.63% and the year-to-date share price return is down 13.97%. The 1-year total shareholder return has declined 30.08%, but the 3-year total shareholder return is up about...

MP Materials just clawed back from a brutal month-long slide, and the reason behind Wednesday's surge points to a high-stakes bet on American magnet manufacturing that could either redefine the company or expose how much depends on forces outside its control.

There's a strong investment case for buying both stocks but it's not dependent on events in Greenland.

Altimetry's Joel Litman and Rob Spivey flag MP Materials and Lithium Americas as government-backed traps, favoring GE Vernova, KeyCorp and ProPetro instead.

Energy Fuels reduces its operating cash burn in 1H26, but rising investment spending keeps cash flow under pressure as it expands uranium and rare earth operations.

Rare earth stocks just shed a fifth of their value while the broad market barely budged, leaving MP Materials shareholders facing a decision that the numbers alone cannot resolve.

Building a business from the ground up takes time, but MP Materials is about to hit an important inflection point.

On September 18, 2026, Reuters reported that state-owned China Rare Earth Group is in talks to acquire Shenghe Resources, which holds a roughly 3% stake in US rare earths company MP Materials Corp. (NYSE:MP) and also serves as MP’s exclusive offtake partner for distributing rare earth concentrate in China. A deal would extend Beijing’s consolidation […]

UUUU advances its rare earth strategy with new separation capacity, acquisitions and projects targeting light and heavy REE oxide production.

MP is advancing into magnet manufacturing, with GM qualification underway and commercial shipments expected in Q4 as production ramps.

Global energy markets are being reshaped as major economies race to secure long term supplies and harden supply chains. That same drive to lock in reliable power sources directly lifts the importance of rare earth minerals, which sit inside everything from electric motors to advanced defense systems. If you want targeted exposure to this critical resource story, this article walks through three rare earth focused stocks from our specialist screener. The three rare earth stocks covered below...

Critical Metals is surging while every name around it slides, and no confirmed catalyst explains why one stock in a tightly correlated rare earth basket suddenly decided to go its own way.

Cameco boasts a 16.9% net margin and strong free cash flow, while MP Materials burns cash despite major GM and Apple contracts.

For years, the “domestic rare earth supply chain” has been more of a policy talking point than a viable business. That’s starting to change. MP Materials Corp. (NYSE:MP), the company at the center of America’s push to reduce reliance on Chinese-processed rare earths, told investors at the Jefferies Global Industrials Conference on September 9 that […]

A Greenland security deal sent Critical Metals soaring Monday, but Tuesday brought a sharp reversal that has nothing to do with the Tanbreez project itself. Here is what the peer group and the broader rare earth ETF reveal about what is actually driving the selloff.

Rare earths have moved from obscure chemistry to front-page politics as Washington and Beijing haggle over tariffs, export controls and who gets reliable access to the minerals that feed batteries, chips and advanced magnets. That negotiation risk cuts both ways: it can hurt vulnerable supply chains or reward businesses positioned as alternative providers. This article walks through three stocks potentially exposed to these headlines and why their role in the rare-earths story matters for...

Greenland-linked rare earth stocks Critical Metals and Greenland Mines surged on Monday morning, following President Donald Trump's Friday announcement of a security agreement with Denmark. Analysts have speculated that the U.S. government could invest in Greenland's mining sector, a possibility that may be more likely following a deal that gives the U.S. a veto over "sensitive" investments in the territory by other countries. Shares of REalloys, which has an offtake agreement for 15% of Critical Metals' rare earth output from its development-stage Tanbreez Project in Greenland, surged early Monday.

Energy Fuels and MP are expanding U.S. rare-earth supply chains, but differing strategies, costs and earnings trends shape the investment case.

A U.S.-Greenland security pact sent one small-cap rare earth stock soaring 25% at the open, but the deal contains a catch that changes nothing about what the company actually owns or produces.

China Rare Earth Group is in talks to take control of Shenghe Resources

USA Rare Earth is partnering with Pasqal and Riven Systems to use quantum machine learning to advance rare earth separation technology.

Major initiatives of one administration inevitably attract scrutiny when political power changes hands, Y. David Scharf writes.

MP Materials narrows its Q2 operating loss as revenues surge 89%, but rising costs and investments keep pressure on profitability.

A refinery study just gave Critical Metals investors a concrete dollar figure to argue over, and the stock is moving while its better-established peers barely flinch. Whether that gap reflects genuine rerating or a speculative overshoot depends on what happens at a shareholder meeting next month.

Conference spotlight on MP Materials MP Materials (MP) is heading into a busy September conference slate, with investor attention sharpened by fresh concerns over critical mineral supply and renewed scrutiny of U.S. rare earth producers. MP Materials shares, which last closed at US$50.68, have eased in recent weeks with a 30 day share price return of down 13.72% and a year to date move of down 7.80%. However, the 3 year total shareholder return of 143.30% and a 5 year total shareholder return...

Elmet Group shares soared after the Defense Department announced a $450 million investment aimed at expanding U.S. tungsten production and reducing reliance on China.

China’s threat to cancel the Trump-Xi summit raised fears of renewed critical-mineral supply problems and more volatility for U.S. rare earth stocks.

MP Materials (NYSE:MP) is nearing targeted production levels for neodymium-praseodymium, or NdPr, oxide at its Mountain Pass facility while advancing commercial magnet deliveries for General Motors and expanding its downstream manufacturing footprint, Chief Financial Officer Ryan Corbett said during

Rare-earth magnets are essential to the modern economy, and these two stocks help ensure a domestic supply.

USA Rare Earth falls below key moving averages as losses, cash burn and production risks weigh on its outlook despite major expansion efforts.

China’s enormous lead remains difficult to overcome, controlling roughly 60% of critical-mineral mining and over 90% of some processing segments.

Cameco boasts nearly $780M in free cash flow and a 16.9% net margin, while MP Materials burns cash despite high-profile partnerships.

Diplomatic warming between Washington and Beijing is quietly dismantling the trade thesis that sent domestic rare earth stocks surging this year, and the sector is now caught between a groundbreaking billion-dollar factory and a potential summit that could make it irrelevant.

MP's premium valuation faces scrutiny as losses, high costs and execution risks persist despite growth in rare earths and magnet production.

Chinese leader Xi Jinping and President Donald Trump are set to meet later this month in yet another bid to stabilize the relationship—and extend a a truce struck last fall. The planned Sept. 24 meeting in Washington D.C., which Beijing has still yet to confirm, will mark Xi’s first trip to the capitol in more than a decade. It follows Trump’s trip to Beijing last May, when the two dialed down tensions following months of tariff threats and, among other things, export restrictions.

Reshoring is reshaping U.S. manufacturing, but the opportunity goes well beyond bringing entire factories back home.

Elon Musk says a lot of things that can upend the shares of any number of companies. Rare earths are a group of more than a dozen elements that aren’t exactly rare, but they are difficult to process. Over the years, the Chinese have grown dominant in rare earth mining and production, using near-monopoly power to put other producers, including those in the U.S., out of business.

With oil prices influenced by ongoing geopolitical risk, governments and manufacturers continue to look hard at alternatives that reduce reliance on traditional fuels. That keeps rare earth elements firmly in focus, since they are essential in everything from electric motors to defense systems. For investors, this creates a tight supply story. This article highlights three rare earth metal stocks from our screen that provide targeted exposure to this theme. These three rare earth metal stocks...

A caller inquired about starting a position in MP Materials Corp. (NYSE:MP) during the lightning round of the September 2 episode of Mad Money, and Jim Cramer replied: I think it makes sense. Look, we know we need those critical materials. That’s the single best most investable play in the situation. But I don’t expect […]

UUUU's Q2 loss widens as expansion costs surged, even as uranium-driven revenues jumped 496% and liquidity remained strong.

Chinese rare earth suppliers are quietly refusing U.S. shipments, and one American producer just closed a deal that could position it to fill that gap at the worst possible moment for Beijing's leverage.

MP Materials stock has delivered a very strong 3 year return, yet current valuation checks flag a possible premium and a mixed overall picture for investors trying to assess what they are paying for that track record. Recent news on new supply deals and analyst enthusiasm adds to the story, but the numbers suggest this is not a straightforward bargain. MP Materials has returned 150.8% over the past 3 years, which makes the current valuation more sensitive to any change in expectations. The...

According to a Reuters report, some Chinese suppliers are refusing to ship rare earth materials to U.S. customers, ahead of President Xi Jinping’s U.S. visit later this month.

China just restricted 12 minerals that defense contractors need to build the next generation of laser weapons, and Raytheon's $289 billion backlog may be sitting on a supply chain fault line nobody wants to talk about.

The company is making steady progress on its long-term plans, aided and abetted by the U.S. government.

United States Antimony surged 8% this morning with no press release, no earnings, and no same-day filing to explain it, while the broader critical minerals sector quietly slipped lower. Something moved this stock, and the answer matters for anyone sizing exposure here.

Rare earth stocks have been, well, bad lately. USA Rare Earth stock was up 2.1% at $17.62 in premarket trading, while and futures were up 0.1% and 0.2%, respectively. Rare Earth leader MP Materials is also perfect, with 17 out of 17 analysts covering the stock rating it Buy.

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UUUU is accelerating its shift into critical minerals with acquisitions spanning rare earth processing, metals, alloys and magnets.