Critical Minerals

Investor Chamath Palihapitiya has shared a detailed breakdown of SpaceX and its valuation ahead of the company's highly anticipated IPO. In his analysis, he compares SpaceX's impact on space access to a historic shift in global trade that dates back to 1497. A Centuries‑Old Analogy for SpaceX's...

For years, the Trump administration’s rare-earth strategy has been straightforward: reduce dependence on China and create an American supply chain for the critical minerals powering everything from electric vehicles to fighter jets. Now two of the strategy’s biggest beneficiaries are...

This isn't just a bounce—it's a setup. After months of sideways drift, Lithium Americas Corp. (NYSE:LAC) is showing signs of life again, with price action tightening right below a key breakout level near $5.25. The move follows a sharp reversal—turning a ‘sell-the-news’ dip into a...

U.S. trade representative Jamieson Greer has proposed that allies pay a premium on minerals sourced from a proposed group of reliable trading partners, including Europe, to break China’s dominance. Greer, in an interview with the Financial Times on Wednesday, attributed the Western...

Lithium may dominate the headlines, but it's no longer the most interesting story in critical minerals. A quieter rally is building—one driven by AI demand, defense needs, and tightening supply. And this time, the action is shifting to minerals most investors barely track. Rare Earths Step Into The...

The AI trade has been priced like a silicon story. It may be a materials story instead. "AI uses more minerals than most people realize,” Harvey Kaye, Executive Chairman of U.S. Critical Materials, told Benzinga. Among them are materials like gallium, which have "very few substitutes" if...

A stock riding policy tailwinds isn't supposed to look like this. MP Materials Corp. (NYSE:MP) — one of the biggest beneficiaries of the Donald Trump administration‘s push to secure its rare earth supply chain — has just flashed a Death Cross, a signal that tends to show up when momentum...

Two Brazilian states, Goias and Minas Gerais, known for their abundant reserves of rare earths and lithium, are on the verge of finalizing critical minerals cooperation agreements with the U.S. Ronaldo Caiado, the governor of Goias, signed a preliminary agreement on Wednesday to...

A massive new investment wave from Japan is putting key corners of the U.S. energy and industrial markets back in the spotlight. President Donald Trump announced that Japan has begun deploying the first projects under its $550 billion investment commitment to the U.S. — targeting LNG exports, power...

For half a century, the U.S. didn't approve a single new license to manufacture advanced nuclear fuel. That changed on Feb. 13, when TRISO-X — a subsidiary of Amazon.com Inc (NASDAQ:AMZN)-backed X-Energy — received federal approval to produce next-generation reactor fuel. The timing isn't random....

Rare earths are political again. And that's exactly why MP Materials Corp (NYSE:MP) may have one of the most unusual earnings setups in mining: a government-backed floor with upside still intact. Ahead of fourth-quarter results, JPMorgan Chase analyst Bill Peterson reiterated his Overweight rating...

Kazakhstan's uranium era is peaking — and that's why Cameco Corp (NYSE:CCJ) and Energy Fuels Inc (AMEX:UUUU) are stepping into the spotlight. For decades, the country has supplied about 40% of global uranium, keeping fuel plentiful and prices tame. Now its biggest mines are nearing peak output,...

The Trump administration has reportedly decided to abandon its plans to guarantee a minimum price for U.S. critical minerals projects amid a possible lack of congressional funding and potential market pricing complexities. At a closed-door meeting in Washington, officials...

Copper was supposed to be boring, cyclical, and dependable. Companies would dig more when prices rise, pull back when they fall. But that playbook is breaking down, and that shift has been decades in the making. Between 2015 and 2025, major copper discoveries were not just fewer, they were smaller...

Each week, Benzinga’s Stock Whisper Index uses a combination of proprietary data and pattern recognition to showcase five stocks that are just under the surface and deserve attention. Investors are constantly on the hunt for undervalued, under-followed and emerging stocks. With...