Rare Earth

USA Rare Earth (NASDAQ:USAR) shares closed down on Wednesday, reflecting a broader downturn across the market, particularly within the Materials sector. As of Thursday, the shares are seesawing, but are still down. The stock’s dip comes as the company announces a significant acquisition,...

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,...

A fresh push from Washington to secure access to critical minerals could bring fresh investor interest across the U.S. ETF market. • Sprott Critical Materials ETF stock is trading near recent highs. What’s next for SETM stock? U.S. President Donald Trump is set to launch a strategic...

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...

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...

China's dominance in mineral processing — not mining — is emerging as the defining fault line in the global race for critical resources such as copper. The U.S. imports roughly 60% of the copper it consumes — a reliance drawing fresh scrutiny as demand accelerates across electrification, AI...

Rare earths just stopped being a niche mining story and became a frontline geopolitical war. With China tightening control over strategic metals used in EV motors, defense systems, wind turbines, and AI hardware, the U.S. is scrambling to rebuild an independent supply chain. That urgency has...

Editor’s note: The article has been corrected to include Lithium Argentina (LAR). For the first time in three decades of U.N. climate talks, the conversation in Belém, Brazil, turned uncomfortable for clean-tech champions. A COP30 working group has formally acknowledged the "social and...

USA Rare Earth Inc.'s (NASDAQ:USAR) CFO just dropped a reality check that sent ripples through the critical minerals space. "We don't have enough capacity to supply demand for 2026… our demand curve goes out to 2033," Rob Steele said on the company's third-quarter earnings call. His words said more...

Rare earth minerals company MP Materials (NYSE:MP) is set to report third-quarter financial results Thursday after market close. Here are the earnings estimates, what analysts are saying and key items to watch. Earnings Estimates: Analysts expect MP Materials to report third-quarter revenue of $54....

Each trading day, Benzinga Pro features hundreds of headlines and press releases for traders to peruse the latest market news and individual stocks. Below is a look at our most-searched tickers for October, along with how interest compares to recent months. Current prices and year-to-date...

In a bid to reduce China’s dominance in the rare-earth magnet sector, two U.S. startups have secured a $1.4 billion deal with the Trump administration and private investors. Equity Deal Backs Rare-Earth Recycling American Resources Corp. (NASDAQ:AREC), through its holdings in...