Some Chinese Rare Earth Suppliers Stop Shipping to the US Over Geopolitical Risk
Tight supply may help listed firms like MP, USAR and UUUU.
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Trump Launches $12B Strategic Minerals Stockpile to Counter China
President Trump unveils Project Vault, a $12 billion initiative to stockpile critical minerals, reducing US dependence on China and protecting manufacturers from supply disruptions.
US Seeks Global Deal to Stabilize Rare Earth Mineral Prices
The Trump administration plans to build international consensus on rare earth pricing to counter China's market dominance and protect Western refiners from price undercutting.
Trump Administration Backs Away from Price Floor Guarantees for U.S. Critical Minerals
The Trump administration reverses course on guaranteed minimum prices for critical minerals projects, citing lack of congressional funding and market complexity, affecting mining stocks.
Critical Metals Stock Surges on Greenland Facility Approval
Critical Metals jumps 12% after approving construction of Arctic storage facility in Greenland for its Tanbreez rare earth project, valued at $3 billion NPV.
Morgan Stanley and UBS Boost Outlook for MP Materials and Albemarle
Morgan Stanley upgrades MP Materials on U.S. rare earth supply needs, while UBS boosts Albemarle expecting a lithium deficit in 2026.