Sandman
Stock Trader
Domestic rare-earth and critical-mineral supply chains will make this stock group a generational wealth builder this year. REalloys has Army negotiations and an EXIM letter of interest; USA Rare Earth is developing a mine-to-magnet chain; MP Materials is expanding into magnets; Energy Fuels processes rare earths; and Lithium Americas is advancing Thacker Pass with GM and DOE support. REalloys paid to be included in this list. x.com x.com x.comÂ
Rare earth magnets are the next big investment theme as the White House and Pentagon fund a US supply chain outside China, backing a bench of winners. The Pentagon took a 15% stake in MP Materials with a decade-long magnet price floor and committed about $258M to Lynas' Texas plant. USA Rare Earth is building a mine-to-magnet chain, Energy Fuels adds rare earth separation to its uranium mill, NioCorp has a Lockheed deal, IperionX has $47.1M of Pentagon backing, and Ramaco mines them from coal. … Show more
USA Rare Earth, Energy Fuels and MP Materials are a pass for now because whale accumulation on their weekly charts is gradually decreasing. They are not a favored setup yet. x.comÂ
US rare-earth and critical-mineral stocks could benefit from up to $1.6B of US investment in a domestic supply chain, even as heavy rare-earth stocks crash. USA Rare Earth is building a US mine-to-magnet chain including dysprosium and terbium; MP Materials is expanding into heavy rare-earth separation, alloys and magnets; Energy Fuels is expanding US separation; Critical Metals is developing Greenland's Tanbreez; NioCorp and American Resources are building US critical-mineral projects. x.com … Show more
Rare earths are getting a government news catalyst, which should lift Energy Fuels. Rare earths, drones and quantum computing are the sectors driven by government catalysts, and with the Iran war over, more such catalysts are likely to reignite themes after the correction. x.com x.comÂ
Energy Fuels is the critical-minerals play as the US needs domestic uranium and rare-earth supply while nuclear demand accelerates globally. It runs the only licensed and operating uranium mill in the US and the only facility able to produce separated rare earths domestically. It mined 1.72 million pounds of uranium in 2025 and just produced the first US terbium oxide in decades. Consensus sees 2026 revenue of $147 million, up 123%. x.comÂ
Rare earths are the one sector that has not yet seen meaningful inflows while money rotates into a new sector every week, and that is unlikely to last much longer. MP Materials, Energy Fuels, Uranium Energy, Centrus Energy and Lithium Americas are the names for that rotation. x.comÂ
Energy Fuels is bullish after @GoldTelegraph_ reported that the US Army will allow several companies to build critical minerals processing plants at military bases. x.comÂ
Energy Fuels stands to be the biggest beneficiary as the US phases out Russian uranium, with rare earths a second growth driver. About 25% of US low-enriched uranium came from Russia, and an import ban takes full effect in 2028; Energy Fuels runs White Mesa, one of very few working US conventional uranium mills. Big Tech turning to nuclear for AI adds demand visibility. Its Phase 2 rare-earth line targets over 6,000 tons of NdPr a year and, per its feasibility study, over $300M in annual EBITDA. … Show more
USA Rare Earth posted $1.75B of cash after a Q1 beat, and Pentagon capital at that scale points to a construction schedule rather than a research grant for its first US mine-to-magnet refinery. China processes 85% of global rare earths, and terbium and dysprosium, used in EV motors and missile guidance, are not mined or refined elsewhere at scale. MP Materials' Mountain Pass mine feeds upstream ore, and Energy Fuels re-rates if USA Rare Earth proves the refinery model works. x.comÂ