Mind Investor
Technical Stock Analyst & Investment Educator
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
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
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
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
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
Rare earth stocks are worth buying on every dip as Goldman Sachs, Morgan Stanley, Needham and Wedbush all raised their targets and outlook for the sector this month. The preferred names, in order, are USA Rare Earth, Energy Fuels (a rare earth and uranium hybrid), Critical Metals, MP Materials, TMC and NioCorp. x.comÂ
MP Materials risks repeating Molycorp's boom-and-bust history, since the deposit has been a financial disaster since its discovery, and this time may not be different. @JonahLupton argues rare earth demand could double or triple, with MP earning $1 billion-plus of EBIT by 2030, and that Molycorp's failure came over a decade ago under different management. x.com x.comÂ
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
US government backing and China's roughly 90% control of the global heavy-metals and rare-earth market make USA Rare Earth an easy hold. Its projected 2030 revenue is $2.6 billion, and most stocks in the basket trade at 20-30x sales. It is especially an easy hold near the log 0.786 Fibonacci level, with weekly RSI at 30. x.comÂ
Cameco is the preferred uranium name over Energy Fuels as the sector leader. Energy Fuels looks too volatile and is still loss-making, making it a poor choice for holding a commodity stock over a long time. x.comÂ
Rare earths and critical minerals may be the most misunderstood yet important sector of the next decade: no defense, energy or AI boom happens without them. IperionX is reshoring titanium for defense and aerospace from recycled feedstock, with heavy rare earth optionality and deep government backing. Elmet Group, the only American-owned integrated tungsten and molybdenum maker, can fill the gap as the US bans Chinese tungsten in defense from 2027; it is profitable with a record defense backlog. … Show more
