Rare earth stocks surge as Trump intensifies efforts to cut China’s dominance

Rare earth companies are on fire as Washington’s trade clash with Beijing tears through global ￰0￱ to the Financial Times, investors are pouring billions into mining stocks after President Donald Trump moved to crush China’s control over critical minerals, which are materials used to make smartphones, EVs, and fighter ￰1￱ know, stuff that keeps both Silicon Valley and the Pentagon awake at ￰2￱ of MP Materials, USA Rare Earth, and Lynas from Australia have more than doubled this year. Trump’s White House is going all in to rebuild a domestic supply chain that has been under Beijing’s thumb for ￰3￱ Trump administration is cutting environmental red tape, speeding up mine permits, and launching what officials call a “mine, baby, mine” plan to fast-track projects from Nevada to ￰4￱ strikes back with tougher export rules Beijing rolled out fresh export controls this month, forcing foreign companies to seek approval before shipping out magnets containing even trace amounts of China-sourced rare earth ￰5￱ also slapped new restrictions on five more minerals (holmium, erbium, thulium, europium, and ytterbium) tightening their grip on the ￰6￱ move sent Western investors scrambling.

“There’s across-the-board interest from investors in these mining companies,” said Timothy Puko, director of commodities at Eurasia Group. “There aren’t many publicly traded Western companies to invest ￰7￱ few targets and a whole lot of shooters right now,” he ￰8￱ Trump administration responded with direct ￰9￱ paid $400 million for a 15% stake in MP Materials, the biggest rare earth producer in the ￰10￱ company also handed CEO James Litinsky a $15 million stock award the same ￰11￱ government has also taken a 5% stake in Lithium Americas and 10% in Trilogy Metals, two Canadian miners whose shares skyrocketed within hours of the ￰12￱ are building a $1 billion strategic reserve of critical minerals to shield the defense and electronics industries from Chinese supply ￰13￱ plan includes setting a price floor for rare earth, a move aimed at keeping miners stable despite market ￰14￱ cash in as analysts warn of hype Mining executives are racing to raise cash while the window’s ￰15￱ Lithium secured $130 million through a public offering last ￰16￱ Metals raised $50 million from an unnamed institutional investor to push its Tanbreez rare earth project in Greenland—its shares have tripled this year.

Meanwhile, Perpetua Resources, which runs a gold and antimony project in Idaho, raised $425 million in June through public and private share ￰17￱ not everyone’s ￰18￱ Hatch, founder of UK-based Strategic Materials Advisory, said smaller firms are taking advantage of the frenzy. “Various rare-earth junior-mining companies have been milking the situation with weak and meaningless announcements,” Gareth said. “While I wouldn’t call it a bubble yet, investors must do their homework.” Guy de Selliers, executive chair of Defense Metals, warned that artificial price floors could distort the ￰19￱ said , “Abstract subsidies are ￰20￱ is the real way to build a fair price floor.” Despite the noise, established producers like Lynas and MP Materials are seeing solid ￰21￱ Merriman, research director at Project Blue, said their stock rallies are “fundamentally driven,” as they’ll need to fill the supply gaps left by China’s export ￰22￱ he added that “every rare earth developer and their aunt has jumped on this opportunity to claim they’re getting government backing or an industry deal, pushing stocks higher in a hype storm.” The smartest crypto minds already read our ￰23￱ in?

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