80% of the world’s rare earth supply
In short, Beijing is flexing its dominance in a market where it holds near-monopoly power. That’s created panic in global supply chains — and opportunity for investors positioned in U.S.-linked rare earth companies.
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Company: MP stock raced from about $25 to a current price of $73.88. From here, “American innovation drives everything we do at Apple, and we’re proud to deepen our investment in the U.S. economy,” said “Rare earth materials are essential for making advanced technology, and this partnership will help strengthen the supply of these vital materials here in the United States.” Plus, analysts at $64 from $55 with a buy rating. As noted by Investing.com,Chaikin Analytics Another strong performer has been $13. Today, it’s up to nearly Benchmark maintain a “America must lead in the production of critical minerals and materials that are essential for our economy, energy security, and defense.” That’s a major tailwind for U.S.-based producers like USAR. The company has announced plans for Lynas Rare Earths (SYM: LYSCF) Investors looking for global diversification in the space should also keep an eye on outside China. Based in Malaysia, Lynas is a key link in the global supply chain. It controls the high-grade Mount Weld project in Western Australia — one of the world’s richest known rare earth deposits. In April, Lynas traded at around $7.64, and now trades near 150% gain from our initial mention. The company has benefited from rising prices for neodymium and praseodymium (NdPr), two of the most critical rare earth elements used in electric vehicle motors and wind turbines. With countries like the U.S., Japan, and Australia all prioritizing supply chain independence, Lynas could continue to see strong demand for years to come. |
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