Rare earth miners are exploding today as the US and China clash (again) over critical mineral exports.
- Australia’s Arafura Rare Earths is up 27%, highest in over two years.
- Lynas +8.5%, Iluka +6%, and ASM +42%.
- Even MP Materials (MP) hit a record close in the US.
Beijing’s now expanding export controls on multiple rare earths, and even on products that contain them. Meanwhile, the US and Australia are reportedly working on a $780M strategic minerals reserve to reduce dependency on China.
Feels like déjà vu from the last trade-war cycle, except this time, it’s happening right in the middle of an AI-driven commodities boom.
Question is…
Are these miners in the early innings of another multi-year run,
or is this just another geopolitical spike that fades once the headlines cool off?
Rare earth stocks ripping as US–China trade tensions heat up again… are we back in 2019?
byu/Axirohq instocks
Posted by Axirohq
12 Comments
And don’t forget, Australia holds the world’s largest known uranium resources and is the fourth-largest global producer of uranium
Nova Minerals Anitomy in Alaska
I am wagering we are early- most people still don’t even know what “rare earths” are. If we follow a similar timeline to AI and then Nuclear, at least 2 years to go before we peak.
UAMY best valuation and performance and low price according to finviz and looks like a lot of us investment only $14 currently definitely one to buy
It cooled off already..
I think $USAR is an excellent choice to gain exposure to a company involved with rare earth metals. Beyond the main theme itself, there are numerous rumors about a potential partial stake acquisition by the U.S. government. Even the CEO mentioned it on television.
I think the availability of the raw rare metals is not the issue but the refinement of these as the final product. China is having monopoly of the technology for this. I just wonder why the US or the other super powers did not manage to lessen the reliance to China considering that this directly affects their Armed Forces and National Defense (missiles and jetfighter technologies)
Rare earth is probably the most effective leverage China has against the US, it will be stupid for China to let the US build up its Rare earth supply chain domestically so to lose the leverage. It’s just a tactical move to make a better tariff deal.
The rare earth stocks may still run up but will definitely fade in the long run.
My understanding, there are light and heavy minerals, China is dominating in heavy and those aren’t easily replaceable (for instance I readh that Dysprosium and Terbium are produced almost only in China).
So I hope someone is checking which deposits each company is covering.
Follow the discussions in r/CriticalMineralStocks. Lots of great info and insight there. Also follow u/Steve_Zissouu2 who has been instrumental in finding leads.
$wwr , $litm
COB.AX up 36% today.
CBBHF on OTC.
Looks promising if there is Australia and US cooperation on rare earth.
Trump and Australia PM meeting on 20 October.