Shares of U.S. rare earth miners climbed in pre-market trading on Tuesday, following President Donald Trump‘s launch of a $12 billion critical mineral reserve. Rare Earths Key To New US StockpileThe critical mineral reserve, also known as Project Vault, is part of Trump’s strategy to counter China’s dominance in rare earth minerals. The reserve is expected to protect U.S. tech firms, automakers, and other manufacturers from supply shocks and reduce dependence on Chinese rare earth and minerals. Currently, C ...

Core Viewpoint - The article highlights the significant rise in the rare earth sector, driven by the announcement of the "Project Vault," a strategic critical minerals reserve initiative by the U.S. government, aimed at protecting manufacturers from supply shocks. Group 1: Market Reaction - On February 2, pre-market trading showed a strong performance in rare earth stocks, with NioCorp Developments up nearly 9% and Critical Metals up over 7% [1] - Other notable gains included TMC the metals (6.5%), American Resources (6.01%), United States Antimony (6%), USA Rare Earth (5.71%), and MP Materials (4.88%) [2] Group 2: Project Vault Details - The "Project Vault" will combine $1.67 billion in private capital with a $10 billion loan from the Export-Import Bank of the United States, aimed at purchasing and storing mineral resources for various industries [3] - The Export-Import Bank's board is expected to approve this record-setting 15-year loan, which is more than double the size of the bank's second-largest transaction in history [4] Group 3: Strategic Importance - The reserve will cover rare earths and other strategically important elements, helping companies hedge against price volatility without the need to stockpile materials [4][5] - Major companies involved include General Motors, Stellantis, Boeing, Corning, GE Vernova, and Google, indicating strong industry support for the initiative [5] Group 4: Market Stability - The initiative is designed to stabilize markets and mitigate price fluctuations, which can significantly impact financial statements, as seen with the historical spike in nickel prices following the Russia-Ukraine conflict [5] - Commodity traders will be responsible for sourcing raw materials to fill the reserves, further emphasizing the project's market-oriented approach [5] Group 5: Investor Confidence - The project has reportedly received oversubscription, reflecting investor confidence in the creditworthiness and long-term commitments of the participating companies [6]

President Donald Trump is reportedly set to unveil a critical-minerals stockpile, under the name Project Vault, with a $12 billion seed money. It is likely to include $1.67 billion from private capital alongside a $10 billion loan from the U.S. Export-Import Bank. Strategic Mineral Stockpile To Reduce China RelianceProject Vault is aimed at protecting U.S. tech firms, automakers and other manufacturers from supply shock and reducing dependence on Chinese rare earth and minerals, reported Bloomberg on Monday ...

Core Insights - The Trump administration has decided to abandon plans to guarantee a minimum price for U.S. critical minerals projects due to potential lack of congressional funding and market pricing complexities [1] - This policy shift will influence future deals but does not affect the previously agreed price floor for MP Materials set last July [3] Industry Developments - The administration's renewed focus on domestic critical minerals includes a recent investment of $1.6 billion in USA Rare Earth Inc., aimed at reducing reliance on China for key rare earth elements [4] - MP Materials announced a public-private partnership with the U.S. Department of War, involving a $400 million investment in preferred shares and $1 billion in financing for a new U.S. magnet plant [5] - American Resources Corp. is building a fully domestic rare earth magnet supply chain with a $1.4 billion deal to produce 10,000 metric tons annually [6]

About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

EMCO expands battery aggregation and conditioning activities to support domestic refining and mineral independence FISHERS, IN / ACCESS Newswire / January 23, 2026 / American Resources Corporation ("American Resources" or the "Company") today announced that its wholly owned subsidiary, Electrified Materials Corporation ("EMCO"), an innovative recycler of metals and minerals, has commenced receiving initial 2026 shipments of end-of-life lithium-ion batteries from multiple domestic and international source ...

Key Takeaways AREC says ReElement achieved production of samarium exceeding 99.9% purity for defense and industry.Samarium cobalt magnets are vital for munitions, aircraft and missiles amid ongoing supply disruptions.ReElement's modular refining platform processes recycled feedstocks and ores while meeting U.S. standards.American Resources Corporation (AREC) , through its minority stake in ReElement Technologies Corporation, has achieved a significant milestone with the successful production of ultra-high-p ...

About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...

Blockchain-based utility token demonstrates end-to-end provenance, compliance readiness, and auditability for refined rare earth oxides FISHERS, IN / ACCESS Newswire / January 21, 2026 / American Resources Corporation (NASDAQ:AREC) ("American Resources"), through its minority holding in ReElement Technologies Corporation ("ReElement"), and SAGINT Inc., a leading provider of blockchain-based digital asset infrastructure, today announced the successful minting of the world's first utility token for critica ...