Core Insights - REalloys has entered into a 10-year offtake agreement with Critical Metals Corp. for 15% of the projected rare earth concentrate production from the Tanbreez Project in Greenland, which is one of the world's largest deposits of heavy rare earth elements [2][3][4] - This agreement is a strategic milestone for REalloys, supporting its expansion as a vertically integrated producer of alloys and magnet materials in North America [3][4] - The partnership aligns with U.S. and allied priorities to establish a fully independent North American mine-to-magnet supply chain, reducing dependency on Chinese rare earth sources [3][6] REalloys Overview - REalloys operates a downstream metallization facility in Euclid, Ohio, producing advanced rare earth metals and magnet materials for various U.S. government programs [5] - The company is building a North American supply chain that includes upstream resources at Hoidas Lake and midstream processing development through collaboration with the Saskatchewan Research Council [6] - REalloys is expanding its Ohio facility's production capacity and advancing its HLREE Project to meet the demand for high-performance magnet materials in U.S. Protected Markets [6] Critical Metals Corp. Overview - Critical Metals Corp. is focused on developing critical metals and minerals, with its flagship Tanbreez Project located in Southern Greenland, expected to have year-round shipping access [7][9] - The Tanbreez Project is projected to supply approximately 6.75 million metric tons of concentrate over the 10-year term of the agreement with REalloys [4] - The company aims to become a reliable supplier of critical minerals essential for defense applications and the clean energy transition [9]

Core Insights - Premarket trading is showing notable activity with significant price movements indicating potential investment opportunities before the market opens [1] Premarket Gainers - Powell Max Limited (PMAX) increased by 115% to $5.59 - Solidion Technology, Inc. (STI) rose by 102% to $11.14 - ESS Tech, Inc. (GWH) saw a 44% increase to $6.11 - Aclarion, Inc. (ACON) gained 27% reaching $10.98 - Mannatech, Incorporated (MTEX) was up 20% at $10.80 - USA Rare Earth, Inc. (USAR) increased by 19% to $38.80 - Critical Metals Corp. (CRML) rose by 18% to $17.73 - United States Antimony Corporation (UAMY) gained 13% to $13.86 - Compass Diversified (CODI) increased by 12% to $9.46 - Forward Industries, Inc. (FORD) was up 11% at $22.69 [3] Premarket Losers - Yunhong Green CTI Ltd. (YHGJ) decreased by 24% to $7.00 - Kentucky First Federal Bancorp (KFFB) fell by 22% to $2.85 - One and One Green Technologies, Inc. (YDDL) dropped 20% to $5.23 - Safe & Green Holdings Corp. (SGBX) declined by 15% to $5.25 - Lazydays Holdings, Inc. (GORV) was down 14% at $2.12 - Acurx Pharmaceuticals, Inc. (ACXP) decreased by 10% to $6.69 - Top KingWin Ltd (WAI) fell by 10% to $3.82 - Super League Enterprise, Inc. (SLE) dropped 10% to $3.75 - Chanson International Holding (CHSN) decreased by 10% to $2.28 - Alaunos Therapeutics, Inc. (TCRT) was down 5% at $3.28 [4]

Core Viewpoint - Rare earth, metals, and mineral stocks experienced a significant surge following President Trump's strong social media response to China's export control measures on rare earth elements, which he labeled as "hostile" and "surprising" [1][2]. Group 1: Government Actions and Responses - President Trump criticized China's tightening of export controls, indicating that China has begun notifying other countries about plans to impose restrictions on a variety of materials, including rare earth elements [2]. - Trump mentioned that the letter from China detailing the export controls was extensive and specified the elements they intend to withhold from other nations [3]. - He suggested that the U.S. might need to respond with financial measures, including a potential "massive increase" in tariffs on Chinese goods [3]. Group 2: Market Reactions - Following the developments, shares of U.S. domestic rare earth producers saw significant increases, with USA Rare Earth, Inc. (NASDAQ:USAR) rising by 19.13% and Critical Metals Corp. (NASDAQ:CRML) climbing 21.69% [5]. - Other companies in the sector also experienced movements, indicating a broader market reaction to the news [6].

Core Insights - The article emphasizes the importance of understanding money flows in major stocks, particularly the "Magnificent Seven" (Mag 7) stocks, to gain an investment edge [5][6][11] - It highlights the current market dynamics, including the behavior of retail investors and the potential for a market correction, as articulated by Jamie Dimon, CEO of JPMorgan Chase [11] Group 1: Market Dynamics - Money flows are currently positive for NVIDIA Corp and Tesla Inc, while negative for Apple Inc and Amazon.com, indicating varied investor sentiment across major tech stocks [6][7] - Retail investors have shown unprecedented buying behavior, with a record $105 billion in stock purchases last month and a total of $630 billion year-to-date, surpassing the previous record of $590 billion in 2021 [11] - The article warns that the reckless behavior of retail investors, particularly in speculative stocks, could lead to significant losses, as seen in the bear market of 2022 [11] Group 2: Investment Strategies - Investors are advised to maintain long-term positions while considering protective measures such as cash or Treasury bills to hedge against potential market downturns [10][12] - The concept of a "protection band" is introduced, suggesting that investors should adjust their cash and hedge levels based on their risk tolerance [12][13] - The article suggests that the momo crowd's behavior could drive the market higher in the absence of a corrective trigger, complicating investment strategies [11] Group 3: Sector-Specific Insights - Money is flowing into rare earth stocks due to geopolitical tensions, particularly with China restricting exports, which could present investment opportunities [11] - The article mentions specific stocks in the rare earth sector, such as USA Rare Earth Inc, MP Materials Corp, and Critical Metals Corp, as potential beneficiaries of this trend [11]

Core Viewpoint - The surge in U.S. rare earth stocks is driven by China's recent announcements regarding stricter export controls on rare earth-related items and technologies, highlighting China's dominant position in the global rare earth supply chain [1] Group 1: Market Reaction - U.S. rare earth stocks experienced significant gains, with Critical Metals (CRML.US) rising over 14%, United States Antimony (UAMY.US) up 9%, Energy Fuels (UUUU.US) increasing over 6%, MP Materials (MP.US) gaining over 4%, and American Resources (AREC.US) climbing over 2% [1] Group 2: China's Dominance in Rare Earths - China holds a dominant position in the global rare earth supply chain, with 48% of the world's rare earth reserves, amounting to 44 million tons out of a total of 90 million tons [1] - In 2024, China's contribution to global rare earth production is projected to be 69%, with an output of 270,000 tons out of a total of 390,000 tons [1] - China controls over 90% of rare earth smelting and separation technology, achieving a purity level of 99.99%, which is a significant shortcoming for Europe and the U.S. [1]

周五，美股稀土概念股大幅冲高，Critical Metals(CRML.US)大涨逾14%，United States Antimony(UAMY.US)涨9%，Energy Fuels(UUUU.US)涨逾6%，MP Materials(MP.US)涨逾4%，American Resources(AREC.US)涨逾2%。消息面上，中国商务部10月9日发布两项关于加强稀土相关物项出口管制 的公告，对含有中国成分的部分境外稀土相关物项以及稀土相关技术实施出口管制。 据悉，目前，中国在全球稀土供应链中占据主导地位。美国地质调查局2025年数据显示，全球稀土矿储 量约9000万吨，中国以4400万吨占据48%；2024年全球总产量39万吨，中国贡献27万吨，占比69%。更 关键的是，中国掌握了90%以上的稀土冶炼分离技术，能实现99.99%的纯度提纯，而这一核心技术恰是 欧美的"短板"。 ...

Shares of Critical Metals (CRML) have been on a tear, soaring more than 120% in 2025 as investors rush to gain exposure to America’s next potential rare-earth minerals supplier. The stock exploded higher after reports surfaced that President Donald Trump’s administration was considering taking a direct equity stake in the company under the Defense Production Act, signaling growing government interest in securing domestic supplies of critical minerals. The rally highlights how political momentum and nation ...

周四，稀土概念股延续强劲走势，截至发稿，Critical Metals(CRML.US)大涨超19%，United States Antimony(UAMY.US)、Energy Fuels(UUUU.US)涨超9%，American Resources(AREC.US)、MP Materials(MP.US)涨超4%。消息面上，商务部新闻发言人就加强稀土相关物项出口管制应询答记者问表 示，今年以来，国家出口管制工作协调机制办公室组织开展打击战略矿产走私出口专项行动，取得积极 成效。同时，有关部门也发现部分境外组织和个人从中国非法获取稀土技术，生产稀土相关物项并提供 给军事等敏感领域用户或者用于军事等敏感领域用途，对中国国家安全和利益造成重大损害或潜在威 胁，对国际和平稳定造成不利影响。为防范相关风险，中国政府经审慎评估后，决定对稀土相关技术实 施出口管制，同时对中国组织和个人从事相关活动作出明确规定，以更好维护国家安全和利益，更好履 行防扩散等国际义务，同时也保障全球稀土产业链供应链安全稳定。 ...

智通财经APP获悉，周四，稀土概念股延续强劲走势，截至发稿，Critical Metals(CRML.US)大涨超 19%，United States Antimony(UAMY.US)、Energy Fuels(UUUU.US)涨超9%，American Resources(AREC.US)、MP Materials(MP.US)涨超4%。消息面上，商务部新闻发言人就加强稀土相关物 项出口管制应询答记者问表示，今年以来，国家出口管制工作协调机制办公室组织开展打击战略矿产走 私出口专项行动，取得积极成效。同时，有关部门也发现部分境外组织和个人从中国非法获取稀土技 术，生产稀土相关物项并提供给军事等敏感领域用户或者用于军事等敏感领域用途，对中国国家安全和 利益造成重大损害或潜在威胁，对国际和平稳定造成不利影响。为防范相关风险，中国政府经审慎评估 后，决定对稀土相关技术实施出口管制，同时对中国组织和个人从事相关活动作出明确规定，以更好维 护国家安全和利益，更好履行防扩散等国际义务，同时也保障全球稀土产业链供应链安全稳定。 ...

Core Viewpoint - Critical Metals stock (NASDAQ: CRML) has surged nearly 65% in the last five trading days due to potential U.S. government involvement and significant funding developments [2] Group 1: Company Developments - The company focuses on mining exploration and development, particularly in lithium and rare earth elements, essential for electric vehicles and renewable energy [2] - Critical Metals' key assets include the Tanbreez rare earth deposit in Greenland and the Wolfsberg lithium project in Austria, the latter being the first fully permitted lithium mine in Europe [2] - The company reported revenue of $560,620 for the fiscal year ending June 30, 2025, marking a 326% year-over-year increase, but remains pre-revenue from mining operations [8] Group 2: Funding and Government Involvement - The stock rally is attributed to reports of the Trump administration negotiating to acquire an equity stake in Critical Metals to improve U.S. access to strategic minerals [4] - The company submitted a $50 million Defense Production Act grant application, with discussions about converting this grant into an approximately 8% equity stake [4] - There are reports of a potential $120 million Export-Import Bank loan to fund the Tanbreez project, which requires around $290 million to start production [4] - The company has secured $35 million in private funding, enhancing the project's viability [4] Group 3: Industry Context - Rare earth elements are increasingly viewed as a geopolitical asset, with Western nations aiming to reduce dependence on China, which currently processes nearly 90% of global rare earths [5] - Following U.S. tariffs on Chinese goods, China implemented an export-control system for rare earths, leading to a 74% year-over-year drop in rare earth magnet exports by May, with shipments to the U.S. down 93% [5] - The U.S. government is actively supporting domestic mineral projects, investing in companies like Lithium Americas and MP Materials, which could significantly benefit Critical Metals [6]