Group 1 - MP Materials Corp. experienced a significant decline in share prices, dropping by 8.83% to close at $63.44 amid increased competition from USA Rare Earth Inc. which secured a $1.6 billion investment from the US government [1][2] - The US government's investment in USA Rare Earth Inc. is aimed at boosting domestic rare earth production and reducing reliance on China, providing the government with 16.1 million common shares and 17.6 million warrants [2] - MP Materials had previously received a $400 million investment from the US government last year, indicating a shift in funding priorities towards its competitor [2] Group 2 - MP Materials partnered with the US Department of War and the Saudi Arabian Mining Company to develop a rare earth refinery in Saudi Arabia, which will process feedstock from various global regions [3][4] - The new facility is expected to produce significant quantities of separated light and heavy rare earth oxides, supporting manufacturing and defense sectors in both countries [4]

Rare earth ore and magnet with U.S. flag and mine site, highlighting critical minerals policy and supply chain security. Key Points Rare earth stocks like MP Materials, Energy Fuels, and Lynas Rare Earths are rebounding in 2026, supported by domestic production strategies and U.S. government backing. MP Materials is advancing its DoD-backed magnet facility; Energy Fuels is expanding into nuclear fuel; Lynas is gaining from stable revenues and strategic partnerships. Technical indicators and analyst tre ...

The “Trump bump” is in effect again for critical mineral investors as the Trump administration invests in USA Rare Earth, Inc. (NASDAQ:USAR) . As the administration doubles down on decoupling from Chinese supply chains, companies with direct government backing are seeing national security premiums reflected in their valuations. Investors are speculating on how high USAR stock will climb. USAR stock is soaring. See the chart and price action here. The MP Materials PlaybookLast July, the U.S. government took ...

For decades, the U.S. government acted as a regulator, referee, and lender of last resort. That era is over. More News from Barchart As of January 2026, the Trump administration has made a decisive shift: from writing checks to taking ownership. Through the Department of Defense and Department of Energy, the U.S. is now taking direct equity stakes in public companies tied to semiconductors, rare earths, lithium, and defense manufacturing. On Wall Street, this new approach has a nickname: “The American ...

MP Materials Corp. (NYSE:MP) stock rose Monday as rare earth stocks advanced following reports of a significant U.S. government investment in rival USA Rare Earth Inc. (NASDAQ:USAR) , underscoring renewed policy focus on domestic critical minerals.Trump Administration’s $1.6 Billion InvestmentThe Trump administration is planning to invest $1.6 billion in USA Rare Earth, marking its biggest investment in the rare earth sector, according to a Financial Times report published Friday. The U.S. government will a ...

Core Viewpoint - The Trump administration is planning a significant investment of $1.6 billion in USA Rare Earth Inc. to secure essential mineral supplies, marking its largest investment in the sector [1][2]. Investment Details - The U.S. government will acquire a 10% stake in USA Rare Earth, which has substantial deposits of heavy rare earths in Oklahoma [2]. - The investment includes a $1 billion private financing deal, with the government set to receive 16.1 million shares and warrants for an additional 17.6 million shares at a price of $17.17 each [3]. - USA Rare Earth will also secure $1.3 billion in senior secured debt financing from the government, sourced from the CHIPS and Science Act of 2022 [4]. Company Overview - USA Rare Earth is valued at $3.7 billion and is developing a significant mine in Sierra Blanca, Texas, along with plans for a magnet production facility in Stillwater, Oklahoma [5]. - The investment aligns with a broader strategy by the Trump administration to enhance domestic rare earth production and secure critical supply chains [5]. Broader Investment Strategy - The Trump administration has previously acquired stakes in various companies, including a 10% stake in Intel Corp. and a 15% stake in MP Materials Corp., as part of its national security strategy to reduce reliance on foreign nations, particularly China [6]. - Overall, the administration's investments exceed $10 billion across sectors such as steel, minerals, nuclear energy, and semiconductors [7].

Group 1 - President Trump's initiative for mineral rights in Greenland is part of a broader strategy to limit China's access to rare earths, which are crucial for defense and robotics industries [1][3][4] - The U.S. aims to establish a Western rare earth supply chain to reduce dependence on China, with Greenland holding the eighth largest rare earth reserves globally at 1.5 million tons [4] - A framework granting the U.S. priority access to Greenland's rare earths could prevent Chinese or other foreign partners from developing these resources [6] Group 2 - The Kvanefjeld mining project in Greenland, which is the third-largest known land deposit of rare earths, has faced challenges due to a ban on uranium mining and ongoing litigation [5] - China's involvement in the Kvanefjeld project includes significant investment from Shenghe Resources, indicating Beijing's financial interest in Greenland's rare earths [5]

Group 1 - Sanhua Intelligent Control (02050) saw a decline of over 3.4% after announcing a share reduction plan involving the actual controller and several directors, with a total of up to approximately 10.2 million A-shares to be sold between February 24, 2026, and May 23, 2026 [1] - Tuo Yun Biotechnology (01332) experienced a significant drop of over 60%, nearly erasing gains since October 2022, following stock movements involving major shareholders [1] - Zhongwei New Materials (02579) increased by over 5% as the company announced securing 5-6 billion wet tons of nickel ore resources and establishing four nickel raw material industrial bases in Indonesia [1] Group 2 - InnoCare Pharma (03696) rose over 6%, reaching a new high of 62.9 HKD, after receiving FDA approval for its oral NLRP3 inhibitor ISM8969 for Parkinson's disease treatment [2] - Solar stocks surged, with Kaisa New Energy (01108) up 17.85% and other companies like Fuyao Glass (06865) and Xinyi Solar (00968) also showing significant gains, driven by a report indicating a new phase in commercial space deployment [2] - Jiangnan Buyi (03306) fell nearly 7% after announcing a placement of 14.535 million shares at a discount to the market price [2] Group 3 - Lithium stocks rose, with Ganfeng Lithium (01772) up 5.22% and Tianqi Lithium (09696) up 2.88%, following a report of a significant increase in lithium carbonate contract prices [3] - Rongchang Bio (09995) increased nearly 2% after UBS expressed a positive outlook on its collaboration with AbbVie, which includes substantial milestone payments [4] - DCH Holdings (00179) fell nearly 7% as it reported a slight decline in revenue for the nine months ending December 31, 2025 [4] Group 4 - Gold stocks rebounded, with Chifeng Jilong Gold Mining (06693) up 6.99% and others also showing gains, as spot gold prices reached a new high of over $4,960 per ounce [4] - Bitgo Holdings (BTGO.US) debuted on the US stock market, rising 2.72% as a leading cryptocurrency custody provider [5] - Rare earth stocks surged, with USA Rare Earth (USAR.US) up 17.49% after announcing partnerships to advance its Round Top project [5] Group 5 - The Nasdaq Golden Dragon China Index opened up 1.6%, with major Chinese stocks like Li Auto (LI.US) and Alibaba (BABA.US) showing gains, supported by comments from the People's Bank of China regarding potential monetary easing [6] - Abbott (ABT.US) fell 10.04% after reporting lower-than-expected sales for Q4 2025, despite a year-over-year increase in adjusted EPS [7] - Alibaba (BABA.US) rose 5.05% as it plans to list its semiconductor division, benefiting from investor interest in competing with Nvidia [7]

Core Viewpoint - The US rare earth sector is experiencing significant gains, with USAR leading the surge by over 20%, indicating strong investor interest and potential growth in the industry [1] Company Summaries - USAR has seen its stock price increase by more than 20%, leading the rare earth sector's performance [1] - CRML's stock has risen by over 14%, and the company plans to establish a rare earth processing facility in Saudi Arabia, which may enhance its operational capacity and market presence [1] - MP Materials has also experienced a stock increase of over 7%, reflecting positive market sentiment towards rare earth companies [1]

Group 1 - USAR leads the sector with a rise of over 20% [1] - CRML increases by more than 14% and plans to establish a rare earth processing plant in Saudi Arabia [1] - MP Materials sees a rise of over 7% [1]