Benzinga·2025-10-07 15:35Core Insights - The Trump administration's investments in the metals sector have led to a significant rally in rare earths and battery metal stocks, driven by expectations of federal support and strategic policy changes [1] - Companies such as MP Materials Corp., Lithium Americas Corp., and Trilogy Metals, Inc. have already received direct investments from the White House [1] Company Highlights - TMQ (Trilogy Metals, Inc.): The stock has seen a substantial increase due to the administration's backing [1] - Northern Dynasty Minerals (NAK): This company is considered a potential target for investment due to its Pebble Project in Alaska, which is one of the largest undeveloped copper-gold-molybdenum deposits globally [4] - USA Rare Earth (USAR): The company has gained investor interest following its CEO's confirmation of ongoing communication with the Trump administration regarding a potential federal investment [5] - TMC (The Metals Company, Inc.): The company has surged over 650% year-to-date, attributed to signals of White House support and U.S.-China trade tensions [6] - Critical Metals Corp. (CRML): The stock experienced a spike due to speculation of an equity stake from the Trump administration, although it later pulled back after clarification that no active agreement was being pursued [7] Market Outlook - The volatility in critical mineral stocks, particularly those related to rare earths, lithium, and battery metals, is expected to continue as investors seek the next company to receive federal backing [8] - Speculation is prevalent in the market, with retail investors likely to follow momentum, which could lead to rapid changes in stock performance [9]