3 Rare Earth Stocks to Watch Following Washington’s Latest Trade Moves

Group 1 - The rare-earth mining stocks are experiencing volatility due to trade-related news, but they are well-positioned for growth in 2026, supported by domestic production strategies and government assistance [3][6] - MP Materials is set to begin construction of a rare-earth magnet facility backed by the Department of Defense, with a timeline for commissioning in early 2028, indicating strong future revenue potential [4][6] - Analyst trends are bullish for MP Materials, with 14 out of 15 analysts rating the stock as a Buy, forecasting a revenue growth of over 25% in Q4 2025, creating opportunities for significant outperformance [5][6] Group 2 - Energy Fuels' stock has increased by 100% from late 2025 lows and is expected to retest all-time highs in H1 2026, driven by the acquisition of critical assets and ramping production in the nuclear fuel supply chain [8] - The growth forecast for Energy Fuels predicts a surge of over 150% in 2026, with a continued high-double-digit compound annual growth rate (CAGR) for the following years [8]