智通财经网·2026-02-24 15:42Core Viewpoint - The rare earth sector experienced a rise, with companies like Critical Metals, USA Rare Earth, MP Materials, and Energy Fuels seeing significant stock increases due to the Trump administration's plans to establish a global metal trading group and set reference prices for critical minerals through an AI project by the Department of Defense [1] Group 1: Market Reaction - Critical Metals (CRML.US) and USA Rare Earth (USAR.US) saw stock increases of over 7% [1] - MP Materials (MP.US) and Energy Fuels (UUUU.US) experienced stock increases of over 3% [1] Group 2: Government Initiative - The Trump administration is leveraging an AI project created by the Department of Defense to assist in establishing reference prices for critical minerals [1] - The initiative is part of efforts to build a global metal trading group [1] Group 3: Focused Minerals - The initial focus of the pricing model under the "National Security Open Price Exploration" (OPEN) AI project includes at least four critical minerals: germanium, gallium, antimony, and tungsten [1] - There are plans to expand the pricing model to include additional minerals in the future [1]