Rare Earths have captured the market's imagination lately. Jet fighters, submarines, cell phones, EV's, wind turbines, humanoid robots. The products they are used in range from the mundane (washer/dryers, vacuum cleaners, electric toothbrushes) to the exciting and enabling for high tech as listed above. It is well known that China has daunting shares of the mining, processing/separation and magnets/components industries that bring these elements and minerals to their end markets. There aren't many publicly ...

Core Insights - The article highlights the expertise of Michael Del Monte as a buy-side equity analyst specializing in technology, energy, industrials, and materials sectors [1] Group 1: Analyst Background - Michael Del Monte has over a decade of experience in professional services across various industries including Oil & Gas, Oilfield Services, Midstream, Industrials, Information Technology, EPC Services, and consumer discretionary [1]

Key Points A major South Korean automaker has approved Energy Fuels' rare earths for commercial use. The miner is targeting large-scale rare earth magnet production by the end of 2026. Rare earth magnets are vital inputs for defense applications, automakers, and renewable technology. 10 stocks we like better than Energy Fuels › Energy Fuels (NYSEMKT: UUUU) was once known as a uranium stock, but that's no longer the case. The miner has just made a breakthrough in rare earth elements, and that's se ...

Magnet and Heavy Rare Earths comprise 85% of total REEs in the test material Testing finds elevated Dysprosium, Yttrium and Scandium presence in Graphite Creek garnet CEO: "presence of 14 magnet or Heavy Rare Earths at Graphite Creek further confirms that ours is a generational deposit for the tech applications transforming our world" G1 is planning 2026 REE testing program with U.S. National Lab Rare Earth Elements are vital to 21 century technology, with neodymium, praseodymium, dysprosium, terbium and sa ...

Core Insights - The electric vehicle (EV) market is witnessing significant competition, particularly from BYD, which has surpassed Tesla as the largest EV producer [2][3] - BYD is planning to expand into the European luxury market, posing a substantial threat to European luxury car manufacturers [3][6] - The company has a significant production capacity, with a $4.5 billion factory in Hungary expected to produce 150,000 vehicles annually, potentially exceeding this target [3][4] Company Overview - BYD originated as a battery company and has successfully transitioned into the EV sector, demonstrating remarkable growth and production capabilities [2][3] - The company employs around 1 million people, with a notable engineering workforce of 125,000, which is significantly higher than that of major competitors [9][10] Market Dynamics - China holds a competitive advantage in rare earth elements and magnets, which are crucial for EV production, allowing BYD to dominate the market and exert pressure on European manufacturers [5][6] - European automakers are at a disadvantage due to limited resources, making them more reliant on EVs, while BYD is positioned to capture a large market share [8][6] Product Performance - BYD's high-end vehicles have been described as superior in performance compared to luxury competitors, showcasing advanced features and capabilities [4][6] - The production strength and operational efficiency of BYD are highlighted as key factors that will impact the competitive landscape in the EV market [7][10]

Rare Earth Export Restrictions & Impact - China has halted yttrium exports to the US after April, a key rare earth element [1] - Global yttrium exports from China have decreased by approximately 30% [1] US Dependence & Stockpile Depletion - Before export controls, the US imported 93% of its yttrium directly from China [2] - US industry stockpiles of yttrium have significantly decreased, with one trader reporting a drop from 200 tons to 5 tons [2] - US yttrium stockpiles are estimated to last between 1 to 12 months of consumption [2] Yttrium Applications & Strategic Importance - Yttrium is crucial for high-temperature superconductors, jet engines, advanced coatings, missile systems, lasers, and specialized ceramics [1] - The US is reliant on China for rare earth elements like yttrium [2]

AI Investment & Market Concerns - The market is drawing parallels between the current AI boom and the late 1990s internet boom, cautioning against excessive enthusiasm and the need for diversification [2][8] - Concerns exist regarding potential obstacles to continued AI CapEx boom, including access to rare earth elements and productivity gains [2][3] - A potential slowdown in AI investment could occur if companies don't see significant productivity gains from their investments [4][7] - NIMBY (Not In My Backyard) movement related to data centers and rising electricity costs could pose macro risks to AI build-out [4][5] - Michael Barry's perspective suggests that excessive capital expenditure and slowing cloud growth may lead to a market correction [6] Consumer Spending & Economic Outlook - Consumer weakness is observed, especially among lower and middle-income consumers, as indicated by Chipotle's earnings call [9][10] - White-collar job layoffs could impact middle to higher-income consumers, potentially creating a larger economic problem [11] - While higher-income consumers may drive a strong holiday quarter, vulnerabilities exist, particularly sensitivity to stock market performance [12][13] - A stock market sell-off could reduce high-end consumer spending [14] China Investment Opportunities - Diversification into China is suggested, given different risks and vulnerabilities compared to the US [8][14] - Many attractive companies in China with lower valuations are part of the AI food chain and CapEx spending [16] - AI development in Asia is in earlier stages, offering a longer runway for investment [16]

60 Minutes rewind. Unusual metals that are sprinkled inside almost every piece of high tech you can think of. Most people have never heard of them, but we have become so reliant on rare earths that a few years ago an intense global power struggle broke out over their free flow.The reason is that one country has a virtual monopoly. roughly 90% of the mining, refining, and processing of rare earths, China. And in 2010, it used that power to disrupt the world supply.It's especially troubling because it was the ...

Company Overview - MP Materials is the only rare-earth mining and processing facility of scale in the U.S., operating at the Mountain Pass Mine in California, which has over 18 million metric tons of rare-earth oxide equivalent in the ground [3] - The company has a market capitalization of $12.5 billion and has seen its stock price increase by 330% year-to-date, largely due to U.S. government investment [4] Financial Performance - In Q2 2025, MP Materials reported revenues of $57.4 million, an increase of 84% from the previous year [6] - The company achieved record production of 597 metric tons of neodymium-praseodymium (NdPr), marking a 119% annual growth, and a 45% increase in rare-earth oxide (REO) production to 13,145 metric tons [6] - NdPr sales volumes more than tripled year-over-year, reaching 443 metric tons [6] Market Reaction - Despite the positive financial performance, MP Materials' shares dropped by 7.4% recently, attributed to the potential thawing of U.S.-China relations and the implications for rare earth exports [3][4]

Core Points - American Rare Earths has appointed Mr. Jason Beckton as Non-Executive Director and Mr. Hugh Keller has resigned from the same position, effective October 28, 2025 [1][9] Company Overview - American Rare Earths is a critical minerals company focused on reshaping the U.S. rare earths industry through its Halleck Creek Project in Wyoming, which is a significant rare earth deposit with a JORC-compliant resource of 2.63 billion tonnes, representing approximately 16% of the project's surface area [8][10] - The Halleck Creek Project aims to secure America's critical mineral independence and reduce reliance on imports, particularly from China, while meeting the growing demand for rare earth elements essential for defense and advanced technologies [9][10] New Director's Profile - Mr. Jason Beckton brings over 30 years of experience in exploration, project development, production, and management, with a focus on the rare earth elements sector since 2012 [2][3] - His previous roles include significant positions in various mining projects, including the Palmarejo silver-gold project in Mexico and the Caspiche Porphyry deposit in Chile [4][5] Chairman's Remarks - Chairman Richard Hudson expressed enthusiasm for Mr. Beckton's appointment, highlighting his geological expertise and successful track record, which will enhance the technical strength of the company as it advances the Halleck Creek Project [6][7]