近日，有媒体报道称，特朗普政府，计划投资16亿美元（111亿元人民币），入股美国稀土企业 USA Rare Earth, Inc.（以下简称USAR），拿下约10%的股份。 而这16亿美元，也是美国政府有史以来针对稀土产业的最大投资了。 事实上，这已经不是美国政府第一次在稀土产业上投资了，在2025年的时候，美国政府也花了4 亿美 元，收购了 MP Materials大约15%的股份。 作为美国境内最核心的稀土企业，USAR是手握有美国稀土矿藏的，这家企业正在与合作伙伴一起，开 发美国境内的稀土矿产，启动两个稀土项目。 这也是美国愿意花16亿美元入股的原因，美国希望自己的投资，能够加快对方开采稀土，以及建立稀土 供应链，从而摆脱对中国稀土的稀土。 要知道，中国一直以来是全球最大的稀土产出口、更是全球稀土提炼中心，像美国、日本、欧盟等国 家，一直依赖中国的稀土。 但是这也从一定程度上说明，美国依然是被中国稀土卡住脖子的，如果中国使绊子，美国要想获得稀 土，就没有那么容易了，所以美国也慌的很，只想自己搞定这事。 所以对于美国而言，自己掌握稀土供应链，当然是它的目标了，于是去年投资了MP Materials，今年再 ...

After a mixed day on Friday, stocks are flattish in early trading today. Precious metals are rocketing higher again, while the US dollar is sliding. Treasuries are up a bit, while energy markets are mixed. To get your FREE copy of the complete MoneyShow 2026 Top Picks Report, click here. We finished last week with silver powering through $100 an ounce, and we’re starting this week with gold vaulting above $5,000 for the first time ever. More tariff threats from President Trump over the weekend, along with ...

Gwengoat/iStock via Getty Images Listen below or on the go via Apple Podcasts and Spotify Odds of a government shutdown surge to 80%. (00:14) Carney says Canada has no plans to pursue a free-trade deal with China as Trump threatens 100% tariffs. (02:06) Gold tops $5,000 per ounce. (02:58) This is an abridged transcript. The odds of a government shutdown are higher this morning. Odds shot up on prediction markets after Senate Democrats vowed to block a $1.2T funding package that includes appropriation ...

F-35战斗机、战斧导弹和雷达系统的核心组件中都离不开稀土元素，如果供应中断，这些装备的作战效能将受到显著影响。民用领域同样存在脆弱性，许多 产品的生产链中都包含中国稀土，特别是在芯片、电动车电池和石化催化剂等领域，其中中国稀土的占比超过70%。2025年上半年，美国地质调查局的数据 显示，预计到2024年，美国将有80%的稀土进口来自中国，这将进一步加剧贸易摩擦。特朗普上台后，美国推动了约4.39亿美元的国产化投资，目标是到 2027年实现部分自给，但目前的评估表明，这一规模远远无法满足实际需求。 稀土管制升级：作为稀土资源的大国，中国通过严格的出口管制措施加强了对稀土的掌控。这一举措直接影响了美国经济，尤其是对其核心产业产生了深远 的影响。早在2025年4月，中国商务部就已对七类稀土元素实施了许可管理，这一政策与美国加征关税的举动是相互呼应的。进入10月，中国的稀土管制政 策进一步细化，商务部陆续发布了第56号、第57号、第61号和第62号公告，涵盖了稀土生产设备、原材料以及中重稀土元素（如钬、铒、铥、铕、镱等）的 出口。尤其是第61号公告引入了长臂管辖机制，要求全球供应链中，只要涉及中国原产的稀土元素， ...

Core Insights - MP Materials is a significant player in the rare earth materials sector, essential for high-tech and green energy applications [1] - The company is involved in the extraction and processing of rare earth elements, crucial for products like electric vehicles and wind turbines [1] - The rare earth industry is heavily influenced by geopolitical factors and government policies, impacting MP's operations [1] Market Performance - On December 5, 2025, a price target of $71 was set for MP Materials, indicating a potential price increase of approximately 14.89% from its current price of $61.80 [2][5] - MP's stock recently increased by $3.09, a 5.26% rise, reflecting positive market sentiment [3] - The stock has shown significant volatility over the past year, with a peak of $100.25 and a low of $15.56 [3] Financial Metrics - The company's market capitalization is approximately $10.95 billion, with a trading volume of 7.88 million shares, indicating strong investor interest [4] - The shift towards industrial policy and geopolitics may benefit companies like MP Materials, potentially driving growth and stability in stock performance [4][5]

Core Insights - The rare earth sector faces increasing complexity in its supply chain, which involves multiple stages of mining, processing, separation, and upgrading before reaching the final product at magnet plants [1] Industry Summary - The supply chain for rare earth elements has expanded over the years, leading to more intricate logistical challenges [1]

Group 1 - USA Rare Earth (USAR) has received regulatory approval from the UK Minister of State for its acquisition of LCM, allowing the company to proceed with the acquisition in the fourth quarter of 2025 [1] - The acquisition is a significant step in USAR's magnet-to-mine strategy, establishing a complete rare earth supply chain and enabling LCM to expand its global customer base [2] - LCM's metals and alloys are crucial for manufacturing advanced magnets, semiconductors, and aerospace components, serving various sectors including defense, automotive, and technology across multiple countries [3] Group 2 - USA Rare Earth is developing a rare earth sintered neo magnet manufacturing plant in Stillwater, Oklahoma, aiming to establish domestic supply and processing capabilities for rare earth materials [4] - The company plans to provide high-quality neo magnets to diverse industries, aligning its production efforts with national priorities for a sustainable domestic supply of critical materials [4]

Core Viewpoint - USA Rare Earth has received regulatory approval for its acquisition of LCM, which is expected to close in the fourth quarter of 2025, accelerating its magnet-to-mine strategy and establishing a complete rare earth supply chain [1][2]. Group 1: Acquisition Details - The acquisition of LCM will enable USA Rare Earth to expand its global customer base and provide a wide range of rare earth and critical metals, including Neodymium Iron Boron (NdFeB) metal and strip cast alloy to its Stillwater, Oklahoma magnet facility [2][3]. - LCM's products are crucial for manufacturing advanced magnets, semiconductors, and aerospace components, serving various sectors including defense, automotive, electric vehicles, and technology across multiple countries [3]. Group 2: Company Overview - USA Rare Earth is developing a rare earth sintered neo magnet manufacturing plant in Stillwater, Oklahoma, aiming to establish domestic supply, extraction, and processing capabilities for rare earth and critical minerals [4]. - The company intends to provide high-quality neo magnets to diverse industries, aligning its production efforts with national priorities for a sustainable and secure domestic supply of critical materials [4].

Core Viewpoint - The Inner Mongolia Autonomous Region has initiated a "breakthrough" project in technology since 2023, significantly enhancing the enthusiasm for innovation across various sectors, leading to a collaborative environment focused on technological and industrial innovation [2] Group 1: Technological Breakthroughs - A "7+1" breakthrough layout has been established, focusing on key industrial clusters and innovation needs, with 75 key tasks deployed in areas such as energy storage, rare earths, hydrogen energy, and biotechnology, supported by a total financial investment exceeding 670 million yuan, which has attracted an additional 2.8 billion yuan from society [2] - A series of landmark achievements have been made, including the production of 10 pilot demonstration lines in the rare earth sector and the development of 21 new products, generating an additional output value of 300 million yuan from energy-saving coating materials applied in 10 enterprises [3] - The dairy sector has pioneered a β-casein preparation technology with over 80% purity, improving yield by 20% compared to international competitors, while advancements in energy storage and hydrogen energy have strengthened the region's energy base transformation [3] Group 2: Talent Development - The project has attracted high-level talent, with participation from 24 academicians and over 4,000 researchers from 261 universities, research institutes, and enterprises, fostering a collaborative environment for talent development [3] - Significant awards have been achieved, with 15.2% of first prizes and 20% of youth innovation awards in the Inner Mongolia Science and Technology Awards going to teams involved in the "breakthrough" project, covering all major award categories [3] Group 3: Future Plans - The Inner Mongolia Science and Technology Department will ensure the integration of the "breakthrough" project with the "14th Five-Year" technology innovation plan, mobilizing various departments and innovation entities to enhance overall technological innovation efficiency [4]

Core Viewpoint - The investment landscape for rare earth stocks is shifting due to easing trade tensions between the US and China, with potential concessions from China being necessary for the US to develop its own rare earth industry [1][5]. Industry Overview - Approximately 70% of rare earth mining and 90% of processing still occurs in China, highlighting the challenges for US companies to compete domestically [4]. - The US government is expected to play a role in supporting domestic rare earth companies, potentially through financial backing or partnerships with non-Chinese firms [7][8]. Investment Case - US companies focusing solely on domestic production may require a minimum of two to three years to ramp up operations, while partnerships with Southeast Asian countries could expedite this timeline to one to two years [9][10][11]. - The risk remains that China could flood the market and drive prices down, which could undermine US efforts unless there is a solid agreement in place to prevent this [12][13]. Company Insights - US Rare Earth is highlighted as a promising investment due to its recent acquisition of a UK company and the upcoming launch of a magnet factory in Oklahoma, which is expected to begin production soon [16][17].