智通财经APP获悉，周三，USA Rare Earth(USAR.US)盘前续涨超5%，此前两天累涨15%，现报20.03美 元。消息面上，1月20日，USA Rare Earth宣布通过子公司LCM Europe在法国拉克建设年产3750公吨的 稀土金属及合金工厂，并与相邻的Carester氧化物处理设施形成完整供应链。法国政府通过C3IV计划提 供最高达设备成本45%的税收抵免1.3亿欧元房地产支持，降低项目成本。该项目是欧洲首个稀土金属 生产平台，强化公司"矿-磁体"垂直整合战略，完善美国及盟国稀土供应链。 ...

Core Viewpoint - Rising US-NATO tensions over tariffs and Greenland's strategic resources are expected to drive a rally in defense, mining, and industrial stocks, with five companies highlighted as key beneficiaries: Lockheed Martin, RTX, Critical Metals, Teck Resources, and Caterpillar [1] Group 1: Lockheed Martin - Lockheed Martin is positioned as a major beneficiary of escalating US-NATO tensions, particularly due to Greenland's strategic importance and the need for advanced military systems [2] - The company's F-35 fighter jets and missile defense technologies are critical for Arctic operations, with shares climbing about 19% year-to-date in 2026, driven by a proposed $1.5 trillion defense budget for 2027 [3][4] Group 2: RTX - RTX, formerly Raytheon, benefits from its defense technology portfolio that meets the complex requirements of Arctic operations, with its Patriot missile defense system gaining renewed importance [5][6] - RTX stock has risen approximately 7% year-to-date in 2026, building on a 60% gain in 2025, supported by a record $251 billion backlog and surging orders from the Middle East [6][7] Group 3: Critical Metals - Critical Metals owns the Tanbreez project, the largest non-Chinese rare earth deposit in Greenland, which aligns with U.S. acquisition ambitions amid geopolitical tensions [8][9] - The company has seen its stock skyrocket almost 150% in 2026, driven by high-grade drilling results and approval for its Greenland pilot plant, with potential to control 50% of the Western rare earth market [9][10] Group 4: Teck Resources - Teck Resources is a diversified miner with exposure to key industrial metals, positioned to benefit from strong commodity demand and geopolitical competition [11][12] - The company has gained around 5% year-to-date, reaching new 52-week highs amid copper price surges, with analysts targeting $80–90 per share due to structural supply deficits [12][13] Group 5: Caterpillar - Caterpillar is a significant beneficiary through its heavy machinery essential for Arctic infrastructure development and military base construction [14][15] - The company has advanced about 10% year-to-date in 2026, following a 58% run in 2025, with a record $39.9 billion backlog and projected 20.5% EPS growth [15][16]

Energy Fuels (UUUU) +1.1% post-market Tuesday after saying it agreed to acquire rare earth metals producer Australian Strategic Materials (ASMMF) for US$299M, to be completed through a scheme of arrangement under Australian law. Energy Fuels (UUUU) said it is ...

MP Materials Corp (NYSE:MP) and USA Rare Earth Inc (NASDAQ:USAR) shares are on the rise today, as investors monitor the rare earths sector while the U.S. and Europe clash over the sale of Greenland. President Donald Trump threatened to impose tariffs on countries that oppose the move, including duties of 10% starting on Feb. 1 that may rise to 25% on June 25.     MP was last seen up 1.4% to trade at $69.93, while boasting a 233.5% year-over-year lead. The security has rallied since the start of the month, e ...

USAR to Launch 3,750 mtpa Plant through LCM Europe to Produce Metal and Alloy in France French Government to Provide Direct Tax Credits to Finance LCM Europe STILLWATER, Okla., Jan. 20, 2026 (GLOBE NEWSWIRE) -- USA Rare Earth, Inc. (Nasdaq: USAR) (USAR or the Company), through its subsidiary Less Common Metals (LCM) Europe SAS today announced plans to develop a 3,750 metric ton per annum (mtpa) metal and alloy production facility in Lacq, France. The facility will be co-located with Carester SAS’ 1,600 mtpa ...

Core Insights - Recent insider selling has been observed in some of the market's most volatile stocks, particularly in the rare earth metals, nuclear energy, and aerospace sectors, which may indicate bearish signals but require further analysis to understand their implications [3]. Company Summaries MP Materials - MP Materials has experienced nearly $46 million in insider selling since December 2025, which represents over 40% of the total insider selling for the year [4]. - The sales were primarily executed by CEO James H. Litinsky and CFO Ryan Corbett, with approximately $19 million occurring under predetermined 10b5-1 plans, which mitigates immediate bearish implications [5]. - The remaining $26 million in sales, executed between $60 and $63 per share, raises concerns as the stock is currently trading around $69 per share, indicating a moderately bearish signal [6]. Oklo - Oklo has seen a significant insider selling amounting to $136 million since December 2025, following a stock surge of 238% in 2025 [6]. - Most of the sales were conducted by CEO Jacob Dewitte, with CFO Richard Craig Bealmear also participating in notable sales [7]. - Although there has been substantial insider selling, a significant portion occurred under 10b5-1 plans, which lessens the immediate bearish interpretation [8]. Redwire - Redwire's insider selling in January 2026 is notable for being large, concentrated, and not associated with 10b5-1 plans, which may indicate a more concerning outlook compared to MP Materials and Oklo [8].

Key Points MP Materials is America's most prominent producer of rare-earth minerals, a critical strategic resource. The company saw fair revenue growth over the past five years, but that's expected to explode in the future thanks to its partnership with the U.S. government. MP is already up 33% this year, and with the military guaranteeing a price floor for its NdPr products, I foresee that run continuing. 10 stocks we like better than MP Materials › Rare earth minerals is a case of a funny misn ...

Key Points USA Rare Earth is attempting to build a business that spans the entire rare-earth metals supply chain. This is notable as rare-earth metals are growing important in high-tech devices and products. The young company is rapidly expanding its capacity to process rare-earth metals. 10 stocks we like better than USA Rare Earth › There is good news and bad news to consider when you look at USA Rare Earth (NASDAQ: USAR). The company's ambitious plan is to build from the ground up a comprehen ...

Core Viewpoint - Ucore Rare Metals Inc. supports President Trump's initiatives under Section 232 aimed at enhancing domestic supply chains for processed critical minerals, particularly rare earth elements [1][5]. Group 1: Policy and Strategic Importance - Ucore emphasizes that processing capacity, rather than just mining, is the critical chokepoint in the supply chain for rare earth and critical minerals [2]. - The company believes that long-term resilience in the supply chain requires domestic and allied processing capabilities [2]. - President Trump's proclamation highlights the U.S.'s reliance on foreign processing despite being the second-largest producer of mined rare earth oxides [3]. Group 2: Ucore's Strategic Initiatives - Ucore's strategy focuses on establishing U.S.-based rare earth processing infrastructure, sourcing feedstock from allied jurisdictions [3]. - The Louisiana Strategic Metals Complex is being developed to provide scalable processing capacity, particularly for heavy rare earth elements essential for various technologies [3][8]. - Ucore's proprietary RapidSX™ technology is designed to support policy-driven supply chain objectives and improve processing efficiency [4][5]. Group 3: Market Position and Future Plans - Ucore aims to disrupt China's control over the North American rare earth supply chain through the development of processing facilities in the U.S. and Canada [8]. - The company plans to develop its Bokan-Dotson Ridge Rare Heavy REE Project in Alaska, which is fully controlled by Ucore [8]. - Ucore's vision includes becoming a leading advanced technology company in metal separation products and services for the mining industry [7].

We recently published 10 Big Names Delivering Outsized Gains. USA Rare Earth Inc. (NASDAQ:USAR) was one of the top performers on Wednesday. USA Rare Earth Inc. (NASDAQ:USAR) grew its share prices by 9.66 percent on Wednesday to close at $18.28 apiece as investors loaded portfolios ahead of the start of its magnet facility’s commercial operations, supported by rosy prospects from the United States’ invasion of Venezuela. Earlier this month, the US invaded Venezuela with the arrest of its former president, ...