In this article, we will be taking a look at the 7 Best Rare Earth Stocks to Buy According to Hedge Funds.By 2026, the mining industry, particularly in the context of rare earths, will have evolved from a basic extraction sector into a strategic pillar of national security. The global rare earth metals market was valued at approximately $5.73 billion as of 2025 and is projected to reach $7.79 billion by 2030, primarily driven by the green energy transition. Offshore direct-drive wind turbines require approx ...

Core Insights - Viridis Mining and Minerals has received a non-binding, conditional letter of support from Export Finance Australia for the Colossus Rare Earths project in Brazil [1][2] - The letter of support indicates EFA's potential interest in providing a direct lending facility of up to A$77 million, aiding in the project's execution phase and moving towards full project financing [2] - The project has also secured support from other financial institutions, enhancing its overall debt capacity and allowing for the appointment of a lead arranger [3] Financial Framework - The Colossus project has estimated capital costs of $286 million, or $356 million including a 25% contingency [3] - With EFA's letter of support, the targeted project debt package is now fully covered, facilitating the path towards securing complete project financing and achieving a final investment decision anticipated in the second half of 2026 [4] Environmental and Strategic Developments - The project has received its preliminary environmental license, confirming its environmental feasibility [4] - Viridis has finalized a strategic investment agreement worth $30 million with ORE Investments and Régia Capital, allowing for advanced negotiations with key equity investors and offtake counterparties [5] Management Commentary - The managing director of Viridis stated that securing the letter of support from EFA represents a significant milestone in the company's debt financing strategy, enhancing lender confidence and access to competitive project finance [6]

Magnum Mining and Exploration has released an update on its ongoing rare earth exploration work in Brazil, confirming that drilling has restarted at the prospective Palmares and Azimuth projects. The latest operational news highlights efforts to speed up both drilling and sample processing at the two sites, following a planned shutdown over the Brazilian Recesso period. At Palmares, the company has completed 15 reverse circulation (RC) drill-holes totalling 225m across the high-grade, near-surface Feiri ...

REalloys utilizes its first-to-market processing and metallization capabilities to secure a sovereign supply of heavy rare earths for U.S. defense agencies on an accelerated timeline. Strategic alliance would establish the United States’ first fully domestic mine-waste-to-magnet ecosystem, leveraging federally funded upstream innovation to break reliance on foreign supply chains. DALLAS, Jan. 06, 2026 (GLOBE NEWSWIRE) -- Blackboxstocks (NASDAQ: BLBX) Merger Target, REalloys Inc. (“REalloys”) announced today ...

Key Points USA Rare Earth stock is soaring today after U.S. forces removed Venezuelan President Nicolás Maduro from power. The change in Venezuela's leadership could open doors for USA Rare Earth in the country. 10 stocks we like better than USA Rare Earth › USA Rare Earth (NASDAQ: USAR) stock is seeing explosive gains in Monday's trading. The seabed mining company's share price was up 12.8% as of 2:45 p.m. ET and had been up as much as 14% earlier in the session. USA Rare Earth's valuation is sur ...

Core Insights - Apex Critical Metals has received an exploration permit for the Rift Rare Earth Project, marking a significant milestone towards initiating drilling operations in Nebraska, US [1] - The site has a history of significant drilling by previous operators, revealing high-grade rare earth element mineralization [2] - The company is preparing for its first drilling campaign, targeting to commence in the first quarter of 2026 [3] Company Developments - Apex is currently engaged in pre-drilling activities, including contractor negotiations, logistics planning, and confirming access routes [3] - The company is updating its drill targets based on historical data and geological assessments, with a focus on historic drill-hole EC-93 [4] - Apex's CEO highlighted the importance of the exploration permit as a transition from planning to execution of the drilling program [5] Industry Context - The Rift Project is positioned to potentially become one of the leading rare earth projects in North America, leveraging excellent historical results [6] - In November 2024, Apex expanded its portfolio by acquiring the Bianco Carbonatite Project in Ontario, indicating a strategic growth approach [6]

Core Viewpoint - Mulberry Industries and Ramaco Resources have entered into a non-binding memorandum of understanding (MOU) to negotiate an offtake partnership aimed at enhancing the domestic supply chain for rare earth elements and permanent magnets in the U.S. [1][4] Group 1: Company Developments - Ramaco Resources is developing critical minerals and rare earth elements at its Brook mine in Wyoming, which is believed to hold the largest unconventional deposit of these resources in the nation sourced from coal and carbonaceous ore [2]. - The Brook mine is the first new rare earth element and critical mineral mine in the U.S. in over 70 years, focusing initially on the production of commercial oxides, with full-scale mining and a pilot processing facility currently under construction [3][7]. - Ramaco received a second five-year land use approval from the Wyoming Department of Environmental Quality and has released preliminary economic assessment results for the mine [3]. Group 2: Partnership Details - Under the MOU, Ramaco Resources will negotiate to supply Mulberry Industries with customized oxide blends containing rare earth elements such as samarium, NdPr, yttrium, gallium, and Dy/Tb on a non-exclusive basis [4]. - Mulberry Industries plans to use this domestic feedstock to enhance its existing 10-year rare earth stockpile for manufacturing advanced permanent magnets for various industries, including defense, aerospace, automotive, and robotics [4][5]. Group 3: Strategic Importance - The partnership is seen as a way to diversify rare earth sourcing for Mulberry Industries, ensuring long-term supply chain independence and enhancing economic and national security for the U.S. [5]. - Mulberry Industries produces vital permanent magnets, including neodymium-iron (NdFeB), samarium-cobalt (SmCo), and aluminum-nickel-cobalt (AlNiCo), which are essential for advanced technologies and defense applications [5]. - Ramaco Resources emphasizes the importance of establishing a resilient, ex-China permanent magnet supply chain to support U.S. innovators and ensure reliable feedstock for advanced magnet manufacturing [6][7].

Core Viewpoint - Investors in USA Rare Earth have experienced significant volatility since the company's public listing in March, driven by speculation regarding potential federal government support for domestic rare-earth magnet supply [1] Group 1: Company Strategy - USA Rare Earth is adopting a unique "mine to magnet" strategy, planning to construct a magnet-producing facility in Stillwater, Oklahoma, before developing its Round Top deposit in Texas [2] - The Round Top deposit is noted as the richest known deposit of heavy rare earth elements in the U.S., with commercial development expected to begin in late 2028, while the Stillwater plant is set to start commercial production in 2026 [3] Group 2: Supply Chain and Partnerships - To ensure a non-Chinese supply of materials for the Stillwater facility, USA Rare Earth acquired the U.K.'s Less Common Materials (LCM), which sources materials outside of China, and has secured supply agreements with Solvay and Arnold Magnetic Technologies [4] Group 3: Execution and Future Plans - Successful commercial production at the Stillwater facility in 2026 and completion of a pre-feasibility study on the Round Top deposit in the third quarter are critical milestones for USA Rare Earth [6]

MP Materials (MP) is a rare earth materials and magnetics company that owns and operates the Mountain Pass mine in California, the only large-scale rare earth mining and processing site in the Western Hemisphere. The company produces neodymium-praseodymium (NdPr) and other rare earth products used in high‑performance magnets for electric vehicles, wind turbines, robotics, defense systems, and advanced electronics. Additionally, it builds downstream capacity to manufacture metals, alloys, and magnets at its ...

Key Takeaways MP is the only integrated U.S. rare earth producer, spanning mining, processing and magnet manufacturing.MP Materials secured long-term deals with Apple and the DoW.Energy Fuels is growing REE output alongside uranium, but faces losses despite sharp revenue growth.MP Materials (MP) and Energy Fuels (UUUU) are two US-based companies expected to play important roles in America’s efforts to establish a secure domestic supply chain for rare earth elements (REEs) and other critical minerals.Las Veg ...