West Palm Beach, FL, Jan. 05, 2026 (GLOBE NEWSWIRE) -- Evolution Metals & Technologies Corp. (“EM&T” or the “Company”), a company focused on building a secure, reliable, and vertically integrated global supply chain for critical minerals and materials (“CMM”), including battery and magnet materials, through a closed-loop integrating recycling model, midstream processing, and advanced manufacturing powered by AI and smart-machine technologies, today announced the completion of the merger (the “Business Combi ...

Key Takeaways MP stock surged 168.7% in a year, far outpacing the industry, sector and the broader market's returns.MP Materials secured Apple and DoW partnerships to strengthen a U.S. rare earth supply chain.MP Materials hit record NdPr output and expects return to profitability in 2026.MP Materials (MP) is trading at a forward 12-month price/sales multiple of 22.93X, a significant premium to the industry’s 1.44X. It has a Value Score of F, which suggests that the stock appears expensive and reflects a str ...

Oil prices nudged higher on Boxing Day as geopolitical risk rises in the markets. Friday, December 26, 2025 The festive Christmas lull in oil trading saw oil prices post a weekly gain as geopolitical tensions helped push ICE Brent above the $62 per barrel mark. Venezuela and the potential choking of its heavy crude production remains the No. 1 topic, however the U.S.’ Boxing Day strikes on Nigeria could open up a new front of bullishness. US Continues to Hunt Down Venezuela Tankers. The White Ho ...

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 ...

Core Viewpoint - Shares in USA Rare Earth (NASDAQ: USAR) have declined by over 20% in a week, reflecting the stock's sensitivity to sentiment rather than long-term fundamentals [1] Group 1: Company Developments - USA Rare Earth is set to begin producing rare-earth magnets at its Stillwater, Oklahoma facility in 2026, utilizing non-China-sourced materials [2] - The company has accelerated the commercialization timeline for its Round Top heavy rare earth deposit in Texas, with commercial production expected to start in 2028 [3] - Recent acquisition of Less Common Materials, a British rare earth metal and alloy company, will enhance the supply of non-China-sourced materials for the Stillwater facility [6] Group 2: Market Sentiment and Risks - The stock's performance is influenced by news related to the U.S.-China trade conflict and government support for rare earth materials, which can lead to sentiment shifts among investors [4] - Despite the risks associated with USA Rare Earth, the potential for high rewards exists, and investors should be prepared for volatility [7] Group 3: Investment Considerations - Analysts from The Motley Fool Stock Advisor have identified 10 stocks they believe are better investment opportunities than USA Rare Earth [8][9]

路透：消息人士称，中国自特朗普与习近平会晤以来首次发放稀土磁铁通用出口许可证。目前至少有三家中国稀土磁铁企业获得了许可证。 ...

Core Insights - MP Materials went public in November 2020 through a SPAC merger, with shares closing at $15.09 on the first day and at $15.60 at the end of 2024, showing minimal change over the years. However, in 2025, the stock surged 500% at one point and is currently up 263% [1][2][7] Group 1: Company Performance - An investment of $10,000 in MP Materials five years ago would now be worth nearly $33,900, indicating significant growth and positioning the company advantageously against peers in the rare earth sector [2] - The stock has experienced a dramatic increase in 2025 after a period of muted performance, benefiting from U.S. government initiatives to strengthen rare earth supply [7][8] Group 2: Strategic Partnerships and Government Support - The U.S. heavily relies on China for rare earth elements, which are essential for various technologies. The Trump administration has supported local miners, including MP Materials, to enhance domestic supply [4] - In July 2025, the U.S. Department of Defense became the largest shareholder in MP Materials by acquiring a 15% stake through a $400 million investment, along with a $150 million loan for a new manufacturing facility [5] - MP Materials has secured a magnet supply agreement with Apple and partnered with the DOD to establish a joint venture in Saudi Arabia for a rare-earth facility [6] Group 3: Market Position and Future Prospects - MP Materials owns one of the richest rare earth mines, The Mountain Pass, and is set to begin magnet production by the end of 2025, which could further enhance its market position [8] - The combination of government backing and significant production milestones positions MP Materials as a high-risk, high-reward investment opportunity [8]

Core Insights - USA Rare Earth, Inc. has completed the acquisition of Less Common Metals Ltd., enhancing its position in the rare earth supply chain [1][2][3] Group 1: Acquisition Details - The acquisition of LCM is a significant step in USAR's strategy to create a fully integrated rare earth supply chain, from magnet production to mining [2][4] - LCM is recognized as a leading manufacturer of rare earth metals and alloys outside of China, particularly in Samarium, Samarium Cobalt, and Neodymium Praseodymium [1][3] Group 2: Strategic Importance - This acquisition strengthens the U.S. rare earth supply chain, which is crucial for various sectors including defense, semiconductors, and aerospace [4][6] - The integration of LCM's capabilities will allow USAR to produce high-quality rare earth metals and alloys, essential for its Stillwater magnet facility [2][4] Group 3: Market Position and Capabilities - LCM's established customer relationships with defense contractors and automotive manufacturers enhance USAR's market access and supply reliability [8] - The acquisition provides USAR with critical rare earth metal and alloy capabilities, positioning it as a unique player in the market with direct control over essential inputs [8] Group 4: Sustainability and Circular Manufacturing - LCM's ability to process recycled rare earth oxides supports a more sustainable supply chain, reducing reliance on virgin materials [8] - The focus on circular manufacturing aligns with industry trends towards sustainability and cost efficiency [8]

Summary of Key Points from the Investor Presentation on China's Export Control Playbook and Market Impact Industry Overview - The presentation focuses on the **China** and **US** trade dynamics, particularly in the context of **export controls** and **tariffs** affecting the technology and critical materials sectors, including **rare earths** and **lithium batteries** [17][21][24]. Core Insights and Arguments 1. **US-China Tariff Adjustments**: - The US has reduced tariffs on China from **145% to 30%**, while China has lowered tariffs on US goods from **125% to 10%** as part of a temporary truce [19][28]. - The truce is fragile, with potential for future escalations in tariffs and non-tariff barriers [18][28]. 2. **China's Dominance in Critical Materials**: - China holds a significant global market share in rare earths and lithium batteries, with **90%** of refined production and **86%** of EV battery production [22]. - The country’s dominance is supported by a complete value chain and cost advantages in lithium-ion battery production [23]. 3. **Export Control Framework**: - China has been gradually implementing an export control framework since **2020**, with significant regulations introduced in **2024-2025** covering critical metals and technologies [24][26]. - The framework aims to consolidate regulations and enforce selective export controls on various materials, including rare earths and EV battery technologies [25][26]. 4. **Impact of Trade Tensions**: - Rising trade tensions and technology restrictions have prompted China to assertively control exports of critical materials, which could impact global supply chains [24][28]. - The US has also expanded tech controls, which may expose vulnerabilities in China's tech supply chain [29][30]. 5. **Economic Scenarios Post-Truce**: - Three potential scenarios for the evolution of the US-China truce are outlined: - **Bear Case**: Truce collapses, leading to sharp export slowdowns and supply chain disruptions. - **Base Case**: A one-year truce with intermittent frictions, resulting in marginal economic balancing. - **Bull Case**: Progress towards a framework deal, with improved economic conditions and reduced uncertainty [28]. Additional Important Insights - **Self-Sufficiency in Semiconductors**: - China's self-sufficiency in semiconductors remains low, with projections indicating only a **39%** self-sufficiency ratio by **2027** [31]. - The GPU self-sufficiency ratio is expected to reach **50%** by **2027**, indicating some progress in localization efforts [31]. - **Export Growth Trends**: - Recent data indicates a softening in export growth, attributed to high base effects and front-loaded production [33]. - The year-on-year export growth is expected to be negative, but this is likely a one-off occurrence rather than a long-term trend [33]. - **Inflation and Economic Indicators**: - Inflation is projected to level off towards the end of the year, with CPI rebounding due to seasonal effects [38][40]. - The economic outlook remains cautious, with potential impacts from ongoing trade tensions and export controls [28][40]. This summary encapsulates the critical insights and implications of the current trade dynamics between the US and China, particularly focusing on export controls and their impact on the technology and critical materials sectors.

Core Insights - India is set to expand its rare earth magnet incentive programme to over Rs70bn ($786m), nearly tripling its size to enhance domestic capacity in a sector currently dominated by China [1] - The previous plan was $290m, focusing on critical materials for electric vehicles, renewable energy, and defence, with potential revisions to the final allocation still pending [2] - The initiative aligns with global efforts to establish resilient supply chains for rare earth magnets, especially after China tightened export controls, which disrupted global supplies [3] Industry Context - India aims to reduce dependency on China, which processes around 90% of the world's rare earth output, amid ongoing trade tensions with the US [3][4] - The Indian government’s expanded initiative will support around five companies through production-linked incentives and capital subsidies [6] - Domestic production of rare earths in India is currently non-viable without government subsidies, leading state-owned enterprises to seek overseas mining partnerships [5] Technological and Market Developments - The government is also funding studies on synchronous reluctance motors to reduce reliance on rare earth materials [7] - India is expected to require around 2,000 tonnes of rare earth oxides annually, a demand that can be met by global producers [7] - Despite China's recent moves to issue import licenses for rare earth magnets intended for use in India, no licenses have been granted to Indian-origin companies [6]