Rare Earth Stocks Rally on U.S. Supply Chain Push
Investors are flooding into rare earth and critical mineral stocks as the TRUMP administration accelerates efforts to build supply chains independent of China. Shares of U.S. and Australian miners have surged following new policies targeting materials essential for smartphones, electric vehicles, and defense systems.
The WHITE House is establishing a strategic mineral reserve, implementing price supports, and fast-tracking mine approvals—including relaxed environmental rules. Government equity investments, such as a $400 million stake in MP Materials, have further fueled the rally. Lithium, cobalt, and germanium producers are now joining the upward trend.